#  @MB_Hogan Mark Hogan Mark Hogan is not mentioned in the provided tweets. However, Nebius ($nbis) is a frequently discussed stock, with many users expressing bullish sentiments and confidence in its growth potential. The company's partnerships, revenue growth, and analyst price targets are being closely watched by investors. ### Engagements: [------] [#](/creator/twitter::1018427617/interactions)  - [--] Week [---------] +823% - [--] Month [---------] +419% - [--] Months [---------] +2,594% ### Mentions: [--] [#](/creator/twitter::1018427617/posts_active)  - [--] Week [--] -60% - [--] Month [---] +88% - [--] Months [---] +376% ### Followers: [-----] [#](/creator/twitter::1018427617/followers)  - [--] Week [-----] +0.85% - [--] Month [-----] +7.10% - [--] Months [-----] +681% ### CreatorRank: [-------] [#](/creator/twitter::1018427617/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [financial services](/list/financial-services) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) [celebrities](/list/celebrities) [social networks](/list/social-networks) **Social topic influence** [$nbis](/topic/$nbis) #14, [ai](/topic/ai), [microsoft](/topic/microsoft), [market cap](/topic/market-cap) #1998, [bullish](/topic/bullish) #299, [goldman sachs](/topic/goldman-sachs), [target](/topic/target) #340, [investment](/topic/investment), [palantir](/topic/palantir), [stocks](/topic/stocks) #2043 **Top accounts mentioned or mentioned by** [@accountingds](/creator/undefined) [@mvcinvesting](/creator/undefined) [@genzinvest0r](/creator/undefined) [@babyfolio](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@danielkoss](/creator/undefined) [@mktmavpro](/creator/undefined) [@edgeofpower](/creator/undefined) [@endicottinvests](/creator/undefined) [@longinvest32](/creator/undefined) [@spiraloutone](/creator/undefined) [@neuralcadence](/creator/undefined) [@ilzmcfly](/creator/undefined) [@mbhogan](/creator/undefined) [@hypertechinvest](/creator/undefined) [@drtomslens](/creator/undefined) [@bagelc47](/creator/undefined) [@hyperaicapital](/creator/undefined) [@asmallfish5](/creator/undefined) [@nglotus9898](/creator/undefined) **Top assets mentioned** [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Microsoft Corp. (MSFT)](/topic/microsoft) [Goldman Sachs (GS)](/topic/goldman-sachs) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [WIX.com Ltd. (WIX)](/topic/$wix) [Iris Energy Limited (IREN)](/topic/$iren) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Bitcoin (BTC)](/topic/bitcoin) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Tesla, Inc. (TSLA)](/topic/tesla) [Morgan Stanley (MS)](/topic/morgan-stanley) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Oracle Corporation (ORCL)](/topic/$orcl) ### Top Social Posts Top posts by engagements in the last [--] hours "Grok Overall Trumps deal is more beneficial for the US in terms of strategic positioning and potential trade balance improvements particularly for exporters and domestic industries. However it comes at a higher economic cost to consumers and carries greater uncertainty. For a definitive assessment the outcome of the 90-day negotiations will be critical" [X Link](https://x.com/MB_Hogan/status/1922250708549538136) 2025-05-13T11:20Z [--] followers, [---] engagements "@TacticzH $NBIS is my favorite here👆🏻. Undervalued tremendous upside founder led with [--] % of his net worth in the stock vertically integrated Coreweave rev proves neo-cloud demand. As Seeking Alpha put it the Netflix of generative AI" [X Link](https://x.com/MB_Hogan/status/1923416274220040571) 2025-05-16T16:32Z [---] followers, [----] engagements "$NBIS is still way under the radar very little coverage. A vertically integrated AI neo-cloud computing company billions in cash no debt NVIDIA backing founder led with 90% of his net worth in the stock massive growth potential with nearly a billion ARR expected by end of year" [X Link](https://x.com/MB_Hogan/status/1923741599931990038) 2025-05-17T14:05Z [---] followers, [---] engagements "@TacticzH Both are backed by Nvidia. Core is larger and has been quicker to market. But I favor Nebius long term because of their vertical integration and cost advantage. Additionally unlike Coreweaves debt Nebius has billions in cash and no debt. See Cunhas thesis for more Few understand the structural cost advantage $NBIS holds over $CRWV. As both companies scale that edge will become increasingly obvious. Few understand the structural cost advantage $NBIS holds over $CRWV. As both companies scale that edge will become increasingly obvious" [X Link](https://x.com/MB_Hogan/status/1923909305541050816) 2025-05-18T01:11Z [---] followers, [---] engagements "Prediction: This Artificial Intelligence (AI) Data Center Stock -- Backed by Nvidia and Billionaire Jeff Bezos -- Could Go Parabolic After May [--] The Motley Fool https://www.fool.com/investing/2025/05/17/prediction-this-artificial-intelligence-ai-data-ce/ https://www.fool.com/investing/2025/05/17/prediction-this-artificial-intelligence-ai-data-ce/" [X Link](https://x.com/MB_Hogan/status/1924255508015247789) 2025-05-19T00:07Z [---] followers, [--] engagements "Im an investor in $NBIS but I agree its always important to consider potential risks Lots of bullish talk about $NBIS in general here. But as a realist investor you have to keep investigating potential blind spots. Here are some risks for Nebius Group: https://t.co/Jn1OE8AwZs Lots of bullish talk about $NBIS in general here. But as a realist investor you have to keep investigating potential blind spots. Here are some risks for Nebius Group: https://t.co/Jn1OE8AwZs" [X Link](https://x.com/MB_Hogan/status/1926405261633241508) 2025-05-24T22:29Z [---] followers, [---] engagements "I love Palantir and Carp is brilliant. I bought at $20 and $60 and $90 and sold near highs. At this valuation hard to imagine doubling any time soon. AI software is more vulnerable than AI infrastructure when AI will soon be capable of writing any kind of software. IMO a strong case can be made for getting in still very early with $NBIS" [X Link](https://x.com/MB_Hogan/status/1927338033298182429) 2025-05-27T12:16Z [---] followers, [----] engagements "@DividendG_Web3 $NBIS" [X Link](https://x.com/MB_Hogan/status/1927756331705868599) 2025-05-28T15:58Z [---] followers, [---] engagements "Is buying $NBIS at $40 like buying Palantir at around $25" [X Link](https://x.com/MB_Hogan/status/1927798271012999274) 2025-05-28T18:44Z [---] followers, [----] engagements "@irpcp61598779 Based on my research I agree 💯 with you Shawn. I havent had this level of conviction since I bought Palantir at $20. Ive been buying as many shares of $NBIS as I can get to hold long game" [X Link](https://x.com/MB_Hogan/status/1928065540871848190) 2025-05-29T12:27Z [---] followers, [---] engagements "Great news for $NBIS $NBIS ClickHouses latest funding round has finalized at a $6.35B valuation It raised $350M from investors $NBIS valued at $9B owns 28% of ClickHouse and also participated in the round https://t.co/o6eW56kE3Q $NBIS ClickHouses latest funding round has finalized at a $6.35B valuation It raised $350M from investors $NBIS valued at $9B owns 28% of ClickHouse and also participated in the round https://t.co/o6eW56kE3Q" [X Link](https://x.com/MB_Hogan/status/1928186332427309128) 2025-05-29T20:27Z [---] followers, [---] engagements "$NBIS is truly in a unique $ position with no debt 1.4B in cash and access to equity through its investments like Clickhouse All can be utilized to scale the core business quickly without diluting shareholder value. JUST IN: $NBIS has issued a press release explaining its participation in ClickHouses Series C funding round. 👀 Arkady Volozh Founder and CEO of $NBIS said: We are extremely impressed with what Aaron and his team have achieved to date and believe they are well positioned https://t.co/TiNGagLIVU JUST IN: $NBIS has issued a press release explaining its participation in ClickHouses" [X Link](https://x.com/MB_Hogan/status/1928448023824138268) 2025-05-30T13:46Z [---] followers, [----] engagements "Around [----] B market cap right now. Insanely undervalued imo. Just the Clickhouse stake alone for $NBIS is worth 1.7B now and likely closer to 3B by the time they IPO I'm still surprised you can buy $NBIS at a $9B valuation I really wonder how long this discount will last The lack of Wall Street and mainstream coverage is the only reason we have this tremendous opportunity Read my article in the reply below to understand why https://t.co/Er009PX8Yt I'm still surprised you can buy $NBIS at a $9B valuation I really wonder how long this discount will last The lack of Wall Street and mainstream" [X Link](https://x.com/MB_Hogan/status/1928894310574899441) 2025-05-31T19:20Z [---] followers, [----] engagements "@B__Digs Agree. Also $NBIS offers vertical integration and a price point advantage" [X Link](https://x.com/MB_Hogan/status/1928933488981348645) 2025-05-31T21:55Z [---] followers, [---] engagements "$1B raised by $NBIS via bonds with a bullish $51 conversion price. Another way to look at the capital raise is to imagine the confidence Arkady has in the growing value of their subsidiaries. For example he must believe the 28% stake in Clickhouse will be worth far more than $1.7B etc" [X Link](https://x.com/MB_Hogan/status/1929535131661828404) 2025-06-02T13:46Z [---] followers, [---] engagements "@mvcinvesting Correct sir as usual. At these valuations with the fundamental as they stand Id rather buy $NBIS at $80 a share than $CRWV" [X Link](https://x.com/MB_Hogan/status/1929928374668906725) 2025-06-03T15:49Z [---] followers, [----] engagements "Big news flying under the radar for $NBIS subsidiary Avride Avride an autonomous driving company and part of Nebius Group just nonchalantly put it out there that it is offering paid robotaxi rides in Austin later this year Seems important yet completely under-reported as we all hyperventilate about Tesla's robotaxi $NBIS https://t.co/fER5dc72tk Avride an autonomous driving company and part of Nebius Group just nonchalantly put it out there that it is offering paid robotaxi rides in Austin later this year Seems important yet completely under-reported as we all hyperventilate about Tesla's" [X Link](https://x.com/MB_Hogan/status/1930275842124349696) 2025-06-04T14:49Z [---] followers, [----] engagements "Massive new $84 price target $NBIS JUST IN: Arete analyst Andrew Beale initiated coverage of $NBIS with a Buy rating and a Price Target of $84. 🟢 That represents over 100% upside from current levels. https://t.co/1yetyFIVMw JUST IN: Arete analyst Andrew Beale initiated coverage of $NBIS with a Buy rating and a Price Target of $84. 🟢 That represents over 100% upside from current levels. https://t.co/1yetyFIVMw" [X Link](https://x.com/MB_Hogan/status/1930565625522380987) 2025-06-05T10:01Z [---] followers, [----] engagements "Not selling a single share of $NBIS either. An investor on X told me he had over 10k shares of Palantir bought at $11 and he sold it all at $22. Not saying its bad to take profit but when you believe in a company and have strong conviction in the trajectory HOLD ON for the long game We are only in the first inning with $NBIS $NBIS Growth thesis just getting started. NOT SELLING [--] share 📈🧲 #HODL 💎🙌🏼 https://t.co/InkCXoqrqs $NBIS Growth thesis just getting started. NOT SELLING [--] share 📈🧲 #HODL 💎🙌🏼 https://t.co/InkCXoqrqs" [X Link](https://x.com/MB_Hogan/status/1930635523493687502) 2025-06-05T14:39Z [---] followers, [---] engagements "Couldnt agree more I will not be trimming a single share. Just the beginning with $NBIS For everyone asking if Im trimming $NBIS here: Absolutely not. Itll definitely be a volatile ride but my thesis is still far from playing out. Think about it: $NBIS is up over 20% today just because two analysts (who arent widely followed) called it a much better https://t.co/18vpUCtMXR For everyone asking if Im trimming $NBIS here: Absolutely not. Itll definitely be a volatile ride but my thesis is still far from playing out. Think about it: $NBIS is up over 20% today just because two analysts (who arent" [X Link](https://x.com/MB_Hogan/status/1930681182506598424) 2025-06-05T17:40Z [---] followers, [----] engagements "I agree. There is a path to 8x from here for $NBIS [--]. $NBIS 3-Year Revenue CAGR: 200% Gross Margin: 41% Forward P/S: [--] Nebius is an AI native cloud company that has its own data centers in France Finland and the US. It builds its own hardware and it is specifically designed to cut latency in heavy ML/AI workloads https://t.co/RPQhQujeRX [--]. $NBIS 3-Year Revenue CAGR: 200% Gross Margin: 41% Forward P/S: [--] Nebius is an AI native cloud company that has its own data centers in France Finland and the US. It builds its own hardware and it is specifically designed to cut latency in heavy ML/AI" [X Link](https://x.com/MB_Hogan/status/1931436875983577184) 2025-06-07T19:43Z [---] followers, [---] engagements "Here we go $NBIS" [X Link](https://x.com/MB_Hogan/status/1931905040513397088) 2025-06-09T02:43Z [---] followers, [---] engagements "Important to consider for $NBIS $NBIS https://t.co/tbEzcj1ufl $NBIS https://t.co/tbEzcj1ufl" [X Link](https://x.com/MB_Hogan/status/1931915910681370801) 2025-06-09T03:27Z [---] followers, [---] engagements "Is there a reasonable attainable path for $NBIS to reach 100B market cap in the next two to three years (Thats an almost 9X increase from current value)" [X Link](https://x.com/MB_Hogan/status/1932048643483435390) 2025-06-09T12:14Z [---] followers, [---] engagements "Im an investor not a trader. I dont sell unless my thesis changes due to structural issues with a company. Not selling a single share of $NBIS" [X Link](https://x.com/MB_Hogan/status/1932079827047362665) 2025-06-09T14:18Z [---] followers, [---] engagements "Three to five years from now people will realize how early we were today in the $NBIS story and how dirt cheap the stock used to be" [X Link](https://x.com/MB_Hogan/status/1932093949922951290) 2025-06-09T15:14Z [---] followers, [---] engagements "Was the new UK data center the something interesting announcement referenced by $NBIS or will there be more news soon" [X Link](https://x.com/MB_Hogan/status/1932099251363840088) 2025-06-09T15:35Z [---] followers, [---] engagements "Will more street coverage of $NBIS be on the way soon $NBIS Citron was on $NBIS before a single analyst bothered to look. Six months later the Street finally caught up. Congrats to those who didnt need a buy rating to believe. https://t.co/CgwJi17Fvt $NBIS Citron was on $NBIS before a single analyst bothered to look. Six months later the Street finally caught up. Congrats to those who didnt need a buy rating to believe. https://t.co/CgwJi17Fvt" [X Link](https://x.com/MB_Hogan/status/1932120852591747487) 2025-06-09T17:01Z [---] followers, [---] engagements "Short but compelling argument for 50B valuation for $NBIS $NBIS SHORTEST BULLISH THESIS $NBIS will generate $1B in annual revenue just from the Finland data center expansion New Jersey will contribute more than 3x that Add Kansas Iceland the UK and Paris plus the other business units Total ARR by late 2026: $5B Slap on a 10x https://t.co/WxXgPJNkMy $NBIS SHORTEST BULLISH THESIS $NBIS will generate $1B in annual revenue just from the Finland data center expansion New Jersey will contribute more than 3x that Add Kansas Iceland the UK and Paris plus the other business units Total ARR by late" [X Link](https://x.com/MB_Hogan/status/1932174857447612758) 2025-06-09T20:35Z [---] followers, [---] engagements "@MooreRoger_10 I dont see any reason why $NBIS cant be a 50B-100B company some day. That would be somewhere between $200- $400 a share" [X Link](https://x.com/MB_Hogan/status/1932290889684001118) 2025-06-10T04:17Z [---] followers, [---] engagements "Just in price target raise on $NBIS JUST IN: BWS Financial raised its Price Target on $NBIS from $60 to $80 and keeps a Buy rating 🟢 This adjustment follows Nebius strategic move to establish a data center in the UK coming just a week after the company secured $1B through a convertible debt offering. The firm https://t.co/3FihS2u5DG JUST IN: BWS Financial raised its Price Target on $NBIS from $60 to $80 and keeps a Buy rating 🟢 This adjustment follows Nebius strategic move to establish a data center in the UK coming just a week after the company secured $1B through a convertible debt" [X Link](https://x.com/MB_Hogan/status/1932456058343014792) 2025-06-10T15:13Z [---] followers, [---] engagements "Important to understand why there has been so little institutional analyst coverage of $NBIS. I expect this will soon change. This is one of the reasons were still so early in $NBIS. As Ankur Crawford pointed out yesterday on CNBC $NBIS went public in a unique way due to its origins within Yandex there was no IPO roadshow to attract institutional investors. The company has virtually no analyst https://t.co/UcCkOSfDeP This is one of the reasons were still so early in $NBIS. As Ankur Crawford pointed out yesterday on CNBC $NBIS went public in a unique way due to its origins within Yandex there" [X Link](https://x.com/MB_Hogan/status/1932791116572561849) 2025-06-11T13:24Z [---] followers, [----] engagements "@TradeIdeas Im not selling share. At $420 a share $NBIS would be around 100B market cap which I think is attainable. Heres one argument in summary 1/ $NBIS is the next $100 billion company. Revenues are exploding and they are building a new data center in the UK. Here is why $NBIS is a 10x opportunity from here: 🧵 https://t.co/344CAozCrH 1/ $NBIS is the next $100 billion company. Revenues are exploding and they are building a new data center in the UK. Here is why $NBIS is a 10x opportunity from here: 🧵 https://t.co/344CAozCrH" [X Link](https://x.com/MB_Hogan/status/1932821343474454780) 2025-06-11T15:24Z [---] followers, [---] engagements "Very happy to buy [---] shares more of $NBIS this morning. The stock is still in a volatile early stage and there will be these macro-related pullbacks" [X Link](https://x.com/MB_Hogan/status/1933552306521358624) 2025-06-13T15:49Z [---] followers, [---] engagements "$NBIS and the TAM is massive The Four Waves of Customers Driving $NBIS' Growth $NBIS is strategically positioning itself to serve four distinct waves of customers each with unique needs. Understanding these customer segments is key to grasping where the company is today and more importantly where it's https://t.co/Ohloi1pSDb The Four Waves of Customers Driving $NBIS' Growth $NBIS is strategically positioning itself to serve four distinct waves of customers each with unique needs. Understanding these customer segments is key to grasping where the company is today and more importantly where" [X Link](https://x.com/MB_Hogan/status/1933577506407190936) 2025-06-13T17:29Z [---] followers, [----] engagements "@eddiepugmire @mvcinvesting Added more $NBIS today. I dont really care about stock price just valuation. And this company at only 11.2B market cap is still way undervalued. The latest two analyst price targets of $80 and $84 may be conservative especially if ARR has a chance to hit 3-5B in 2026" [X Link](https://x.com/MB_Hogan/status/1933622293105947070) 2025-06-13T20:27Z [---] followers, [---] engagements "$NBIS is in a rapid growth phase right now with their core neo-cloud business. If all seven of $NBIS data centers currently either in operation or in production are at full capacity by end of [----] what is the projected ARR in that scenario" [X Link](https://x.com/MB_Hogan/status/1934415116935540808) 2025-06-16T00:57Z [---] followers, [----] engagements "From my own $NBIS research assuming all seven data centers are operating at full capacity by end of [----] per Grok estimates that would generate around 7B ARR. Goldman Sachs currently models a 2:1 demand for cloud compute through [----]. Considering the demand and assuming $NBIS can get the required GPUs from Nvidia I wouldnt bet against this outcome. However assuming execution risks and delays lead to only 4B ARR by end of next year and applying a 10-15x you have a valuation of 40-60B. Thats also assuming the subsidiaries and the Clickhouse stake are worthless" [X Link](https://x.com/MB_Hogan/status/1934611546690244999) 2025-06-16T13:58Z [---] followers, 11.6K engagements "Texas and $NBIS 🙌🏻 H-E-B the Texas-based grocery chain has introduced Avride's delivery robots to its operations. 👀 For context $NBIS owns 100% of Avride. The androids which have a service radius of only about one mile have been stationed at the Mueller H-E-B since at least late May. https://t.co/mE5U6tYEAC H-E-B the Texas-based grocery chain has introduced Avride's delivery robots to its operations. 