#  @Para_Capital Paradise Capital
Paradise Capital posts on X about $nbis, ai, $avav, future the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
### Engagements: [-----] [#](/creator/twitter::1947337482078396416/interactions)

- [--] Week [------] +51%
- [--] Month [------] +618%
- [--] Months [-------] +68,536%
### Mentions: [--] [#](/creator/twitter::1947337482078396416/posts_active)

- [--] Week [--] -74%
- [--] Month [--] +84%
- [--] Months [---] +6,200%
### Followers: [---] [#](/creator/twitter::1947337482078396416/followers)

- [--] Week [---] +4.80%
- [--] Month [---] +23%
- [--] Months [---] +1,300%
### CreatorRank: [---------] [#](/creator/twitter::1947337482078396416/influencer_rank)

### Social Influence
**Social category influence**
[stocks](/list/stocks) 31.82% [finance](/list/finance) 27.27% [technology brands](/list/technology-brands) 13.64% [countries](/list/countries) 5.3% [financial services](/list/financial-services) 3.79% [cryptocurrencies](/list/cryptocurrencies) 3.03% [automotive brands](/list/automotive-brands) 1.52% [exchanges](/list/exchanges) 1.52% [travel destinations](/list/travel-destinations) 1.52% [events](/list/events) 0.76%
**Social topic influence**
[$nbis](/topic/$nbis) #104, [ai](/topic/ai) 10.61%, [$avav](/topic/$avav) #20, [future](/topic/future) 4.55%, [data](/topic/data) 4.55%, [we are](/topic/we-are) 4.55%, [$tsm](/topic/$tsm) 3.79%, [stocks](/topic/stocks) 3.79%, [$ktos](/topic/$ktos) #27, [$msft](/topic/$msft) 3.79%
**Top accounts mentioned or mentioned by**
[@absface](/creator/undefined) [@johnny5media](/creator/undefined) [@unusualwhales](/creator/undefined) [@louisbourse](/creator/undefined) [@thelonginvest](/creator/undefined) [@mktmavpro](/creator/undefined) [@sandeman52](/creator/undefined) [@flyarcher](/creator/undefined) [@venu7](/creator/undefined) [@longinvest32](/creator/undefined) [@spacbobby](/creator/undefined) [@mike10947310](/creator/undefined) [@kkomysh](/creator/undefined) [@nebiusai](/creator/undefined) [@thegrowthplay](/creator/undefined) [@danielkoss](/creator/undefined) [@tiger_strat](/creator/undefined) [@endicottinvests](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@futurumequities](/creator/undefined)
**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Microsoft Corp. (MSFT)](/topic/$msft) [SOLLENSYS CORP (SOLS)](/topic/$sols) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Northrop Grumman Corporation (NOC)](/topic/$noc) [The Ensign Group, Inc. (ENSG)](/topic/$ensg) [Iris Energy Limited (IREN)](/topic/$iren) [Goldman Sachs (GS)](/topic/goldman-sachs) [Perpetua Resources Corp. Common Shares (PPTA)](/topic/$ppta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [JPMorgan Chase (JPM)](/topic/$jpm) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Honeywell International Inc (HON)](/topic/honeywell) [Heroes of NFT (HON)](/topic/$hon) [GammaSwap (GS)](/topic/$gs) [Bank of America (BAC)](/topic/bank-of-america) [Apple, Inc. (AAPL)](/topic/$aapl) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Novo-Nordisk (NVO)](/topic/$nvo) [GE Vernova Inc. (GEV)](/topic/$gev) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [Electroneum (ETN)](/topic/$etn)
### Top Social Posts
Top posts by engagements in the last [--] hours
"@EndicottInvests Another [---] shares added for myself as well"
[X Link](https://x.com/anyuser/status/1957450013530820644) 2025-08-18T14:30Z [---] followers, [----] engagements
"@StockSavvyShay @FuturumEquities @rwang07 And $TSM makes them both :)"
[X Link](https://x.com/anyuser/status/1963262280805593203) 2025-09-03T15:26Z [---] followers, [----] engagements
"@atlasx100 FUCK no and I have 4X that. Depreciating assets that high cost are an absolute no go"
[X Link](https://x.com/anyuser/status/1975630780996219359) 2025-10-07T18:34Z [---] followers, [----] engagements
"$HOOD app and website both down Any news on this"
[X Link](https://x.com/anyuser/status/1980177088339669161) 2025-10-20T07:39Z [---] followers, [----] engagements
"Alright thats one announcement $NBIS $NBIS just announced that Nebius AI Studio now hosts NVIDIA Nemotron Nano [--] VL. It's a compact production-ready multimodal reasoning model built for real-world document intelligence and video understanding. "With its hybrid Transformer-Mamba architecture Nemotron Nano [--] VL https://t.co/o2Ho8Uh1CM $NBIS just announced that Nebius AI Studio now hosts NVIDIA Nemotron Nano [--] VL. It's a compact production-ready multimodal reasoning model built for real-world document intelligence and video understanding. "With its hybrid Transformer-Mamba architecture Nemotron"
[X Link](https://x.com/anyuser/status/1983254068081639885) 2025-10-28T19:26Z [---] followers, [----] engagements
"People really think $NBIS is a meme stock and dont understand the legend that Arkady Volozh is. They have one of the best engineering teams in the world and you want to bet against them why"
[X Link](https://x.com/anyuser/status/1987986308766331374) 2025-11-10T20:50Z [---] followers, [----] engagements
"Part of me wants to sell my remaining shares of $HOOD for more $NBIS leaps"
[X Link](https://x.com/anyuser/status/1988331375116845183) 2025-11-11T19:41Z [---] followers, [---] engagements
"Drone stocks taking a beating today. Added yesterday to AVAV on the 17% drop. Will wait to add more if PA continues for the next few days. Long drone positions in size order currently: $AVAV - [---] shares $KTOS - [---] shares $LHX - [---] shares $NOC - [--] shares $ONDS - [----] shares"
[X Link](https://x.com/Para_Capital/status/2014037613829665003) 2026-01-21T18:09Z [---] followers, [---] engagements
"Can you say NEBIUS. $NBIS BREAKING: π¨ Europe is moving to replace U.S. tech firms with local ones. An EU Parliament resolution urges digital sovereignty cutting reliance on U.S. giants like AWS Azure and Google Cloud and promoting a European Eurostack. https://t.co/DgN58aMwjK BREAKING: π¨ Europe is moving to replace U.S. tech firms with local ones. An EU Parliament resolution urges digital sovereignty cutting reliance on U.S. giants like AWS Azure and Google Cloud and promoting a European Eurostack. https://t.co/DgN58aMwjK"
[X Link](https://x.com/Para_Capital/status/2015510814971527398) 2026-01-25T19:43Z [---] followers, [----] engagements
"A stock that no one talks about that has been steadily compounding for years. $ENSG. Retirement homes aka where all the aging baby boomers will be going soon"
[X Link](https://x.com/Para_Capital/status/2016529882180620582) 2026-01-28T15:12Z [---] followers, [---] engagements
"Does anyone have any thoughts on the odd price action for $NBIS It continuously builds (usually outside of market hours) pops over $100 and then gets violently ripped down towards low $90. It keeps repeating this cycle like clockwork"
[X Link](https://x.com/Para_Capital/status/2016557069021671854) 2026-01-28T17:00Z [---] followers, 16.4K engagements
"Another day another $AVAV buy. Clear analyst support across the board and massive production expansion"
[X Link](https://x.com/Para_Capital/status/2018395063655481815) 2026-02-02T18:44Z [---] followers, [---] engagements
"$ENSG for the win. Not sexy just a beast. One of the most underrated tickers out there"
[X Link](https://x.com/Para_Capital/status/2019425068619821456) 2026-02-05T14:57Z [---] followers, [---] engagements
"$ENSG went up so much today it triggered a volatility warning. Love that a sexy not sexy stock"
[X Link](https://x.com/Para_Capital/status/2019487733907873975) 2026-02-05T19:06Z [---] followers, [--] engagements
"$IREN holders we will take you in the $NBIS camp. One thing I am confident in is that regardless of the PA we will never see an earnings report missing so wildly like that because we hav crypto constantly swings financials. In Arkady we trust"
[X Link](https://x.com/Para_Capital/status/2019723746668593512) 2026-02-06T10:44Z [---] followers, [----] engagements
