# ![@MB_Hogan Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1018427617.png) @MB_Hogan Mark Hogan

Mark Hogan is not mentioned in the provided tweets. However, Nebius ($nbis) is a frequently discussed stock, with many users expressing bullish sentiments and confidence in its growth potential. The company's partnerships, revenue growth, and analyst price targets are being closely watched by investors.

### Engagements: [------] [#](/creator/twitter::1018427617/interactions)
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### Mentions: [--] [#](/creator/twitter::1018427617/posts_active)
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- [--] Week [--] -60%
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### Followers: [-----] [#](/creator/twitter::1018427617/followers)
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### CreatorRank: [-------] [#](/creator/twitter::1018427617/influencer_rank)
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### Social Influence

**Social category influence**
[finance](/list/finance)  31.78% [stocks](/list/stocks)  20.56% [technology brands](/list/technology-brands)  12.15% [cryptocurrencies](/list/cryptocurrencies)  3.74% [countries](/list/countries)  1.87% [financial services](/list/financial-services)  1.87% [celebrities](/list/celebrities)  0.93%

**Social topic influence**
[$nbis](/topic/$nbis) #14, [ai](/topic/ai) 21.5%, [$wix](/topic/$wix) #21, [mark](/topic/mark) #756, [end of](/topic/end-of) #1255, [bullish](/topic/bullish) #242, [ceo](/topic/ceo) 8.41%, [gas](/topic/gas) 8.41%, [$cifr](/topic/$cifr) #191, [$2b](/topic/$2b) #69

**Top accounts mentioned or mentioned by**
[@ilzmcfly](/creator/undefined) [@hyperaicapital](/creator/undefined) [@yilengyao1](/creator/undefined) [@hypertechinvest](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@cyinvest](/creator/undefined) [@nebiusallin](/creator/undefined) [@genzinvest0r](/creator/undefined) [@longinvest32](/creator/undefined) [@spiralout_one](/creator/undefined) [@mvcinvesting](/creator/undefined) [@toptechstocksus](/creator/undefined) [@justcohl](/creator/undefined) [@penguinvesting](/creator/undefined) [@nglotus9898](/creator/undefined) [@gabrelyanov](/creator/undefined) [@ryanjgorman](/creator/undefined) [@spiraloutone](/creator/undefined) [@edgeofpower](/creator/undefined) [@cabeyney](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [WIX.com Ltd. (WIX)](/topic/$wix) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Iris Energy Limited (IREN)](/topic/$iren) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Metadium (META)](/topic/$meta) [Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Yiannis Zourmpanos writing for Seeking Alpha today sees a difficult phase ahead for $NBIS Nebius Group N.V. has consolidated after a parabolic [----] re-rating rebounding 20% with primary uptrend intact above long-term averages. If all goes as planned then valuation compresses rapidly with execution falling from 48x [----] sales to 7.8x in [----] and 3.5x in [----] and Revenue is expected to surge from $556 million in [----] to $3.45 billion in [----] a 521% year-over-year increase. Greatest RISK: Timing As any delay in power facilities or hardware pushes revenue while costs continue pressuring both"  
[X Link](https://x.com/MB_Hogan/status/2011503864390824180)  2026-01-14T18:21Z [----] followers, [----] engagements


"$NBIS now at 26B market cap. When you subtract the cash value of all their subsidiaries (10B total including the $4.2B ClickHouse) Nebius is trading at around 2X projected midpoint of company guidance of 8B ARR for end of this year. $IREN now at 19B market cap and so is trading at 5.5X their end of [----] company guidance of 3.4B ARR https://twitter.com/i/web/status/2013341246215860717 https://twitter.com/i/web/status/2013341246215860717"  
[X Link](https://x.com/MB_Hogan/status/2013341246215860717)  2026-01-19T20:02Z [----] followers, 17K engagements


"$NBIS a quick look at company guidance for EBIT margins and reasonable ARR multiples for valuation My thesis for [----] is that Arkady has always been historically conservative and delivered on guidance and will do so again this year. If you look at the current valuation and subtract the value of the subsidiaries Its reasonable (and even conservative) to frame the core AI cloud business as trading at 1.52x forward ARR (or less) making Nebius one of the cheapest high-growth AI infra plays on the market on a sum of parts basis. Heres a quick sum of the parts Breakdown (Current $2425B Market Cap"  
[X Link](https://x.com/MB_Hogan/status/2014768511470522773)  2026-01-23T18:33Z [----] followers, 10K engagements


"Im taking a new $WIX position since the 2B share buyback was announced I realize the market has been anything but kind to SaaS but I think thats a short term overreaction and at this depressed MC with the buybacks set for 2026-2027 I see some significant upside if SaaS turns around. I dont see this as a long position yet like $NBIS I have a lot of respect for @mvcinvesting and hope we make some money here 🤝 NFA* Always do your own research $WIX's Base44 daily visits continue to reach all-time highs according to Similarweb data. https://t.co/Cfcwq76Ex3 $WIX's Base44 daily visits continue to"  
[X Link](https://x.com/MB_Hogan/status/2016908602724819054)  2026-01-29T16:17Z [----] followers, [----] engagements


"$NBIS 28% stake in ClickHouse is worth $4B+ now What will it be worth by end of this year 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 👇 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"  
[X Link](https://x.com/MB_Hogan/status/2016940420207460596)  2026-01-29T18:24Z [----] followers, 13.7K engagements


"Exactly what I've also been saying about efficiency/SPEED of construction for Ai infra buildout contracting for power or building fully-islanded power and how QUICKLY $NBIS can execute. Demand is not relevant. "The investment case no longer depends on Al adoption cycles or customer willingness to spend but on time-to-power construction velocity energy access and operational discipline." Meta and Microsoft Just Reported. What Changed for Nebius. $META $MSFT $NBIS https://t.co/84AFwIsLZY Meta and Microsoft Just Reported. What Changed for Nebius. $META $MSFT $NBIS https://t.co/84AFwIsLZY"  
[X Link](https://x.com/MB_Hogan/status/2016953670030463363)  2026-01-29T19:16Z [----] followers, [----] engagements


"Polymarket Odds are now at 75% that $NBIS will be acquired this year What is driving this bet Odds on Polymarket that Nebius $NBIS will be acquired before [----] just surged to 75%. Stock is down -7% today and no new M&A rumors are circulating or known. https://t.co/4CZQvpFiyK Odds on Polymarket that Nebius $NBIS will be acquired before [----] just surged to 75%. Stock is down -7% today and no new M&A rumors are circulating or known. https://t.co/4CZQvpFiyK"  
[X Link](https://x.com/MB_Hogan/status/2017008144065400942)  2026-01-29T22:53Z [----] followers, 57.5K engagements


"This is just wild and would position Amazon as leading investor at $50B in OpenAi Bullish for Ai infra sector health including $NBIS $CIFR $IREN even Coreweave BREAKING: Amazon in talks to invest up to $50B in OpenAI - WSJ CEO Andy Jassy is leading negotiations. OpenAI is seeking up to $100B in new capital at a valuation of up to $830B. SoftBank is in talks to invest up to $30B more. https://t.co/143OQ4X1eH BREAKING: Amazon in talks to invest up to $50B in OpenAI - WSJ CEO Andy Jassy is leading negotiations. OpenAI is seeking up to $100B in new capital at a valuation of up to $830B. SoftBank"  
[X Link](https://x.com/MB_Hogan/status/2017039817788338199)  2026-01-30T00:59Z [----] followers, [----] engagements