👀 For context $NBIS owns 100% of Avride. The androids which have a service radius of only about one mile have been stationed at the Mueller H-E-B since at least late May." [X Link](https://x.com/MB_Hogan/status/1934698883973513256) 2025-06-16T19:45Z [---] followers, [----] engagements "Thank you @CinematicFilm72 helpful analysis below for $NBIS based on the companys own projected ARR estimates by end of [----] if all seven data centers are at full capacity. @MB_Hogan 📊 Data Center Capacity Estimation Based on company announcements the estimated capacities are: Finland (Mntsl): [--] MW New Jersey: [---] MW by end2025 Kansas City: [--] MW max capacity Iceland: [--] MW colocation Paris (France cluster): [--] MW @MB_Hogan 📊 Data Center Capacity Estimation Based on company announcements the estimated capacities are: Finland (Mntsl): [--] MW New Jersey: [---] MW by end2025 Kansas City: [--] MW" [X Link](https://x.com/MB_Hogan/status/1934960424954306775) 2025-06-17T13:04Z [---] followers, [---] engagements "@CinematicFilm72 Thanks and the valuation and price targets only factor in the core business and do not include value of the subsidiaries or Clickhouse stake" [X Link](https://x.com/MB_Hogan/status/1934965168816918697) 2025-06-17T13:23Z [---] followers, [--] engagements "@thexcapitalist $NBIS is an incredible opportunity such a viable growth trajectory and the upside is tremendous" [X Link](https://x.com/MB_Hogan/status/1935009648962056647) 2025-06-17T16:20Z [---] followers, [----] engagements "The capex is high for $NBIS core business. There are risks in early high growth stage but most people are simply underestimating the execution skill and efficiency of $NBIS. This isnt CEO Arkady and co.s first rodeo. And their partnership with Nvidia is deeply entrenched" [X Link](https://x.com/MB_Hogan/status/1935013357444035065) 2025-06-17T16:35Z [---] followers, [---] engagements "So important for the long game $NBIS $CRWV might have a scale advantage but $NBIS holds a structural one which is far more important for building a sustainable business model in a sector where unit economics remain uncertain. Id choose that any day. $CRWV might have a scale advantage but $NBIS holds a structural one which is far more important for building a sustainable business model in a sector where unit economics remain uncertain. Id choose that any day" [X Link](https://x.com/MB_Hogan/status/1935023845376766237) 2025-06-17T17:16Z [---] followers, [---] engagements "@mvcinvesting Coreweave is now trading at 7X the market cap of $NBIS" [X Link](https://x.com/MB_Hogan/status/1935033352928510400) 2025-06-17T17:54Z [---] followers, [---] engagements "$NBIS CEO Arkady Volozh has [--] percent of his net worth in $NBIS stock. You could say hes betting everything on the success of Nebius. Heres more about him $NBIS 🧵 A deep dive into CEO Arkady Volozh Read on to learn how the past can be a useful study of what the future of this largely unknown company could look like in years to come https://t.co/FFHokee7O8 $NBIS 🧵 A deep dive into CEO Arkady Volozh Read on to learn how the past can be a useful study of what the future of this largely unknown company could look like in years to come https://t.co/FFHokee7O8" [X Link](https://x.com/MB_Hogan/status/1935293794347302917) 2025-06-18T11:09Z [---] followers, [----] engagements "@TradeSignalHQ Nice work Whats your [----] year-end price target for $NBIS" [X Link](https://x.com/MB_Hogan/status/1935381490637877398) 2025-06-18T16:57Z [---] followers, [---] engagements "@TradeSignalHQ Do you see $NBIS as a long term play with potential to be a 100B company" [X Link](https://x.com/MB_Hogan/status/1935399359157280969) 2025-06-18T18:08Z [---] followers, [---] engagements "Any thoughts as to a reasonable valuation for $NBIS subsidiary Avride $NBIS's Avride was valued at 7B back in [----]. Now [----] how much do you think Avride is worth $NBIS's current market cap only sits at 11.58B. $NBIS's Avride was valued at 7B back in [----]. Now [----] how much do you think Avride is worth $NBIS's current market cap only sits at 11.58B" [X Link](https://x.com/MB_Hogan/status/1935707367435370978) 2025-06-19T14:32Z [---] followers, [----] engagements "@BitcoinMagazine This news could hit Robinhood stock pretty hard eh" [X Link](https://x.com/MB_Hogan/status/1935708504763007214) 2025-06-19T14:37Z [---] followers, [---] engagements "@ftr_investors @himshouse @mvcinvesting @samsolid57 @StockSavvyShay @HyperTechInvest @Couch_Investor @alc2022 @Stocktwits @ConnorJBates_ @ValueSense_io $NBIS is the most compelling imo" [X Link](https://x.com/MB_Hogan/status/1935709516164694230) 2025-06-19T14:41Z [---] followers, [---] engagements "@B__Digs That would be a fantastic outcome for $NBIS if it happens" [X Link](https://x.com/MB_Hogan/status/1935726099796738343) 2025-06-19T15:47Z [---] followers, [---] engagements "$NBIS currently trades at an 11.5B market cap. A conservative 10-15x 750M-1B expected ARR by end of year gets you there with just the cloud business alone. So any valuation for Avride approaching 3.5B or more will be a massive catalyst imo" [X Link](https://x.com/MB_Hogan/status/1935731465662116014) 2025-06-19T16:08Z [---] followers, [---] engagements "Grok does concede that if a major 20% investment comes in via a whale like Hyundai or Uber we are talking 1-2B investment as you suggested that would be a game changer and could result in a 5-12B valuation for Avride. Not sure how likely this scenario is but interesting to consider" [X Link](https://x.com/MB_Hogan/status/1935756306503418133) 2025-06-19T17:47Z [---] followers, [--] engagements "@MaironCoin Average share price" [X Link](https://x.com/MB_Hogan/status/1935768934588043613) 2025-06-19T18:37Z [---] followers, [--] engagements "@crowntradingllc $NBIS is most exciting imo" [X Link](https://x.com/MB_Hogan/status/1935878811570032648) 2025-06-20T01:54Z [---] followers, [---] engagements "All the current analyst price targets for $NBIS all outperform buys or strong buys with an average target of $66.50 Financial Institutions price targets on Nebius Group: Arete: $84 (STRONG BUY HIGH TARGET) BWS Financial: $80 (BUY) DA Davidson: $55 (BUY) Northland Capmk: No $ (STRONG BUY) Northland Securities: $47 (Outperform) TipRanks analysts have a price target range on $NBIS of $47 https://t.co/gWxtdquhD7 Financial Institutions price targets on Nebius Group: Arete: $84 (STRONG BUY HIGH TARGET) BWS Financial: $80 (BUY) DA Davidson: $55 (BUY) Northland Capmk: No $ (STRONG BUY) Northland" [X Link](https://x.com/MB_Hogan/status/1936108065863942540) 2025-06-20T17:05Z [---] followers, [----] engagements "@geokoutalidis Grok estimates that Iran will be the number one economic loser by far if they close it resulting in a 10-20 percent loss of GDP" [X Link](https://x.com/MB_Hogan/status/1936845350066667656) 2025-06-22T17:54Z [---] followers, [--] engagements "@TheValueTrade Yes very bullish and founder/CEO Arkady Volozh has approximately [--] percent of his net worth in $NBIS stock" [X Link](https://x.com/MB_Hogan/status/1936847610108629206) 2025-06-22T18:03Z [---] followers, [---] engagements "Worth reading to compare CoreWeave and $NBIS https://seekingalpha.com/article/4796451-coreweave-soars-nebius-waits-its-turnmailingid=40398939&messageid=2800&serial=40398939.5061&source=email_2800&utm_campaign=rta-stock-article&utm_medium=email&utm_source=seeking_alpha&utm_term=40398939.5061 https://seekingalpha.com/article/4796451-coreweave-soars-nebius-waits-its-turnmailingid=40398939&messageid=2800&serial=40398939.5061&source=email_2800&utm_campaign=rta-stock-article&utm_medium=email&utm_source=seeking_alpha&utm_term=40398939.5061" [X Link](https://x.com/MB_Hogan/status/1937168413979181130) 2025-06-23T15:18Z [---] followers, [---] engagements "$NBIS right now a strong buy Between NBIS's product market fit and organic opportunity the stock looks interesting. Add in potentially sub 20x EBITDA multiple over the next [--] months and we think shares look like a 'Strong Buy' at present. https://seekingalpha.com/article/4796658-were-betting-on-nebius-over-coreweave-in-the-ai-infrastructure-racemailingid=40403847&messageid=2800&serial=40403847.8659&source=email_2800&utm_campaign=rta-stock-article&utm_medium=email&utm_source=seeking_alpha&utm_term=40403847.8659" [X Link](https://x.com/MB_Hogan/status/1937236580944462275) 2025-06-23T19:49Z [---] followers, [---] engagements "Important advantage for $NBIS $NBIS The ECBs rate cut is a stealth tailwind for Nebius allowing it to scale cheaper and faster than its debt-ridden U.S. rivals. Nebius can finance new clusters at lower cost of capital. Nebius is headquartered in the Netherlands and their debt convertible notes and VC https://t.co/RF6HWWPWCG $NBIS The ECBs rate cut is a stealth tailwind for Nebius allowing it to scale cheaper and faster than its debt-ridden U.S. rivals. Nebius can finance new clusters at lower cost of capital. Nebius is headquartered in the Netherlands and their debt convertible notes and VC" [X Link](https://x.com/MB_Hogan/status/1937325365883457743) 2025-06-24T01:42Z [---] followers, [---] engagements "If $NBIS were to trade at an equal market cap with Coreweave we are talking around $360 per share. We are still so early in the story for $NBIS with incredible upside potential. There will be a day where many will wish they had bought hand over fist in the low $50s" [X Link](https://x.com/MB_Hogan/status/1937529772021559484) 2025-06-24T15:14Z [---] followers, [----] engagements "Bullish for Tech: Wall Streets Most Tireless Optimist Isnt Rattled by Trump Musk or Conflict in Iran Vanity Fair https://www.vanityfair.com/news/story/dan-ives-palantir-trump https://www.vanityfair.com/news/story/dan-ives-palantir-trump" [X Link](https://x.com/MB_Hogan/status/1937710446821150959) 2025-06-25T03:12Z [---] followers, [--] engagements "A 4B valuation or higher for $NBIS subsidiary Avride would be a major catalyst for the stock Avride: The Overlooked Subsidiary Behind Nebius' Hardware Stack You've probably heard of Nebius by now. Especially if you've been following me. But what most people haven't heard of is Avridea lesser-known part of their ecosystem that's been quietly operating behind the scenes https://t.co/hlIiR8iWn8 Avride: The Overlooked Subsidiary Behind Nebius' Hardware Stack You've probably heard of Nebius by now. Especially if you've been following me. But what most people haven't heard of is Avridea" [X Link](https://x.com/MB_Hogan/status/1937966426733875342) 2025-06-25T20:09Z [---] followers, [----] engagements "Good points here Alex. There is an upside and downside here. Personally I see the market liking this for $NBIS either way. Higher Tariffs reinforce $NBIS as a pure European play. Tariff resolution will be a total market positive catalyst. Nebius Group & Whats next. If youve been following along with my coverage of $NBIS youd know that I listed a few catalysts that I think will have a huge effect on Nebius. The first being the recent Vivatech event. But now my focus shifts to catalyst [--]. One that I dont https://t.co/s4EWHy30RM Nebius Group & Whats next. If youve been following along with my" [X Link](https://x.com/MB_Hogan/status/1938637956639780871) 2025-06-27T16:38Z [---] followers, [---] engagements "$NBIS New high close for $NBIS too New high close for $NBIS too" [X Link](https://x.com/MB_Hogan/status/1939804142819824072) 2025-06-30T21:52Z [---] followers, [---] engagements "@thexcapitalist $NBIS at [--] aint gonna happen again. Id be surprised to see it drop below 45" [X Link](https://x.com/MB_Hogan/status/1940420573697585376) 2025-07-02T14:41Z [---] followers, [----] engagements "Is there a path to [--] Trillion market cap for $NBIS by [----] Of course its speculative but perhaps the key to that level of growth lies in their fiscal structure vertical integration and the potential to dominate cloud compute in Europe. I am long on the stock and see a real path to 100B by end of [----]. That would be 9x from here. But [--] Trillion market cap All I can say is Im not selling a single share for years and my biggest concern is exiting too early. $NBIS: The [--] Trillion dollar roadmap. How a sovereign AI infrastructure startup becomes the Nvidia of decentralized AI by [----]. A 🧵" [X Link](https://x.com/MB_Hogan/status/1940423007983341739) 2025-07-02T14:51Z [---] followers, [----] engagements "@HolySmokas $NBIS" [X Link](https://x.com/MB_Hogan/status/1940510390460576146) 2025-07-02T20:38Z [---] followers, [----] engagements "I look more at valuation than stock price. At 11.8B market cap $NBIS is still undervalued right now imo especially when taking a sum-of-parts look with subsidiaries. I see the stock rising to a 50B market cap within 1-2 years if they continue to execute and meet ARR guidance. (Not financial advice)" [X Link](https://x.com/MB_Hogan/status/1940629073295753280) 2025-07-03T04:30Z [---] followers, [---] engagements "Apparently [--] companies have expressed interest in setting up artificial intelligence (AI) infrastructure in Europe the European Commission said Monday (June 30). So where does that leave $NBIS Just one among [--] others vying for a position Without getting into scale or balance sheet heres a key distinction to consider per Grok Given the rarity of the Reference Platform NVIDIA Cloud Partner status and Nebius being highlighted as the first European-headquartered company with this designation it is likely that none or very few (potentially 02) of the other [--] companies among the [--] are both" [X Link](https://x.com/MB_Hogan/status/1940744339325436404) 2025-07-03T12:08Z [---] followers, [---] engagements "Arkady Volozh founder and CEO of $NBIS said no to Googles acquisition offer in [----] when Google founders Sergey Brin and Larry Page proposed to acquire Yandex. Arkady then built Yandex into a 30B company. Arkady is the real deal. Ninety percent of his net worth is now in $NBIS stock. Hes building Nebius the right way with a vision toward long term value not short term gain" [X Link](https://x.com/MB_Hogan/status/1940782165630808140) 2025-07-03T14:38Z [---] followers, [----] engagements "@mvcinvesting Curious after Nebius what is your number [--] holding in terms of your confidence and percent portfolio" [X Link](https://x.com/MB_Hogan/status/1940821620786188415) 2025-07-03T17:15Z [---] followers, [----] engagements "This is the biggest turning point for $NBIS stock this year imo When adjusted EBITDA flips positive by late [----] investors will stop comparing it to CRWVs hype and start seeing it as the disciplined AI pick-and-shovel with massive operating leverage. https://seekingalpha.com/news/4465357-sa-asks-whats-the-most-attractive-ai-stock-right-nowmailingid=40572828&messageid=2900&serial=40572828.146570&source=email_2900&utm_campaign=rta-stock-news&utm_content=link-3&utm_medium=email&utm_source=seeking_alpha&utm_term=40572828.146570" [X Link](https://x.com/MB_Hogan/status/1941891697337594290) 2025-07-06T16:07Z [---] followers, [----] engagements "Wow $NBIS is trading at around an 11B market cap this morning hell of a deal" [X Link](https://x.com/MB_Hogan/status/1942955129797509410) 2025-07-09T14:32Z [---] followers, [----] engagements "18.5 percent pullback on $NBIS since reaching an all-time high of around $56.50. Great opportunity to grab shares at only 11B valuation. Long game" [X Link](https://x.com/MB_Hogan/status/1943050279353491487) 2025-07-09T20:51Z [---] followers, [----] engagements "Agree with you on the downtrend. We are in a short-term decline now. Volatility. Traders taking profits. A lot of noise. Im long so I care more about valuation growth trajectory progress toward positive EBITDA and ARR goals. Not selling a single share. Q2 earnings call will be interesting" [X Link](https://x.com/MB_Hogan/status/1943075145045704730) 2025-07-09T22:29Z [---] followers, [---] engagements "$NBIS is currently: (1)securing enough data center capacity to now support superlabs and hyperscalers (2) expanding the software stack for enterprise customers. Roman Chernin were seeing a huge acceleration from enterprise adoption Ive been talking about this for a while now but heres direct confirmation from someone inside $NBIS. Roman Chernin co-founder and Chief Business Officer on the coming wave of enterprise customers and the critical role of the software stack: "I think the most important https://t.co/p0Zdz6nNrx Ive been talking about this for a while now but heres direct confirmation" [X Link](https://x.com/MB_Hogan/status/1943278571172040785) 2025-07-10T11:58Z [---] followers, [----] engagements "Remember $NBIS owns a 28% stake in Clickhouse Tesla stress-tested ClickHouse with [--] quadrillion rows. 🤯 The result No scaling issues. Not a single hiccup. https://t.co/ZB1vlq0EI8 To monitor everything from Gigafactories to millions of connected vehicles Tesla built a custom observability systempowered by Tesla stress-tested ClickHouse with [--] quadrillion rows. 🤯 The result No scaling issues. Not a single hiccup. https://t.co/ZB1vlq0EI8 To monitor everything from Gigafactories to millions of connected vehicles Tesla built a custom observability systempowered by" [X Link](https://x.com/MB_Hogan/status/1943343629184995619) 2025-07-10T16:16Z [---] followers, [---] engagements "At a [--] percent utilization rate of full 1GW capacity Grok [--] estimates that would translate to approximately 6.6B ARR. At 12x ARR that would be a market cap of around 79B or about $283 per share. Jeez thats 6x. Using a more conservative multiple of 10x you would still have a 60B market cap" [X Link](https://x.com/MB_Hogan/status/1943460007699234939) 2025-07-10T23:59Z [---] followers, [---] engagements "A lot of macro noise profit taking and traders exiting positions has created a 10.85B valuation for $NBIS today. Here are a few reasons why Im long on the stock and see this downtrend as a great buying opportunity $NBIS boasts an exceptionally strong balance sheet with $1.4B in cash zero traditional debt and an additional $1B in convertible bonds that wont trigger dilution for yearsconverting only at a substantial premium of $51 per share. It also holds a 28% stake in ClickHouse valued at nearly $1.8B following the companys recent $6.35B funding round full 100% ownership of Avridewhose" [X Link](https://x.com/MB_Hogan/status/1943700537368592553) 2025-07-11T15:54Z [---] followers, [----] engagements "Yes there is sometimes false equivalency like that. Imo the TAM is so massive there is plenty of room for many long-term winners. $NBIS is a hell of a deal now on sum of parts balance sheet and overall growth trajectory. Over time the market usually differentiates based on real results. I personally think Nebius and Arkady will deliver. But Im not a trader. Im an investor. So Im looking more at potential upside by end of next year which I think is tremendous" [X Link](https://x.com/MB_Hogan/status/1943757744135086190) 2025-07-11T19:42Z [---] followers, [---] engagements "Consider a $NBIS scenario courtesy of Grok 4: Lets say Arkady and Co only deliver half the projected capacity (so a bearish 500MW) instead of the hoped for 1GW and at only [--] percent utilization by end of [----]. Even accounting for no Blackwell premium Grok [--] estimates that translates to around 3.5B ARR. At a 12x ARR multiple that would be a 42B market cap company. Even factoring in an [--] percent share dilution that would still translate to around $150 per share" [X Link](https://x.com/MB_Hogan/status/1943775751142355130) 2025-07-11T20:53Z [---] followers, [----] engagements "I may buy more $NBIS when market opens. One thing is for damn sure Im not selling a share $NBIS last week activity: Large institutions BUYING big Retail panic SELLING Calls buyers 3x more than sellers Net options flow big positive One more unsuaul activity is someone buying [----] expiry calls at 60$-80$ strike price massively in batches each batch $300k-$400k https://t.co/bforsSkDq5 $NBIS last week activity: Large institutions BUYING big Retail panic SELLING Calls buyers 3x more than sellers Net options flow big positive One more unsuaul activity is someone buying [----] expiry calls at 60$-80$" [X Link](https://x.com/MB_Hogan/status/1944163254646755780) 2025-07-12T22:33Z [---] followers, [----] engagements "OpenAI going with Clickhouse Bullish for $NBIS More background on why Guggenheim reached the conclusion that OpenAI will likely be moving away from $DDOG: "OpenAI has already completed building and testing the internal observability solution onto which Datadog workloads will move. In fact a recent video called Scaling More background on why Guggenheim reached the conclusion that OpenAI will likely be moving away from $DDOG: "OpenAI has already completed building and testing the internal observability solution onto which Datadog workloads will move. In fact a recent video called Scaling" [X Link](https://x.com/MB_Hogan/status/1944463825274863743) 2025-07-13T18:27Z [---] followers, [---] engagements "Major new coverage initiated on $NBIS Goldman Sachs with a $68 price target forty five percent upside Breaking: @GoldmanSachs gives $NBIS buy rating with $68 price target and says $NBIS AI Infra is pure play with differentiated full stack offering discounted valuation and positive risk-reward skew. While the infrastructure provided by $NBIS AI Neoclouds offers certain https://t.co/m3aJkiA9qG Breaking: @GoldmanSachs gives $NBIS buy rating with $68 price target and says $NBIS AI Infra is pure play with differentiated full stack offering discounted valuation and positive risk-reward skew. While" [X Link](https://x.com/MB_Hogan/status/1944617366563983833) 2025-07-14T04:38Z [---] followers, [----] engagements "Goldman Sachs is the first major institution to provide analyst coverage on $NBIS This is about more than just a BUY rating and $68 price target its about a wave of broader institutional awareness and exposure building Why is this important for $NBIS 👇🏻 I usually dont put much weight on analysts price targets but this one is different. Not because of the specific assumptions behind the $68 valuation but because of the awareness it brings. The key lies in $NBIS' unconventional path to Why is this important for $NBIS 👇🏻 I usually dont put much weight on analysts price targets but this one" [X Link](https://x.com/MB_Hogan/status/1944723496208146681) 2025-07-14T11:39Z [---] followers, [----] engagements "Many $NBIS bulls are excited about the Goldman Sachs coverage today and $68 price target but virtually nobody is talking about how incredibly bearish their revenue projections are compared to the ARR that would likely correspond to Arkadys own publicly stated 1GW capacity projection by end of [----]. Grok [--] also considers their targets extremely conservative attributing the caution in part due to Goldmans unique role w/ Nebius: Goldmans caution is likely deliberate given their role as Nebiuss exclusive financial advisor and strategist since at least October [----] (involved in the Nasdaq" [X