"Bank of America included two of my favorite defense/drone longs $AVAV and $KTOS in the top [--] companies who will standout in the realms of physical AI. https://www.benzinga.com/markets/tech/26/02/50430658/top-physical-ai-stocks-2026-nvidia-alphabet-arm-holdings-amd-tesla-qualcomm https://www.benzinga.com/markets/tech/26/02/50430658/top-physical-ai-stocks-2026-nvidia-alphabet-arm-holdings-amd-tesla-qualcomm"
[X Link](https://x.com/Para_Capital/status/2019756312427413783) 2026-02-06T12:53Z [---] followers, [---] engagements
"Well would you look at that. So bare metal isnt all the rage $NBIS $IREN's Dan Roberts: One of the contracts were negotiating at the moment is a multi-billion-dollar deal where we need to bring a software solution. Interesting Seems like the software stack matters after all https://t.co/TtMcWj9cbe $IREN's Dan Roberts: One of the contracts were negotiating at the moment is a multi-billion-dollar deal where we need to bring a software solution. Interesting Seems like the software stack matters after all https://t.co/TtMcWj9cbe"
[X Link](https://x.com/Para_Capital/status/2019825502190727481) 2026-02-06T17:28Z [---] followers, [----] engagements
"My top [--] positions with % of total portfolio: #1 $JPM / JPMORGAN CHASE $310160.00 (8.65%) Financials #2 $NBIS / NEBIUS $307237.50 (8.57%) Tech/AI #3 $AAPL / APPLE $176582.40 (4.93%) Consumer #4 $V / VISA $164565.00 (4.59%) Financials #5 $KKR / KKR $148755.00 (4.15%) Financials #6 $TSM / TAIWAN SEMICONDUCTOR $126857.00 (3.54%) Tech/AI #7 $SLV / ISHARES SILVER $100035.00 (2.79%) Precious Metals #8 $AVAV / AEROVIRONMENT $90936.43 (2.54%) Defense & Aerospace #9 $CVX / CHEVRON $89615.00 (2.50%) Energy #10 $RGLD / ROYAL GOLD $88770.50 (2.48%) Precious Metals"
[X Link](https://x.com/Para_Capital/status/2019829367170318555) 2026-02-06T17:43Z [---] followers, [---] engagements
"@Sandeman52 Try throwing some shade on $iren youll get people flipping the fuck out. Ive been getting it all day some people are so sensitive"
[X Link](https://x.com/Para_Capital/status/2019972467952087286) 2026-02-07T03:12Z [---] followers, [---] engagements
"Savage. Love Palmer. @exec_sum My house cost more than this. And I am just some guy not a whole country. @exec_sum My house cost more than this. And I am just some guy not a whole country"
[X Link](https://x.com/Para_Capital/status/2020097402242236813) 2026-02-07T11:28Z [---] followers, [---] engagements
"$NVO god candle incoming Monday. $HIMS & Hers says its stopping sales of its copycat Wegovy pill following the FDAs Feb. [--] warning that its cracking down on mass-marketed compounded GLP-1 knockoffs. Hims said after talks with industry stakeholders it decided to stop offering the treatment. https://t.co/CVIux8BER0 $HIMS & Hers says its stopping sales of its copycat Wegovy pill following the FDAs Feb. [--] warning that its cracking down on mass-marketed compounded GLP-1 knockoffs. Hims said after talks with industry stakeholders it decided to stop offering the treatment. https://t.co/CVIux8BER0"
[X Link](https://x.com/Para_Capital/status/2020232100683674072) 2026-02-07T20:24Z [---] followers, [---] engagements
"Reason to not jump to conclusions to fast. Many including myself didnt realize $KTOS is involved here since Valkyrie is their more famous project until you look deeper and see they have a play here as well. $KTOS Kratos Defense Time to Run the Gauntlet The first gauntlet begins on Feb [--] when participants will bring UAS prototypes to Fort Benning. [--] vendors will be selected to produce 30k units at $5k ASP each and deliver by July. More on Jag home page: https://t.co/mAoi3Qs49v https://t.co/n0l4GLC6v9 $KTOS Kratos Defense Time to Run the Gauntlet The first gauntlet begins on Feb [--] when"
[X Link](https://x.com/Para_Capital/status/2020264431008305577) 2026-02-07T22:32Z [---] followers, [---] engagements
"@LouisBourse @flyarcher I think its important to note State street increase was done through managed accounts adding. Not them actively adding shares intentionally"
[X Link](https://x.com/Para_Capital/status/2020905365420830800) 2026-02-09T16:59Z [---] followers, [---] engagements
"@LouisBourse @flyarcher Eh it was literally report that the disclosure structure clearly demonstrates a passive position under a rule 13d 1(b). It just means its held by clients State Street had very little influence over its addition"
[X Link](https://x.com/Para_Capital/status/2020914378606817723) 2026-02-09T17:35Z [---] followers, [--] engagements
"@Sandeman52 It doesnt even have to be a crazy name. $GEV $MPWR $ETN so many ways to win for the more cautious"
[X Link](https://x.com/Para_Capital/status/2020993910420762789) 2026-02-09T22:51Z [---] followers, [---] engagements
"$TSM the GOAT"
[X Link](https://x.com/Para_Capital/status/2021152689363591614) 2026-02-10T09:22Z [---] followers, [---] engagements
"@DeepValueBagger I have been a fan of Arkady for years. Once I saw $NBIS come to be I was elated. I remeber talking to some very smart people about my thesis back when it was in the $30s and they thought I was crazy. They now all hold but didn't come around until post $MSFT"
[X Link](https://x.com/Para_Capital/status/2021286021359382617) 2026-02-10T18:11Z [---] followers, [---] engagements
"@Tiger_Strat @Venu_7_ @longinvest32 @Spiralout_one Ill say in absolutes. Theres absolutely no way Arkady sells $NBIS. Point blank period. Story time Some of the now hyperscalers tried to buy Yandex in [--]. He wouldnt sell to $GOOG $MSFT or Yahoo then and he sure isnt going to sell $NBIS to them now"
[X Link](https://x.com/Para_Capital/status/2022450176066294255) 2026-02-13T23:17Z [---] followers, [--] engagements
"@SpacBobby $AVAV great drone long too"
[X Link](https://x.com/Para_Capital/status/2018509602896449963) 2026-02-03T02:19Z [---] followers, [---] engagements
"@aleabitoreddit What happened to $AVAV"
[X Link](https://x.com/Para_Capital/status/2020320500589986203) 2026-02-08T02:15Z [---] followers, [---] engagements
"I am loading $AVAV consistently on any weakness. I am very bullish on them scaling up"
[X Link](https://x.com/Para_Capital/status/2021273716869464461) 2026-02-10T17:23Z [---] followers, [---] engagements
"@Mike10947310 Not really. $AVAV makes DEW they have locust which is the highest in service DEW. Then a bulk of $ONDS platform is counter drone solutions. $KTOS major platform isnt really applicable"
[X Link](https://x.com/Para_Capital/status/2021696611642999161) 2026-02-11T21:23Z [---] followers, [---] engagements
"@BlackScholesMan Add more. They arent testing DEWs locust has already been real world combat tested and deployed"
[X Link](https://x.com/Para_Capital/status/2021940443597222363) 2026-02-12T13:32Z [---] followers, [--] engagements
"@Ej03__ @johnny5media Yeah $HIMS is trash"
[X Link](https://x.com/Para_Capital/status/2021985998016852152) 2026-02-12T16:33Z [---] followers, [---] engagements
"I have an addiction to drone stocks. I can't seem to stop buying $AVAV $KTOS and $ONDS. I think the three will outperform in [----]. I hold them in that weight order Followed by $LHX and $NOC which I have already for prime exposure"
[X Link](https://x.com/Para_Capital/status/2021284255771312637) 2026-02-10T18:04Z [---] followers, [---] engagements
"The further I digest the shareholder letter the more bullish I become. Ignore the misses this was brilliant execution. I cant wait for the call. $NBIS"
[X Link](https://x.com/Para_Capital/status/2021923404396523634) 2026-02-12T12:24Z [---] followers, [---] engagements
"@johnny5media Really is it's getting sold off with software sometimes it seems"
[X Link](https://x.com/Para_Capital/status/2021983904920699256) 2026-02-12T16:25Z [---] followers, [--] engagements