"One back of the ol napkin way to look at SaaS company $WIX right now. (1) $2B buyback announced for 2026-2027 (up to 40% current MC) (2) $2B value in Base44 if guidance of 200M ARR achieved by end of [----] at a 10X ARR multiple (3) Core business with millions of subscribers growing at 14% YoY looking at $2B revenue for end of [----] with core business growth rate projected to continue through [----] Current total $WIX market cap: $4.8B https://twitter.com/i/web/status/2017272151493992821 https://twitter.com/i/web/status/2017272151493992821"  
[X Link](https://x.com/MB_Hogan/status/2017272151493992821)  2026-01-30T16:22Z [----] followers, [----] engagements


"$NBIS UPDATE 🔥🔥 Per DataOne CEO Charles Beyney Nebius using low-speed gas gensets 11.2MW each 48% efficient at Vineland NJ dats center and do not need all [--] to be fully operational Bullish 🔥 @JulieGuo19 @TopTechStocksUS @MB_Hogan These are not gas turbines but low-speed gas gensets 11.2MW each 48% efficient which I selected deliberately they are not complex CCGT. We do not need all [--] units to be fully operational I said enough already 🤗. @JulieGuo19 @TopTechStocksUS @MB_Hogan These are not gas turbines but low-speed gas gensets 11.2MW each 48% efficient which I selected deliberately"  
[X Link](https://x.com/MB_Hogan/status/2017330805891059791)  2026-01-30T20:15Z [----] followers, 17.8K engagements


"$WIX Analyst PRICE TARGETS Currently Tipranks rates $WIX a STRONG BUY with [--] BUYS and [--] HOLD Average Analyst PT: $167.18 a share with an average upside of 91% Notable Institutional Coverage includes: Barclays (Trevor Young): Overweight/Buy; recent target $205 (lowered from $210 in Jan 2026) Citizens JMP (Andrew Boone): Market Outperform; recent target $125 (lowered from $185 in Jan 2026) (5 star analyst) Morgan Stanley (Elizabeth Porter): Overweight/Buy; recent target $160 (lowered from $181 in Jan 2026) Citigroup / Citi: Buy; $150 target Oppenheimer: Buy/Outperform; recent target around"  
[X Link](https://x.com/MB_Hogan/status/2017357563487289819)  2026-01-30T22:01Z [----] followers, [----] engagements


"$NBIS far cheaper now in terms of fundamentals than it was at $20 a share In April [----] during the crash Nebius had a market cap of $5B on a $1B EOY ARR projection. Now Nebius sits at a market cap of $22B with a $8B EOY ARR projection. This is just one metric but in many ways $NBIS is cheaper than it was at $20 in April [--]. In April [----] during the crash Nebius had a market cap of $5B on a $1B EOY ARR projection. Now Nebius sits at a market cap of $22B with a $8B EOY ARR projection. This is just one metric but in many ways $NBIS is cheaper than it was at $20 in April 25"  
[X Link](https://x.com/MB_Hogan/status/2017402388861087840)  2026-01-31T00:59Z [----] followers, [----] engagements


"Revolut now running on $NBIS Token Factory All aboard 💪🏻 It looks like Revolut is running on $NBIS Token Factory. From Pavel Nesterov (Revolut Executive Director) he confirms that $NBIS and @FireworksAI_HQ have been providing dedicated infrastructure for Revolut's bot which is running a hybrid stack model multiple external models + https://t.co/Cqf5Xo3P0B It looks like Revolut is running on $NBIS Token Factory. From Pavel Nesterov (Revolut Executive Director) he confirms that $NBIS and @FireworksAI_HQ have been providing dedicated infrastructure for Revolut's bot which is running a hybrid"  
[X Link](https://x.com/MB_Hogan/status/2017739593567584496)  2026-01-31T23:19Z [----] followers, [----] engagements


"$NBIS new client Revolut Who does Ai infrastructure better than Nebius Executive Director of Data Science and AI at Revolut Pavel Nesterov answers the questionnobody. Revolut chose Nebius after first trying other major hyperscaler providers including Google and OpenAi that couldnt provide the superior level of orchestration that Nebius does for production Ai workloads. This is a very bullish real-world validation from a credible enterprise customer. It directly counters bear arguments about low-end edge commoditization or lack of differentiation: Nebius is winning actual enterprise deals in"  
[X Link](https://x.com/MB_Hogan/status/2017961704336867797)  2026-02-01T14:02Z [----] followers, 29.7K engagements


"Latest update from $NBIS potential new data center site in Birmingham Alabama Something to keep an eye on as well as Joplin Missouri Independence Missouri (potential for [---] GW) and of course progress in Vineland NJ where 350MW are expected to be fully in operation by November JUST IN: $NBIS filed a building permit in Birmingham Alabama 👀 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 https://t.co/p2HDEvQF5S JUST IN: $NBIS filed a building"  
[X Link](https://x.com/MB_Hogan/status/2017965416203661372)  2026-02-01T14:17Z [----] followers, [----] engagements


"US CPI inflation measured by Truflation dropped today to .86 🔥🔥🔥 Inflation now the lowest in [--] years Cut interest rates yesterday Bullish tech growth $NBIS $CIFR $WIX US CPI inflation dropped significantly today from 1.24% to 0.86% in our independent price data the lowest since [----]. Truflation US CPI today: 0.86% Y/Y The biggest downward drivers were: [--]. Utilities down -0.13% [--]. Clothing -0.08% [--]. Housing -0.05% [--]. Transport -0.05% [--]. Food https://t.co/HFef56JGyl US CPI inflation dropped significantly today from 1.24% to 0.86% in our independent price data the lowest since 2020."  
[X Link](https://x.com/MB_Hogan/status/2018007065348776157)  2026-02-01T17:02Z [----] followers, [----] engagements


"Morgan Stanley picks $WIX as one of the very best software stocks for [----] 🔥🔥🔥 "Despite delivering accelerated revenue growth against tough price-benefitted comparables Wix saw its EV/NTM FCF multiple compress by over 50% through 2025." "Multiple catalysts for [----] include Base44 becoming a more material driver to the model with management setting a floor for blended business profitability at mid-20s FCF margin and the launch of a new Self-Creators product to re-engage growth in Wixs largest customer segment." "Trading at approximately 6x EV/CY27 FCF improved execution could attract"  
[X Link](https://x.com/MB_Hogan/status/2018075583889174532)  2026-02-01T21:34Z [----] followers, [----] engagements


"$WIX Synergy of Wix Harmony plus Base44 Wix Harmony is the flagship hybrid AI-powered website builder officially announced and launched on January [--] [----]. The rollout begins in the next week or two with gradual expansion to all users globally. Wix Harmony was announced right before the $2B buyback authorization on January 28th and ties into Wixs aggressive push to counter AI disruption fears while re-engaging its core user base. Harmony represents Wixs most advanced AI integration yet blending vibe coding (natural-language prompting for site generation) with traditional visual control: Core"  
[X Link](https://x.com/MB_Hogan/status/2018378951178010918)  2026-02-02T17:40Z [----] followers, [----] engagements