Link](https://x.com/MB_Hogan/status/1944839225637298460) 2025-07-14T19:19Z [---] followers, [---] engagements "Interesting take for sure Perhaps selfishness has been unfairly vilified. Its rational to want whats best for yourself. Even the Christian philosopher CS Lewis said we are too easily satisfied we dont want enough of the truly good for ourselves. Maybe there are different kinds of selfishness too. Im selfish about eating the best healthiest food wanting to stay fit etc. But certainly selfishness that entails hurting others is wrong. Theres also the question of the intent of the giver. A politician for example might give to charity just to get his name in the newspaper not because of any real" [X Link](https://x.com/MB_Hogan/status/1945233319622287764) 2025-07-15T21:25Z [---] followers, [--] engagements "Eagle Global Advisors LLC in their 13F filed yesterday showed a new holding of [------] shares of $NBIS institutions continuing to take notice and pile in" [X Link](https://x.com/MB_Hogan/status/1945877667993039286) 2025-07-17T16:06Z [---] followers, [----] engagements "Personally I think $NBIS could benefit from initiating at least a 5-1 split on the stock. It would continue to make the shares more attractive to retail buyers as institutions have now taken notice and are beginning to accumulate at volume. For reference a 10-1 stock split would almost perfectly align with Palantirs market cap to avail shares to share price ratio" [X Link](https://x.com/MB_Hogan/status/1945884627601658139) 2025-07-17T16:33Z [---] followers, [----] engagements "$NBIS 28% stake in ClickHouse looking better by the day I missed this news from yesterday: ClickHouse Cloud joins the new AWS Marketplace AI Agents and Tools category with a remote MCP server for a turn-key AI-to-data connectivity 👀 https://t.co/emKzZT9SNS I missed this news from yesterday: ClickHouse Cloud joins the new AWS Marketplace AI Agents and Tools category with a remote MCP server for a turn-key AI-to-data connectivity 👀 https://t.co/emKzZT9SNS" [X Link](https://x.com/MB_Hogan/status/1945906335192649921) 2025-07-17T17:59Z [---] followers, [----] engagements "@AlvaroMysterio @GoldmanSachs Nobody selling eh A lot of traders and weak hands got shaken out during this last drop to [--] a share right before the GS coverage bomb. Now what are we left withinstitutions piling in and retail with ironclad conviction. Im all in and not selling a share" [X Link](https://x.com/MB_Hogan/status/1946079188466716765) 2025-07-18T05:26Z [---] followers, [---] engagements "Thx @danielisdizzy for this concise thesis on $NBIS there is a real path to 50B market cap $NBIS is on track to become the next $100B cloud giant. Its $NVDA-backed founder-led and vertically integrated purpose-built for the AI era. At todays $12B valuation this is a 10x opportunity. Heres the full breakdown 🧵👇 https://t.co/HoKSLfabjr $NBIS is on track to become the next $100B cloud giant. Its $NVDA-backed founder-led and vertically integrated purpose-built for the AI era. At todays $12B valuation this is a 10x opportunity. Heres the full breakdown 🧵👇 https://t.co/HoKSLfabjr" [X Link](https://x.com/MB_Hogan/status/1946203443338637399) 2025-07-18T13:40Z [---] followers, [----] engagements "@CMDarnton I also bought Palantir early and Tesla well before the first split. I also like AMD. AI infrastructure is the conservative sustainable play. Personally I prefer $NBIS all the best to you" [X Link](https://x.com/MB_Hogan/status/1946225678879195458) 2025-07-18T15:08Z [---] followers, [---] engagements "One of the biggest lessons of my time in the market. Now Im more excited about $NBIS than any company Ive ever invested in. Im all in. And imo the biggest mistake one can make is exiting a great company too early based on transient macro non-structural pullbacks and fear" [X Link](https://x.com/MB_Hogan/status/1946236772079321155) 2025-07-18T15:53Z [---] followers, [----] engagements "💯 The market is giving little value yet to Avride and the peer comps hold some weight but talks with third party investors are now active for Avride and a valuation will likely follow. This announcement alone when it happens will be an exciting catalyst for $NBIS $NBIS as a whole including Core AI Infra business [--] subsidiaries and a 28% stake in @ClickHouseDB is trading at $12 billion of market cap. Meanwhile look at the valuation of peers of only ONE $NBIS subsidiary @Avrideai : Waymo: $45 billion Aurora: $13 billion Pony AI: $6 https://t.co/sPEcYSc14V $NBIS as a whole including Core AI" [X Link](https://x.com/MB_Hogan/status/1946586729562907073) 2025-07-19T15:03Z [---] followers, [----] engagements "People have said to me yeah but at $52 a share is $NBIS still a deal The share price has gone up is it too late to buy Not according to Goldman Sachs which has a $68 price target. Personally I dont care about share price. I bought my last tranche of shares at $47 and Im all in and still think Nebius is a great deal. Why Because balance sheet/leadership growth trajectory and valuation matter more to me. 1) Balance Sheet Nebius has virtually no debt $1.4B cash an additional 1B raised via convertible bonds which wont dilute shares for years and that 1B at an average interest rate of 2.5%" [X Link](https://x.com/MB_Hogan/status/1946685413332267251) 2025-07-19T21:35Z [---] followers, [---] engagements "Passion is always the driving force of excellence" [X Link](https://x.com/MB_Hogan/status/1946735167839576322) 2025-07-20T00:53Z [---] followers, [---] engagements "theres also no substitute for compound interest 😆" [X Link](https://x.com/MB_Hogan/status/1946954254935015898) 2025-07-20T15:24Z [---] followers, [--] engagements "$NBIS is a potentially life-changing stock imo. Imagine looking back 2-3 years from now when Nebius is a 50B to 100B company with a leading position in European AI compute and a growing global presence and sayingyeah I went all in on Arkady and co back when it was only a 12B company. We are still so early in the Nebius story" [X Link](https://x.com/MB_Hogan/status/1947322614772347070) 2025-07-21T15:47Z [---] followers, [----] engagements "No matter how talented you are and how brilliantly conceived your plan is for life what does it matter if you have no willingness to risk Boldness is required to build your dream" [X Link](https://x.com/MB_Hogan/status/1947331144321487085) 2025-07-21T16:21Z [---] followers, [---] engagements "@detroitthechamp 💯 yes precisely my game plan. Unless something structural changes with the thesis I have no plans to sell a share until we hit 100B market cap. Then its about setting up passive income" [X Link](https://x.com/MB_Hogan/status/1947333884900757951) 2025-07-21T16:32Z [---] followers, [---] engagements "Personally I like $NBIS trading in the low 50s because a 12B valuation makes sense to me. I see it justified by 12-15X expected ARR of 750M-1B ARR which was re-affirmed at the end of Q1. Yes this is forward looking due to the high growth trajectory but the balance sheet is stellar with cash on hand and virtually no debt. As long as Nebius delivers on the ARR guidance by end of year we are getting the value of the subsidies and Clickhouse stake (multi billions) thrown in for free right now" [X Link](https://x.com/MB_Hogan/status/1947679653809815887) 2025-07-22T15:26Z [---] followers, [----] engagements "What is $NBIS subsidiary Avride worth Ive read speculative valuations from 1-5 Billion. Quite the range. Comments welcome below Btw Grok gave me a peer-derived valuation of $4B using Nuro and Aurora: Nuros $6 billion valuation reflects delivery-focused growth while Auroras $9 billion market cap highlights AV tech scalability. Avride combines both (delivery robots and robotaxis) with active expansions (e.g. U.S. pilots in Austin/Dallas certifications in Japan/South Korea and partnerships with Grubhub/Uber). Applying a premium for this hybrid model and assuming faster commercialization (e.g." [X Link](https://x.com/MB_Hogan/status/1948000287433617632) 2025-07-23T12:40Z [---] followers, [----] engagements "It seems at least plausible that the Avride valuation plus the Clickhouse stake will be worth half the current valuation of $NBIS" [X Link](https://x.com/MB_Hogan/status/1948006709311545700) 2025-07-23T13:06Z [---] followers, [---] engagements "@AlvaroMysterio @ClickHouseDB 1-2B for Avride seems like the lower end of the valuation estimates Im seeing on X. Ive seen 3B on average and up to 5B. Peer comps like Nuro Aurora Innovation and could push toward the higher end http://Pony.ai http://Pony.ai" [X Link](https://x.com/MB_Hogan/status/1948361603809792025) 2025-07-24T12:36Z [---] followers, [---] engagements "@rootlogicblog As far as the logical criticism goes the TAM is just too massive. And its simply not worth it to Amazon or Google to enter a price war with Nebius imo. What do you think" [X Link](https://x.com/MB_Hogan/status/1948363371155280078) 2025-07-24T12:43Z [---] followers, [--] engagements "This is the reason $NBIS is still undervalued. And Id bet that the Avride valuation will come in a bit higher more like around 3B. These subsidies could potentially account for half of Nebius current market cap A closer look by at $NBIS revealed the company is sitting on $3.7 to $5.7 billion worth of subsidiaries hidden in plain sight yet not fully priced in by the market. Take @ClickHouseDB : $NBIS owns 28% of the open-source database firm last valued at $6 billion. That alone is https://t.co/zLScLTpYMP A closer look by at $NBIS revealed the company is sitting on $3.7 to $5.7 billion worth" [X Link](https://x.com/MB_Hogan/status/1948365940099289417) 2025-07-24T12:53Z [---] followers, [---] engagements "@Asmallfish5 4-5B would be massive for Nebius if it happens 🤞🏻 and would mean the subsidies alone account for more than half the current market cap" [X Link](https://x.com/MB_Hogan/status/1948379045265039608) 2025-07-24T13:45Z [---] followers, [--] engagements "More Institutional buying of $NBIS as GGM Financials buys [------] shares Institutional accumulation alert: GGM Financials LLC has reported on 13F that they have bought [------] $NBIS shares Institutional accumulation alert: GGM Financials LLC has reported on 13F that they have bought [------] $NBIS shares" [X Link](https://x.com/MB_Hogan/status/1948410753490288707) 2025-07-24T15:51Z [---] followers, [----] engagements "Incredible team at $NBIS Im all in The Visionaries Behind $NBIS Building AI's Future 🚀 Arkady Volozh: The Resilient Builder Volozh founded Yandex in [----] and grew it into a $30B+ powerhouse over [--] years dominating search AI and infra in Eastern Europe. After Russia's invasion of Ukraine he condemned the The Visionaries Behind $NBIS Building AI's Future 🚀 Arkady Volozh: The Resilient Builder Volozh founded Yandex in [----] and grew it into a $30B+ powerhouse over [--] years dominating search AI and infra in Eastern Europe. After Russia's invasion of Ukraine he condemned the" [X Link](https://x.com/MB_Hogan/status/1948581111967150353) 2025-07-25T03:08Z [---] followers, [----] engagements "@OrekhovR Kansas City" [X Link](https://x.com/MB_Hogan/status/1948783466859975076) 2025-07-25T16:32Z [---] followers, [---] engagements "Agree with your assessment that the TAM in Ai infrastructure is nearly unlimited and will even continue or increase post AGI. This makes investing in AI infrastructure actually conservative. Ai software on the other hand worries me as Ai is increasingly capable of writing sophisticated code. I admire the simplicity of your AMD thesis. I think a similar opportunity is there with $NBIS in cloud computing" [X Link](https://x.com/MB_Hogan/status/1949860465388986395) 2025-07-28T15:52Z [---] followers, [--] engagements "A question for $NBIS investors Nebius has stated that it targets 70-80 percent average utilization with a current high peak of around [--] percent utilization. So lets assume the low end of the average at [--] percent. The question is when do they achieve 1GW capacity and what is the corresponding ARR Per Grok 4s analysis: ARR = Effective MW Adjusted ARR per MW = [---] MW $10.5 million = $7.35 billion. Defense: This scales directly from guidance consistent with analyst extrapolations. For example: Goldman Sachss [----] forecast ($2.79B at lower capacity) implies $2.8M per MW but at 1GW/70% it" [X Link](https://x.com/MB_Hogan/status/1949878453420896484) 2025-07-28T17:03Z [---] followers, [----] engagements "@CernunnosCap @Avrideai @TolokaAI @TripleTenTech Agree. I did not factor in the subsidiaries except to say that they could mean less dilution of shares" [X Link](https://x.com/MB_Hogan/status/1949936142960193826) 2025-07-28T20:52Z [---] followers, [--] engagements "@hobbyinvestor25 @CernunnosCap @Avrideai @TolokaAI @TripleTenTech Agree Im all in" [X Link](https://x.com/MB_Hogan/status/1949942825837011401) 2025-07-28T21:19Z [---] followers, [--] engagements "@CernunnosCap @Avrideai @TolokaAI @TripleTenTech 50B market cap seems nearly inevitable imo. And 100B likely" [X Link](https://x.com/MB_Hogan/status/1949944007666041035) 2025-07-28T21:24Z [---] followers, [--] engagements "Fantastic news for $NBIS phase [--] of NJ data center will be completed by August 27th 🚨 Important UPDATE on $NBIS: Phase [--] of its New Jersey data center is on track to be completed by August 27th delivering [--] MW of capacity. ✅ Built in just [--] weeks far faster than the industry average for a project of this scale According to DataOnes CEO theyre https://t.co/zbKphiuR3v 🚨 Important UPDATE on $NBIS: Phase [--] of its New Jersey data center is on track to be completed by August 27th delivering [--] MW of capacity. ✅ Built in just [--] weeks far faster than the industry average for a project of this" [X Link](https://x.com/MB_Hogan/status/1950174771875926141) 2025-07-29T12:41Z [---] followers, [---] engagements "Another major $NBIS endorsement market strategist and macroeconomic analyst Yves Lamoureux Per marketwatch Despite advising general caution in the market now Lamoureux just publicly expressed high conviction in Nebius stating hed stick my neck out to recommend it and would buy even amid volatility viewing it as a resilient pick in a high-growth AI sector" [X Link](https://x.com/MB_Hogan/status/1950557541710069782) 2025-07-30T14:02Z [---] followers, [----] engagements "Institutions are definitely taking notice of $NBIS now. Reflected in the filings and growing % institutional ownership. Imo there will be even bigger volume coming in from larger funds if Nebius affirms end-of-2025 ARR at Q2 earnings on August 7th Ive heard from a fund manager that $NBIS is starting to get more attention on the institutional side. Expect more coverage to come soon. I also heard a story about a fund that held Yandex shares and when it got delisted they couldnt do anything with them. Those shares were Ive heard from a fund manager that $NBIS is starting to get more attention on" [X Link](https://x.com/MB_Hogan/status/1950960655223173445) 2025-07-31T16:44Z [---] followers, [----] engagements "Agree. $NBIS ARR is the key for Q2 Nebius $NBIS reports earnings on August 7and no ones ready for what Q2 could unlock. If ARR breaks out this isnt just a beat. Its a re-rating moment. Here's why: https://t.co/PNU6yP76Ad Nebius $NBIS reports earnings on August 7and no ones ready for what Q2 could unlock. If ARR breaks out this isnt just a beat. Its a re-rating moment. Here's why: https://t.co/PNU6yP76Ad" [X Link](https://x.com/MB_Hogan/status/1950966122620014902) 2025-07-31T17:05Z [---] followers, [---] engagements "💯 agree the Clickhouse stake is an incredible asset for $NBIS. Ask yourself why Arkady wont just sell it right now and take the 1.7B to fund the core cloud business Simple its value is growing at a rate that makes holding worth far more than the cash value. Within a year this stake will be worth close to 4B imo. This isnt talked about nearly as much as it should be. In a few years $NBIS' 28% stake in ClickHouse could be worth close to its entire current market cap. Just listen to what a Senior Staff Software Engineer at $TSLA had to say: "Data in ClickHouse is better than data" [X Link](https://x.com/MB_Hogan/status/1951263452426551389) 2025-08-01T12:47Z [---] followers, [----] engagements "Clickhouse is indeed a private company not publicly traded yet. IPO expected within 12-18 months. But stakes in private companies are frequently sold through private transactions such as secondary market sales to other investors strategic buyers or even as part of funding rounds" [X Link](https://x.com/MB_Hogan/status/1951278186949398987) 2025-08-01T13:45Z [---] followers, [--] engagements "@JustusFult99485 💯 I think thats Manuels take as well that just the Clickhouse stake alone could be worth the present total market cap of $NBIS in 2-3 years" [X Link](https://x.com/MB_Hogan/status/1951296262206083268) 2025-08-01T14:57Z [---] followers, [---] engagements "@stckpkr7000 Agree. Its a lesson Ive learned too and Im going to implement this time with Nebius. This time Im not selling. I wont even consider it until we reach 100B market cap. And then Ill evaluate whether or not the runway is there to 1T" [X Link](https://x.com/MB_Hogan/status/1951444055608672256) 2025-08-02T00:44Z [---] followers, [---] engagements "$NBIS went up to [--] a share on Thursday and then down [---] percent from that high back to [-----]. Ive said before I think right now the stock feels fairly valued in the low 50s where its been mostly hovering for a while. This may finally change this Thursday" [X Link](https://x.com/MB_Hogan/status/1951628284057313647) 2025-08-02T12:56Z [---] followers, [---] engagements "If $NBIS has a run up this week to [--] a share prior to earnings on Thursday there may be a sell the news even on a beat. But if fundamentals/ARR is looking good it will bounce back big time from any sell the news pullback. Im long so I dont care about profit taking and noise" [X Link](https://x.com/MB_Hogan/status/1951716805786939452) 2025-08-02T18:48Z [---] followers, [----] engagements "hyperscalers prove that this is an incredibly profitable business with nearly unlimited TAM. Nebius revenue is growing at a much higher rate than costs (which include depreciation at a conservative [--] year schedule). Personally Im long and all in as I think this is a 100B company in the making" [X Link](https://x.com/MB_Hogan/status/1951743305747697800) 2025-08-02T20:34Z [---] followers, [---] engagements "In honor of $NBIS upcoming earnings this week who has accumulated more than [----] shares for holding long term And do you think Nebius will reaffirm guidance of 750M-1B ARR this Thursday" [X Link](https://x.com/MB_Hogan/status/1952150354998493202) 2025-08-03T23:31Z [---] followers, [----] engagements "@OrekhovR Amazing thats retirement volume inside of [--] years imo" [X Link](https://x.com/MB_Hogan/status/1952166826311385341) 2025-08-04T00:36Z [---] followers, [---] engagements "@SHL2632 massive volume congrats sir 🙌🏻" [X Link](https://x.com/MB_Hogan/status/1952209893693292965) 2025-08-04T03:28Z [---] followers, [---] engagements "Just in $NBIS Nebius achieves the fastest inference platform on public Nvidia GPUs Nebius marked as fastest inference platform on public NVIDIA GPUs $NBIS sets the pace as the fastest inference platform on public NVIDIA GPUs clocking [---] tok/s on Qwen332B and [---] tok/s on Llama [---] 70B per an independent benchmark. Nebius Statement: And well make your https://t.co/evIzqAu7ua Nebius marked as fastest inference platform on public NVIDIA GPUs $NBIS sets the pace as the fastest inference platform on public NVIDIA GPUs clocking [---] tok/s on Qwen332B and [---] tok/s on Llama [---] 70B per an" [X Link](https://x.com/MB_Hogan/status/1952361339990450310) 2025-08-04T13:29Z [---] followers, [----] engagements "@Triferus Less than [----] is still great I just bought [---] shares at [--] a share for my wifes Roth IRA which is her total holding right now. Long game. These shares will be worth six figures within 1-2 years imo" [X Link](https://x.com/MB_Hogan/status/1952493545652408515) 2025-08-04T22:15Z [---] followers, [---] engagements "@Triferus Well what I meant was that is her total Nebius holding in the Roth. She also has Nvidia and Palo Alto Networks in the Roth. And yep she did approve the purchase 😆" [X Link](https://x.com/MB_Hogan/status/1952497329661165973) 2025-08-04T22:30Z [---] followers, [--] engagements "One of my family members bought 50k worth of Apple on my advice in [----]. I told him to hold it but he sold after a short while and pocketed 100k on advice of his broker doubling his money. If he had HELD with conviction his shares would be worth $4.5 million today. Real investors who build generational wealth dig deep and find research-backed conviction. You cant borrow conviction as Manuel Cunha so eloquently put it. But if you find it for yourself you will have the courage and patience to HOLD. All it takes is to identify the asset worth holding and know why its worth holding. Im not" [X Link](https://x.com/MB_Hogan/status/1952712833419936145) 2025-08-05T12:46Z [---] followers, [---] engagements "@hobbyinvestor25 @JustusFult99485 lol 😆 yeah I see your point" [X Link](https://x.com/MB_Hogan/status/1952755207214964807) 2025-08-05T15:34Z [---] followers, [--] engagements "$NBIS building some momentum going into Thursday earnings with big calls for [--] and [--] and two analysts raising price targets. Can they deliver on ARR guidance for end of year" [X Link](https://x.com/MB_Hogan/status/1952759491037983075) 2025-08-05T15:51Z [---] followers, [----] engagements "Hard to say. I know Cunha predicts a slight revenue miss. If that happens who knows. Maybe some panic selling. The stock could drop back to [--] a share. But I think as long as ARR guidance is reaffirmed tomorrow Im happy and I would be buying more on