"I believe if you are going to post about stocks it is important to be transparent with what you own. Over the last few years I have put together a portfolio with a balanced yet asymmetrical risk/reward profile essentially creating my own Global ETF that I believe will perform significantly well over the next few years. Total value is approximately $7.5m. I have had over 150% annualized returns for the last [--] years. I keep approx 50% in equities with the remainder in fixed funds bonds and cash accounts. This provides me with a comfortable floor and safety net to hunt for outperforming stocks"
[X Link](https://x.com/anyuser/status/2019784119190794666) 2026-02-06T14:43Z [---] followers, [----] engagements
"$NBIS "No plans to use the ATM in the near future." Just another tool in the toolbox for funding. 60% of Capex will be covered by revenue and plans on using asset-backed financing"
[X Link](https://x.com/Para_Capital/status/2021941495641850126) 2026-02-12T13:36Z [---] followers, [---] engagements
"@johnny5media That is nothing new though"
[X Link](https://x.com/Para_Capital/status/2021979189164093923) 2026-02-12T16:06Z [---] followers, [---] engagements
"@Venu_7_ An acquisition is literally the least likely scenario for $nbis need to look at their earnings they are in warp speed for growth"
[X Link](https://x.com/Para_Capital/status/2022348953874837894) 2026-02-13T16:35Z [---] followers, [---] engagements
"Yes it was calculated as 250m shares currently outstanding + assuming the full l 25m atm is used for a total of 275m shares. They said they did not plan to use the ATM but I factored it in regardless. Yes 8x ARR is conservative given the sheer level of sustained exponential growth required. https://twitter.com/i/web/status/2022364916997365955 https://twitter.com/i/web/status/2022364916997365955"
[X Link](https://x.com/Para_Capital/status/2022364916997365955) 2026-02-13T17:39Z [---] followers, [--] engagements
"Aether (Oct [--] 2025) launched [--] days into Q4 so it was live for roughly [---] months of the quarter or about 85% of Q4. Token Factory (Nov [--] 2025) launched [--] days into Q4 so it was live for roughly [--] months of the quarter or about 60% of Q4. Id say it is very reasonable to not expect to see data from that until q1 [----] reporting when they have been in place for a full quarter. In terms of the capex we are in agreement the issue is put to bed for now. https://twitter.com/i/web/status/2022391165723513143 https://twitter.com/i/web/status/2022391165723513143"
[X Link](https://x.com/Para_Capital/status/2022391165723513143) 2026-02-13T19:23Z [---] followers, [--] engagements
"Long the defense primes it is really that simple. $RTX $GD $NOC $GE $LHX NEW: Hegseth tells me the real reason why there are massive production delays in the defense industry: A lot of the hang up has been us. The way we do business weve been impossible to deal with. @theblaze https://t.co/hv87VWMHw6 NEW: Hegseth tells me the real reason why there are massive production delays in the defense industry: A lot of the hang up has been us. The way we do business weve been impossible to deal with. @theblaze https://t.co/hv87VWMHw6"
[X Link](https://x.com/Para_Capital/status/2021050170692272554) 2026-02-10T02:34Z [---] followers, [---] engagements
"What is happening to $Tem Seems like its been a constant beatdown with no love for them recently. They have such a large data advantage for healthcare AI"
[X Link](https://x.com/Para_Capital/status/2021977950355337707) 2026-02-12T16:01Z [---] followers, [---] engagements
"Some light napkin math on $NBIS if [----] ARR is achieved. Thoughts"
[X Link](https://x.com/Para_Capital/status/2022325903770992774) 2026-02-13T15:04Z [---] followers, [----] engagements
"8x is very reasonable. NBIS guided 40% adj EBITDA margins and $3-3.4B recognized revenue for [----] with $7-9B ARR exiting the year. At todays price the stock trades at 7-8x that guided revenue so the market is already accepting a 8x multiple. CoreWeave trades 8-10x with weaker margins. Equinix/Digital Realty trade 6-8x revenue which are basically fancy REITs. 8x on a company growing 800% YoY with 40% margins and sold-out capacity is delusional what multiple would you assign https://twitter.com/i/web/status/2022380014168047640 https://twitter.com/i/web/status/2022380014168047640"
[X Link](https://x.com/Para_Capital/status/2022380014168047640) 2026-02-13T18:39Z [---] followers, [--] engagements
"@crux_capital_ Ive been loading the boat"
[X Link](https://x.com/Para_Capital/status/2022462713457184895) 2026-02-14T00:07Z [---] followers, [--] engagements
"@moninvestor It is only $200m. He made the filing June [--] so [--] months ago well before the q2 results and the stock surge. The way it is structured he can sell up to 4.1M shares until a $200M is hit. So at a $65 it would be 3.2M shares"
[X Link](https://x.com/Para_Capital/status/1964299913593843856) 2025-09-06T12:09Z [---] followers, [---] engagements
"The casino never closing π¨ BREAKING π¨ SEC AND CFTC PUSH FOR 24/7 STOCK TRADING IN A JOINT STATEMENT. THIS IS MASSIVE π₯ https://t.co/robXMos9CO π¨ BREAKING π¨ SEC AND CFTC PUSH FOR 24/7 STOCK TRADING IN A JOINT STATEMENT. THIS IS MASSIVE π₯ https://t.co/robXMos9CO"
[X Link](https://x.com/Para_Capital/status/1964485346873528574) 2025-09-07T00:26Z [---] followers, [---] engagements
"Buy both $ASML and $TSM then hold forever. No further guidance needed for those stocks. I like how $TSM posted a video about its new Arizona Fab where they explain how chips are made using EUV equipment from $ASML and they even include small clips provided by $ASML. "to be able to do this is incredibly difficult. We are using extreme ultraviolet technologies https://t.co/0iUqR13Z8J I like how $TSM posted a video about its new Arizona Fab where they explain how chips are made using EUV equipment from $ASML and they even include small clips provided by $ASML. "to be able to do this is"
[X Link](https://x.com/anyuser/status/1964749382122864675) 2025-09-07T17:55Z [---] followers, [----] engagements
"People are still sleeping on $NBIS Five analysts including Goldman Sachs currently cover $NBIS with an average price target of around $89. Shares currently trading in the mid 60s Five analysts including Goldman Sachs currently cover $NBIS with an average price target of around $89. Shares currently trading in the mid 60s"
[X Link](https://x.com/Para_Capital/status/1965097734916255924) 2025-09-08T16:59Z [---] followers, [----] engagements
"@TheLongInvest Disagree. We are already seeing reratings for $130 PTs. Sub $90 still gives you plenty of room to add to an exisiting position or enter. The rodeo is just warming up"
[X Link](https://x.com/Para_Capital/status/1965415719404982498) 2025-09-09T14:03Z [---] followers, [----] engagements
"@TheLongInvest $nbis is actually cheaper at $90 then it was at $60 with this deal. Youre not actually looking at the bigger picture"
[X Link](https://x.com/Para_Capital/status/1965457524309794844) 2025-09-09T16:49Z [---] followers, [----] engagements
"@jrouldz I mean its all tech I dont think people really think of this as diversification in the classic sense. At least I dont"
[X Link](https://x.com/anyuser/status/1965529522776015268) 2025-09-09T21:35Z [---] followers, [---] engagements
"@TheLongInvest Time in market vs timing the market. The future value of this stock is clearly rising exponentially and has many catalysts for much further growth. Anything around or sub $90 is great entry still. There was just reratings today at $125-130"
[X Link](https://x.com/Para_Capital/status/1965768295036162333) 2025-09-10T13:24Z [---] followers, [----] engagements
"@wisemancap Incorrect. Review it again"
[X Link](https://x.com/Para_Capital/status/1965781191560511691) 2025-09-10T14:15Z [---] followers, [----] engagements
"@alc2022 I like your takes usually but that is not really accurate for either Tesla AMD or Hims. You can say they are leaders but there is absolutely competition for them"
[X Link](https://x.com/Para_Capital/status/1967930294130065790) 2025-09-16T12:35Z [---] followers, [----] engagements
"@kkomysh @unusual_whales Georgia the stage in the US not the country"