"A Look At $WIX Valuation After Wix Harmony And New US$2b Buyback Program - Simply Wall St News https://simplywall.st/stocks/us/software/nasdaq-wix/wixcom/news/a-look-at-wixcom-wix-valuation-after-wix-harmony-and-new-us2 https://simplywall.st/stocks/us/software/nasdaq-wix/wixcom/news/a-look-at-wixcom-wix-valuation-after-wix-harmony-and-new-us2"  
[X Link](https://x.com/MB_Hogan/status/2018379475415933059)  2026-02-02T17:42Z [----] followers, [---] engagements


"$WIX on Super Bowl Sunday Fun fact: $WIX's Chief Marketing Officer who's been at the company for over [--] years revealed on The 20VC Show that it took him just twelve days after acquiring Base44 to decide to run a Super Bowl ad. He also reassigned [--] experienced Wix marketing employees to Base44 to get Fun fact: $WIX's Chief Marketing Officer who's been at the company for over [--] years revealed on The 20VC Show that it took him just twelve days after acquiring Base44 to decide to run a Super Bowl ad. He also reassigned [--] experienced Wix marketing employees to Base44 to get"  
[X Link](https://x.com/MB_Hogan/status/2018423865114779808)  2026-02-02T20:38Z [----] followers, [----] engagements


"Worth reading Hated Moats DCF valuation model for $WIX and how they arrive at a Fair Value stock price of $145 per share. https://hatedmoats.substack.com/p/wixcom-dcf-valuationtriedRedirect=true https://hatedmoats.substack.com/p/wixcom-dcf-valuationtriedRedirect=true"  
[X Link](https://x.com/MB_Hogan/status/2018490550165348554)  2026-02-03T01:03Z [----] followers, [----] engagements


"On January [--] Keefe Bruyette analyst Stephen Glagola raised the firms price target on $CIFR to $22 from $13 and kept an Outperform https://finance.yahoo.com/news/keefe-bruyette-boosts-cipher-mining-052407724.html https://finance.yahoo.com/news/keefe-bruyette-boosts-cipher-mining-052407724.html"  
[X Link](https://x.com/MB_Hogan/status/2018659509107851505)  2026-02-03T12:15Z [----] followers, [----] engagements


"$CIFR JUST IN 🔥 $CIFR announces that it intends to offer senior secured notes due [----] in a private placement to institutional investors subject to market conditions. Proceeds are earmarked primarily for the completion of the Black Pearl Facility a high-performance computing data center under development in Wink Texas. New $2B raise signals that Black Pearl is far along enough for institutional lenders to sign up. This is non-dilutive and bullish imo 🔥 https://theminermag.com/news/2026-02-03/cipher-bond-ai-texas https://theminermag.com/news/2026-02-03/cipher-bond-ai-texas"  
[X Link](https://x.com/MB_Hogan/status/2018714815322067417)  2026-02-03T15:54Z [----] followers, [----] engagements


"$WIX revenue growing at 26% YoY since [----] Now trading at bear market lows Since [----] Wix annual revenue has grown at 26% annually $WIX https://t.co/TMDXhlges6 Since [----] Wix annual revenue has grown at 26% annually $WIX https://t.co/TMDXhlges6"  
[X Link](https://x.com/MB_Hogan/status/2018729290867650783)  2026-02-03T16:52Z [----] followers, [----] engagements


"Incredible UPSIDE $WIX At $4.2 Billion MC the $2B stock buyback announced last week is worth nearly half the present market cap 🔥"  
[X Link](https://x.com/MB_Hogan/status/2018733105117643163)  2026-02-03T17:07Z [----] followers, [----] engagements


"I think the key now is for software companies to invest in change and evolve. The winners will be able to successfully integrate Ai in a very specific non-duplicative way that turns their software into a far better overall Ai platform. $Wix comes to mind with their new Wix Harmony and Base44 https://twitter.com/i/web/status/2018735199194910801 https://twitter.com/i/web/status/2018735199194910801"  
[X Link](https://x.com/MB_Hogan/status/2018735199194910801)  2026-02-03T17:15Z [----] followers, [---] engagements


"@HyperAICapital Its the falling knife scenario with software sector but I think the new Ai integration w/ Wix Harmony and Base44 in combo with a stock buyback of $2B just announced (nearly half the current market cap) I think theres a lot of upside"  
[X Link](https://x.com/MB_Hogan/status/2018814797727555623)  2026-02-03T22:32Z [----] followers, [---] engagements


"$WIX new Ai platform WIX Harmony Bullish review from website developer with a decade of experience 🔥 @mvcinvesting Wix Harmony combines vibe coding with a page builder. Thats a powerful combination. Its hard not to recommend this product and Ive been developing websites with WordPress for [--] years. The gig economy is the future of workforce and Wix is positioning itself to exploit that. @mvcinvesting Wix Harmony combines vibe coding with a page builder. Thats a powerful combination. Its hard not to recommend this product and Ive been developing websites with WordPress for [--] years. The gig"  
[X Link](https://x.com/MB_Hogan/status/2018831787179286629)  2026-02-03T23:39Z [----] followers, [----] engagements


"Agree. The whole sector has been indiscriminately ravaged but some software are solid businesses that will integrate Ai into their platforms and turn around. Check out $WIX if you havent already theyve just integrated Ai into new platform WIX Harmony and bought Base44 which is growing ARR lightning fast and the new $2B buyback accounts for almost half of their 4.2B market cap. https://twitter.com/i/web/status/2018851710421082304 https://twitter.com/i/web/status/2018851710421082304"  
[X Link](https://x.com/MB_Hogan/status/2018851710421082304)  2026-02-04T00:58Z [----] followers, [---] engagements


"$WIX Base44 upgrade @Base44 now has the strongest SEO performance in the industry. We recently ran a test to see how we could improve visibility for our users and the results led to a major upgrade. Weve automated the critical technical steps that usually trip people up. Whats new inside https://t.co/e6TrnwGOyF @Base44 now has the strongest SEO performance in the industry. We recently ran a test to see how we could improve visibility for our users and the results led to a major upgrade. Weve automated the critical technical steps that usually trip people up. Whats new inside"  
[X Link](https://x.com/MB_Hogan/status/2018914313407283631)  2026-02-04T05:07Z [----] followers, [----] engagements


"$WIX Ai as a compliment to software not the destroyer In an interview yesterday Jensen Huang articulated exactly what Ive been saying regarding the narrative that Ai will replace software and the resulting indiscriminate software sector stock massive selloff/plunge: Theres this notion that the software industry is in decline and will be replaced by Ai. You can tell because theres a whole bunch of software companies whose stock prices are under a lot of pressure because somehow Ai is going to replace them. This is the most ILLOGICAL thing in the world and time will prove it. And heres why"  
[X Link](https://x.com/MB_Hogan/status/2019050832692466039)  2026-02-04T14:10Z [----] followers, [----] engagements


"JUST IN Oakoff Investments: $NBIS Likely to SOAR on Q4 Earnings 🔥 maintains BUY RATING long hold The correction looks overdone Nebius offers a compelling 44%+ upside ahead of Q4 earnings supported by strong capacity ramp and management guidance. NBIS's valuation at under 2.8x forward P/S is attractive relative to peers especially given its rapid growth trajectory and lower debt profile. The key catalyst is management's confirmation of capacity expansion and order conversion not headline earnings driving narrative and price action. I do expect that Nebius's management Mr. Volozh and other"  
[X Link](https://x.com/MB_Hogan/status/2019054908108947814)  2026-02-04T14:26Z [----] followers, [----] engagements