weakness (under [--] a share)" [X Link](https://x.com/MB_Hogan/status/1953173120409342350) 2025-08-06T19:15Z [---] followers, [---] engagements "Yes those higher calls are very interesting. I think anything could happen tomorrow but Im leaning slightly bearish and hope Im wrong. Even a little revenue miss (that Cunha predicts) could lead to a pullback to low 40s. Seems with NJ delayed four weeks that an ARR raise is unlikely. I see little room for a big win on the numbers yet. If ARR is re affirmed and the floor brought up that might be the bullish signal we need Or possibly falling costs after divestment of Toloka. What way do you lean" [X Link](https://x.com/MB_Hogan/status/1953184703667945610) 2025-08-06T20:01Z [---] followers, [--] engagements "Massive Q2 earnings results for $NBIS Congrats fellow bulls We crushed it this time Core business achieves positive adjusted EBITDA ahead of schedule And the big one Nebius RAISES year end ARR guidance to 900M-1.1B I couldnt be happier with these results This is a 100B company in the making" [X Link](https://x.com/MB_Hogan/status/1953424308409102832) 2025-08-07T11:53Z [---] followers, [----] engagements "@MikeBecker24 🙌🏻💯. I couldnt be more bullish long term. Im all in with my life savings and still blown away by these results. Nebius shaping up to be the investment of a lifetime" [X Link](https://x.com/MB_Hogan/status/1953442033189667266) 2025-08-07T13:04Z [---] followers, [---] engagements "Wallstreet is slowly waking up to $NBIS as nobody on the street will be able to ignore these fantastic Q2 results. I expect analyst upgrades to follow this week. I expect new analysts to weigh in at the institutional level beyond Goldman Sachs. I expect price target raises across the board. Arkady is a brilliant and humble tech mind who underpromises and over delivers. We are just beginning here" [X Link](https://x.com/MB_Hogan/status/1953443114024129010) 2025-08-07T13:08Z [---] followers, [----] engagements "TWO new $NBIS Nebius sites in the US will be announced soon 🙌🏻 Arkady Volozh Founder & CEO of $NBIS: "We have nearly closed on two substantial new greenfield sites in the U.S." Arkady Volozh Founder & CEO of $NBIS: "We have nearly closed on two substantial new greenfield sites in the U.S."" [X Link](https://x.com/MB_Hogan/status/1953456298172772690) 2025-08-07T14:00Z [---] followers, [---] engagements "Per todays earnings call $NBIS will not be selling their 28% ClickHouse stake unless the valuation rises to the point that the stake is worth billions. I trust Arkady and co to know the best way to utilize this extremely valuable subsidiary. Long game" [X Link](https://x.com/MB_Hogan/status/1953611187159281948) 2025-08-08T00:16Z [---] followers, [----] engagements "One question that I think is difficult to answer with $NBIS is the expected ARR per MW going forward as Nebius continues to grow and expand with NJ and UK and two new soon-to-be-announced data centers in the US. A clear picture of this could be helpful but clarity depends on parsing the specific yields with the GPUs utilized at each center. My understanding is that Finland data centers alone is expected to yield 1B ARR from only 75MW. Any comments to clarify would be appreciated. Congrats Nebius bulls on one hell of a great day 🙌🏻" [X Link](https://x.com/MB_Hogan/status/1953614196240687472) 2025-08-08T00:28Z [---] followers, [----] engagements "The average analyst target stock price for Nebius $NBIS is now $70 a share 4/5 coverages dont reflect Q2 results. I strongly suspect more price target raises soon with perhaps new major institutional coverage only a matter of time now 🤞🏻 Where are you on this Mr Ives We have so far: Northland Securities: $47 (last updated May [--] 2025) Arete Research: $84 (last updated June [--] 2025) BWS Financial: $80 (last updated June [--] 2025) Goldman Sachs: $68 (last updated July [--] 2025) DA Davidson: $75 (last updated August [--] 2025)" [X Link](https://x.com/MB_Hogan/status/1953796771898925192) 2025-08-08T12:33Z [---] followers, [----] engagements "Update Goldman Sachs raises to $77 Average analyst target price now $72.60" [X Link](https://x.com/MB_Hogan/status/1953814827534549187) 2025-08-08T13:45Z [---] followers, [---] engagements "If $NBIS were to trade at the same share price to market cap ratio as Palantir right now Nebius would be $6.95 a share" [X Link](https://x.com/MB_Hogan/status/1953919926504452126) 2025-08-08T20:43Z [---] followers, [----] engagements "@EndicottInvests I agree. I made money on Palantir but got out at $120 a share because I didnt like the valuation. Shifted everything over to start buying Nebius at $23 and Im all in on Nebius now. Not selling a share. This is just the beginning. 100B MC company in the making" [X Link](https://x.com/MB_Hogan/status/1953922070649139543) 2025-08-08T20:51Z [---] followers, [---] engagements "Nebius has only [---] million shares whereas Palantir has about [----] billion shares. Put another way Palantir has roughly 10x as many shares outstanding in the market than Nebius. Having fewer shares can be advantageous in a few ways. It can create dramatic upside for investors if Nebius scales rapidly especially in a high-growth AI sector where market caps can expand quickly. It also positions Nebius for potentially outsized percentage gains without needing as much capital inflow. Fewer shares can also make any future share buybacks more impactful as repurchasing even a small percentage can" [X Link](https://x.com/MB_Hogan/status/1954019831709130761) 2025-08-09T03:20Z [---] followers, [---] engagements "To be clear as Im sure you already know splits or reverse splits do NOT change fundamentals or produce any inherent value. If Palantir did a 1-10 reverse split their share price would be much higher which might discourage retail buying. But Berkshire Hathaway favors this strategy Buffet prefers higher share price and fewer outstanding shares and they are now trading at almost 700k a share because theyve never once split. Priceline in [----] did a reverse split 1-6 to reduce outstanding shares and boost share price. Adial Pharmaceuticals did a 1-25 reverse split in [----] with the goal of reducing" [X Link](https://x.com/MB_Hogan/status/1954167759295717424) 2025-08-09T13:07Z [---] followers, [---] engagements "This will be billions of cash for $NBIS Yesterday ClickHouse released version [----]. - [--] new features - [--] performance optimizations - [--] bug fixes Every month they roll out updates with improved performance. $NBIS holds a significant stake in the company. I love their obsessive focus on enhancing the customer https://t.co/d1uhCVdjMw Yesterday ClickHouse released version [----]. - [--] new features - [--] performance optimizations - [--] bug fixes Every month they roll out updates with improved performance. $NBIS holds a significant stake in the company. I love their obsessive focus on enhancing the" [X Link](https://x.com/MB_Hogan/status/1954183612284231936) 2025-08-09T14:10Z [---] followers, [----] engagements "One of the most incredible guidance adjustments from $NBIS brilliant Q2 earnings was year end goal of 100MW adjusted up to 220MW. Also its not just the MW its the incredible revenue yield Nebius is able to achieve per MWfor example the 75MW in the Finland data center alone is guiding for 1B ARR. So hypothetically if Nebius were to achieve the same ARR yield (as projected for Finland) on the new 300MW NJ data center when that is fully operational with the latest GPUs in Q1 [----] that would yield an additional 4B ARR. I welcome comments here but if this is the direction we are headed with $NBIS" [X Link](https://x.com/MB_Hogan/status/1954252045352874158) 2025-08-09T18:42Z [---] followers, [----] engagements "@mvcinvesting A 30B valuation for ClickHouse would be [---] billion dollar stake for Nebius 💪🏻 half the current market cap" [X Link](https://x.com/MB_Hogan/status/1954585110289809840) 2025-08-10T16:46Z [---] followers, [----] engagements "10-1 reverse split at over [---] a share to over $5000 a share Are you kidding That sounds insane. It would completely price out retail with that float. Palantir already has 10x more shares outstanding than Nebius. I can see a split happening. Reverse split aint gonna happen" [X Link](https://x.com/MB_Hogan/status/1954944054728196247) 2025-08-11T16:32Z [---] followers, [--] engagements "The updated $NBIS analyst price targets: Northland Securities: $47 (last updated May [--] 2025) Arete Research: $128 (last updated August [--] 2025) BWS Financial: $90 (last updated August [--] 2025) Goldman Sachs: $77 (last updated August [--] 2025) DA Davidson: $75 (last updated August [--] 2025) Northland hasnt yet updated after Q2 but currently the average analyst price target for Nebius is $83.40 a share" [X Link](https://x.com/MB_Hogan/status/1955255954171170955) 2025-08-12T13:12Z [---] followers, [----] engagements "So true. Im transparent about the fact that Im all in and of course want the company to succeed and that Im not a financial advisor. Everyone needs to do their own research. But I will say this is the first time Ive told my closest friends and family to buy based on serious conviction. Its also my daughters largest position in her custodial account. Long game" [X Link](https://x.com/MB_Hogan/status/1955403377677901878) 2025-08-12T22:57Z [---] followers, [---] engagements "Per Grok the $NBIS community on X is on a tear growing significantly since June and continues to show momentum Engagements around Nebius-related hashtags and earnings discussions have ramped up in July and August suggesting sustained community expansion And institutional ownership is also building now with some estimates at around 45% ownership" [X Link](https://x.com/MB_Hogan/status/1955615237400338832) 2025-08-13T12:59Z [---] followers, [----] engagements "I currently dont own any other stocks in my individual portfolio. So Im literally all in Nebius at 100% and wont be selling a share unless something structurally significant changes in my thesis. Its a long hold for me. Granted Nebius founder/CEO Arkady Volozh has [--] percent of his net worth in the stock and Im definitely not there. But close to half my net worth" [X Link](https://x.com/MB_Hogan/status/1955616486611161122) 2025-08-13T13:04Z [---] followers, [---] engagements "The latest updated analyst price targets for $NBIS yield an average target price of $89.40 a share and are as follows: Northland Securities: $77 (last updated August [--] 2025) Arete Research: $128 (last updated August [--] 2025) BWS Financial: $90 (last updated August [--] 2025) Goldman Sachs: $77 (last updated August [--] 2025) DA Davidson: $75 (last updated August [--] 2025)" [X Link](https://x.com/MB_Hogan/status/1955630885220262166) 2025-08-13T14:01Z [---] followers, [----] engagements "Absolutely. Most of the analysts have zero vision no serious thesis and as you say are purely reactive to the market. Of the five at least Goldman Sachs has serious analysis and forward projections though I believe their estimated ARR per MW is way too conservative/low. Then again Goldman has a financial advisor role with Nebius so they may be leaning more conservative" [X Link](https://x.com/MB_Hogan/status/1955653799705546995) 2025-08-13T15:32Z [---] followers, [--] engagements "Not yet profitable true. Neither was Palantir for a long time but the time to invest was before not after they became profitable. Nebius is already ahead of schedule w/ net positive EBITDA for the core business in Q2 and gross margins of 71% with expected ARR of around 1B by end of year. As far as the broader market goes I agree its frothy in a lot of places. Despite this volatility macroeconomic strategist Yves Lamareaux singled out Nebius as the stock he would stick his neck out to recommend. Likewise I try to look only at individual company valuations and ask whether they are reasonable" [X Link](https://x.com/MB_Hogan/status/1955680708497682584) 2025-08-13T17:19Z [---] followers, [---] engagements "@kyee @10009nyny What share price would make you a massive buyer of Nebius" [X Link](https://x.com/MB_Hogan/status/1955696727224176891) 2025-08-13T18:23Z [---] followers, [--] engagements "@hobbyinvestor25 @MktMavPro Theres certainly room down the road for a split with 230M shares outstanding. Palantir has 10x as many shares outstanding" [X Link](https://x.com/MB_Hogan/status/1955974569195430186) 2025-08-14T12:47Z [---] followers, [--] engagements "It seems there is a bit of a PPI and/or Coreweave overhang on $NBIS right now" [X Link](https://x.com/MB_Hogan/status/1956042386284409054) 2025-08-14T17:17Z [---] followers, [---] engagements "When you see larger tech like Nvidia Amazon and Meta all presumably unaffected by PPI data makes me think Coreweave is the main culprit" [X Link](https://x.com/MB_Hogan/status/1956049489493459071) 2025-08-14T17:45Z [---] followers, [---] engagements "@hobbyinvestor25 Larger swings and dips will happen along the journey toward 50B market cap. For the wise its opportunity. Fools will panic sell b/c they dont know what theyve got" [X Link](https://x.com/MB_Hogan/status/1956054452470702550) 2025-08-14T18:04Z [---] followers, [--] engagements "I asked Grok to model some projections for $NBIS revenue and expenses and heres what I got back" [X Link](https://x.com/MB_Hogan/status/1957175808323199203) 2025-08-17T20:20Z [---] followers, [----] engagements "Important for $NBIS investors to consider the bear arguments against the stock and always be vigilant. Of course this applies to all investments. A cultish religious devotion to any stock is crazy. A rational mind always considers risks and isnt afraid of changing course if the thesis proves to be incapable of defending. For now I see a strong fully intact bull thesis with tremendous upside potential over the next few years A 50-100B company in the making Thx for your work here Nate @EndicottInvests $NBIS Bear Cases Yesterday I put out a post asking for some bear cases. Here are the biggest" [X Link](https://x.com/MB_Hogan/status/1957230288020373956) 2025-08-17T23:57Z [---] followers, [----] engagements "One very intriguing revelation from $NBIS Q2 earnings was that the company projects to have 100MW active out of a connected 220MW capacity yielding approximately 1B ARR. We can deduce from this that Nebius aims to achieve an estimated 10M ARR per MW for [----]. At this rate the projected 1GW (or greater) connected capacity for [----] could equate to around 500MW active which would yield approximately 5B ARR for [----]. Growing prevalence of the more efficient advanced Blackwell GPUs may augment this ARR yield so this figure may actually be conservative. At a 10x ARR we would be looking at a" [X Link](https://x.com/MB_Hogan/status/1957617337282228607) 2025-08-19T01:35Z [---] followers, [----] engagements "$NBIS now trading at [-----] per share down 12.5% from its high of [-----]. I just bought [---] more shares" [X Link](https://x.com/MB_Hogan/status/1957852803130331379) 2025-08-19T17:10Z [---] followers, [----] engagements "@blstfl @mvcinvesting Yes thank you. that was my takeaway as well. So the hope will be to secure enough contracts in order to activate as much power as possible. But even 200MW active at their 10M ARR per MW would be 2B ARR in 2026" [X Link](https://x.com/MB_Hogan/status/1957933573094433152) 2025-08-19T22:31Z [---] followers, [---] engagements "For $NBIS community great informative interview. My key takeaway starts at around 14:27. Roman says that just because they are aiming to connect 1GW by end of [----] doesnt mean it will be active by the end of [----]. They would have to secure a major hyperscaler deal worth tens of billions to get the GPUs to fully activate the entire 1GW. This may take time. But even if despite rapacious demand Nebius only manages to activate 200MW of the 1GW they would still generate around 2B ARR based on the 10M ARR per MW projected for [----]. At 10X thats still a 20B valuation which doesnt include the value" [X Link](https://x.com/MB_Hogan/status/1957956192942068110) 2025-08-20T00:01Z [---] followers, [----] engagements "Revising this post What is a bullish outcome for $NBIS in [----] Stated [----] year-end goal: more than 1GW reserved/secured power Nebius ARR Rate: for [----] an expected yearly average of 10M ARR per MW of reserved/secured power that is utilized So how much of the anticipated 1GW secured power can Nebius activate/utilize in [----] The good news is demand is extremely high. So I am hoping for 300-500MW utilized in [----] which would be a 200-400% increase year over year from the [----] anticipated year-end 100MW active power. Simple math on this 300-500MW active power using the [----] ARR rate would equate" [X Link](https://x.com/MB_Hogan/status/1958191759227256999) 2025-08-20T15:37Z [---] followers, [----] engagements "@NeuralCadence That would be extremely bullish. A whale deal on top would be nothing short of epic" [X Link](https://x.com/MB_Hogan/status/1958216870752026694) 2025-08-20T17:17Z [---] followers, [--] engagements "Today is a perfect example of the kind of pullbacks that just happen even in a bull market. If you dont have real conviction and a deeply researched thesis some people panic sell. With $NBIS today I was panic buying at 62" [X Link](https://x.com/MB_Hogan/status/1958294624440606896) 2025-08-20T22:26Z [---] followers, [----] engagements "@MktMavPro Im also 100% all in. Long game. I just dont have this level of conviction about anything else Ive looked at so cant bring myself to buy anything else" [X Link](https://x.com/MB_Hogan/status/1958547407408423018) 2025-08-21T15:11Z [---] followers, [--] engagements "Seeking Alpha group publication rates $NBIS a HOLD right now and yet warns of a consolidation period at this valuation that could later lead to even bigger gains for the stock: the consensus forward estimates appear to be rather promising with NBIS expected to deliver on its high-growth cloud prospects at a 3Y top-line CAGR of +198.1%. While the neocloud company is unlikely to report GAAP profitability and positive cash flow generation over the next few years we are not overly concerned indeed attributed to the $1.67B of cash on its balance sheet (+15.9% QoQ/ -28% YoY). These may allow NBIS" [X Link](https://x.com/MB_Hogan/status/1958552481010782465) 2025-08-21T15:31Z [---] followers, [----] engagements "James Foord at Seeking Alpha predicts that $NBIS could reach $940 a share by [----]. Thats around a 220B market cap. My base case projects Nebius reaching $940/share by [----] driven by 45% revenue CAGR expanding margins and a 12x EBITDA multiple. Despite risks from Nvidia reliance capex needs and competition NBIS stock is a top Al infrastructure play with asymmetric upside and remains undervalued" [X Link](https://x.com/MB_Hogan/status/1958603289735393597) 2025-08-21T18:53Z [---] followers, 26.4K engagements "@awanish Its a European company now. HQ in Netherlands. (Severed all ties to Russia and Russia-related Yandex assets and subsidiaries in July 2024.)" [X Link](https://x.com/MB_Hogan/status/1958691604127997957) 2025-08-22T00:44Z [---] followers, [---] engagements "CORRECTION: The author James Foord has since corrected his publication typo to reflect a projected base case for $NBIS of $94 a share by [----]. Ironically this takes his thesis from uber Bullish to imo Bearish by 2030" [X Link](https://x.com/MB_Hogan/status/1958860573216477204) 2025-08-22T11:55Z [---] followers, [----] engagements "@AnaCintra24 💯 by [----] the ClickHouse stake alone will probably be worth that much" [X Link](https://x.com/MB_Hogan/status/1958875534164730101) 2025-08-22T12:54Z [---] followers, [--] engagements "Fair points. Im all in Nebius. And I admit that all in is riskier than diversifying. It all comes down to risk tolerance for the individual investor. Macro issues are always risks. In general its risky to invest in the stock market but historically riskier not to invest" [X Link](https://x.com/MB_Hogan/status/1958882646789943451) 2025-08-22T13:23Z [---] followers, [---] engagements "@MktMavPro @Dream5728363541 Agree such a strong signal about the companys capital structure. 