[X Link](https://x.com/Para_Capital/status/1968286471493927016) 2025-09-17T12:10Z [---] followers, [---] engagements
"@unusual_whales Its like people are completely forgetting that ICE just raided this facility and arrested hundreds of South Korean workers for visa violations. Hyundai is pulling back because of tension with the IS gov and SK"
[X Link](https://x.com/anyuser/status/1968287148483936570) 2025-09-17T12:13Z [---] followers, [----] engagements
"@kkomysh @unusual_whales Its not about tariffs. Its about the US raiding the facility with ICE are arresting all the SK works for illegal visas"
[X Link](https://x.com/Para_Capital/status/1968287497697595409) 2025-09-17T12:14Z [---] followers, [---] engagements
"Hilarious in the best way to see an executive of a 20b company being a man of the people $NBIS. How can you not love Arkady and Roman. @romanchernin I think on top of merch wed take another hyper scaler contract too π As I get it from X: the last (and only) thing left for @nebiusai to make investors 100% happy is merch. As I get it from X: the last (and only) thing left for @nebiusai to make investors 100% happy is merch"
[X Link](https://x.com/Para_Capital/status/1968612101074633168) 2025-09-18T09:44Z [---] followers, [----] engagements
"The game is still early innings for $NBIS JUST IN: Northland raised its Price Target on $NBIS from $77 to $206 and keeps an Outperform rating π’ After $NBIS announced on September [--] a $17.4B deal with Microsoft to deliver dedicated capacity from its new data center in New Jersey Northland noted that "simplistically" https://t.co/R7WuSUJNdD JUST IN: Northland raised its Price Target on $NBIS from $77 to $206 and keeps an Outperform rating π’ After $NBIS announced on September [--] a $17.4B deal with Microsoft to deliver dedicated capacity from its new data center in New Jersey Northland noted"
[X Link](https://x.com/Para_Capital/status/1970845569674539378) 2025-09-24T13:39Z [---] followers, [----] engagements
"Me when $NBIS has a 5% pullback from ATH but we still have a long way to climb"
[X Link](https://x.com/Para_Capital/status/1971189125413016030) 2025-09-25T12:24Z [---] followers, [----] engagements
"$PPTA rare earth mining play. They are officially fully permitted and funded. The largest source of antimony in the US and the only large source domestic mine. Antimony needed for weapons and other tech almost all currently sourced from Russia or China. Already has DOW funding. It also has extremely large gold reserves"
[X Link](https://x.com/Para_Capital/status/1971277255549780308) 2025-09-25T18:14Z [---] followers, [----] engagements
"Chief revenue officer of $NBIS - Essentially saying that future revenue and contracts will dramatically out pace what they have already reported which includes the $MSFT deal. π€― Extra gravy they are going to be a clear market leader when Europe starts playing catchup to AI. .@nebiusai' $NBIS Chief Revenue Officer Marc Boroditsky in conversation with @sam_vadas said the company's AI infrastructure deal with Microsoft $MSFT is one of the largest AI transactions ever. As part of the deal Nebius will provide Microsoft with dedicated artificial https://t.co/q0yhKKhM4h .@nebiusai' $NBIS Chief"
[X Link](https://x.com/Para_Capital/status/1971736091398127762) 2025-09-27T00:38Z [---] followers, [----] engagements
"I have [----] shares of $NBIS now and my only fear is that I still dont own enough"
[X Link](https://x.com/Para_Capital/status/1971925590778565062) 2025-09-27T13:11Z [---] followers, [----] engagements
"@HyperTechInvest I think that is a bit over exaggerative. Even if this happens theres going to be carve outs like with $TSMC AZ facility. It also doesnt have as much effect on a company like $NBIS which has multiple locations coming online outside of the US"
[X Link](https://x.com/Para_Capital/status/1971930593228443710) 2025-09-27T13:31Z [---] followers, [----] engagements
"There isnt going to be another $NBIS. I dont think people realize how truly unique they are. Their story is truly one of a kind. Going from being a literal tech giant russias Google to being forced to flee during war time. Move [----] engineers across Europe and still in only a couple of years reestablish yourself as a leader in one of the hottest emerging spaces barely even skipping a beat. That is completely unheard of and it doesnt even begin to factor in all the other businesses that are under their umbrella like click house and avride. There might be a company that posts similar gains but"
[X Link](https://x.com/Para_Capital/status/1972081473881612465) 2025-09-27T23:30Z [---] followers, [---] engagements
"This $NBIS $SHOP AND $NET BOTH RUN ON NEBIUS $NBIS is becoming the AI cloud of choice for companies you wouldnt expect to overlap. Much of this demand also flows through Toloka owned by Nebius which supplies the training data powering enterprise AI workflows. And demand for compute https://t.co/NqDsTnrXCR $SHOP AND $NET BOTH RUN ON NEBIUS $NBIS is becoming the AI cloud of choice for companies you wouldnt expect to overlap. Much of this demand also flows through Toloka owned by Nebius which supplies the training data powering enterprise AI workflows. And demand for compute"
[X Link](https://x.com/Para_Capital/status/1972082641378971971) 2025-09-27T23:35Z [---] followers, [----] engagements
"@thegrowthplay You clearly dont know anything about the company. You realize they just signed a 17b / [--] year contract yeah They were already on track for 1B ARR by EOY prior"
[X Link](https://x.com/Para_Capital/status/1972302021618503713) 2025-09-28T14:07Z [---] followers, [----] engagements
"@thegrowthplay They are one of the best long term plays in the market. They are not one company but many you get so much when you buy $NBIS. Do a deep dive and you will no doubt buy"
[X Link](https://x.com/Para_Capital/status/1972307516483920068) 2025-09-28T14:28Z [---] followers, [---] engagements
"That sounds like an awesome job wish I was qualified haha. $NBIS $NVDA the best is yet to come. $NBIS Nebius is searching for a Director of Strategic Partners - NVIDIA Relations Were looking for a strategic connected and execution-focused leader to own and expand our partnership with NVIDIA. In this role you will act as the primary quarterback for all aspects of our https://t.co/UjMcyMRp6E $NBIS Nebius is searching for a Director of Strategic Partners - NVIDIA Relations Were looking for a strategic connected and execution-focused leader to own and expand our partnership with NVIDIA. In this"
[X Link](https://x.com/Para_Capital/status/1972455777236574597) 2025-09-29T00:17Z [---] followers, [----] engagements
"400k worth of $NBIS in the premarket. Love to see it"
[X Link](https://x.com/Para_Capital/status/1972460876205850743) 2025-09-29T00:38Z [---] followers, [----] engagements
"The hits just keep on coming for $NBIS JUST IN: $NBIS achieves NVIDIA Exemplar Status onNVIDIA H200 GPUs for training workloads π₯ "Were proud toannounce that $NBIS isone ofthe first NVIDIA Cloud Partners toachieve NVIDIA Exemplar Status onNVIDIA H200 GPUs for training workloads. This recognition validates https://t.co/6YpcCqw6xz JUST IN: $NBIS achieves NVIDIA Exemplar Status onNVIDIA H200 GPUs for training workloads π₯ "Were proud toannounce that $NBIS isone ofthe first NVIDIA Cloud Partners toachieve NVIDIA Exemplar Status onNVIDIA H200 GPUs for training workloads. This recognition"
[X Link](https://x.com/Para_Capital/status/1972589775862546663) 2025-09-29T09:10Z [---] followers, [----] engagements
"@DyldoSchwagginz @j0hnwang Market cap is what shows a company's value not its share price. Market Cap = Shares Outstanding Stock Price. Coinbase is worth 85B to $HOOD's 120B. It would behoove you to educate yourself before making comments on the internet or you're going to get roasted"
[X Link](https://x.com/Para_Capital/status/1972999250696175866) 2025-09-30T12:17Z [---] followers, [---] engagements
