[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @NeuralCadence Marc Marc posts on X about $nbis, open ai, over the, upside the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1582093050511228932/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -XXXX% - X Months XXXXXXX +27,744% ### Mentions: XX [#](/creator/twitter::1582093050511228932/posts_active)  - X Week XX +15% - X Month XX +71% - X Months XXX +10,900% ### Followers: XXX [#](/creator/twitter::1582093050511228932/followers)  - X Week XXX +6.90% - X Month XXX +86% - X Months XXX +9,225% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1582093050511228932/influencer_rank)  ### Social Influence [#](/creator/twitter::1582093050511228932/influence) --- **Social category influence** [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXX% [stocks](/list/stocks) XXXX% [countries](/list/countries) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [$nbis](/topic/$nbis) #159, [open ai](/topic/open-ai) 6.52%, [over the](/topic/over-the) 4.35%, [upside](/topic/upside) 4.35%, [$635b](/topic/$635b) 4.35%, [$pgy](/topic/$pgy) #45, [$nbiss](/topic/$nbiss) 2.17%, [insider](/topic/insider) 2.17%, [snowflake](/topic/snowflake) 2.17%, [targets](/topic/targets) XXXX% **Top accounts mentioned or mentioned by** [@babyfolio](/creator/undefined) [@mvcinvesting](/creator/undefined) [@seafullofsharks](/creator/undefined) [@danielkoss](/creator/undefined) [@aktiehedonist](/creator/undefined) [@mbhogan](/creator/undefined) [@theraymyers](/creator/undefined) [@openai](/creator/undefined) [@accountingds](/creator/undefined) [@nothingjustfyi](/creator/undefined) [@theeuinvestor](/creator/undefined) [@economyapp](/creator/undefined) [@mmmtwealth](/creator/undefined) [@clickhousedb](/creator/undefined) [@asmallfish5](/creator/undefined) [@neuralcadencenotep175608622r6bmhi7utmmediumiosutmsourcenotesshareaction](/creator/undefined) [@ossstartup](/creator/undefined) [@meeijer](/creator/undefined) [@danielreznikoff](/creator/undefined) [@flowbybobby](/creator/undefined) **Top assets mentioned** [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Snowflake, Inc. (SNOW)](/topic/$snow) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) ### Top Social Posts [#](/creator/twitter::1582093050511228932/posts) --- Top posts by engagements in the last XX hours "ClickHouse's ARR is growing over XXX% year-over-year. The market significantly underestimates the value of $NBIS's XX% stake in ClickHouse" [X Link](https://x.com/NeuralCadence/status/1975558477356671236) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-07T13:46Z XXX followers, 11.8K engagements "Big $NBIS news: Clickhouse has more than quadrupled their ARR over the past year meaning growth is accelerating quickly. In May of this year ARR growth was around XXX% and at that time they were at an ARR of $XXX million. Nebius has a XX% stake in ClickHouse" [X Link](https://x.com/NeuralCadence/status/1975562014140563735) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-07T14:01Z XXX followers, 13.7K engagements "Because of the high depreciation and energy costs I would prefer to use a lower ARR multiple or just look at EBIT instead. You do account for dilution but not for the possibility that they might sell their stakes in ClickHouse Toloka or AVride which I hope they wont but I wouldnt rule it out" [X Link](https://x.com/NeuralCadence/status/1977839107872342116) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-13T20:49Z XXX followers, XXX engagements "With ClickHouse you pay based on usage. With customers like Anthropic growing rapidly and expanding their use of ClickHouse the XXX% growth rate could be sustainable and might even increase as crazy as that may sound $NBIS" [X Link](https://x.com/NeuralCadence/status/1978058488891789346) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-14T11:21Z XXX followers, 7072 engagements "@mvcinvesting This week they also brought in Doneyli De Jesus from Snowflake. ClickHouse is building an excellent team" [X Link](https://x.com/NeuralCadence/status/1978853747091476956) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-16T16:01Z XXX followers, XXX engagements "@daniel_koss @mvcinvesting I was talking to someone in IT today about ClickHouse and he confirmed this concept. He explained it using a 3D cube analogy: if the cube doubles in size the volume grows by about X. Basically ClickHouse is like a turbo option for Anthropic and OpenAI" [X Link](https://x.com/NeuralCadence/status/1978905826711552131) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-16T19:28Z XXX followers, XXX engagements "@daniel_koss The thing with all those targets is that the analysts havent looked into ClickHouse and the subsidiaries theyre only looking at the equity value on the balance sheet. Meaning theres still tremendous upside in the price targets" [X