💪🏻" [X Link](https://x.com/MB_Hogan/status/1958922524609196394) 2025-08-22T16:01Z [---] followers, [--] engagements "Fascinating development $NBIS Wait this is huge for $NBIS and $NVDA if I am interpreting this correctly. This would get more out of older gpus and the value erosion of assets ( for $NBIS GPUs) would be less Thoughts anyone https://t.co/QvFZKc8Kr2 Wait this is huge for $NBIS and $NVDA if I am interpreting this correctly. This would get more out of older gpus and the value erosion of assets ( for $NBIS GPUs) would be less Thoughts anyone https://t.co/QvFZKc8Kr2" [X Link](https://x.com/MB_Hogan/status/1958930783931970009) 2025-08-22T16:34Z [---] followers, [----] engagements "The possibility that $NBIS could use new tech to marshal the collective compute power of older Nvidia GPUs. Wow. Will be amazing to see how this develops" [X Link](https://x.com/MB_Hogan/status/1958944617820549221) 2025-08-22T17:29Z [---] followers, [---] engagements "@Orangeman1992 Exactly. And while claiming to be bullish. Thats what we call bullishit" [X Link](https://x.com/MB_Hogan/status/1959235026228215954) 2025-08-23T12:43Z [---] followers, [--] engagements "some data centers especially older ones can only pump in so much power to keep those GPUs and servers humming. Nvidias (NVDA) solution: combine the performance of multiple data centers to create one massive GPU. So the rationale stated here seems to be that older GPUs that might otherwise be limited in use can continue to be utilized by connecting their entire data center to other data centers. But to your point this isnt the only use case. Perhaps it could be used to augment power by connecting multiple state of the art data centers. Something to keep an eye on" [X Link](https://x.com/MB_Hogan/status/1959246560518098989) 2025-08-23T13:29Z [---] followers, [--] engagements "In additional to the cancellation of 40M shares held in treasury that now cannot be issued to cause future dilution this provision slipped under the radar from the recent $NBIS voteauthorization for share buybacks Authorization of the Board of Directors for a period of [--] months to repurchase shares in the capital of the Company up to 20% of the issued share capital Of course there has been no vote to buy back shares YET but the authorization is there for the board to do so for the next [--] months. Share buybacks raise the stock price as well as raise EPS. Generally companies buy back shares" [X Link](https://x.com/MB_Hogan/status/1959248637281615922) 2025-08-23T13:37Z [---] followers, [---] engagements "$NBIS bullish enough Having thought about it some more I think the [--] million H100 equivalent number in [--] years is about right. Eventually billions. Having thought about it some more I think the [--] million H100 equivalent number in [--] years is about right. Eventually billions" [X Link](https://x.com/MB_Hogan/status/1959415263675507114) 2025-08-24T00:39Z [---] followers, [----] engagements "Grok is extremely bullish on $NBIS. I have tried to input every bit of business info as I come across it so that Grok provides me with as close to comprehensive analysis as I can get and weekly updated price targets for end of year for [----] [----] and [----] with his bear base and bull cases. All I can say is that if these projections are even close to correctwow @Joshclarke25 @HyperTechInvest My pick: $NBIS for its AI cloud infrastructure growth recent expansion and strong analyst outlooks for 20-30% annual revenue increases through [----]. Comments stats (from [--] replies): NBIS [--] votes IREN 5" [X Link](https://x.com/MB_Hogan/status/1959417701052428528) 2025-08-24T00:49Z [---] followers, [----] engagements "Weebler Finance writing for Seeking Alpha has just UPGRADED $NBIS stating Despite a 36% NBIS stock surge fundamental improvements outpace price gains deepening the value opportunity; I upgrade NBIS to a Strong Buy" [X Link](https://x.com/MB_Hogan/status/1960429375603519532) 2025-08-26T19:49Z [---] followers, [----] engagements "@DrTomsLens This is the future of biology incredible. A new comprehensive understanding of our biology with AI generative diagnosis and treatment at a level thats barely fathomable before now but Nebius and Nvidia are leading the way. What times we live in" [X Link](https://x.com/MB_Hogan/status/1960562313695568324) 2025-08-27T04:37Z [---] followers, [--] engagements "Today I asked Grok to give me the top five best individual stocks to buy in the entire stock market in terms of potential for outsized gains relative to risk. Grok ranked $NBIS number [--] Nebius fits at #2 due to its unique combination of explosive growth manageable risks (cash-rich EBITDA-positive) and exposure to the $200B+ AI infrastructure market at a lower valuation than peers. Its potential for multi-bagger returns outpaces most established players" [X Link](https://x.com/MB_Hogan/status/1960775858303451528) 2025-08-27T18:46Z [---] followers, [----] engagements "$NBIS Jensen Huang says "The AI race is on and Blackwell is the platform at its center." https://www.benzinga.com/markets/earnings/25/08/47371649/nvidia-q2-earnings-highlights-double-beat-60b-share-buyback-huang-says-ai-race-is-on https://www.benzinga.com/markets/earnings/25/08/47371649/nvidia-q2-earnings-highlights-double-beat-60b-share-buyback-huang-says-ai-race-is-on" [X Link](https://x.com/MB_Hogan/status/1960809296901423378) 2025-08-27T20:59Z [---] followers, [----] engagements "@meeijer $NBIS at 68" [X Link](https://x.com/MB_Hogan/status/1960828126432518471) 2025-08-27T22:13Z [---] followers, [----] engagements "Jensen Huang said today that he thinks AI infrastructure spending could reach 3-4 Trillion by [----]. This is just a staggering level to consider. Incredible TAM the AI boom is just getting going and the future is very bright for Nebius $NBIS" [X Link](https://x.com/MB_Hogan/status/1960830959105847656) 2025-08-27T22:25Z [---] followers, [----] engagements "@MktMavPro You think this is a distinct product offering that will merit its own announcement Whats your take on this" [X Link](https://x.com/MB_Hogan/status/1961125526468251901) 2025-08-28T17:55Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@MB_Hogan Mark Hogan
Mark Hogan is not mentioned in the provided tweets. However, Nebius ($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.
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Social Influence
Social category influence finance stocks technology brands countries cryptocurrencies financial services automotive brands travel destinations celebrities social networks
Social topic influence $nbis #14, ai, microsoft, market cap #1998, bullish #299, goldman sachs, target #340, investment, palantir, stocks #2043
Top accounts mentioned or mentioned by @accountingds @mvcinvesting @genzinvest0r @babyfolio @jiahanjimliu @danielkoss @mktmavpro @edgeofpower @endicottinvests @longinvest32 @spiraloutone @neuralcadence @ilzmcfly @mbhogan @hypertechinvest @drtomslens @bagelc47 @hyperaicapital @asmallfish5 @nglotus9898
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Microsoft Corp. (MSFT) Goldman Sachs (GS) Cipher Mining Inc. Common Stock (CIFR) Alphabet Inc Class A (GOOGL) WIX.com Ltd. (WIX) Iris Energy Limited (IREN) NVIDIA Corp. (NVDA) Metadium (META) Bitcoin (BTC) Uber Technologies, Inc. (UBER) Tesla, Inc. (TSLA) Morgan Stanley (MS) CoreWeave, Inc (CRWV) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL)
Top Social Posts
Top posts by engagements in the last [--] hours
"Grok Overall Trumps deal is more beneficial for the US in terms of strategic positioning and potential trade balance improvements particularly for exporters and domestic industries. However it comes at a higher economic cost to consumers and carries greater uncertainty. For a definitive assessment the outcome of the 90-day negotiations will be critical"
X Link 2025-05-13T11:20Z [--] followers, [---] engagements
"@TacticzH $NBIS is my favorite here👆🏻. Undervalued tremendous upside founder led with [--] % of his net worth in the stock vertically integrated Coreweave rev proves neo-cloud demand. As Seeking Alpha put it the Netflix of generative AI"
X Link 2025-05-16T16:32Z [---] followers, [----] engagements
"$NBIS is still way under the radar very little coverage. A vertically integrated AI neo-cloud computing company billions in cash no debt NVIDIA backing founder led with 90% of his net worth in the stock massive growth potential with nearly a billion ARR expected by end of year"
X Link 2025-05-17T14:05Z [---] followers, [---] engagements
"@TacticzH Both are backed by Nvidia. Core is larger and has been quicker to market. But I favor Nebius long term because of their vertical integration and cost advantage. Additionally unlike Coreweaves debt Nebius has billions in cash and no debt. See Cunhas thesis for more Few understand the structural cost advantage $NBIS holds over $CRWV. As both companies scale that edge will become increasingly obvious. Few understand the structural cost advantage $NBIS holds over $CRWV. As both companies scale that edge will become increasingly obvious"
X Link 2025-05-18T01:11Z [---] followers, [---] engagements
"Prediction: This Artificial Intelligence (AI) Data Center Stock -- Backed by Nvidia and Billionaire Jeff Bezos -- Could Go Parabolic After May [--] The Motley Fool https://www.fool.com/investing/2025/05/17/prediction-this-artificial-intelligence-ai-data-ce/ https://www.fool.com/investing/2025/05/17/prediction-this-artificial-intelligence-ai-data-ce/"
X Link 2025-05-19T00:07Z [---] followers, [--] engagements
"Im an investor in $NBIS but I agree its always important to consider potential risks Lots of bullish talk about $NBIS in general here. But as a realist investor you have to keep investigating potential blind spots. Here are some risks for Nebius Group: https://t.co/Jn1OE8AwZs Lots of bullish talk about $NBIS in general here. But as a realist investor you have to keep investigating potential blind spots. Here are some risks for Nebius Group: https://t.co/Jn1OE8AwZs"
X Link 2025-05-24T22:29Z [---] followers, [---] engagements
"I love Palantir and Carp is brilliant. I bought at $20 and $60 and $90 and sold near highs. At this valuation hard to imagine doubling any time soon. AI software is more vulnerable than AI infrastructure when AI will soon be capable of writing any kind of software. IMO a strong case can be made for getting in still very early with $NBIS"
X Link 2025-05-27T12:16Z [---] followers, [----] engagements
"@DividendG_Web3 $NBIS"
X Link 2025-05-28T15:58Z [---] followers, [---] engagements
"Is buying $NBIS at $40 like buying Palantir at around $25"
X Link 2025-05-28T18:44Z [---] followers, [----] engagements
"@irpcp61598779 Based on my research I agree 💯 with you Shawn. I havent had this level of conviction since I bought Palantir at $20. Ive been buying as many shares of $NBIS as I can get to hold long game"
X Link 2025-05-29T12:27Z [---] followers, [---] engagements
"Great news for $NBIS $NBIS ClickHouses latest funding round has finalized at a $6.35B valuation It raised $350M from investors $NBIS valued at $9B owns 28% of ClickHouse and also participated in the round https://t.co/o6eW56kE3Q $NBIS ClickHouses latest funding round has finalized at a $6.35B valuation It raised $350M from investors $NBIS valued at $9B owns 28% of ClickHouse and also participated in the round https://t.co/o6eW56kE3Q"
X Link 2025-05-29T20:27Z [---] followers, [---] engagements
"$NBIS is truly in a unique $ position with no debt 1.4B in cash and access to equity through its investments like Clickhouse All can be utilized to scale the core business quickly without diluting shareholder value. JUST IN: $NBIS has issued a press release explaining its participation in ClickHouses Series C funding round. 👀 Arkady Volozh Founder and CEO of $NBIS said: We are extremely impressed with what Aaron and his team have achieved to date and believe they are well positioned https://t.co/TiNGagLIVU JUST IN: $NBIS has issued a press release explaining its participation in ClickHouses"
X Link 2025-05-30T13:46Z [---] followers, [----] engagements
"Around [----] B market cap right now. Insanely undervalued imo. Just the Clickhouse stake alone for $NBIS is worth 1.7B now and likely closer to 3B by the time they IPO I'm still surprised you can buy $NBIS at a $9B valuation I really wonder how long this discount will last The lack of Wall Street and mainstream coverage is the only reason we have this tremendous opportunity Read my article in the reply below to understand why https://t.co/Er009PX8Yt I'm still surprised you can buy $NBIS at a $9B valuation I really wonder how long this discount will last The lack of Wall Street and mainstream"
X Link 2025-05-31T19:20Z [---] followers, [----] engagements
"@B__Digs Agree. Also $NBIS offers vertical integration and a price point advantage"
X Link 2025-05-31T21:55Z [---] followers, [---] engagements
"$1B raised by $NBIS via bonds with a bullish $51 conversion price. Another way to look at the capital raise is to imagine the confidence Arkady has in the growing value of their subsidiaries. For example he must believe the 28% stake in Clickhouse will be worth far more than $1.7B etc"
X Link 2025-06-02T13:46Z [---] followers, [---] engagements
"@mvcinvesting Correct sir as usual. At these valuations with the fundamental as they stand Id rather buy $NBIS at $80 a share than $CRWV"
X Link 2025-06-03T15:49Z [---] followers, [----] engagements
"Big news flying under the radar for $NBIS subsidiary Avride Avride an autonomous driving company and part of Nebius Group just nonchalantly put it out there that it is offering paid robotaxi rides in Austin later this year Seems important yet completely under-reported as we all hyperventilate about Tesla's robotaxi $NBIS https://t.co/fER5dc72tk Avride an autonomous driving company and part of Nebius Group just nonchalantly put it out there that it is offering paid robotaxi rides in Austin later this year Seems important yet completely under-reported as we all hyperventilate about Tesla's"
X Link 2025-06-04T14:49Z [---] followers, [----] engagements
"Massive new $84 price target $NBIS JUST IN: Arete analyst Andrew Beale initiated coverage of $NBIS with a Buy rating and a Price Target of $84. 🟢 That represents over 100% upside from current levels. https://t.co/1yetyFIVMw JUST IN: Arete analyst Andrew Beale initiated coverage of $NBIS with a Buy rating and a Price Target of $84. 🟢 That represents over 100% upside from current levels. https://t.co/1yetyFIVMw"
X Link 2025-06-05T10:01Z [---] followers, [----] engagements
"Not selling a single share of $NBIS either. An investor on X told me he had over 10k shares of Palantir bought at $11 and he sold it all at $22. Not saying its bad to take profit but when you believe in a company and have strong conviction in the trajectory HOLD ON for the long game We are only in the first inning with $NBIS $NBIS Growth thesis just getting started. NOT SELLING [--] share 📈🧲 #HODL 💎🙌🏼 https://t.co/InkCXoqrqs $NBIS Growth thesis just getting started. NOT SELLING [--] share 📈🧲 #HODL 💎🙌🏼 https://t.co/InkCXoqrqs"
X Link 2025-06-05T14:39Z [---] followers, [---] engagements
"Couldnt agree more I will not be trimming a single share. Just the beginning with $NBIS For everyone asking if Im trimming $NBIS here: Absolutely not. Itll definitely be a volatile ride but my thesis is still far from playing out. Think about it: $NBIS is up over 20% today just because two analysts (who arent widely followed) called it a much better https://t.co/18vpUCtMXR For everyone asking if Im trimming $NBIS here: Absolutely not. Itll definitely be a volatile ride but my thesis is still far from playing out. Think about it: $NBIS is up over 20% today just because two analysts (who arent"
X Link 2025-06-05T17:40Z [---] followers, [----] engagements
"I agree. There is a path to 8x from here for $NBIS [--]. $NBIS 3-Year Revenue CAGR: 200% Gross Margin: 41% Forward P/S: [--] Nebius is an AI native cloud company that has its own data centers in France Finland and the US. It builds its own hardware and it is specifically designed to cut latency in heavy ML/AI workloads https://t.co/RPQhQujeRX [--]. $NBIS 3-Year Revenue CAGR: 200% Gross Margin: 41% Forward P/S: [--] Nebius is an AI native cloud company that has its own data centers in France Finland and the US. It builds its own hardware and it is specifically designed to cut latency in heavy ML/AI"
X Link 2025-06-07T19:43Z [---] followers, [---] engagements
"Here we go $NBIS"
X Link 2025-06-09T02:43Z [---] followers, [---] engagements
"Important to consider for $NBIS $NBIS https://t.co/tbEzcj1ufl $NBIS https://t.co/tbEzcj1ufl"
X Link 2025-06-09T03:27Z [---] followers, [---] engagements
"Is there a reasonable attainable path for $NBIS to reach 100B market cap in the next two to three years (Thats an almost 9X increase from current value)"
X Link 2025-06-09T12:14Z [---] followers, [---] engagements
"Im an investor not a trader. I dont sell unless my thesis changes due to structural issues with a company. Not selling a single share of $NBIS"
X Link 2025-06-09T14:18Z [---] followers, [---] engagements
"Three to five years from now people will realize how early we were today in the $NBIS story and how dirt cheap the stock used to be"
X Link 2025-06-09T15:14Z [---] followers, [---] engagements
"Was the new UK data center the something interesting announcement referenced by $NBIS or will there be more news soon"
X Link 2025-06-09T15:35Z [---] followers, [---] engagements
"Will more street coverage of $NBIS be on the way soon $NBIS Citron was on $NBIS before a single analyst bothered to look. Six months later the Street finally caught up. Congrats to those who didnt need a buy rating to believe. https://t.co/CgwJi17Fvt $NBIS Citron was on $NBIS before a single analyst bothered to look. Six months later the Street finally caught up. Congrats to those who didnt need a buy rating to believe. https://t.co/CgwJi17Fvt"
X Link 2025-06-09T17:01Z [---] followers, [---] engagements
"Short but compelling argument for 50B valuation for $NBIS $NBIS SHORTEST BULLISH THESIS $NBIS will generate $1B in annual revenue just from the Finland data center expansion New Jersey will contribute more than 3x that Add Kansas Iceland the UK and Paris plus the other business units Total ARR by late 2026: $5B Slap on a 10x https://t.co/WxXgPJNkMy $NBIS SHORTEST BULLISH THESIS $NBIS will generate $1B in annual revenue just from the Finland data center expansion New Jersey will contribute more than 3x that Add Kansas Iceland the UK and Paris plus the other business units Total ARR by late"
X Link 2025-06-09T20:35Z [---] followers, [---] engagements
"@MooreRoger_10 I dont see any reason why $NBIS cant be a 50B-100B company some day. That would be somewhere between $200- $400 a share"
X Link 2025-06-10T04:17Z [---] followers, [---] engagements
"Just in price target raise on $NBIS JUST IN: BWS Financial raised its Price Target on $NBIS from $60 to $80 and keeps a Buy rating 🟢 This adjustment follows Nebius strategic move to establish a data center in the UK coming just a week after the company secured $1B through a convertible debt offering. The firm https://t.co/3FihS2u5DG JUST IN: BWS Financial raised its Price Target on $NBIS from $60 to $80 and keeps a Buy rating 🟢 This adjustment follows Nebius strategic move to establish a data center in the UK coming just a week after the company secured $1B through a convertible debt"
X Link 2025-06-10T15:13Z [---] followers, [---] engagements
"Important to understand why there has been so little institutional analyst coverage of $NBIS. I expect this will soon change. This is one of the reasons were still so early in $NBIS. As Ankur Crawford pointed out yesterday on CNBC $NBIS went public in a unique way due to its origins within Yandex there was no IPO roadshow to attract institutional investors. The company has virtually no analyst https://t.co/UcCkOSfDeP This is one of the reasons were still so early in $NBIS. As Ankur Crawford pointed out yesterday on CNBC $NBIS went public in a unique way due to its origins within Yandex there"
X Link 2025-06-11T13:24Z [---] followers, [----] engagements
"@TradeIdeas Im not selling share. At $420 a share $NBIS would be around 100B market cap which I think is attainable. Heres one argument in summary 1/ $NBIS is the next $100 billion company. Revenues are exploding and they are building a new data center in the UK. Here is why $NBIS is a 10x opportunity from here: 🧵 https://t.co/344CAozCrH 1/ $NBIS is the next $100 billion company. Revenues are exploding and they are building a new data center in the UK. Here is why $NBIS is a 10x opportunity from here: 🧵 https://t.co/344CAozCrH"
X Link 2025-06-11T15:24Z [---] followers, [---] engagements
"Very happy to buy [---] shares more of $NBIS this morning. The stock is still in a volatile early stage and there will be these macro-related pullbacks"
X Link 2025-06-13T15:49Z [---] followers, [---] engagements
"$NBIS and the TAM is massive The Four Waves of Customers Driving $NBIS' Growth $NBIS is strategically positioning itself to serve four distinct waves of customers each with unique needs. Understanding these customer segments is key to grasping where the company is today and more importantly where it's https://t.co/Ohloi1pSDb The Four Waves of Customers Driving $NBIS' Growth $NBIS is strategically positioning itself to serve four distinct waves of customers each with unique needs. Understanding these customer segments is key to grasping where the company is today and more importantly where"
X Link 2025-06-13T17:29Z [---] followers, [----] engagements
"@eddiepugmire @mvcinvesting Added more $NBIS today. I dont really care about stock price just valuation. And this company at only 11.2B market cap is still way undervalued. The latest two analyst price targets of $80 and $84 may be conservative especially if ARR has a chance to hit 3-5B in 2026"
X Link 2025-06-13T20:27Z [---] followers, [---] engagements
"$NBIS is in a rapid growth phase right now with their core neo-cloud business. If all seven of $NBIS data centers currently either in operation or in production are at full capacity by end of [----] what is the projected ARR in that scenario"
X Link 2025-06-16T00:57Z [---] followers, [----] engagements
"From my own $NBIS research assuming all seven data centers are operating at full capacity by end of [----] per Grok estimates that would generate around 7B ARR. Goldman Sachs currently models a 2:1 demand for cloud compute through [----]. Considering the demand and assuming $NBIS can get the required GPUs from Nvidia I wouldnt bet against this outcome. However assuming execution risks and delays lead to only 4B ARR by end of next year and applying a 10-15x you have a valuation of 40-60B. Thats also assuming the subsidiaries and the Clickhouse stake are worthless"
X Link 2025-06-16T13:58Z [---] followers, 11.6K engagements
"Texas and $NBIS 🙌🏻 H-E-B the Texas-based grocery chain has introduced Avride's delivery robots to its operations. 👀 For context $NBIS owns 100% of Avride. The androids which have a service radius of only about one mile have been stationed at the Mueller H-E-B since at least late May. https://t.co/mE5U6tYEAC H-E-B the Texas-based grocery chain has introduced Avride's delivery robots to its operations. 👀 For context $NBIS owns 100% of Avride. The androids which have a service radius of only about one mile have been stationed at the Mueller H-E-B since at least late May."