"JUST IN: $NBIS new Token Factory Upgrades 🔥🔥 Nebius has added several new models to the platform recently: Nemotron-3-Nano-30B-A3B: a compact MoE (3.6B active params) optimized for coding reasoning instruction following and tool use. Available today via dedicated endpoints (serverless coming soon). Qwen3-Next-80B-A3B-Thinking: a larger MoE designed for complex reasoning math coding and multilingual workloads (119 languages) with explicit step-by-step thinking. MiniMax M2.1: open-weights model strong in multilingual coding agentic workflows and real-world app & web development. DeepSeek-V3.2"  
[X Link](https://x.com/MB_Hogan/status/2019082642226848110)  2026-02-04T16:16Z [----] followers, [----] engagements


"Blood in the streets on Ai infrastructure and tech in general today One of the worst days in many months. Worth considering this take: Take $NBIS as an illustration. -20% this week. Sold off with the rest of tech pulled into the general selling wave. Yet NBIS's fundamental challenge remains the same as [--] days ago: Execution: deliver MW activate capacity convert backlog to ARR Not demand: $7-9B ARR [----] guidance $20B+ backlog multi-year $MSFT/ $META contracts At $80 the price resembles a rupture scenario. As if contracts were canceled as if demand collapsed. While public facts haven't"  
[X Link](https://x.com/MB_Hogan/status/2019123013740900524)  2026-02-04T18:56Z [----] followers, [----] engagements


"$WIX held up rather well in an otherwise miserable bloodbath today. I believe this is partly bc the stock hit its [--] week low of $75 a share and perhaps the $2B stock buyback is providing somewhat of a FLOOR here"  
[X Link](https://x.com/MB_Hogan/status/2019160798862668054)  2026-02-04T21:27Z [----] followers, [---] engagements


"Sundar agrees with Jensen Huang 🔥 SaaS companies are going to grow and thrive via Ai as an enabling tool Massive asymmetry. The SaaS stock reversal is going to be epic $WIX $NBIS $GOOGL SUNDAR ON THE RECENT SAAS MELTDOWN: - AI is going to be an enabling tool for software companies we are seeing massive token usage - Many companies are incorporating Gemini into their workflows to increase productivity - Software companies that are utilizing AI have https://t.co/bYcIzvfTQ3 $GOOGL SUNDAR ON THE RECENT SAAS MELTDOWN: - AI is going to be an enabling tool for software companies we are seeing"  
[X Link](https://x.com/MB_Hogan/status/2019184519840944373)  2026-02-04T23:01Z [----] followers, [----] engagements


"Ai demand is pervasive exceptionally STRONG 🔥 Bullish $NBIS $CIFR $IREN $GOOGL CEO Sundar Pichai on AI demand: "The demand we're seeing across the board is exceptionally strong. I expect to go through the year in a supply-constrained way. $GOOGL CEO Sundar Pichai on AI demand: "The demand we're seeing across the board is exceptionally strong. I expect to go through the year in a supply-constrained way"  
[X Link](https://x.com/MB_Hogan/status/2019184975178784866)  2026-02-04T23:03Z [----] followers, [----] engagements


"Crazy that Trump finally had to spell this out for people. Love him or hate him he's not going to appoint a new Fed chair who won't lower interest rates. Bullish $NBIS $WIX $CIFR Ai tech growth Trump: I think Warsh understands I want lower rates. He wouldnt have gotten the job if he said he wanted to raise rates. https://t.co/HdZAhMlr7p Trump: I think Warsh understands I want lower rates. He wouldnt have gotten the job if he said he wanted to raise rates. https://t.co/HdZAhMlr7p"  
[X Link](https://x.com/MB_Hogan/status/2019187131571397088)  2026-02-04T23:11Z [----] followers, [----] engagements


"Did $CIFR hit oil The big one perhaps 🤔 CEO Tyler Page posts this after Google earnings released https://t.co/1otyHKfw5M https://t.co/1otyHKfw5M"  
[X Link](https://x.com/MB_Hogan/status/2019210259533853052)  2026-02-05T00:43Z [----] followers, 18.3K engagements


"Excellent write-up by Nate on $NBIS Nebius is undervalued here at 21B market cap (less than the aggregate value of their Microsoft/Meta deals) Now with 100% upside to Average Institutional Price Target And all of Nebius subsidiaries including their ClickHouse (28% stake) are growing rapidly. I would project the Nebius ClickHouse stake alone to be worth closer to $8B by end of this year. Long game $NBIS is now a $21B company. Here is what it comes with: - [--] year $17.4B contract with $MSFT - [--] year $3B contract with $META - Some current clients/partners with $SHOP $NET Revolut Cursor Prosus &"  
[X Link](https://x.com/MB_Hogan/status/2019289910738362388)  2026-02-05T06:00Z [----] followers, [----] engagements


"$NBIS 28% ClickHouse stake alone is worth $4.2B If you deduct the ClickHouse stake the current market cap of Nebius is $14.8B Wild selloff"  
[X Link](https://x.com/MB_Hogan/status/2019441800952385970)  2026-02-05T16:03Z [----] followers, 20K engagements


"@WEAREYOURFRNDZ Thats the latest valuation base on the recent fundraiser. But fair point everything has gotten hit. At their rate of growth if macro turns more supportive which I believe it will with more rate cuts I expect the ClickHouse stake to be worth over 5B by end of this year"  
[X Link](https://x.com/MB_Hogan/status/2019452705995895190)  2026-02-05T16:46Z [----] followers, [---] engagements


"$NBIS The stock has gotten crushed with massive tech panic selloff down to around $75 today a level it had hit PRIOR to Microsoft deal. Fundamentals remain completely intact the thesis even more robust with the new fully owned 1.2GW Ai factory in Independence Missouri officially announced on Nebius website today. Demand is stronger than ever evidenced by hyperscalers like Google and Meta just announced commitment to spend over $300B (combined) on Ai capex in [----] alone. I am betting that Nebius and Arkady WILL DELIVER on the $7-9B ARR guidance this year. Im not selling a share"  
[X Link](https://x.com/MB_Hogan/status/2019453321031909817)  2026-02-05T16:49Z [----] followers, 13.5K engagements


"$WIX UPDATE Base44 users keep growing Maor Shlomo Base44s founder just shared a sneak peek at the platforms daily user growth. 👀 Long $WIX. https://t.co/oQvfgqve1Y Maor Shlomo Base44s founder just shared a sneak peek at the platforms daily user growth. 👀 Long $WIX. https://t.co/oQvfgqve1Y"  
[X Link](https://x.com/MB_Hogan/status/2019500554888577523)  2026-02-05T19:57Z [----] followers, [----] engagements


"In an effort to be fully transparent I decided to exit my positions in $CIFR and $WIX (both are solid stocks and will do fine without me) and Im once again all in $NBIS"  
[X Link](https://x.com/MB_Hogan/status/2019799801567543697)  2026-02-06T15:46Z [----] followers, [----] engagements