Link](https://x.com/NeuralCadence/status/1979828800679776653) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-19T08:35Z XXX followers, XXX engagements "I'm bullish on $NBIS and believe it's a strong buy. If I go all-in on ClickHouse at a $6.35B valuation I would. ClickHouse technically matches $SNOW but is faster and cheaper. It could 10x in the coming years" [X Link](https://x.com/NeuralCadence/status/1974775328372584603) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-05T09:55Z XXX followers, 8891 engagements "There are four stocks Im looking to buy if the market drops: $PGY it just looks way too cheap. $NBIS the more I learn about ClickHouse the more exposure I want. $AMZN to gain exposure to Anthropic and because I believe AWS growth will accelerate. $DUOL as a swing trade going into their earnings" [X Link](https://x.com/NeuralCadence/status/1978532342336782651) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-15T18:44Z XXX followers, 1158 engagements "@babyfolio I am extremely conservative in my numbers. Knowing Finland Kansas Israel New Jersey and Surrey will be fully operational in 2026 it could easily be more and I am completely ignoring the two new greenfield sites" [X Link](https://x.com/NeuralCadence/status/1979243707242102888) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-17T17:50Z XXX followers, XXX engagements "ClickHouse: The Pot of Gold Nebius is Sitting On A deep dive into ClickHouse the real-time analytics engine powering $META $TSLA and @OpenAI. 📈 Key Takeaways: ARR Growth: 400%+ YoY (Accelerating) Series C Valuation: $6.35B Nebius' XX% Stake could be worth $10.5B at IPO $NBIS" [X Link](https://x.com/NeuralCadence/status/1975874758118932516) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-08T10:43Z XXX followers, 6547 engagements "@FlowbyBobby At these prices it's probably $PGY" [X Link](https://x.com/NeuralCadence/status/1977850397931749425) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-13T21:34Z XXX followers, XXX engagements "Sold some $ASML to buy more $NBIS first time Ive added since Sept X (yes right before the deal). Why The more I learn about ClickHouse the more Im convinced it will become the leading data analytics company in the world" [X Link](https://x.com/NeuralCadence/status/1979201899904512236) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-17T15:04Z XXX followers, XXX engagements "@babyfolio If I may add I see a path for ClickHouse to become a $100B company. Nebius is basically trading at the value of the ClickHouse stake in the Blue Sky scenario" [X Link](https://x.com/NeuralCadence/status/1979252324909339119) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-17T18:25Z XXX followers, XXX engagements "@nothingjustfyi @daniel_koss I use 5x forward ARR for my base case (20x EBIT). However I believe the real upside for Nebius lies in its subsidiaries especially ClickHouse. Ill update my valuation and publish it on Substack after the Q3 earnings" [X Link](https://x.com/NeuralCadence/status/1978051036376924517) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-14T10:51Z XXX followers, XXX engagements "@babyfolio I hope so too Now I understand how ClickHouses revenue grows and how the model scales. Its become clear to me that its a straight-up turbo option for Anthropic and OpenAI" [X Link](https://x.com/NeuralCadence/status/1979253995831992547) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-17T18:31Z XXX followers, XXX engagements "@DeepValueBagger @alc2022 He is a clown. His account reminds me of the saying A broken clock is right twice a day" [X Link](https://x.com/NeuralCadence/status/1979976373541143004) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-19T18:22Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@NeuralCadence Marc
Marc posts on X about $nbis, open ai, over the, upside the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX -XXXX%
- X Months XXXXXXX +27,744%
Mentions: XX #
- X Week XX +15%
- X Month XX +71%
- X Months XXX +10,900%
Followers: XXX #
- X Week XXX +6.90%
- X Month XXX +86%
- X Months XXX +9,225%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence technology brands XXXXX% finance XXX% stocks XXXX% countries XXXX% automotive brands XXXX%
Social topic influence $nbis #159, open ai 6.52%, over the 4.35%, upside 4.35%, $635b 4.35%, $pgy #45, $nbiss 2.17%, insider 2.17%, snowflake 2.17%, targets XXXX%
Top accounts mentioned or mentioned by @babyfolio @mvcinvesting @seafullofsharks @danielkoss @aktiehedonist @mbhogan @theraymyers @openai @accountingds @nothingjustfyi @theeuinvestor @economyapp @mmmtwealth @clickhousedb @asmallfish5 @neuralcadencenotep175608622r6bmhi7utmmediumiosutmsourcenotesshareaction @ossstartup @meeijer @danielreznikoff @flowbybobby
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Snowflake, Inc. (SNOW) Amazon.com, Inc. (AMZN) Duolingo, Inc. Class A Common Stock (DUOL) Metadium (META) Tesla, Inc. (TSLA)