X Link 2025-06-16T19:45Z [---] followers, [----] engagements
"Thank you @CinematicFilm72 helpful analysis below for $NBIS based on the companys own projected ARR estimates by end of [----] if all seven data centers are at full capacity. @MB_Hogan 📊 Data Center Capacity Estimation Based on company announcements the estimated capacities are: Finland (Mntsl): [--] MW New Jersey: [---] MW by end2025 Kansas City: [--] MW max capacity Iceland: [--] MW colocation Paris (France cluster): [--] MW @MB_Hogan 📊 Data Center Capacity Estimation Based on company announcements the estimated capacities are: Finland (Mntsl): [--] MW New Jersey: [---] MW by end2025 Kansas City: [--] MW"
X Link 2025-06-17T13:04Z [---] followers, [---] engagements
"@CinematicFilm72 Thanks and the valuation and price targets only factor in the core business and do not include value of the subsidiaries or Clickhouse stake"
X Link 2025-06-17T13:23Z [---] followers, [--] engagements
"@thexcapitalist $NBIS is an incredible opportunity such a viable growth trajectory and the upside is tremendous"
X Link 2025-06-17T16:20Z [---] followers, [----] engagements
"The capex is high for $NBIS core business. There are risks in early high growth stage but most people are simply underestimating the execution skill and efficiency of $NBIS. This isnt CEO Arkady and co.s first rodeo. And their partnership with Nvidia is deeply entrenched"
X Link 2025-06-17T16:35Z [---] followers, [---] engagements
"So important for the long game $NBIS $CRWV might have a scale advantage but $NBIS holds a structural one which is far more important for building a sustainable business model in a sector where unit economics remain uncertain. Id choose that any day. $CRWV might have a scale advantage but $NBIS holds a structural one which is far more important for building a sustainable business model in a sector where unit economics remain uncertain. Id choose that any day"
X Link 2025-06-17T17:16Z [---] followers, [---] engagements
"@mvcinvesting Coreweave is now trading at 7X the market cap of $NBIS"
X Link 2025-06-17T17:54Z [---] followers, [---] engagements
"$NBIS CEO Arkady Volozh has [--] percent of his net worth in $NBIS stock. You could say hes betting everything on the success of Nebius. Heres more about him $NBIS 🧵 A deep dive into CEO Arkady Volozh Read on to learn how the past can be a useful study of what the future of this largely unknown company could look like in years to come https://t.co/FFHokee7O8 $NBIS 🧵 A deep dive into CEO Arkady Volozh Read on to learn how the past can be a useful study of what the future of this largely unknown company could look like in years to come https://t.co/FFHokee7O8"
X Link 2025-06-18T11:09Z [---] followers, [----] engagements
"@TradeSignalHQ Nice work Whats your [----] year-end price target for $NBIS"
X Link 2025-06-18T16:57Z [---] followers, [---] engagements
"@TradeSignalHQ Do you see $NBIS as a long term play with potential to be a 100B company"
X Link 2025-06-18T18:08Z [---] followers, [---] engagements
"Any thoughts as to a reasonable valuation for $NBIS subsidiary Avride $NBIS's Avride was valued at 7B back in [----]. Now [----] how much do you think Avride is worth $NBIS's current market cap only sits at 11.58B. $NBIS's Avride was valued at 7B back in [----]. Now [----] how much do you think Avride is worth $NBIS's current market cap only sits at 11.58B"
X Link 2025-06-19T14:32Z [---] followers, [----] engagements
"@BitcoinMagazine This news could hit Robinhood stock pretty hard eh"
X Link 2025-06-19T14:37Z [---] followers, [---] engagements
"@ftr_investors @himshouse @mvcinvesting @samsolid57 @StockSavvyShay @HyperTechInvest @Couch_Investor @alc2022 @Stocktwits @ConnorJBates_ @ValueSense_io $NBIS is the most compelling imo"
X Link 2025-06-19T14:41Z [---] followers, [---] engagements
"@B__Digs That would be a fantastic outcome for $NBIS if it happens"
X Link 2025-06-19T15:47Z [---] followers, [---] engagements
"$NBIS currently trades at an 11.5B market cap. A conservative 10-15x 750M-1B expected ARR by end of year gets you there with just the cloud business alone. So any valuation for Avride approaching 3.5B or more will be a massive catalyst imo"
X Link 2025-06-19T16:08Z [---] followers, [---] engagements
"Grok does concede that if a major 20% investment comes in via a whale like Hyundai or Uber we are talking 1-2B investment as you suggested that would be a game changer and could result in a 5-12B valuation for Avride. Not sure how likely this scenario is but interesting to consider"
X Link 2025-06-19T17:47Z [---] followers, [--] engagements
"@MaironCoin Average share price"
X Link 2025-06-19T18:37Z [---] followers, [--] engagements
"@crowntradingllc $NBIS is most exciting imo"
X Link 2025-06-20T01:54Z [---] followers, [---] engagements
"All the current analyst price targets for $NBIS all outperform buys or strong buys with an average target of $66.50 Financial Institutions price targets on Nebius Group: Arete: $84 (STRONG BUY HIGH TARGET) BWS Financial: $80 (BUY) DA Davidson: $55 (BUY) Northland Capmk: No $ (STRONG BUY) Northland Securities: $47 (Outperform) TipRanks analysts have a price target range on $NBIS of $47 https://t.co/gWxtdquhD7 Financial Institutions price targets on Nebius Group: Arete: $84 (STRONG BUY HIGH TARGET) BWS Financial: $80 (BUY) DA Davidson: $55 (BUY) Northland Capmk: No $ (STRONG BUY) Northland"
X Link 2025-06-20T17:05Z [---] followers, [----] engagements
"@geokoutalidis Grok estimates that Iran will be the number one economic loser by far if they close it resulting in a 10-20 percent loss of GDP"
X Link 2025-06-22T17:54Z [---] followers, [--] engagements
"@TheValueTrade Yes very bullish and founder/CEO Arkady Volozh has approximately [--] percent of his net worth in $NBIS stock"
X Link 2025-06-22T18:03Z [---] followers, [---] engagements
"Worth reading to compare CoreWeave and $NBIS https://seekingalpha.com/article/4796451-coreweave-soars-nebius-waits-its-turnmailingid=40398939&messageid=2800&serial=40398939.5061&source=email_2800&utm_campaign=rta-stock-article&utm_medium=email&utm_source=seeking_alpha&utm_term=40398939.5061 https://seekingalpha.com/article/4796451-coreweave-soars-nebius-waits-its-turnmailingid=40398939&messageid=2800&serial=40398939.5061&source=email_2800&utm_campaign=rta-stock-article&utm_medium=email&utm_source=seeking_alpha&utm_term=40398939.5061"
X Link 2025-06-23T15:18Z [---] followers, [---] engagements
"$NBIS right now a strong buy Between NBIS's product market fit and organic opportunity the stock looks interesting. Add in potentially sub 20x EBITDA multiple over the next [--] months and we think shares look like a 'Strong Buy' at present. https://seekingalpha.com/article/4796658-were-betting-on-nebius-over-coreweave-in-the-ai-infrastructure-racemailingid=40403847&messageid=2800&serial=40403847.8659&source=email_2800&utm_campaign=rta-stock-article&utm_medium=email&utm_source=seeking_alpha&utm_term=40403847.8659"
X Link 2025-06-23T19:49Z [---] followers, [---] engagements
"Important advantage for $NBIS $NBIS The ECBs rate cut is a stealth tailwind for Nebius allowing it to scale cheaper and faster than its debt-ridden U.S. rivals. Nebius can finance new clusters at lower cost of capital. Nebius is headquartered in the Netherlands and their debt convertible notes and VC https://t.co/RF6HWWPWCG $NBIS The ECBs rate cut is a stealth tailwind for Nebius allowing it to scale cheaper and faster than its debt-ridden U.S. rivals. Nebius can finance new clusters at lower cost of capital. Nebius is headquartered in the Netherlands and their debt convertible notes and VC"
X Link 2025-06-24T01:42Z [---] followers, [---] engagements
"If $NBIS were to trade at an equal market cap with Coreweave we are talking around $360 per share. We are still so early in the story for $NBIS with incredible upside potential. There will be a day where many will wish they had bought hand over fist in the low $50s"
X Link 2025-06-24T15:14Z [---] followers, [----] engagements
"Bullish for Tech: Wall Streets Most Tireless Optimist Isnt Rattled by Trump Musk or Conflict in Iran Vanity Fair https://www.vanityfair.com/news/story/dan-ives-palantir-trump https://www.vanityfair.com/news/story/dan-ives-palantir-trump"
X Link 2025-06-25T03:12Z [---] followers, [--] engagements
"A 4B valuation or higher for $NBIS subsidiary Avride would be a major catalyst for the stock Avride: The Overlooked Subsidiary Behind Nebius' Hardware Stack You've probably heard of Nebius by now. Especially if you've been following me. But what most people haven't heard of is Avridea lesser-known part of their ecosystem that's been quietly operating behind the scenes https://t.co/hlIiR8iWn8 Avride: The Overlooked Subsidiary Behind Nebius' Hardware Stack You've probably heard of Nebius by now. Especially if you've been following me. But what most people haven't heard of is Avridea"
X Link 2025-06-25T20:09Z [---] followers, [----] engagements
"Good points here Alex. There is an upside and downside here. Personally I see the market liking this for $NBIS either way. Higher Tariffs reinforce $NBIS as a pure European play. Tariff resolution will be a total market positive catalyst. Nebius Group & Whats next. If youve been following along with my coverage of $NBIS youd know that I listed a few catalysts that I think will have a huge effect on Nebius. The first being the recent Vivatech event. But now my focus shifts to catalyst [--]. One that I dont https://t.co/s4EWHy30RM Nebius Group & Whats next. If youve been following along with my"
X Link 2025-06-27T16:38Z [---] followers, [---] engagements
"$NBIS New high close for $NBIS too New high close for $NBIS too"
X Link 2025-06-30T21:52Z [---] followers, [---] engagements
"@thexcapitalist $NBIS at [--] aint gonna happen again. Id be surprised to see it drop below 45"
X Link 2025-07-02T14:41Z [---] followers, [----] engagements
"Is there a path to [--] Trillion market cap for $NBIS by [----] Of course its speculative but perhaps the key to that level of growth lies in their fiscal structure vertical integration and the potential to dominate cloud compute in Europe. I am long on the stock and see a real path to 100B by end of [----]. That would be 9x from here. But [--] Trillion market cap All I can say is Im not selling a single share for years and my biggest concern is exiting too early. $NBIS: The [--] Trillion dollar roadmap. How a sovereign AI infrastructure startup becomes the Nvidia of decentralized AI by [----]. A 🧵"
X Link 2025-07-02T14:51Z [---] followers, [----] engagements
"@HolySmokas $NBIS"
X Link 2025-07-02T20:38Z [---] followers, [----] engagements
"I look more at valuation than stock price. At 11.8B market cap $NBIS is still undervalued right now imo especially when taking a sum-of-parts look with subsidiaries. I see the stock rising to a 50B market cap within 1-2 years if they continue to execute and meet ARR guidance. (Not financial advice)"
X Link 2025-07-03T04:30Z [---] followers, [---] engagements
"Apparently [--] companies have expressed interest in setting up artificial intelligence (AI) infrastructure in Europe the European Commission said Monday (June 30). So where does that leave $NBIS Just one among [--] others vying for a position Without getting into scale or balance sheet heres a key distinction to consider per Grok Given the rarity of the Reference Platform NVIDIA Cloud Partner status and Nebius being highlighted as the first European-headquartered company with this designation it is likely that none or very few (potentially 02) of the other [--] companies among the [--] are both"
X Link 2025-07-03T12:08Z [---] followers, [---] engagements
"Arkady Volozh founder and CEO of $NBIS said no to Googles acquisition offer in [----] when Google founders Sergey Brin and Larry Page proposed to acquire Yandex. Arkady then built Yandex into a 30B company. Arkady is the real deal. Ninety percent of his net worth is now in $NBIS stock. Hes building Nebius the right way with a vision toward long term value not short term gain"
X Link 2025-07-03T14:38Z [---] followers, [----] engagements
"@mvcinvesting Curious after Nebius what is your number [--] holding in terms of your confidence and percent portfolio"
X Link 2025-07-03T17:15Z [---] followers, [----] engagements
"This is the biggest turning point for $NBIS stock this year imo When adjusted EBITDA flips positive by late [----] investors will stop comparing it to CRWVs hype and start seeing it as the disciplined AI pick-and-shovel with massive operating leverage. https://seekingalpha.com/news/4465357-sa-asks-whats-the-most-attractive-ai-stock-right-nowmailingid=40572828&messageid=2900&serial=40572828.146570&source=email_2900&utm_campaign=rta-stock-news&utm_content=link-3&utm_medium=email&utm_source=seeking_alpha&utm_term=40572828.146570"
X Link 2025-07-06T16:07Z [---] followers, [----] engagements
"Wow $NBIS is trading at around an 11B market cap this morning hell of a deal"
X Link 2025-07-09T14:32Z [---] followers, [----] engagements
"18.5 percent pullback on $NBIS since reaching an all-time high of around $56.50. Great opportunity to grab shares at only 11B valuation. Long game"
X Link 2025-07-09T20:51Z [---] followers, [----] engagements
"Agree with you on the downtrend. We are in a short-term decline now. Volatility. Traders taking profits. A lot of noise. Im long so I care more about valuation growth trajectory progress toward positive EBITDA and ARR goals. Not selling a single share. Q2 earnings call will be interesting"
X Link 2025-07-09T22:29Z [---] followers, [---] engagements
"$NBIS is currently: (1)securing enough data center capacity to now support superlabs and hyperscalers (2) expanding the software stack for enterprise customers. Roman Chernin were seeing a huge acceleration from enterprise adoption Ive been talking about this for a while now but heres direct confirmation from someone inside $NBIS. Roman Chernin co-founder and Chief Business Officer on the coming wave of enterprise customers and the critical role of the software stack: "I think the most important https://t.co/p0Zdz6nNrx Ive been talking about this for a while now but heres direct confirmation"
X Link 2025-07-10T11:58Z [---] followers, [----] engagements
"Remember $NBIS owns a 28% stake in Clickhouse Tesla stress-tested ClickHouse with [--] quadrillion rows. 🤯 The result No scaling issues. Not a single hiccup. https://t.co/ZB1vlq0EI8 To monitor everything from Gigafactories to millions of connected vehicles Tesla built a custom observability systempowered by Tesla stress-tested ClickHouse with [--] quadrillion rows. 🤯 The result No scaling issues. Not a single hiccup. https://t.co/ZB1vlq0EI8 To monitor everything from Gigafactories to millions of connected vehicles Tesla built a custom observability systempowered by"
X Link 2025-07-10T16:16Z [---] followers, [---] engagements
"At a [--] percent utilization rate of full 1GW capacity Grok [--] estimates that would translate to approximately 6.6B ARR. At 12x ARR that would be a market cap of around 79B or about $283 per share. Jeez thats 6x. Using a more conservative multiple of 10x you would still have a 60B market cap"
X Link 2025-07-10T23:59Z [---] followers, [---] engagements
"A lot of macro noise profit taking and traders exiting positions has created a 10.85B valuation for $NBIS today. Here are a few reasons why Im long on the stock and see this downtrend as a great buying opportunity $NBIS boasts an exceptionally strong balance sheet with $1.4B in cash zero traditional debt and an additional $1B in convertible bonds that wont trigger dilution for yearsconverting only at a substantial premium of $51 per share. It also holds a 28% stake in ClickHouse valued at nearly $1.8B following the companys recent $6.35B funding round full 100% ownership of Avridewhose"
X Link 2025-07-11T15:54Z [---] followers, [----] engagements
"Yes there is sometimes false equivalency like that. Imo the TAM is so massive there is plenty of room for many long-term winners. $NBIS is a hell of a deal now on sum of parts balance sheet and overall growth trajectory. Over time the market usually differentiates based on real results. I personally think Nebius and Arkady will deliver. But Im not a trader. Im an investor. So Im looking more at potential upside by end of next year which I think is tremendous"
X Link 2025-07-11T19:42Z [---] followers, [---] engagements
"Consider a $NBIS scenario courtesy of Grok 4: Lets say Arkady and Co only deliver half the projected capacity (so a bearish 500MW) instead of the hoped for 1GW and at only [--] percent utilization by end of [----]. Even accounting for no Blackwell premium Grok [--] estimates that translates to around 3.5B ARR. At a 12x ARR multiple that would be a 42B market cap company. Even factoring in an [--] percent share dilution that would still translate to around $150 per share"
X Link 2025-07-11T20:53Z [---] followers, [----] engagements
"I may buy more $NBIS when market opens. One thing is for damn sure Im not selling a share $NBIS last week activity: Large institutions BUYING big Retail panic SELLING Calls buyers 3x more than sellers Net options flow big positive One more unsuaul activity is someone buying [----] expiry calls at 60$-80$ strike price massively in batches each batch $300k-$400k https://t.co/bforsSkDq5 $NBIS last week activity: Large institutions BUYING big Retail panic SELLING Calls buyers 3x more than sellers Net options flow big positive One more unsuaul activity is someone buying [----] expiry calls at 60$-80$"
X Link 2025-07-12T22:33Z [---] followers, [----] engagements
"OpenAI going with Clickhouse Bullish for $NBIS More background on why Guggenheim reached the conclusion that OpenAI will likely be moving away from $DDOG: "OpenAI has already completed building and testing the internal observability solution onto which Datadog workloads will move. In fact a recent video called Scaling More background on why Guggenheim reached the conclusion that OpenAI will likely be moving away from $DDOG: "OpenAI has already completed building and testing the internal observability solution onto which Datadog workloads will move. In fact a recent video called Scaling"
X Link 2025-07-13T18:27Z [---] followers, [---] engagements
"Major new coverage initiated on $NBIS Goldman Sachs with a $68 price target forty five percent upside Breaking: @GoldmanSachs gives $NBIS buy rating with $68 price target and says $NBIS AI Infra is pure play with differentiated full stack offering discounted valuation and positive risk-reward skew. While the infrastructure provided by $NBIS AI Neoclouds offers certain https://t.co/m3aJkiA9qG Breaking: @GoldmanSachs gives $NBIS buy rating with $68 price target and says $NBIS AI Infra is pure play with differentiated full stack offering discounted valuation and positive risk-reward skew. While"
X Link 2025-07-14T04:38Z [---] followers, [----] engagements
"Goldman Sachs is the first major institution to provide analyst coverage on $NBIS This is about more than just a BUY rating and $68 price target its about a wave of broader institutional awareness and exposure building Why is this important for $NBIS 👇🏻 I usually dont put much weight on analysts price targets but this one is different. Not because of the specific assumptions behind the $68 valuation but because of the awareness it brings. The key lies in $NBIS' unconventional path to Why is this important for $NBIS 👇🏻 I usually dont put much weight on analysts price targets but this one"
X Link 2025-07-14T11:39Z [---] followers, [----] engagements
"Many $NBIS bulls are excited about the Goldman Sachs coverage today and $68 price target but virtually nobody is talking about how incredibly bearish their revenue projections are compared to the ARR that would likely correspond to Arkadys own publicly stated 1GW capacity projection by end of [----]. Grok [--] also considers their targets extremely conservative attributing the caution in part due to Goldmans unique role w/ Nebius: Goldmans caution is likely deliberate given their role as Nebiuss exclusive financial advisor and strategist since at least October [----] (involved in the Nasdaq"
X Link 2025-07-14T19:19Z [---] followers, [---] engagements
"Interesting take for sure Perhaps selfishness has been unfairly vilified. Its rational to want whats best for yourself. Even the Christian philosopher CS Lewis said we are too easily satisfied we dont want enough of the truly good for ourselves. Maybe there are different kinds of selfishness too. Im selfish about eating the best healthiest food wanting to stay fit etc. But certainly selfishness that entails hurting others is wrong. Theres also the question of the intent of the giver. A politician for example might give to charity just to get his name in the newspaper not because of any real"