"@YilengYao1 I absolutely hear ya there. Theres a lot of downside protection with the buyback and still significant upside. Wishing you the best 🤝"  
[X Link](https://x.com/MB_Hogan/status/2019817271359860922)  2026-02-06T16:55Z [----] followers, [---] engagements


"$NBIS tech fund ACCEL added significantly to their Nebius position in Q4 acquiring 2.25M more shares (average cost $100 a share) 6.8M shares now 🔥 🚨 JUST IN: $NBIS Great News ACCEL LEADERS 🐳one of our early backers & Top Funds in the Tech industry 💰 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 [--] https://t.co/3Fe7uYzdmz 🚨 JUST IN: $NBIS Great News ACCEL LEADERS 🐳one of our early backers & Top Funds in the Tech industry 💰 adds a new fund ACCEL LEADERS [--] with new"  
[X Link](https://x.com/MB_Hogan/status/2020151502866632937)  2026-02-07T15:03Z [----] followers, [----] engagements


"A few thoughts on $NBIS newly-announced Independence Missouri data center (up to [---] GW capacity [---] MW initial expanding to [---] GW) Securing more power now is a key facet of the Ai buildout And Nebius is doing it in Independence via its own private deal that will have zero long term negative impact to local power rates or local grid. Core power sourcing for Independence site relies on a privately financed dedicated natural-gas plant rebuilt and expanded at the retired Blue Valley Power Plant site by Independence Power Partners a private entity backed by United Energy Trading and Exigent"  
[X Link](https://x.com/MB_Hogan/status/2020257585098608685)  2026-02-07T22:05Z [----] followers, [----] engagements


"Incredible performance Truflation US CPI inflation hits .68% today 🔥🔥 Leading metric for the reduction in inflation is a 20% drop in natural gas prices. Cut interest rates yesterday $NBIS tech growth BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from 0.86% yesterday to 0.68% today Sunday Feb [--]. Independent price data show another strong wave of cooling inflation this time driven by a 20% drop in natural gas prices charged to residential https://t.co/VzP9LL29U3 BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from 0.86% yesterday"  
[X Link](https://x.com/MB_Hogan/status/2020507443684430159)  2026-02-08T14:38Z [----] followers, [----] engagements


"@gabrelyanov I started buying Nebius at around $21 a share and went all in at $33. Been posting about the stock for almost a year now. Check out my page for deep dives on Arkady and Roman and other analysis. Love to see youre also holding"  
[X Link](https://x.com/MB_Hogan/status/2020531258871148712)  2026-02-08T16:12Z [----] followers, [--] engagements


"$NBIS update DataOne CEO Charles Beyney shuts down approval delay rumors on gas turbines 🔥 Approvals should be in place well before they are operationally required. @HyperTechInvest Alright Daniel to put what youre saying into perspective using publicly known facts: 1.Deficiencies are a normal and expected part of the DEP QA review process. 2.The DEP has been doing an outstanding job supporting us and moving as quickly as possible. We are receiving a @HyperTechInvest Alright Daniel to put what youre saying into perspective using publicly known facts: 1.Deficiencies are a normal and expected"  
[X Link](https://x.com/MB_Hogan/status/2020532539224375357)  2026-02-08T16:17Z [----] followers, [----] engagements


"$NBIS update DataOne CEO Charles Beyney shuts down approval delay rumors on the gas gensets 🔥 Approvals should be in place well before they are operationally required. @HyperTechInvest Alright Daniel to put what youre saying into perspective using publicly known facts: 1.Deficiencies are a normal and expected part of the DEP QA review process. 2.The DEP has been doing an outstanding job supporting us and moving as quickly as possible. We are receiving a @HyperTechInvest Alright Daniel to put what youre saying into perspective using publicly known facts: 1.Deficiencies are a normal and"  
[X Link](https://x.com/MB_Hogan/status/2020540748895068527)  2026-02-08T16:50Z [----] followers, [----] engagements


"Within around 12-18 months imo the market will realize that $NBIS is building an iconic company an elite Ai infrastructure hyperscaler. At the helm Nebius has world class leadership in founder CEO Arkady Volozh. Arkady is a tech visionary/genius who founded the Google of Russia. And he has a loyal team of the best engineers in world hundreds who he helped escape Russia to Israel and Europe after publicly condemning Putins war in Ukraine. And Nebius is now beginning to separate from peers by winning on every metric. Their financing structure is superior by far to any competitors with more cash"  
[X Link](https://x.com/MB_Hogan/status/2020555813056823380)  2026-02-08T17:50Z [----] followers, [----] engagements


"I have a theory that at this stage well after initial investments Jensen is actually only investing more to help prop up companies that are struggling in the space like Coreweave. I also think his OpenAi investments are more along these lines about limiting fallout and preserving the Ai ecosystem. I could be wrong about this theory but my feeling is that Jensen isnt concerned about Nebius and knows the are doing just fine without any extra help. What do you think https://twitter.com/i/web/status/2020558344335888616 https://twitter.com/i/web/status/2020558344335888616"  
[X Link](https://x.com/MB_Hogan/status/2020558344335888616)  2026-02-08T18:00Z [----] followers, [---] engagements


"@ilzmcfly What do you think is the best investment if you had to go all on right now on IREN or CIFR at current stock price/valuations ($42ish IREN $14.80 CIFR)"  
[X Link](https://x.com/MB_Hogan/status/2020566799138320654)  2026-02-08T18:33Z [----] followers, [----] engagements


"@RyanjGorman @Spiralout_one If that was the rationale it could be costly to sign an exclusive. I trust Arkady to know the landscape there and make the right call"  
[X Link](https://x.com/MB_Hogan/status/2020572338262024255)  2026-02-08T18:56Z [----] followers, [--] engagements


"@JustCohl @ilzmcfly I hear ya. The volatility in these high beta growth stocks can be vicious"  
[X Link](https://x.com/MB_Hogan/status/2020590858052227552)  2026-02-08T20:09Z [----] followers, [--] engagements


"$NBIS JUST IN: Charles Beyney release a video of just one the Bergin engines in transit that DataOne will be using that operates at close to net-zero pollution 🔥 Just to give you a sense of how big our engines really are 🤩 Lets go the largest Bergen Engines plant on Earth is being built 🚀 And the cherry on top: this plant will operate at close to net-zero pollution. https://t.co/P7kOya7k3A Just to give you a sense of how big our engines really are 🤩 Lets go the largest Bergen Engines plant on Earth is being built 🚀 And the cherry on top: this plant will operate at close to net-zero"  
[X Link](https://x.com/MB_Hogan/status/2020622768270885369)  2026-02-08T22:16Z [----] followers, [----] engagements


"$NBIS JUST IN: Charles Beyney release a video of just one the Bergen engines in transit that DataOne will be using that operates at close to net-zero pollution 🔥 Just to give you a sense of how big our engines really are 🤩 Lets go the largest Bergen Engines plant on Earth is being built 🚀 And the cherry on top: this plant will operate at close to net-zero pollution. https://t.co/P7kOya7k3A Just to give you a sense of how big our engines really are 🤩 Lets go the largest Bergen Engines plant on Earth is being built 🚀 And the cherry on top: this plant will operate at close to net-zero"  
[X Link](https://x.com/MB_Hogan/status/2020634281379279049)  2026-02-08T23:02Z [----] followers, 12.2K engagements