"This plus another ATH for $NBIS today. JUST IN: Shake Shack Joins Avride (owned by $NBIS) and Uber Eats in Jersey City π₯ Our robots have already become a familiar sight in Jersey City and were deeply touched by the warm welcome from the community. Were especially thrilled to now be delivering from Shake Shack a https://t.co/F6I77pacu8 JUST IN: Shake Shack Joins Avride (owned by $NBIS) and Uber Eats in Jersey City π₯ Our robots have already become a familiar sight in Jersey City and were deeply touched by the warm welcome from the community. Were especially thrilled to now be delivering from"
[X Link](https://x.com/Para_Capital/status/1973026243860984261) 2025-09-30T14:04Z [---] followers, [----] engagements
"@JaguarAnalytics I never considered doing CCs instead of selling/trimming. I feel the same its run up so much and I feel my portfolio is running very hot and I should trim back but the tax implications would be huge. Doing CCs would be a nice balance instead. Anything Im missing"
[X Link](https://x.com/anyuser/status/1975914101886120103) 2025-10-08T13:20Z [---] followers, [----] engagements
"Sick $NBIS wins again. Big win for $NBIS. Heres why this TD SYNNEX partnership is a big deal and what it actually means. In simple terms: TD SYNNEX will now resell Nebiuss AI cloud infrastructure to its massive network of IT resellers system integrators and service providers. These Big win for $NBIS. Heres why this TD SYNNEX partnership is a big deal and what it actually means. In simple terms: TD SYNNEX will now resell Nebiuss AI cloud infrastructure to its massive network of IT resellers system integrators and service providers. These"
[X Link](https://x.com/Para_Capital/status/1975935576164405319) 2025-10-08T14:45Z [---] followers, [----] engagements
"Wow okay $NBIS to the moon. https://finance.yahoo.com/news/microsoft-forecasts-show-data-center-191543276.html https://finance.yahoo.com/news/microsoft-forecasts-show-data-center-191543276.html"
[X Link](https://x.com/Para_Capital/status/1976379762584310132) 2025-10-09T20:10Z [---] followers, [----] engagements
"@DividendDude_X Bought enough gold to bury myself in like a dragon"
[X Link](https://x.com/Para_Capital/status/1976405306713440324) 2025-10-09T21:51Z [---] followers, [----] engagements
"@InvestmentGuru_ $PPTA gold and largest antimony source in the US. Fully permitted and government funded"
[X Link](https://x.com/anyuser/status/1976583499655344130) 2025-10-10T09:40Z [---] followers, [----] engagements
"Oh no my account is where it was3 days ago. $NBIS"
[X Link](https://x.com/Para_Capital/status/1976789987837579771) 2025-10-10T23:20Z [---] followers, [---] engagements
"$PPTA - A Potential Trump Deal. Perpetua Resources controls America's only large-scale domestic antimony source a critical mineral essential for munitions and defense systems. China controls 85% of the global supply. $PPTA Direct Trump Connections: John Paulson- Owns 31% of $PPTA through Paulson & Co. after investing $185 million since [----]. Trump considered him for Treasury Secretary in November [----]. Paulson declined but stated he would "remain actively involved with the President's economic team and helping in the implementation of President Trump's outstanding policy proposals." Paulson"
[X Link](https://x.com/anyuser/status/1977855440877699364) 2025-10-13T21:54Z [---] followers, [----] engagements
"I normally feel like motley fool articles are just attention grabs but this is good $NBIS https://www.fool.com/investing/2025/10/14/nebius-group-hot-artificial-intelligence-ai-ipo/ https://www.fool.com/investing/2025/10/14/nebius-group-hot-artificial-intelligence-ai-ipo/"
[X Link](https://x.com/Para_Capital/status/1978181635506835516) 2025-10-14T19:30Z [---] followers, [---] engagements
"@zoomyzoomm That reads like someone who got scammed by a Shay bot. No one can possibly be this stupid to read texts like that and believe it"
[X Link](https://x.com/Para_Capital/status/1978267026352193895) 2025-10-15T01:09Z [---] followers, [----] engagements
"@unusual_whales Everyone saying $OKLO is doing no DD. $BWXT already claimed it as theirs and did a press release. https://x.com/bwxt/status/1978191083000709386s=46 The future of global energy security is upon us. BWXT is eager to meet the mission of the United States Army and is currently leading the manufacturing and delivery of the first advanced microreactor in the US creating transportable nuclear power for electricity to power DoW's https://t.co/EMkS4rWdRO https://x.com/bwxt/status/1978191083000709386s=46 The future of global energy security is upon us. BWXT is eager to meet the mission"
[X Link](https://x.com/anyuser/status/1978435103538720864) 2025-10-15T12:17Z [---] followers, [----] engagements
"A leader in every sense $NBIS π¨ JUST IN: $NBIS introduces Nebius AI Cloud [---] Aether delivering enterprise-grade security compliance and control for AI deployment at scale. Over the past year $NBIS has worked closely with enterprises transitioning their AI projects from experiments to business-critical https://t.co/Fn6R3dJmYQ π¨ JUST IN: $NBIS introduces Nebius AI Cloud [---] Aether delivering enterprise-grade security compliance and control for AI deployment at scale. Over the past year $NBIS has worked closely with enterprises transitioning their AI projects from experiments to"
[X Link](https://x.com/Para_Capital/status/1978795831915385220) 2025-10-16T12:11Z [---] followers, [----] engagements
"Exactly why I drown myself in shares today and yesterday. $NBIS Long $NBIS at $112 = $28B market cap. $5B cash 28% of ClickHouse (IPO soon could be worth $58B) Other subs $3B (conservative) That leaves $15B for the core biz doing $34B ARR by end of [----]. Are you still scared of buying https://t.co/bA4OsHGT4u $NBIS at $112 = $28B market cap. $5B cash 28% of ClickHouse (IPO soon could be worth $58B) Other subs $3B (conservative) That leaves $15B for the core biz doing $34B ARR by end of [----]. Are you still scared of buying https://t.co/bA4OsHGT4u"
[X Link](https://x.com/anyuser/status/1979291972805239166) 2025-10-17T21:02Z [---] followers, [----] engagements
"Waiting for the next $NBIS earning or catalyst. Soon :)"
[X Link](https://x.com/Para_Capital/status/1979866998051070445) 2025-10-19T11:07Z [---] followers, [----] engagements
"AWS down should have used $NBIS :)"
[X Link](https://x.com/Para_Capital/status/1980205191862562981) 2025-10-20T09:31Z [---] followers, [---] engagements
"How is $NBIS still not getting any price action love Seems crazy"
[X Link](https://x.com/anyuser/status/1980267495891038299) 2025-10-20T13:38Z [---] followers, [----] engagements
"Interesting π. $NBIS $NBIS So here is how you know a game is being played to accumulate shares. There are almost a million less short shares borrowed today than last week. They are returning shares and we are still falling https://t.co/piXVIcDtmW $NBIS So here is how you know a game is being played to accumulate shares. There are almost a million less short shares borrowed today than last week. They are returning shares and we are still falling https://t.co/piXVIcDtmW"
[X Link](https://x.com/Para_Capital/status/1980345023712677987) 2025-10-20T18:47Z [---] followers, [---] engagements
"Me next time $NBIS rips after inhaling these dips"
[X Link](https://x.com/Para_Capital/status/1980347067701801160) 2025-10-20T18:55Z [---] followers, [----] engagements
"Who is actually selling $NBIS at $103 right now That's insane. If I hadn't already bust my bag buying [----] more shares in the last [--] sessions I would be stuffing my face right now"
[X Link](https://x.com/anyuser/status/1980689735296381241) 2025-10-21T17:36Z [---] followers, [----] engagements
"@MktMavPro You lucky duck. I physically can't buy anymore and im foaming at the mouth rn"
[X Link](https://x.com/Para_Capital/status/1980690597863452995) 2025-10-21T17:40Z [---] followers, [---] engagements