Top Social Posts #
Top posts by engagements in the last XX hours
"ClickHouse's ARR is growing over XXX% year-over-year. The market significantly underestimates the value of $NBIS's XX% stake in ClickHouse"
X Link @NeuralCadence 2025-10-07T13:46Z XXX followers, 11.8K engagements
"Big $NBIS news: Clickhouse has more than quadrupled their ARR over the past year meaning growth is accelerating quickly. In May of this year ARR growth was around XXX% and at that time they were at an ARR of $XXX million. Nebius has a XX% stake in ClickHouse"
X Link @NeuralCadence 2025-10-07T14:01Z XXX followers, 13.7K engagements
"Because of the high depreciation and energy costs I would prefer to use a lower ARR multiple or just look at EBIT instead. You do account for dilution but not for the possibility that they might sell their stakes in ClickHouse Toloka or AVride which I hope they wont but I wouldnt rule it out"
X Link @NeuralCadence 2025-10-13T20:49Z XXX followers, XXX engagements
"With ClickHouse you pay based on usage. With customers like Anthropic growing rapidly and expanding their use of ClickHouse the XXX% growth rate could be sustainable and might even increase as crazy as that may sound $NBIS"
X Link @NeuralCadence 2025-10-14T11:21Z XXX followers, 7072 engagements
"@mvcinvesting This week they also brought in Doneyli De Jesus from Snowflake. ClickHouse is building an excellent team"
X Link @NeuralCadence 2025-10-16T16:01Z XXX followers, XXX engagements
"@daniel_koss @mvcinvesting I was talking to someone in IT today about ClickHouse and he confirmed this concept. He explained it using a 3D cube analogy: if the cube doubles in size the volume grows by about X. Basically ClickHouse is like a turbo option for Anthropic and OpenAI"
X Link @NeuralCadence 2025-10-16T19:28Z XXX followers, XXX engagements
"@daniel_koss The thing with all those targets is that the analysts havent looked into ClickHouse and the subsidiaries theyre only looking at the equity value on the balance sheet. Meaning theres still tremendous upside in the price targets"
X Link @NeuralCadence 2025-10-19T08:35Z XXX followers, XXX engagements
"I'm bullish on $NBIS and believe it's a strong buy. If I go all-in on ClickHouse at a $6.35B valuation I would. ClickHouse technically matches $SNOW but is faster and cheaper. It could 10x in the coming years"
X Link @NeuralCadence 2025-10-05T09:55Z XXX followers, 8891 engagements
"There are four stocks Im looking to buy if the market drops: $PGY it just looks way too cheap. $NBIS the more I learn about ClickHouse the more exposure I want. $AMZN to gain exposure to Anthropic and because I believe AWS growth will accelerate. $DUOL as a swing trade going into their earnings"
X Link @NeuralCadence 2025-10-15T18:44Z XXX followers, 1158 engagements
"@babyfolio I am extremely conservative in my numbers. Knowing Finland Kansas Israel New Jersey and Surrey will be fully operational in 2026 it could easily be more and I am completely ignoring the two new greenfield sites"
X Link @NeuralCadence 2025-10-17T17:50Z XXX followers, XXX engagements
"ClickHouse: The Pot of Gold Nebius is Sitting On A deep dive into ClickHouse the real-time analytics engine powering $META $TSLA and @OpenAI. 📈 Key Takeaways: ARR Growth: 400%+ YoY (Accelerating) Series C Valuation: $6.35B Nebius' XX% Stake could be worth $10.5B at IPO $NBIS"
X Link @NeuralCadence 2025-10-08T10:43Z XXX followers, 6547 engagements
"@FlowbyBobby At these prices it's probably $PGY"
X Link @NeuralCadence 2025-10-13T21:34Z XXX followers, XXX engagements
"Sold some $ASML to buy more $NBIS first time Ive added since Sept X (yes right before the deal). Why The more I learn about ClickHouse the more Im convinced it will become the leading data analytics company in the world"
X Link @NeuralCadence 2025-10-17T15:04Z XXX followers, XXX engagements
"@babyfolio If I may add I see a path for ClickHouse to become a $100B company. Nebius is basically trading at the value of the ClickHouse stake in the Blue Sky scenario"
X Link @NeuralCadence 2025-10-17T18:25Z XXX followers, XXX engagements
"@nothingjustfyi @daniel_koss I use 5x forward ARR for my base case (20x EBIT). However I believe the real upside for Nebius lies in its subsidiaries especially ClickHouse. Ill update my valuation and publish it on Substack after the Q3 earnings"
X Link @NeuralCadence 2025-10-14T10:51Z XXX followers, XXX engagements
"@babyfolio I hope so too Now I understand how ClickHouses revenue grows and how the model scales. Its become clear to me that its a straight-up turbo option for Anthropic and OpenAI"
X Link @NeuralCadence 2025-10-17T18:31Z XXX followers, XXX engagements
"@DeepValueBagger @alc2022 He is a clown. His account reminds me of the saying A broken clock is right twice a day"
X Link @NeuralCadence 2025-10-19T18:22Z XXX followers, XXX engagements