"$NBIS UPDATE Charles Beyney CEO of DataOne building the Nebius data center in Vineland slated to deliver full 350MW in [--] months now says their new technology will help them build a gross load 400MW power plant in [--] months (instead of five years) 🔥🔥 Beyney explains DataOne has invented a new technology called hexageneration that allows them to virtually eliminate pollution for data center for Nebius clearing the path for faster permitting. This tech integration with gas engines will allow for elimination of CO emissions entirely while producing biomass and/or biofuels 🔥🔥 @BagelC47 This"  
[X Link](https://x.com/MB_Hogan/status/2020723207804719319)  2026-02-09T04:55Z [----] followers, 17.3K engagements


"@edge_of_power 🤝 yea this is a very cool update But im with ya I dont think I can survive a 50% plunge from here either. so really hoping things stabilize and we can head back toward 100s with a proper re-rating"  
[X Link](https://x.com/MB_Hogan/status/2020851681441829330)  2026-02-09T13:26Z [----] followers, [---] engagements


"Nebius arent using gas turbines at Vineland theyre using low-speed reciprocating gas gensets (e.g. [----] MW Bergen-style engines at 48% efficiency up to [--] units for full [---] MW gross). Beyney has explicitly stated these are deliberately chosen non-complex gensets not turbines or CCGT. The acute gas turbine shortage (57+ year lead times from GE/Siemens/etc. due to AI demand backlog) doesnt apply here. Recip engines/gensets have much shorter supply chains and arent facing the same bottlenecks. https://twitter.com/i/web/status/2020888067754565649"  
[X Link](https://x.com/MB_Hogan/status/2020888067754565649)  2026-02-09T15:50Z [----] followers, [--] engagements


"$NBIS UPDATE Gas Gensets and new DataOne Hexageneration Technology A summary of latest updates based on my direct communication and other X posts from DataOne CEO Charles Beyney @CABeyney: With its partnership with DataOne and their deliberate engineering choices Nebius will be deploying low-speed reciprocating gas gensets (not complex gas turbines or CCGT systems) at the Vineland NJ sitespecifically [--] [----] MW Bergen medium-speed lean-burn gas engines delivering up to [---] MW gross behind-the-meter power with 48% efficiency and phased rollout. Beyney has been crystal clear on the advantage:"  
[X Link](https://x.com/MB_Hogan/status/2020904215627903142)  2026-02-09T16:54Z [----] followers, [----] engagements


"$NBIS BREAKING NEWS Nebius acquires Tavily 🔥🔥🔥 Nebius has agreed to acquire Tavily expanding its full-stack AI platform with some of the world's leading agentic search capabilities. Tavily provides a critical enablement layer required for the next generation of AI. By bringing access to fresh structured web data via Tavily to Nebius's AI cloud platform Nebius provides the infrastructure developers need to build autonomous agents capable of verifying facts avoiding hallucinations and executing complex tasks at production scale. The addition of agentic search capabilities also further"  
[X Link](https://x.com/MB_Hogan/status/2021232763307806841)  2026-02-10T14:40Z [----] followers, [----] engagements


"$NBIS Elon Musk Gas Turbine Supply Constraints and the Nebius Solution In his latest interview (linked below) Elon Musk articulates the main constraint on using Gas Turbines (now already backlogged through 2030) to power data centers are a single main component: the blades/vanes. Elon even mentions the possibility of Tesla/SpaceX building these blades/vanes in-house though the long term goal by [----] is launching rockets every hour to harness 10X solar power in space to build Ai data centers in space. Nebius through their partnership with DataOne are continuing to innovate here on earth to"  
[X Link](https://x.com/MB_Hogan/status/2021266596308664349)  2026-02-10T16:54Z [----] followers, 25.7K engagements


"Real user feedback on $NBIS new Tavily acquisition 🔥 "Never been so bullish" Tavily acquisition wont get much attention but its huge for $NBIS. This makes Nebius a one stop shop for building AI agents. Ive been building a personal project on nebius the last few weekends and I had to set up a tavily account to get real time search in the app. Awesome Tavily acquisition wont get much attention but its huge for $NBIS. This makes Nebius a one stop shop for building AI agents. Ive been building a personal project on nebius the last few weekends and I had to set up a tavily account to get real"  
[X Link](https://x.com/MB_Hogan/status/2021267325454819481)  2026-02-10T16:57Z [----] followers, [----] engagements


"$NBIS swag delivered today 🙌🏻"  
[X Link](https://x.com/MB_Hogan/status/2021341528266785174)  2026-02-10T21:52Z [----] followers, [----] engagements


"CORRECTION UPDATE: Charles Beyney replied to me that the gas gensets do also have supply issues. But that DataOne are fortunate to have already secured more than needed. Im currently following up to see if I can get some more info on this Hopefully more to come"  
[X Link](https://x.com/MB_Hogan/status/2021406064193962234)  2026-02-11T02:08Z [----] followers, [----] engagements


"This is a fair rebuttal to the software constraint argument. I've been corresponding on X with Charles Beyney and even the gas gensets are supply constrained/sold out. 4.6GW contracted is a big deal. I'm more convinced like @jiahanjimliu that Iren will resolve the software problem and sign a major multi billion dollar deal within weeks. And that's coming from a Nebius bull as you know. I think IREN is greatly depressed right now and a screaming buy. Just my two cents"  
[X Link](https://x.com/MB_Hogan/status/2021619710983340033)  2026-02-11T16:17Z [----] followers, [---] engagements


"@ilzmcfly @jiahanjimliu Let's all win. I'm going to roll the dice on IREN myself"  
[X Link](https://x.com/MB_Hogan/status/2021621293569708422)  2026-02-11T16:24Z [----] followers, [--] engagements


"@CYinvest I agree"  
[X Link](https://x.com/MB_Hogan/status/2021623973985816792)  2026-02-11T16:34Z [----] followers, [--] engagements


"@edge_of_power 😁 it's been rough going end of [----] and beginning of [----] but I think there's some light around the corner"  
[X Link](https://x.com/MB_Hogan/status/2021624344242499935)  2026-02-11T16:36Z [----] followers, [---] engagements


"JP Morgan just doubled their shares of $IREN based on 13F filing. Wow ⚡JUST IN: JPMorgan just went ALL IN on $IREN. They added [------] shares. A 102.67% increase. Now holding [-------] shares total. Let me make this crystal clear: JPMorgan doesnt accumulate like this on a whim. They bought ABOVE $40 after the [----] run-up. Not the bottom. Not https://t.co/E0vCLuBhZR ⚡JUST IN: JPMorgan just went ALL IN on $IREN. They added [------] shares. A 102.67% increase. Now holding [-------] shares total. Let me make this crystal clear: JPMorgan doesnt accumulate like this on a whim. They bought ABOVE $40 after"  
[X Link](https://x.com/MB_Hogan/status/2021651706883485843)  2026-02-11T18:25Z [----] followers, [----] engagements


"Manuel Cunha is always worth reading on $NBIS Here's his latest article on what to expect for tomorrow's Nebius Q4 Earnings Call: https://mvcinvesting.substack.comutm_source=navbar&utm_medium=web https://mvcinvesting.substack.comutm_source=navbar&utm_medium=web"  
[X Link](https://x.com/MB_Hogan/status/2021701725288112460)  2026-02-11T21:43Z [----] followers, [----] engagements