"@CryptoGhosty333 I bought at $30. Ive only been accumulating more and more"
[X Link](https://x.com/Para_Capital/status/1980723450131239364) 2025-10-21T19:50Z [---] followers, [---] engagements
"Official announcement for $NBIS earnings. Nov [--] premarket. Got a decent wait til the world sees this juggernaut in action again. Amsterdam October [--] [----] Nebius Group N.V. (Nebius Group or the Company; NASDAQ: NBIS) will release its third quarter [----] financial results on Tuesday November [--] [----] before market open. Nebius Group will also hold a conference call to discuss its results at 8:00 a.m. Eastern Time (5:00 a.m. Pacific Time / 2:00 p.m. Central European Time) on the same day. The registration link to access the webcast and its replay will be available on Nebius Groups Investor"
[X Link](https://x.com/Para_Capital/status/1980968436898336866) 2025-10-22T12:04Z [---] followers, [----] engagements
"Why are we not talking about this more I think this is an incredible onramping opportunity. Feel like it go lost in the noise this month. $NBIS long. We are partnering with TD SYNNEX to make our capacity even more accessible: https://t.co/VGAsCUN8Kj π€ TD SYNNEX now equips partners of all sizes with access to Nebius. This IaaS offering gives them the tools to scale PoCs into enterprise-grade solutions. #AIPartnerships #IaaS https://t.co/zKqOOVXsCv We are partnering with TD SYNNEX to make our capacity even more accessible: https://t.co/VGAsCUN8Kj π€ TD SYNNEX now equips partners of all sizes"
[X Link](https://x.com/Para_Capital/status/1981464976603619619) 2025-10-23T20:57Z [---] followers, [---] engagements
"@daniel_koss $NBIS [--] EOY"
[X Link](https://x.com/Para_Capital/status/1981798220649955437) 2025-10-24T19:01Z [---] followers, [---] engagements
"@TacticzH @mcF_dan Tell me you know nothing about $NBIS without telling me. They did not IPO. They got relisted after the Yandex Russian asset split"
[X Link](https://x.com/Para_Capital/status/1982449647852429495) 2025-10-26T14:10Z [---] followers, [---] engagements
"Shots fired $NBIS said here Ill make the debate real simple for you. Directly on their website homepage too"
[X Link](https://x.com/Para_Capital/status/1982543111961329828) 2025-10-26T20:21Z [---] followers, [---] engagements
"@AlvaroMysterio @NVIDIAGTC Im disappointed so far before should have happened already no"
[X Link](https://x.com/Para_Capital/status/1983213201777988066) 2025-10-28T16:44Z [---] followers, [---] engagements
"@jjrinvest I agree. I love $NBIS Im as bullish as they come but I am an absolute stickler for being on time with news when you announce a specific time frame. Cant execute on the simple things then it becomes harder to trust on the more complex. Still long $NBIS just disappointed"
[X Link](https://x.com/Para_Capital/status/1983231273448403213) 2025-10-28T17:55Z [---] followers, [----] engagements
"I repeat Powell said AI is not a bubble and unlike the dot com bubble companies have earning to justify. Not a bubble Long $NBIS and $TSM etc etc"
[X Link](https://x.com/anyuser/status/1983613720640254341) 2025-10-29T19:15Z [---] followers, [----] engagements
"This is the level of confidence I love from an executive team. $NBIS Roman Chernin CBO and co-founder of $NBIS just published an article in Forbes titled The Hidden Advantage of Integrated AI Infrastructure. Its a perfect breakdown of why $NBIS stands out from competitors. I highly recommend reading the full piece but heres a summary: π§ https://t.co/V81Fh2NpbT Roman Chernin CBO and co-founder of $NBIS just published an article in Forbes titled The Hidden Advantage of Integrated AI Infrastructure. Its a perfect breakdown of why $NBIS stands out from competitors. I highly recommend reading the"
[X Link](https://x.com/Para_Capital/status/1983964425653456979) 2025-10-30T18:29Z [---] followers, [----] engagements
"Great write up on one of my favorite new positions $SOLS Early window. $HOOD didnt even have the right company info for the ticker until today (they just updated). Snapshot of yesterday below vs the actually company. $SOLS - Solstice Advanced Materials Now officially trading as a new independent public company after it's spin-off from $HON - Honeywell A profitable advanced materials leader with stable growth solid margins and advantageous secular tailwinds Currently valued cheaper than https://t.co/WDt6nqZOBz $SOLS - Solstice Advanced Materials Now officially trading as a new independent"
[X Link](https://x.com/anyuser/status/1984235602758574443) 2025-10-31T12:26Z [---] followers, [----] engagements
"$SOLS is becoming one of my largest new holdings. Great time to enter during the spinoff classic selloff. Huge Moat in nuclear fuel. Clean balance sheet and already an S&P500 inclusion. For all my $NBIS holders this is a solid pick and axe play that supports the data center bull thesis. $SOLS - Solstice Advanced Materials Ahead of regular trading on October 30th the company was initiated with an Outperform rating and $70 price target by BMO Capital BMO Capital analyst John McNulty says Solstices split from $HON - Honeywell gives materials investors the https://t.co/ZlzIqhjimc $SOLS - Solstice"
[X Link](https://x.com/anyuser/status/1984311931168031085) 2025-10-31T17:30Z [---] followers, [----] engagements
"Not the world's greatest speaker but you get the point. $SOLS is a great pick-and-shovel trade crossing multiple popular sectors right now like AI nuclear and defense. They are a critical component of the nuclear supply chain holding a total monopoly on uranium hexafluoride (UF6) fuel conversion with a $2B contracted backlog. It actually doesn't even make sense if you want to talk about companies that are vital to America's defense and domestic security. 100% of U.S. commercial nuclear reactors need UF6 to function. If you add it up that's [--] domestic reactors plus [--] aircraft carriers"
[X Link](https://x.com/anyuser/status/1984399096870748271) 2025-10-31T23:16Z [---] followers, [---] engagements
"$NBIS these last few weeks"
[X Link](https://x.com/Para_Capital/status/1985727138285211822) 2025-11-04T15:13Z [---] followers, [---] engagements
"@MktMavPro I think thats a bit of an over reaction"
[X Link](https://x.com/Para_Capital/status/1985755862074323380) 2025-11-04T17:07Z [---] followers, [----] engagements
"@MktMavPro It was literally just at $133 yesterday. They dont have news to drop every day we are just use to being overstimulated. They have the UK announcement on the 6th then earnings"
[X Link](https://x.com/Para_Capital/status/1985756964551299445) 2025-11-04T17:12Z [---] followers, [---] engagements
"$NBIS just racing back to $105 jeez. No news whos dumping bags that bad"
[X Link](https://x.com/Para_Capital/status/1985876246442725382) 2025-11-05T01:06Z [---] followers, [---] engagements
"Stuff like this is why $NBIS is a different approach for neoclouds. Long $NBIS β‘Today marks a big milestone for Nebius. Were launching Nebius Token Factory the evolution of Nebius AI Studio built to make open-source AI production-grade. Token Factory transforms raw open models into governed scalable systems with dedicated inference sub-second https://t.co/SdWVMiXvWO β‘Today marks a big milestone for Nebius. Were launching Nebius Token Factory the evolution of Nebius AI Studio built to make open-source AI production-grade. Token Factory transforms raw open models into governed scalable systems"
[X Link](https://x.com/Para_Capital/status/1986043379067797632) 2025-11-05T12:10Z [---] followers, [----] engagements
"You can still get on the $SOLS train under $50 before 11/06 earnings. Its a beautiful blend of pick and axe support for all the hottest sectors: AI Nuclear DCs Chips Cooling and Defense. Seriously check them out Very low cost they have approximately a 2.3x revenue multiple/7.9x EBITDA multiple and have a 26.4% industry-leading EBITDA margin. https://twitter.com/i/web/status/1986090568498151667 https://twitter.com/i/web/status/1986090568498151667"