X Link 2025-07-15T21:25Z [---] followers, [--] engagements
"Eagle Global Advisors LLC in their 13F filed yesterday showed a new holding of [------] shares of $NBIS institutions continuing to take notice and pile in"
X Link 2025-07-17T16:06Z [---] followers, [----] engagements
"Personally I think $NBIS could benefit from initiating at least a 5-1 split on the stock. It would continue to make the shares more attractive to retail buyers as institutions have now taken notice and are beginning to accumulate at volume. For reference a 10-1 stock split would almost perfectly align with Palantirs market cap to avail shares to share price ratio"
X Link 2025-07-17T16:33Z [---] followers, [----] engagements
"$NBIS 28% stake in ClickHouse looking better by the day I missed this news from yesterday: ClickHouse Cloud joins the new AWS Marketplace AI Agents and Tools category with a remote MCP server for a turn-key AI-to-data connectivity 👀 https://t.co/emKzZT9SNS I missed this news from yesterday: ClickHouse Cloud joins the new AWS Marketplace AI Agents and Tools category with a remote MCP server for a turn-key AI-to-data connectivity 👀 https://t.co/emKzZT9SNS"
X Link 2025-07-17T17:59Z [---] followers, [----] engagements
"@AlvaroMysterio @GoldmanSachs Nobody selling eh A lot of traders and weak hands got shaken out during this last drop to [--] a share right before the GS coverage bomb. Now what are we left withinstitutions piling in and retail with ironclad conviction. Im all in and not selling a share"
X Link 2025-07-18T05:26Z [---] followers, [---] engagements
"Thx @danielisdizzy for this concise thesis on $NBIS there is a real path to 50B market cap $NBIS is on track to become the next $100B cloud giant. Its $NVDA-backed founder-led and vertically integrated purpose-built for the AI era. At todays $12B valuation this is a 10x opportunity. Heres the full breakdown 🧵👇 https://t.co/HoKSLfabjr $NBIS is on track to become the next $100B cloud giant. Its $NVDA-backed founder-led and vertically integrated purpose-built for the AI era. At todays $12B valuation this is a 10x opportunity. Heres the full breakdown 🧵👇 https://t.co/HoKSLfabjr"
X Link 2025-07-18T13:40Z [---] followers, [----] engagements
"@CMDarnton I also bought Palantir early and Tesla well before the first split. I also like AMD. AI infrastructure is the conservative sustainable play. Personally I prefer $NBIS all the best to you"
X Link 2025-07-18T15:08Z [---] followers, [---] engagements
"One of the biggest lessons of my time in the market. Now Im more excited about $NBIS than any company Ive ever invested in. Im all in. And imo the biggest mistake one can make is exiting a great company too early based on transient macro non-structural pullbacks and fear"
X Link 2025-07-18T15:53Z [---] followers, [----] engagements
"💯 The market is giving little value yet to Avride and the peer comps hold some weight but talks with third party investors are now active for Avride and a valuation will likely follow. This announcement alone when it happens will be an exciting catalyst for $NBIS $NBIS as a whole including Core AI Infra business [--] subsidiaries and a 28% stake in @ClickHouseDB is trading at $12 billion of market cap. Meanwhile look at the valuation of peers of only ONE $NBIS subsidiary @Avrideai : Waymo: $45 billion Aurora: $13 billion Pony AI: $6 https://t.co/sPEcYSc14V $NBIS as a whole including Core AI"
X Link 2025-07-19T15:03Z [---] followers, [----] engagements
"People have said to me yeah but at $52 a share is $NBIS still a deal The share price has gone up is it too late to buy Not according to Goldman Sachs which has a $68 price target. Personally I dont care about share price. I bought my last tranche of shares at $47 and Im all in and still think Nebius is a great deal. Why Because balance sheet/leadership growth trajectory and valuation matter more to me. 1) Balance Sheet Nebius has virtually no debt $1.4B cash an additional 1B raised via convertible bonds which wont dilute shares for years and that 1B at an average interest rate of 2.5%"
X Link 2025-07-19T21:35Z [---] followers, [---] engagements
"Passion is always the driving force of excellence"
X Link 2025-07-20T00:53Z [---] followers, [---] engagements
"theres also no substitute for compound interest 😆"
X Link 2025-07-20T15:24Z [---] followers, [--] engagements
"$NBIS is a potentially life-changing stock imo. Imagine looking back 2-3 years from now when Nebius is a 50B to 100B company with a leading position in European AI compute and a growing global presence and sayingyeah I went all in on Arkady and co back when it was only a 12B company. We are still so early in the Nebius story"
X Link 2025-07-21T15:47Z [---] followers, [----] engagements
"No matter how talented you are and how brilliantly conceived your plan is for life what does it matter if you have no willingness to risk Boldness is required to build your dream"
X Link 2025-07-21T16:21Z [---] followers, [---] engagements
"@detroitthechamp 💯 yes precisely my game plan. Unless something structural changes with the thesis I have no plans to sell a share until we hit 100B market cap. Then its about setting up passive income"
X Link 2025-07-21T16:32Z [---] followers, [---] engagements
"Personally I like $NBIS trading in the low 50s because a 12B valuation makes sense to me. I see it justified by 12-15X expected ARR of 750M-1B ARR which was re-affirmed at the end of Q1. Yes this is forward looking due to the high growth trajectory but the balance sheet is stellar with cash on hand and virtually no debt. As long as Nebius delivers on the ARR guidance by end of year we are getting the value of the subsidies and Clickhouse stake (multi billions) thrown in for free right now"
X Link 2025-07-22T15:26Z [---] followers, [----] engagements
"What is $NBIS subsidiary Avride worth Ive read speculative valuations from 1-5 Billion. Quite the range. Comments welcome below Btw Grok gave me a peer-derived valuation of $4B using Nuro and Aurora: Nuros $6 billion valuation reflects delivery-focused growth while Auroras $9 billion market cap highlights AV tech scalability. Avride combines both (delivery robots and robotaxis) with active expansions (e.g. U.S. pilots in Austin/Dallas certifications in Japan/South Korea and partnerships with Grubhub/Uber). Applying a premium for this hybrid model and assuming faster commercialization (e.g."
X Link 2025-07-23T12:40Z [---] followers, [----] engagements
"It seems at least plausible that the Avride valuation plus the Clickhouse stake will be worth half the current valuation of $NBIS"
X Link 2025-07-23T13:06Z [---] followers, [---] engagements
"@AlvaroMysterio @ClickHouseDB 1-2B for Avride seems like the lower end of the valuation estimates Im seeing on X. Ive seen 3B on average and up to 5B. Peer comps like Nuro Aurora Innovation and could push toward the higher end http://Pony.ai http://Pony.ai"
X Link 2025-07-24T12:36Z [---] followers, [---] engagements
"@rootlogicblog As far as the logical criticism goes the TAM is just too massive. And its simply not worth it to Amazon or Google to enter a price war with Nebius imo. What do you think"
X Link 2025-07-24T12:43Z [---] followers, [--] engagements
"This is the reason $NBIS is still undervalued. And Id bet that the Avride valuation will come in a bit higher more like around 3B. These subsidies could potentially account for half of Nebius current market cap A closer look by at $NBIS revealed the company is sitting on $3.7 to $5.7 billion worth of subsidiaries hidden in plain sight yet not fully priced in by the market. Take @ClickHouseDB : $NBIS owns 28% of the open-source database firm last valued at $6 billion. That alone is https://t.co/zLScLTpYMP A closer look by at $NBIS revealed the company is sitting on $3.7 to $5.7 billion worth"
X Link 2025-07-24T12:53Z [---] followers, [---] engagements
"@Asmallfish5 4-5B would be massive for Nebius if it happens 🤞🏻 and would mean the subsidies alone account for more than half the current market cap"
X Link 2025-07-24T13:45Z [---] followers, [--] engagements
"More Institutional buying of $NBIS as GGM Financials buys [------] shares Institutional accumulation alert: GGM Financials LLC has reported on 13F that they have bought [------] $NBIS shares Institutional accumulation alert: GGM Financials LLC has reported on 13F that they have bought [------] $NBIS shares"
X Link 2025-07-24T15:51Z [---] followers, [----] engagements
"Incredible team at $NBIS Im all in The Visionaries Behind $NBIS Building AI's Future 🚀 Arkady Volozh: The Resilient Builder Volozh founded Yandex in [----] and grew it into a $30B+ powerhouse over [--] years dominating search AI and infra in Eastern Europe. After Russia's invasion of Ukraine he condemned the The Visionaries Behind $NBIS Building AI's Future 🚀 Arkady Volozh: The Resilient Builder Volozh founded Yandex in [----] and grew it into a $30B+ powerhouse over [--] years dominating search AI and infra in Eastern Europe. After Russia's invasion of Ukraine he condemned the"
X Link 2025-07-25T03:08Z [---] followers, [----] engagements
"@OrekhovR Kansas City"
X Link 2025-07-25T16:32Z [---] followers, [---] engagements
"Agree with your assessment that the TAM in Ai infrastructure is nearly unlimited and will even continue or increase post AGI. This makes investing in AI infrastructure actually conservative. Ai software on the other hand worries me as Ai is increasingly capable of writing sophisticated code. I admire the simplicity of your AMD thesis. I think a similar opportunity is there with $NBIS in cloud computing"
X Link 2025-07-28T15:52Z [---] followers, [--] engagements
"A question for $NBIS investors Nebius has stated that it targets 70-80 percent average utilization with a current high peak of around [--] percent utilization. So lets assume the low end of the average at [--] percent. The question is when do they achieve 1GW capacity and what is the corresponding ARR Per Grok 4s analysis: ARR = Effective MW Adjusted ARR per MW = [---] MW $10.5 million = $7.35 billion. Defense: This scales directly from guidance consistent with analyst extrapolations. For example: Goldman Sachss [----] forecast ($2.79B at lower capacity) implies $2.8M per MW but at 1GW/70% it"
X Link 2025-07-28T17:03Z [---] followers, [----] engagements
"@CernunnosCap @Avrideai @TolokaAI @TripleTenTech Agree. I did not factor in the subsidiaries except to say that they could mean less dilution of shares"
X Link 2025-07-28T20:52Z [---] followers, [--] engagements
"@hobbyinvestor25 @CernunnosCap @Avrideai @TolokaAI @TripleTenTech Agree Im all in"
X Link 2025-07-28T21:19Z [---] followers, [--] engagements
"@CernunnosCap @Avrideai @TolokaAI @TripleTenTech 50B market cap seems nearly inevitable imo. And 100B likely"
X Link 2025-07-28T21:24Z [---] followers, [--] engagements
"Fantastic news for $NBIS phase [--] of NJ data center will be completed by August 27th 🚨 Important UPDATE on $NBIS: Phase [--] of its New Jersey data center is on track to be completed by August 27th delivering [--] MW of capacity. ✅ Built in just [--] weeks far faster than the industry average for a project of this scale According to DataOnes CEO theyre https://t.co/zbKphiuR3v 🚨 Important UPDATE on $NBIS: Phase [--] of its New Jersey data center is on track to be completed by August 27th delivering [--] MW of capacity. ✅ Built in just [--] weeks far faster than the industry average for a project of this"
X Link 2025-07-29T12:41Z [---] followers, [---] engagements
"Another major $NBIS endorsement market strategist and macroeconomic analyst Yves Lamoureux Per marketwatch Despite advising general caution in the market now Lamoureux just publicly expressed high conviction in Nebius stating hed stick my neck out to recommend it and would buy even amid volatility viewing it as a resilient pick in a high-growth AI sector"
X Link 2025-07-30T14:02Z [---] followers, [----] engagements
"Institutions are definitely taking notice of $NBIS now. Reflected in the filings and growing % institutional ownership. Imo there will be even bigger volume coming in from larger funds if Nebius affirms end-of-2025 ARR at Q2 earnings on August 7th Ive heard from a fund manager that $NBIS is starting to get more attention on the institutional side. Expect more coverage to come soon. I also heard a story about a fund that held Yandex shares and when it got delisted they couldnt do anything with them. Those shares were Ive heard from a fund manager that $NBIS is starting to get more attention on"
X Link 2025-07-31T16:44Z [---] followers, [----] engagements
"Agree. $NBIS ARR is the key for Q2 Nebius $NBIS reports earnings on August 7and no ones ready for what Q2 could unlock. If ARR breaks out this isnt just a beat. Its a re-rating moment. Here's why: https://t.co/PNU6yP76Ad Nebius $NBIS reports earnings on August 7and no ones ready for what Q2 could unlock. If ARR breaks out this isnt just a beat. Its a re-rating moment. Here's why: https://t.co/PNU6yP76Ad"
X Link 2025-07-31T17:05Z [---] followers, [---] engagements
"💯 agree the Clickhouse stake is an incredible asset for $NBIS. Ask yourself why Arkady wont just sell it right now and take the 1.7B to fund the core cloud business Simple its value is growing at a rate that makes holding worth far more than the cash value. Within a year this stake will be worth close to 4B imo. This isnt talked about nearly as much as it should be. In a few years $NBIS' 28% stake in ClickHouse could be worth close to its entire current market cap. Just listen to what a Senior Staff Software Engineer at $TSLA had to say: "Data in ClickHouse is better than data"
X Link 2025-08-01T12:47Z [---] followers, [----] engagements
"Clickhouse is indeed a private company not publicly traded yet. IPO expected within 12-18 months. But stakes in private companies are frequently sold through private transactions such as secondary market sales to other investors strategic buyers or even as part of funding rounds"
X Link 2025-08-01T13:45Z [---] followers, [--] engagements
"@JustusFult99485 💯 I think thats Manuels take as well that just the Clickhouse stake alone could be worth the present total market cap of $NBIS in 2-3 years"
X Link 2025-08-01T14:57Z [---] followers, [---] engagements
"@stckpkr7000 Agree. Its a lesson Ive learned too and Im going to implement this time with Nebius. This time Im not selling. I wont even consider it until we reach 100B market cap. And then Ill evaluate whether or not the runway is there to 1T"
X Link 2025-08-02T00:44Z [---] followers, [---] engagements
"$NBIS went up to [--] a share on Thursday and then down [---] percent from that high back to [-----]. Ive said before I think right now the stock feels fairly valued in the low 50s where its been mostly hovering for a while. This may finally change this Thursday"
X Link 2025-08-02T12:56Z [---] followers, [---] engagements
"If $NBIS has a run up this week to [--] a share prior to earnings on Thursday there may be a sell the news even on a beat. But if fundamentals/ARR is looking good it will bounce back big time from any sell the news pullback. Im long so I dont care about profit taking and noise"
X Link 2025-08-02T18:48Z [---] followers, [----] engagements
"hyperscalers prove that this is an incredibly profitable business with nearly unlimited TAM. Nebius revenue is growing at a much higher rate than costs (which include depreciation at a conservative [--] year schedule). Personally Im long and all in as I think this is a 100B company in the making"
X Link 2025-08-02T20:34Z [---] followers, [---] engagements
"In honor of $NBIS upcoming earnings this week who has accumulated more than [----] shares for holding long term And do you think Nebius will reaffirm guidance of 750M-1B ARR this Thursday"
X Link 2025-08-03T23:31Z [---] followers, [----] engagements
"@OrekhovR Amazing thats retirement volume inside of [--] years imo"
X Link 2025-08-04T00:36Z [---] followers, [---] engagements
"@SHL2632 massive volume congrats sir 🙌🏻"
X Link 2025-08-04T03:28Z [---] followers, [---] engagements
"Just in $NBIS Nebius achieves the fastest inference platform on public Nvidia GPUs Nebius marked as fastest inference platform on public NVIDIA GPUs $NBIS sets the pace as the fastest inference platform on public NVIDIA GPUs clocking [---] tok/s on Qwen332B and [---] tok/s on Llama [---] 70B per an independent benchmark. Nebius Statement: And well make your https://t.co/evIzqAu7ua Nebius marked as fastest inference platform on public NVIDIA GPUs $NBIS sets the pace as the fastest inference platform on public NVIDIA GPUs clocking [---] tok/s on Qwen332B and [---] tok/s on Llama [---] 70B per an"
X Link 2025-08-04T13:29Z [---] followers, [----] engagements
"@Triferus Less than [----] is still great I just bought [---] shares at [--] a share for my wifes Roth IRA which is her total holding right now. Long game. These shares will be worth six figures within 1-2 years imo"
X Link 2025-08-04T22:15Z [---] followers, [---] engagements
"@Triferus Well what I meant was that is her total Nebius holding in the Roth. She also has Nvidia and Palo Alto Networks in the Roth. And yep she did approve the purchase 😆"
X Link 2025-08-04T22:30Z [---] followers, [--] engagements
"One of my family members bought 50k worth of Apple on my advice in [----]. I told him to hold it but he sold after a short while and pocketed 100k on advice of his broker doubling his money. If he had HELD with conviction his shares would be worth $4.5 million today. Real investors who build generational wealth dig deep and find research-backed conviction. You cant borrow conviction as Manuel Cunha so eloquently put it. But if you find it for yourself you will have the courage and patience to HOLD. All it takes is to identify the asset worth holding and know why its worth holding. Im not"
X Link 2025-08-05T12:46Z [---] followers, [---] engagements
"@hobbyinvestor25 @JustusFult99485 lol 😆 yeah I see your point"
X Link 2025-08-05T15:34Z [---] followers, [--] engagements
"$NBIS building some momentum going into Thursday earnings with big calls for [--] and [--] and two analysts raising price targets. Can they deliver on ARR guidance for end of year"
X Link 2025-08-05T15:51Z [---] followers, [----] engagements
"Hard to say. I know Cunha predicts a slight revenue miss. If that happens who knows. Maybe some panic selling. The stock could drop back to [--] a share. But I think as long as ARR guidance is reaffirmed tomorrow Im happy and I would be buying more on weakness (under [--] a share)"
X Link 2025-08-06T19:15Z [---] followers, [---] engagements
"Yes those higher calls are very interesting. I think anything could happen tomorrow but Im leaning slightly bearish and hope Im wrong. Even a little revenue miss (that Cunha predicts) could lead to a pullback to low 40s. Seems with NJ delayed four weeks that an ARR raise is unlikely. I see little room for a big win on the numbers yet. If ARR is re affirmed and the floor brought up that might be the bullish signal we need Or possibly falling costs after divestment of Toloka. What way do you lean"
X Link 2025-08-06T20:01Z [---] followers, [--] engagements
"Massive Q2 earnings results for $NBIS Congrats fellow bulls We crushed it this time Core business achieves positive adjusted EBITDA ahead of schedule And the big one Nebius RAISES year end ARR guidance to 900M-1.1B I couldnt be happier with these results This is a 100B company in the making"
X Link 2025-08-07T11:53Z [---] followers, [----] engagements
"@MikeBecker24 🙌🏻💯. I couldnt be more bullish long term. Im all in with my life savings and still blown away by these results. Nebius shaping up to be the investment of a lifetime"
X Link 2025-08-07T13:04Z [---] followers, [---] engagements
"Wallstreet is slowly waking up to $NBIS as nobody on the street will be able to ignore these fantastic Q2 results. I expect analyst upgrades to follow this week. I expect new analysts to weigh in at the institutional level beyond Goldman Sachs. I expect price target raises across the board. Arkady is a brilliant and humble tech mind who underpromises and over delivers. We are just beginning here"
X Link 2025-08-07T13:08Z [---] followers, [----] engagements
"TWO new $NBIS Nebius sites in the US will be announced soon 🙌🏻 Arkady Volozh Founder & CEO of $NBIS: "We have nearly closed on two substantial new greenfield sites in the U.S." Arkady Volozh Founder & CEO of $NBIS: "We have nearly closed on two substantial new greenfield sites in the U.S.""