"$NBIS Q4 Earnings Report Released Major [----] Updates: Nebius beats ARR guidance for [----] achieving 1.25B ARR by end of year Nebius beat active power guidance coming in at 170MW instead of 100MW Positive Operating Cash Flow GUIDANCE for end of 2026: Nebius raises contracted power from 2.5GW to 3GW by end of [----] Affirms ARR range of 7-9B Estimating [--] Data Centers by end of [----] (currently only 7) 🚨 $NBIS Q4 Earnings Report is out. Revenue $227.7M vs. $242.8M est. (+547% YoY) Adj. EBITDA $15M vs. $40.4M est. ARR $1.25B vs. $900M-$1.1B guided 170MW active power vs. 100MW guided Sold out of"  
[X Link](https://x.com/MB_Hogan/status/2021924085886824609)  2026-02-12T12:27Z [----] followers, [----] engagements


"$NBIS Q4 Shareholder Letter Financial Planning Update Raising capital strategically: We are very pleased with our healthy balance sheet includ- ing $3.7 billion of cash which places us in a great position for implementing our [----] and future growth plans. Achieving our first quarter of positive operating cash flow in Q4 further boosted liquidity. Cash inflows from our larger contracts throughout [----] fur- ther underpin our growth plans. We will maintain a disciplined approach to raising capital. We see strong appetite from financing partners and investors and have a broad range of financing"  
[X Link](https://x.com/MB_Hogan/status/2021927033547186455)  2026-02-12T12:39Z [----] followers, [----] engagements


"$NBIS earnings call Nebius plans to spend $16B-20B capex this year The Key Caveat: 60% of that will be covered by cash flow 🔥🔥🔥"  
[X Link](https://x.com/MB_Hogan/status/2021950850474574162)  2026-02-12T14:13Z [----] followers, [----] engagements


"$NBIS Earnings Call ARR Update Nebius CRO Marc Borodistsky said they are very confident in their 7-9B ARR trajectory by end [----] AND this 7-9B ARR guidance does NOT include any potential new hyperscaler deals 🔥🔥"  
[X Link](https://x.com/MB_Hogan/status/2021952407895179287)  2026-02-12T14:19Z [----] followers, [----] engagements


"$NBIS Earnings update: Another new Nebius milestone ADJ EBITDA positive on a group level for the first time in Q4 🔥"  
[X Link](https://x.com/MB_Hogan/status/2021954643815809374)  2026-02-12T14:28Z [----] followers, [----] engagements


"@RJCcapital Meta already fully delivered"  
[X Link](https://x.com/MB_Hogan/status/2021954967805063414)  2026-02-12T14:30Z [----] followers, [---] engagements


"@HyperTechInvest @penguinvesting They wont be selling subsidiaries yet. Arkady made it clear they were very pleased with the growth there specifically mentioning ClickHouse will be growing significantly more from their recent 15B valuation. They still have a 25% stake per the call"  
[X Link](https://x.com/MB_Hogan/status/2021968679257485356)  2026-02-12T15:24Z [----] followers, [--] engagements


"@CYinvest Yes the bear GPU obsolescence case is being torn apart in real time. Price raises happening with GPUs that are six years old"  
[X Link](https://x.com/MB_Hogan/status/2022023297635168282)  2026-02-12T19:01Z [----] followers, [--] engagements


"@NebiusAllin Agree. This earnings blew me away. The upside is absolutely mind blowing"  
[X Link](https://x.com/MB_Hogan/status/2022029591662285307)  2026-02-12T19:26Z [----] followers, [---] engagements


"@yianisz Well said Yiannis. It was a very confidence-inspiring Q4 report and call"  
[X Link](https://x.com/MB_Hogan/status/2022031322857009517)  2026-02-12T19:33Z [----] followers, [---] engagements


"@NebiusAllin Im there too man Im all in my account and got some for my wifes Roth IRA and my daughters acct"  
[X Link](https://x.com/MB_Hogan/status/2022036235313930319)  2026-02-12T19:53Z [----] followers, [--] engagements


"@genZinvest0r @Spiralout_one Interestingly if pre-payments for Microsoft (fully optioned) and Meta combined were 25% (5.6B) plus 3.7B cash that would get to 9.3B which is just below your range. At 30% pre-payments you get 6.7B plus the 3.7B so around 10.4B right in the range on the low end"  
[X Link](https://x.com/MB_Hogan/status/2022063402861097413)  2026-02-12T21:40Z [----] followers, [---] engagements


"@WSM_97 @Mindset4Money_X And there's the incredible caveat to all that capex over 60% will be paid for out of cash flows (pre-payments) and cash on balance sheet. Incredibly bullish"  
[X Link](https://x.com/MB_Hogan/status/2022075401783456184)  2026-02-12T22:28Z [----] followers, [--] engagements


"@Fickifacki123 💯 phenomenal trajectory here"  
[X Link](https://x.com/MB_Hogan/status/2022076152316354697)  2026-02-12T22:31Z [----] followers, [---] engagements


"Unlike $IREN they didn't receive a 20% prepayment for their deal which is money that would lower their cost of capital and improve lending conditions. They didn't get that which means higher financing costs relative to $IREN. $NBIS has no choice BUT to sell a bunch of shares to raise equity which will be used to pay for the required CAPEX. But guess what. if they were upfront with their deal's economics (which don't look very pretty) the stock price would plummet which means they wouldn't easily be able to sell shares on the market as a means to raise capital. Nebius HAS to hype themselves up"  
[X Link](https://x.com/MB_Hogan/status/2022361658417394054)  2026-02-13T17:26Z [----] followers, [---] engagements


"@Para_Capital I hear ya I dont recommend what I do to anyone else 😆"  
[X Link](https://x.com/MB_Hogan/status/2022275979192787332)  2026-02-13T11:45Z [----] followers, [--] engagements


"$NBIS Crushed Q4 Earnings 🔥🔥 My Earnings Summary Overview: Nebius reported VERY strong results this morning exceeding my expectations Once again Arkady proves that he underpromises and overdelivers. Key updates include core AI cloud business revenue growing 830% YoY and 63% QoQ in Q4 driving group revenue of $228 million (+547% YoY) Nebius BEAT on ARR guidance for [----] with annualized run-rate revenue (ARR) for the core business coming in at $1.2 billion at year-endexceeding the high end of Q3 guidance ($900M$1.1B). 🔥 Group adjusted EBITDA turned positive in Q4 (margin expanded from 19% in"  
[X Link](https://x.com/MB_Hogan/status/2021967456521085317)  2026-02-12T15:19Z [----] followers, [----] engagements


"$NBIS Kumquat Research says after Nebius Q4 earnings ignore the noise this stocks a winner 🔥 https://seekingalpha.com/article/4869393-nebius-group-earnings-ignore-the-noise-this-stocks-a-winnermailingid=44095151&messageid=2800&position=rta_analysis_rc2_news_popular_ticker_main_3_textlink&serial=44095151.2172&source=email_2800&utm_campaign=rta-stock-article&utm_medium=email&utm_source=seeking_alpha&utm_term=44095151.2172"  
[X Link](https://x.com/MB_Hogan/status/2021968123251843193)  2026-02-12T15:22Z [----] followers, [----] engagements