[X Link](https://x.com/anyuser/status/1986090568498151667) 2025-11-05T15:17Z [---] followers, [----] engagements
"People were wondering how $NBIS can compete with pure bare metal like $IREN. Innovations like this is how They are trailblazing This is a game changer for $NBIS Nebius Token Factory is a tool that helps companies run AI much cheaper and faster. Think of a shopping app like Amazon. They use AI to recommend products and answer customer questions. Normally that costs a LOT. When they switch to Nebius This is a game changer for $NBIS Nebius Token Factory is a tool that helps companies run AI much cheaper and faster. Think of a shopping app like Amazon. They use AI to recommend products and answer"
[X Link](https://x.com/Para_Capital/status/1986098561046499438) 2025-11-05T15:49Z [---] followers, [---] engagements
"The hits keep coming today $NBIS Its now official: $NBIS will open its data center in the UK tomorrow. CEO Arkady Volozh will be speaking at the Future of AI Summit in London a conference the $NBIS team is attending. Source: Dr. Ilya Burkov The initial deployment is expected to include [----] NVIDIA https://t.co/NZjomaNgvv Its now official: $NBIS will open its data center in the UK tomorrow. CEO Arkady Volozh will be speaking at the Future of AI Summit in London a conference the $NBIS team is attending. Source: Dr. Ilya Burkov The initial deployment is expected to include [----] NVIDIA"
[X Link](https://x.com/Para_Capital/status/1986124237359452319) 2025-11-05T17:31Z [---] followers, [----] engagements
"@daniel_koss I've noticed as well. I would think #3 more annoyed than anything"
[X Link](https://x.com/Para_Capital/status/1986367413131039119) 2025-11-06T09:37Z [---] followers, [---] engagements
"Lets ride $NBIS π¨JUST IN: $NBIS JP Morgan $JPM has released 13F adding NEBIUS massively with another 526K shares. Total 1.37M β
shares or $154.32M Top #9 Institutional shareholder. π³ https://t.co/jQoRlVe7BX π¨JUST IN: $NBIS JP Morgan $JPM has released 13F adding NEBIUS massively with another 526K shares. Total 1.37M β
shares or $154.32M Top #9 Institutional shareholder. π³ https://t.co/jQoRlVe7BX"
[X Link](https://x.com/Para_Capital/status/1986882800667312147) 2025-11-07T19:45Z [---] followers, [----] engagements
"@RealCProphett @zerohedge This is only a fraction of what it actually does it dismantles the hemp industry at large"
[X Link](https://x.com/Para_Capital/status/1987626110855622866) 2025-11-09T20:59Z [---] followers, [---] engagements
"$NBIS if you're selling a day before earnings I feel sorry for you"
[X Link](https://x.com/Para_Capital/status/1987917916713451874) 2025-11-10T16:18Z [---] followers, 11.7K engagements
"Interesting $NBIS $NBIS π³π¨ π¨ Massive triple order block on $NBIS heading into the closing bell today. All [--] order blocks printed at the same price and all were well over the current time frame bid/ask prices. π¨ These [--] blocks combine for $155.4M worth of shares. https://t.co/hicwMv7aEk $NBIS π³π¨ π¨ Massive triple order block on $NBIS heading into the closing bell today. All [--] order blocks printed at the same price and all were well over the current time frame bid/ask prices. π¨ These [--] blocks combine for $155.4M worth of shares. https://t.co/hicwMv7aEk"
[X Link](https://x.com/Para_Capital/status/1988025539773210741) 2025-11-10T23:26Z [---] followers, [----] engagements
"$NBIS Very impressive jump in numbers. I am excited to hear more details on the earnings call soon. Arkady and the team deliver once more. [--] hyperscaler deals in one quarter. $MSFT $META I believe my DEC [----] Leaps will prove to be a highly profitable position"
[X Link](https://x.com/anyuser/status/1988221597044682903) 2025-11-11T12:25Z [---] followers, [---] engagements
"Arkady: "More and more it will be our owned facilities" Very nice they want to build top-down so they can maximize margins. $NBIS"
[X Link](https://x.com/Para_Capital/status/1988244852526473289) 2025-11-11T13:58Z [---] followers, [---] engagements
"How are you selling $NBIS here after that call and future guidance"
[X Link](https://x.com/Para_Capital/status/1988253450698703311) 2025-11-11T14:32Z [---] followers, [----] engagements
"This. People should listen to the call. Many of the questions got answered in my opinion. $NBIS $NBIS CFO: the only reason they are in the mid-point of their guidance (and not above it) is the timing of their capacity coming online. $NBIS CFO: the only reason they are in the mid-point of their guidance (and not above it) is the timing of their capacity coming online"
[X Link](https://x.com/Para_Capital/status/1988281601588154722) 2025-11-11T16:24Z [---] followers, [----] engagements
"$NBIS is now pinging at or below where it was trading after the $MSFT news in Sept. Thats crazy seeing all we have had happen since then"
[X Link](https://x.com/Para_Capital/status/1988649090864017822) 2025-11-12T16:44Z [---] followers, [----] engagements
"Don't forget this addition is effective Nov 24th. $NBIS MSCI just added $CRWV & $NBIS to the MSCI World Index https://t.co/VveJyM89Hj MSCI just added $CRWV & $NBIS to the MSCI World Index https://t.co/VveJyM89Hj"
[X Link](https://x.com/Para_Capital/status/1988763326139232558) 2025-11-13T00:18Z [---] followers, 17.1K engagements
"Reminder: $NBIS did a $4B convertible with Goldman Sachs $GS in September at $92.50. If youre selling below that price youre saying either: -Goldmans smart money got it wrong or. -Theyll magically lose conviction a month after and dump it. Do you want to bet on either"
[X Link](https://x.com/anyuser/status/1988944599570858179) 2025-11-13T12:18Z [---] followers, 23.6K engagements
"@NotJustAnyWhale Usually institutions don't exit plays in 30-45 days but it is not impossible"
[X Link](https://x.com/Para_Capital/status/1988984673352179960) 2025-11-13T14:57Z [---] followers, [----] engagements
"I like this very much. $NBIS π¨JUST IN: $NBIS UBS WELL FARGO BNP PARIBAS Altshuler Shaham all adding multi million shares blocks in Q3 π³π³π³π³ its clear we are on a loading rampage. Conviction & taking advantage is key now. https://t.co/y39E3rAOxC π¨JUST IN: $NBIS UBS WELL FARGO BNP PARIBAS Altshuler Shaham all adding multi million shares blocks in Q3 π³π³π³π³ its clear we are on a loading rampage. Conviction & taking advantage is key now. https://t.co/y39E3rAOxC"
[X Link](https://x.com/Para_Capital/status/1989091172661490152) 2025-11-13T22:01Z [---] followers, [----] engagements
"$NBIS is covered by [--] analysts with the following ratings: Northland Securities- $211 Goldman Sachs $GS - $155 Arete -$184 BWS -$130 DA Davison - $150 Average price target $166 nearly a 2X from current share price of $84 after its massive pullback this month"
[X Link](https://x.com/anyuser/status/1989413132993999177) 2025-11-14T19:20Z [---] followers, 95.5K engagements
### Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
---
### Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._
+ **start**: _The start time (unix timestamp) to go back to._
+ **end**: _The end time (unix timestamp) to stop at._
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```
Example response:
```json
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
```
Schema:
+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
---
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Para_Capital Paradise CapitalParadise Capital posts on X about $nbis, ai, $avav, future the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 31.82% finance 27.27% technology brands 13.64% countries 5.3% financial services 3.79% cryptocurrencies 3.03% automotive brands 1.52% exchanges 1.52% travel destinations 1.52% events 0.76%
Social topic influence $nbis #104, ai 10.61%, $avav #20, future 4.55%, data 4.55%, we are 4.55%, $tsm 3.79%, stocks 3.79%, $ktos #27, $msft 3.79%