X Link 2025-08-07T14:00Z [---] followers, [---] engagements
"Per todays earnings call $NBIS will not be selling their 28% ClickHouse stake unless the valuation rises to the point that the stake is worth billions. I trust Arkady and co to know the best way to utilize this extremely valuable subsidiary. Long game"
X Link 2025-08-08T00:16Z [---] followers, [----] engagements
"One question that I think is difficult to answer with $NBIS is the expected ARR per MW going forward as Nebius continues to grow and expand with NJ and UK and two new soon-to-be-announced data centers in the US. A clear picture of this could be helpful but clarity depends on parsing the specific yields with the GPUs utilized at each center. My understanding is that Finland data centers alone is expected to yield 1B ARR from only 75MW. Any comments to clarify would be appreciated. Congrats Nebius bulls on one hell of a great day 🙌🏻"
X Link 2025-08-08T00:28Z [---] followers, [----] engagements
"The average analyst target stock price for Nebius $NBIS is now $70 a share 4/5 coverages dont reflect Q2 results. I strongly suspect more price target raises soon with perhaps new major institutional coverage only a matter of time now 🤞🏻 Where are you on this Mr Ives We have so far: Northland Securities: $47 (last updated May [--] 2025) Arete Research: $84 (last updated June [--] 2025) BWS Financial: $80 (last updated June [--] 2025) Goldman Sachs: $68 (last updated July [--] 2025) DA Davidson: $75 (last updated August [--] 2025)"
X Link 2025-08-08T12:33Z [---] followers, [----] engagements
"Update Goldman Sachs raises to $77 Average analyst target price now $72.60"
X Link 2025-08-08T13:45Z [---] followers, [---] engagements
"If $NBIS were to trade at the same share price to market cap ratio as Palantir right now Nebius would be $6.95 a share"
X Link 2025-08-08T20:43Z [---] followers, [----] engagements
"@EndicottInvests I agree. I made money on Palantir but got out at $120 a share because I didnt like the valuation. Shifted everything over to start buying Nebius at $23 and Im all in on Nebius now. Not selling a share. This is just the beginning. 100B MC company in the making"
X Link 2025-08-08T20:51Z [---] followers, [---] engagements
"Nebius has only [---] million shares whereas Palantir has about [----] billion shares. Put another way Palantir has roughly 10x as many shares outstanding in the market than Nebius. Having fewer shares can be advantageous in a few ways. It can create dramatic upside for investors if Nebius scales rapidly especially in a high-growth AI sector where market caps can expand quickly. It also positions Nebius for potentially outsized percentage gains without needing as much capital inflow. Fewer shares can also make any future share buybacks more impactful as repurchasing even a small percentage can"
X Link 2025-08-09T03:20Z [---] followers, [---] engagements
"To be clear as Im sure you already know splits or reverse splits do NOT change fundamentals or produce any inherent value. If Palantir did a 1-10 reverse split their share price would be much higher which might discourage retail buying. But Berkshire Hathaway favors this strategy Buffet prefers higher share price and fewer outstanding shares and they are now trading at almost 700k a share because theyve never once split. Priceline in [----] did a reverse split 1-6 to reduce outstanding shares and boost share price. Adial Pharmaceuticals did a 1-25 reverse split in [----] with the goal of reducing"
X Link 2025-08-09T13:07Z [---] followers, [---] engagements
"This will be billions of cash for $NBIS Yesterday ClickHouse released version [----]. - [--] new features - [--] performance optimizations - [--] bug fixes Every month they roll out updates with improved performance. $NBIS holds a significant stake in the company. I love their obsessive focus on enhancing the customer https://t.co/d1uhCVdjMw Yesterday ClickHouse released version [----]. - [--] new features - [--] performance optimizations - [--] bug fixes Every month they roll out updates with improved performance. $NBIS holds a significant stake in the company. I love their obsessive focus on enhancing the"
X Link 2025-08-09T14:10Z [---] followers, [----] engagements
"One of the most incredible guidance adjustments from $NBIS brilliant Q2 earnings was year end goal of 100MW adjusted up to 220MW. Also its not just the MW its the incredible revenue yield Nebius is able to achieve per MWfor example the 75MW in the Finland data center alone is guiding for 1B ARR. So hypothetically if Nebius were to achieve the same ARR yield (as projected for Finland) on the new 300MW NJ data center when that is fully operational with the latest GPUs in Q1 [----] that would yield an additional 4B ARR. I welcome comments here but if this is the direction we are headed with $NBIS"
X Link 2025-08-09T18:42Z [---] followers, [----] engagements
"@mvcinvesting A 30B valuation for ClickHouse would be [---] billion dollar stake for Nebius 💪🏻 half the current market cap"
X Link 2025-08-10T16:46Z [---] followers, [----] engagements
"10-1 reverse split at over [---] a share to over $5000 a share Are you kidding That sounds insane. It would completely price out retail with that float. Palantir already has 10x more shares outstanding than Nebius. I can see a split happening. Reverse split aint gonna happen"
X Link 2025-08-11T16:32Z [---] followers, [--] engagements
"The updated $NBIS analyst price targets: Northland Securities: $47 (last updated May [--] 2025) Arete Research: $128 (last updated August [--] 2025) BWS Financial: $90 (last updated August [--] 2025) Goldman Sachs: $77 (last updated August [--] 2025) DA Davidson: $75 (last updated August [--] 2025) Northland hasnt yet updated after Q2 but currently the average analyst price target for Nebius is $83.40 a share"
X Link 2025-08-12T13:12Z [---] followers, [----] engagements
"So true. Im transparent about the fact that Im all in and of course want the company to succeed and that Im not a financial advisor. Everyone needs to do their own research. But I will say this is the first time Ive told my closest friends and family to buy based on serious conviction. Its also my daughters largest position in her custodial account. Long game"
X Link 2025-08-12T22:57Z [---] followers, [---] engagements
"Per Grok the $NBIS community on X is on a tear growing significantly since June and continues to show momentum Engagements around Nebius-related hashtags and earnings discussions have ramped up in July and August suggesting sustained community expansion And institutional ownership is also building now with some estimates at around 45% ownership"
X Link 2025-08-13T12:59Z [---] followers, [----] engagements
"I currently dont own any other stocks in my individual portfolio. So Im literally all in Nebius at 100% and wont be selling a share unless something structurally significant changes in my thesis. Its a long hold for me. Granted Nebius founder/CEO Arkady Volozh has [--] percent of his net worth in the stock and Im definitely not there. But close to half my net worth"
X Link 2025-08-13T13:04Z [---] followers, [---] engagements
"The latest updated analyst price targets for $NBIS yield an average target price of $89.40 a share and are as follows: Northland Securities: $77 (last updated August [--] 2025) Arete Research: $128 (last updated August [--] 2025) BWS Financial: $90 (last updated August [--] 2025) Goldman Sachs: $77 (last updated August [--] 2025) DA Davidson: $75 (last updated August [--] 2025)"
X Link 2025-08-13T14:01Z [---] followers, [----] engagements
"Absolutely. Most of the analysts have zero vision no serious thesis and as you say are purely reactive to the market. Of the five at least Goldman Sachs has serious analysis and forward projections though I believe their estimated ARR per MW is way too conservative/low. Then again Goldman has a financial advisor role with Nebius so they may be leaning more conservative"
X Link 2025-08-13T15:32Z [---] followers, [--] engagements
"Not yet profitable true. Neither was Palantir for a long time but the time to invest was before not after they became profitable. Nebius is already ahead of schedule w/ net positive EBITDA for the core business in Q2 and gross margins of 71% with expected ARR of around 1B by end of year. As far as the broader market goes I agree its frothy in a lot of places. Despite this volatility macroeconomic strategist Yves Lamareaux singled out Nebius as the stock he would stick his neck out to recommend. Likewise I try to look only at individual company valuations and ask whether they are reasonable"
X Link 2025-08-13T17:19Z [---] followers, [---] engagements
"@kyee @10009nyny What share price would make you a massive buyer of Nebius"
X Link 2025-08-13T18:23Z [---] followers, [--] engagements
"@hobbyinvestor25 @MktMavPro Theres certainly room down the road for a split with 230M shares outstanding. Palantir has 10x as many shares outstanding"
X Link 2025-08-14T12:47Z [---] followers, [--] engagements
"It seems there is a bit of a PPI and/or Coreweave overhang on $NBIS right now"
X Link 2025-08-14T17:17Z [---] followers, [---] engagements
"When you see larger tech like Nvidia Amazon and Meta all presumably unaffected by PPI data makes me think Coreweave is the main culprit"
X Link 2025-08-14T17:45Z [---] followers, [---] engagements
"@hobbyinvestor25 Larger swings and dips will happen along the journey toward 50B market cap. For the wise its opportunity. Fools will panic sell b/c they dont know what theyve got"
X Link 2025-08-14T18:04Z [---] followers, [--] engagements
"I asked Grok to model some projections for $NBIS revenue and expenses and heres what I got back"
X Link 2025-08-17T20:20Z [---] followers, [----] engagements
"Important for $NBIS investors to consider the bear arguments against the stock and always be vigilant. Of course this applies to all investments. A cultish religious devotion to any stock is crazy. A rational mind always considers risks and isnt afraid of changing course if the thesis proves to be incapable of defending. For now I see a strong fully intact bull thesis with tremendous upside potential over the next few years A 50-100B company in the making Thx for your work here Nate @EndicottInvests $NBIS Bear Cases Yesterday I put out a post asking for some bear cases. Here are the biggest"
X Link 2025-08-17T23:57Z [---] followers, [----] engagements
"One very intriguing revelation from $NBIS Q2 earnings was that the company projects to have 100MW active out of a connected 220MW capacity yielding approximately 1B ARR. We can deduce from this that Nebius aims to achieve an estimated 10M ARR per MW for [----]. At this rate the projected 1GW (or greater) connected capacity for [----] could equate to around 500MW active which would yield approximately 5B ARR for [----]. Growing prevalence of the more efficient advanced Blackwell GPUs may augment this ARR yield so this figure may actually be conservative. At a 10x ARR we would be looking at a"
X Link 2025-08-19T01:35Z [---] followers, [----] engagements
"$NBIS now trading at [-----] per share down 12.5% from its high of [-----]. I just bought [---] more shares"
X Link 2025-08-19T17:10Z [---] followers, [----] engagements
"@blstfl @mvcinvesting Yes thank you. that was my takeaway as well. So the hope will be to secure enough contracts in order to activate as much power as possible. But even 200MW active at their 10M ARR per MW would be 2B ARR in 2026"
X Link 2025-08-19T22:31Z [---] followers, [---] engagements
"For $NBIS community great informative interview. My key takeaway starts at around 14:27. Roman says that just because they are aiming to connect 1GW by end of [----] doesnt mean it will be active by the end of [----]. They would have to secure a major hyperscaler deal worth tens of billions to get the GPUs to fully activate the entire 1GW. This may take time. But even if despite rapacious demand Nebius only manages to activate 200MW of the 1GW they would still generate around 2B ARR based on the 10M ARR per MW projected for [----]. At 10X thats still a 20B valuation which doesnt include the value"
X Link 2025-08-20T00:01Z [---] followers, [----] engagements
"Revising this post What is a bullish outcome for $NBIS in [----] Stated [----] year-end goal: more than 1GW reserved/secured power Nebius ARR Rate: for [----] an expected yearly average of 10M ARR per MW of reserved/secured power that is utilized So how much of the anticipated 1GW secured power can Nebius activate/utilize in [----] The good news is demand is extremely high. So I am hoping for 300-500MW utilized in [----] which would be a 200-400% increase year over year from the [----] anticipated year-end 100MW active power. Simple math on this 300-500MW active power using the [----] ARR rate would equate"
X Link 2025-08-20T15:37Z [---] followers, [----] engagements
"@NeuralCadence That would be extremely bullish. A whale deal on top would be nothing short of epic"
X Link 2025-08-20T17:17Z [---] followers, [--] engagements
"Today is a perfect example of the kind of pullbacks that just happen even in a bull market. If you dont have real conviction and a deeply researched thesis some people panic sell. With $NBIS today I was panic buying at 62"
X Link 2025-08-20T22:26Z [---] followers, [----] engagements
"@MktMavPro Im also 100% all in. Long game. I just dont have this level of conviction about anything else Ive looked at so cant bring myself to buy anything else"
X Link 2025-08-21T15:11Z [---] followers, [--] engagements
"Seeking Alpha group publication rates $NBIS a HOLD right now and yet warns of a consolidation period at this valuation that could later lead to even bigger gains for the stock: the consensus forward estimates appear to be rather promising with NBIS expected to deliver on its high-growth cloud prospects at a 3Y top-line CAGR of +198.1%. While the neocloud company is unlikely to report GAAP profitability and positive cash flow generation over the next few years we are not overly concerned indeed attributed to the $1.67B of cash on its balance sheet (+15.9% QoQ/ -28% YoY). These may allow NBIS"
X Link 2025-08-21T15:31Z [---] followers, [----] engagements
"James Foord at Seeking Alpha predicts that $NBIS could reach $940 a share by [----]. Thats around a 220B market cap. My base case projects Nebius reaching $940/share by [----] driven by 45% revenue CAGR expanding margins and a 12x EBITDA multiple. Despite risks from Nvidia reliance capex needs and competition NBIS stock is a top Al infrastructure play with asymmetric upside and remains undervalued"
X Link 2025-08-21T18:53Z [---] followers, 26.4K engagements
"@awanish Its a European company now. HQ in Netherlands. (Severed all ties to Russia and Russia-related Yandex assets and subsidiaries in July 2024.)"
X Link 2025-08-22T00:44Z [---] followers, [---] engagements
"CORRECTION: The author James Foord has since corrected his publication typo to reflect a projected base case for $NBIS of $94 a share by [----]. Ironically this takes his thesis from uber Bullish to imo Bearish by 2030"
X Link 2025-08-22T11:55Z [---] followers, [----] engagements
"@AnaCintra24 💯 by [----] the ClickHouse stake alone will probably be worth that much"
X Link 2025-08-22T12:54Z [---] followers, [--] engagements
"Fair points. Im all in Nebius. And I admit that all in is riskier than diversifying. It all comes down to risk tolerance for the individual investor. Macro issues are always risks. In general its risky to invest in the stock market but historically riskier not to invest"
X Link 2025-08-22T13:23Z [---] followers, [---] engagements
"@MktMavPro @Dream5728363541 Agree such a strong signal about the companys capital structure. 💪🏻"
X Link 2025-08-22T16:01Z [---] followers, [--] engagements
"Fascinating development $NBIS Wait this is huge for $NBIS and $NVDA if I am interpreting this correctly. This would get more out of older gpus and the value erosion of assets ( for $NBIS GPUs) would be less Thoughts anyone https://t.co/QvFZKc8Kr2 Wait this is huge for $NBIS and $NVDA if I am interpreting this correctly. This would get more out of older gpus and the value erosion of assets ( for $NBIS GPUs) would be less Thoughts anyone https://t.co/QvFZKc8Kr2"
X Link 2025-08-22T16:34Z [---] followers, [----] engagements
"The possibility that $NBIS could use new tech to marshal the collective compute power of older Nvidia GPUs. Wow. Will be amazing to see how this develops"
X Link 2025-08-22T17:29Z [---] followers, [---] engagements
"@Orangeman1992 Exactly. And while claiming to be bullish. Thats what we call bullishit"
X Link 2025-08-23T12:43Z [---] followers, [--] engagements
"some data centers especially older ones can only pump in so much power to keep those GPUs and servers humming. Nvidias (NVDA) solution: combine the performance of multiple data centers to create one massive GPU. So the rationale stated here seems to be that older GPUs that might otherwise be limited in use can continue to be utilized by connecting their entire data center to other data centers. But to your point this isnt the only use case. Perhaps it could be used to augment power by connecting multiple state of the art data centers. Something to keep an eye on"
X Link 2025-08-23T13:29Z [---] followers, [--] engagements
"In additional to the cancellation of 40M shares held in treasury that now cannot be issued to cause future dilution this provision slipped under the radar from the recent $NBIS voteauthorization for share buybacks Authorization of the Board of Directors for a period of [--] months to repurchase shares in the capital of the Company up to 20% of the issued share capital Of course there has been no vote to buy back shares YET but the authorization is there for the board to do so for the next [--] months. Share buybacks raise the stock price as well as raise EPS. Generally companies buy back shares"
X Link 2025-08-23T13:37Z [---] followers, [---] engagements
"$NBIS bullish enough Having thought about it some more I think the [--] million H100 equivalent number in [--] years is about right. Eventually billions. Having thought about it some more I think the [--] million H100 equivalent number in [--] years is about right. Eventually billions"
X Link 2025-08-24T00:39Z [---] followers, [----] engagements
"Grok is extremely bullish on $NBIS. I have tried to input every bit of business info as I come across it so that Grok provides me with as close to comprehensive analysis as I can get and weekly updated price targets for end of year for [----] [----] and [----] with his bear base and bull cases. All I can say is that if these projections are even close to correctwow @Joshclarke25 @HyperTechInvest My pick: $NBIS for its AI cloud infrastructure growth recent expansion and strong analyst outlooks for 20-30% annual revenue increases through [----]. Comments stats (from [--] replies): NBIS [--] votes IREN 5"
X Link 2025-08-24T00:49Z [---] followers, [----] engagements
"Weebler Finance writing for Seeking Alpha has just UPGRADED $NBIS stating Despite a 36% NBIS stock surge fundamental improvements outpace price gains deepening the value opportunity; I upgrade NBIS to a Strong Buy"
X Link 2025-08-26T19:49Z [---] followers, [----] engagements
"@DrTomsLens This is the future of biology incredible. A new comprehensive understanding of our biology with AI generative diagnosis and treatment at a level thats barely fathomable before now but Nebius and Nvidia are leading the way. What times we live in"
X Link 2025-08-27T04:37Z [---] followers, [--] engagements
"Today I asked Grok to give me the top five best individual stocks to buy in the entire stock market in terms of potential for outsized gains relative to risk. Grok ranked $NBIS number [--] Nebius fits at #2 due to its unique combination of explosive growth manageable risks (cash-rich EBITDA-positive) and exposure to the $200B+ AI infrastructure market at a lower valuation than peers. Its potential for multi-bagger returns outpaces most established players"
X Link 2025-08-27T18:46Z [---] followers, [----] engagements
"$NBIS Jensen Huang says "The AI race is on and Blackwell is the platform at its center." https://www.benzinga.com/markets/earnings/25/08/47371649/nvidia-q2-earnings-highlights-double-beat-60b-share-buyback-huang-says-ai-race-is-on https://www.benzinga.com/markets/earnings/25/08/47371649/nvidia-q2-earnings-highlights-double-beat-60b-share-buyback-huang-says-ai-race-is-on"
X Link 2025-08-27T20:59Z [---] followers, [----] engagements
"@meeijer $NBIS at 68"
X Link 2025-08-27T22:13Z [---] followers, [----] engagements
"Jensen Huang said today that he thinks AI infrastructure spending could reach 3-4 Trillion by [----]. This is just a staggering level to consider. Incredible TAM the AI boom is just getting going and the future is very bright for Nebius $NBIS"
X Link 2025-08-27T22:25Z [---] followers, [----] engagements
"@MktMavPro You think this is a distinct product offering that will merit its own announcement Whats your take on this"
X Link 2025-08-28T17:55Z [----] followers, [--] engagements
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