"After this fantastic Quarter earnings I've decided to maintain my ALL-IN position on $NBIS. I've never been this confident in Arkady and the team and their ability to build Nebius into a 100B company. The stock price is noise and reflects a meaningless revenue miss and algo selloff that had to do with Nebius capacity coming online slightly later that the street had anticipated. The real metric was the 1.2B ARR exceeding the high end of guidance range by 100M. And 2GW power already contracted guiding for 3GW end of this year. I couldn't be more bullish about the foundation Nebius is building"  
[X Link](https://x.com/MB_Hogan/status/2022000324307808750)  2026-02-12T17:30Z [----] followers, [----] engagements


"$NBIS taking in $1.566B in deferred revenue to help fund the capacity buildout. But waitaccording to $IREN bulls Nebius wasnt supposed to be getting any pre-payments Important detail from $NBIS' results: The company received over $1.5B in customer prepayments to help fund its capacity expansion. This most likely came from Microsoft and/or Meta. https://t.co/ngvQbAjeEm Important detail from $NBIS' results: The company received over $1.5B in customer prepayments to help fund its capacity expansion. This most likely came from Microsoft and/or Meta. https://t.co/ngvQbAjeEm"  
[X Link](https://x.com/MB_Hogan/status/2022012386774065561)  2026-02-12T18:18Z [----] followers, 13.7K engagements


"IMPORTANT from $NBIS earnings Nebius didn't use the ATM share sale and has "no plans to use the ATM in the near future" It's just one tool in the arsenal to provide some financial flexibility. Management is doing everything right in my book. Executing brilliantly so far"  
[X Link](https://x.com/MB_Hogan/status/2022016966123565102)  2026-02-12T18:36Z [----] followers, [----] engagements


"$NBIS [--] new Data Centers announced by Nebius today including plans to build a new 240MW DC in Bthune near Lille in France This will be one of Europes largest DCs when it is finished 🔥 The project a redevelopment of a former Bridgestone tyre plant is expected to begin delivering capacity in phases with the first online by late summer and roughly half the site operational by the end of [----] Nebius Chief Communications Officer Tom Blackwell said. https://www.reuters.com/technology/amsterdam-based-ai-firm-nebius-build-240mw-data-centre-near-lille-france-2026-02-12/"  
[X Link](https://x.com/MB_Hogan/status/2022020406589194536)  2026-02-12T18:50Z [----] followers, [----] engagements


"$NBIS Cyn Research rates Nebius a STRONG BUY after Q4 report. KEY POINTS: NBIS targets 40% adjusted EBITDA margins by [----] with significant capex plans largely financed by customer prepayments. GPU rental prices are rising contracts are lengthening and the Tavily acquisition enhances NBIS' Al software stack."  
[X Link](https://x.com/MB_Hogan/status/2022029390335336516)  2026-02-12T19:25Z [----] followers, [----] engagements


"When Manuel says something like this it's wise to listen. I agree with him completely best earnings in $NBIS history today. Regardless of the price action which was to be expected Ive never been more confident in $NBIS. In my honest opinion this was the best earnings call in the companys history. Let them cook. Full review coming later today. Regardless of the price action which was to be expected Ive never been more confident in $NBIS. In my honest opinion this was the best earnings call in the companys history. Let them cook. Full review coming later today"  
[X Link](https://x.com/MB_Hogan/status/2022072695664566427)  2026-02-12T22:17Z [----] followers, [----] engagements


"CPI just came in under expectations at 2.4% YoY instead of 2.5% 🔥 Cut rates already Bullish $NBIS https://www.bls.gov/news.release/cpi.nr0.htm https://www.bls.gov/news.release/cpi.nr0.htm"  
[X Link](https://x.com/MB_Hogan/status/2022304153037312392)  2026-02-13T13:37Z [----] followers, [----] engagements


"Truflation only at .72% YoY today US CPI today according to our independent price data is 0.72% Y/Y. The latest US CPI report for December was 2.7%. In 1h the BLS will release its official US CPI (US headline inflation) for January and the revised weights it will use for [----]. Market predictions for this https://t.co/kZPwh5uo26 US CPI today according to our independent price data is 0.72% Y/Y. The latest US CPI report for December was 2.7%. In 1h the BLS will release its official US CPI (US headline inflation) for January and the revised weights it will use for [----]. Market predictions for"  
[X Link](https://x.com/MB_Hogan/status/2022304811408818346)  2026-02-13T13:40Z [----] followers, [---] engagements


"Core CPI inflation at its lowest reading since March 2021"  
[X Link](https://x.com/MB_Hogan/status/2022316277503553945)  2026-02-13T14:25Z [----] followers, [---] engagements


"$NBIS Incredible how Nebius just quietly announced one of the largest Data Centers in Europe at 240MW and HALF THE SITE is expected to be OPERATIONAL by end of this year 🔥 The project a redevelopment of a former Bridgestone tyre plant is expected to begin delivering capacity in phases with the first online by late summer and roughly half the site operational by the end of [----] Nebius Chief Communications Officer Tom Blackwell said. https://www.reuters.com/technology/amsterdam-based-ai-firm-nebius-build-240mw-data-centre-near-lille-france-2026-02-12/"  
[X Link](https://x.com/MB_Hogan/status/2022408016436568494)  2026-02-13T20:30Z [----] followers, 37.2K engagements


"Fantastic ultra deep dive on this new site: Our NBIS Bthune Deep Dive is now live. This site represents a structural shift in European AI infrastructure capacity. You can view the full deep dive in the comments 240MW total planned capacity inside a repurposed [-----] sqm industrial facility in Pas-de-Calais. 120MW https://t.co/ayxS34DQza Our NBIS Bthune Deep Dive is now live. This site represents a structural shift in European AI infrastructure capacity. You can view the full deep dive in the comments 240MW total planned capacity inside a repurposed [-----] sqm industrial facility in"  
[X Link](https://x.com/MB_Hogan/status/2022686722686140840)  2026-02-14T14:57Z [----] followers, [---] engagements


"@CKCapitalxx Interesting that on Q4 call Arkady issued revenue guidance of 3-3.4B by end of this year"  
[X Link](https://x.com/MB_Hogan/status/2023038582370545814)  2026-02-15T14:15Z [----] followers, [---] engagements


"Northwise Project $NBIS valuation model sets initial bull case at $1120-$1845 a share by [----] Our original November bull case modeled 36-48% revenue cagr through [----] leading to a $1120$1845 price target (35-45x PE on 30-40B in revenue) It's important to consider what if we are wrong about $NBIS Not from a bearish perspective that's the obviously mapped out scenario. But what if we are wrong about the true scale of the opportunity and execution ahead. What if we take Arkady's words at face value and listen https://t.co/b2kZj57FrG It's important to consider what if we are wrong about $NBIS Not"  
[X Link](https://x.com/MB_Hogan/status/2023058851721879985)  2026-02-15T15:36Z [----] followers, 22.8K engagements


"@longinvest32 Yea you can really sense the tsunami building quietly after Q4"  
[X Link](https://x.com/MB_Hogan/status/2023118065354080739)  2026-02-15T19:31Z [----] followers, [--] engagements


"$NBIS UPDATE: BlackRock increases share stake of Nebius in Q4 by 39418% up to [---] million shares bullish as hell 🔥"  
[X Link](https://x.com/MB_Hogan/status/2023162651786768496)  2026-02-15T22:28Z [----] followers, [----] engagements

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