Top accounts mentioned or mentioned by @absface @johnny5media @unusualwhales @louisbourse @thelonginvest @mktmavpro @sandeman52 @flyarcher @venu7 @longinvest32 @spacbobby @mike10947310 @kkomysh @nebiusai @thegrowthplay @danielkoss @tiger_strat @endicottinvests @stocksavvyshay @futurumequities
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) AeroVironment, Inc. (AVAV) Taiwan Semiconductor (TSM) Kratos Defense & Security Solutions, Inc. (KTOS) Microsoft Corp. (MSFT) SOLLENSYS CORP (SOLS) Robinhood Markets, Inc. (HOOD) L3Harris Technologies Inc (LHX) Ondas Holdings Inc. Common Stock (ONDS) Northrop Grumman Corporation (NOC) The Ensign Group, Inc. (ENSG) Iris Energy Limited (IREN) Goldman Sachs (GS) Perpetua Resources Corp. Common Shares (PPTA) Alphabet Inc Class A (GOOGL) JPMorgan Chase (JPM) Hims & Hers Health, Inc. (HIMS) Honeywell International Inc (HON) Heroes of NFT (HON) GammaSwap (GS) Bank of America (BAC) Apple, Inc. (AAPL) KKR & Co, Inc. (KKR) Novo-Nordisk (NVO) GE Vernova Inc. (GEV) Monolithic Power Systems, Inc. (MPWR) Electroneum (ETN)
Top posts by engagements in the last [--] hours
"@EndicottInvests Another [---] shares added for myself as well"
X Link 2025-08-18T14:30Z [---] followers, [----] engagements
"@StockSavvyShay @FuturumEquities @rwang07 And $TSM makes them both :)"
X Link 2025-09-03T15:26Z [---] followers, [----] engagements
"@atlasx100 FUCK no and I have 4X that. Depreciating assets that high cost are an absolute no go"
X Link 2025-10-07T18:34Z [---] followers, [----] engagements
"$HOOD app and website both down Any news on this"
X Link 2025-10-20T07:39Z [---] followers, [----] engagements
"Alright thats one announcement $NBIS $NBIS just announced that Nebius AI Studio now hosts NVIDIA Nemotron Nano [--] VL. It's a compact production-ready multimodal reasoning model built for real-world document intelligence and video understanding. "With its hybrid Transformer-Mamba architecture Nemotron Nano [--] VL https://t.co/o2Ho8Uh1CM $NBIS just announced that Nebius AI Studio now hosts NVIDIA Nemotron Nano [--] VL. It's a compact production-ready multimodal reasoning model built for real-world document intelligence and video understanding. "With its hybrid Transformer-Mamba architecture Nemotron"
X Link 2025-10-28T19:26Z [---] followers, [----] engagements
"People really think $NBIS is a meme stock and dont understand the legend that Arkady Volozh is. They have one of the best engineering teams in the world and you want to bet against them why"
X Link 2025-11-10T20:50Z [---] followers, [----] engagements
"Part of me wants to sell my remaining shares of $HOOD for more $NBIS leaps"
X Link 2025-11-11T19:41Z [---] followers, [---] engagements
"Drone stocks taking a beating today. Added yesterday to AVAV on the 17% drop. Will wait to add more if PA continues for the next few days. Long drone positions in size order currently: $AVAV - [---] shares $KTOS - [---] shares $LHX - [---] shares $NOC - [--] shares $ONDS - [----] shares"
X Link 2026-01-21T18:09Z [---] followers, [---] engagements
"Can you say NEBIUS. $NBIS BREAKING: π¨ Europe is moving to replace U.S. tech firms with local ones. An EU Parliament resolution urges digital sovereignty cutting reliance on U.S. giants like AWS Azure and Google Cloud and promoting a European Eurostack. https://t.co/DgN58aMwjK BREAKING: π¨ Europe is moving to replace U.S. tech firms with local ones. An EU Parliament resolution urges digital sovereignty cutting reliance on U.S. giants like AWS Azure and Google Cloud and promoting a European Eurostack. https://t.co/DgN58aMwjK"
X Link 2026-01-25T19:43Z [---] followers, [----] engagements
"A stock that no one talks about that has been steadily compounding for years. $ENSG. Retirement homes aka where all the aging baby boomers will be going soon"
X Link 2026-01-28T15:12Z [---] followers, [---] engagements
"Does anyone have any thoughts on the odd price action for $NBIS It continuously builds (usually outside of market hours) pops over $100 and then gets violently ripped down towards low $90. It keeps repeating this cycle like clockwork"
X Link 2026-01-28T17:00Z [---] followers, 16.4K engagements
"Another day another $AVAV buy. Clear analyst support across the board and massive production expansion"
X Link 2026-02-02T18:44Z [---] followers, [---] engagements
"$ENSG for the win. Not sexy just a beast. One of the most underrated tickers out there"
X Link 2026-02-05T14:57Z [---] followers, [---] engagements
"$ENSG went up so much today it triggered a volatility warning. Love that a sexy not sexy stock"
X Link 2026-02-05T19:06Z [---] followers, [--] engagements
"$IREN holders we will take you in the $NBIS camp. One thing I am confident in is that regardless of the PA we will never see an earnings report missing so wildly like that because we hav crypto constantly swings financials. In Arkady we trust"
X Link 2026-02-06T10:44Z [---] followers, [----] engagements
"Bank of America included two of my favorite defense/drone longs $AVAV and $KTOS in the top [--] companies who will standout in the realms of physical AI. https://www.benzinga.com/markets/tech/26/02/50430658/top-physical-ai-stocks-2026-nvidia-alphabet-arm-holdings-amd-tesla-qualcomm https://www.benzinga.com/markets/tech/26/02/50430658/top-physical-ai-stocks-2026-nvidia-alphabet-arm-holdings-amd-tesla-qualcomm"
X Link 2026-02-06T12:53Z [---] followers, [---] engagements
"Well would you look at that. So bare metal isnt all the rage $NBIS $IREN's Dan Roberts: One of the contracts were negotiating at the moment is a multi-billion-dollar deal where we need to bring a software solution. Interesting Seems like the software stack matters after all https://t.co/TtMcWj9cbe $IREN's Dan Roberts: One of the contracts were negotiating at the moment is a multi-billion-dollar deal where we need to bring a software solution. Interesting Seems like the software stack matters after all https://t.co/TtMcWj9cbe"
X Link 2026-02-06T17:28Z [---] followers, [----] engagements
"My top [--] positions with % of total portfolio: #1 $JPM / JPMORGAN CHASE $310160.00 (8.65%) Financials #2 $NBIS / NEBIUS $307237.50 (8.57%) Tech/AI #3 $AAPL / APPLE $176582.40 (4.93%) Consumer #4 $V / VISA $164565.00 (4.59%) Financials #5 $KKR / KKR $148755.00 (4.15%) Financials #6 $TSM / TAIWAN SEMICONDUCTOR $126857.00 (3.54%) Tech/AI #7 $SLV / ISHARES SILVER $100035.00 (2.79%) Precious Metals #8 $AVAV / AEROVIRONMENT $90936.43 (2.54%) Defense & Aerospace #9 $CVX / CHEVRON $89615.00 (2.50%) Energy #10 $RGLD / ROYAL GOLD $88770.50 (2.48%) Precious Metals"
X Link 2026-02-06T17:43Z [---] followers, [---] engagements
"@Sandeman52 Try throwing some shade on $iren youll get people flipping the fuck out. Ive been getting it all day some people are so sensitive"
X Link 2026-02-07T03:12Z [---] followers, [---] engagements
"Savage. Love Palmer. @exec_sum My house cost more than this. And I am just some guy not a whole country. @exec_sum My house cost more than this. And I am just some guy not a whole country"
X Link 2026-02-07T11:28Z [---] followers, [---] engagements
"$NVO god candle incoming Monday. $HIMS & Hers says its stopping sales of its copycat Wegovy pill following the FDAs Feb. [--] warning that its cracking down on mass-marketed compounded GLP-1 knockoffs. Hims said after talks with industry stakeholders it decided to stop offering the treatment. https://t.co/CVIux8BER0 $HIMS & Hers says its stopping sales of its copycat Wegovy pill following the FDAs Feb. [--] warning that its cracking down on mass-marketed compounded GLP-1 knockoffs. Hims said after talks with industry stakeholders it decided to stop offering the treatment. https://t.co/CVIux8BER0"
X Link 2026-02-07T20:24Z [---] followers, [---] engagements
"Reason to not jump to conclusions to fast. Many including myself didnt realize $KTOS is involved here since Valkyrie is their more famous project until you look deeper and see they have a play here as well. $KTOS Kratos Defense Time to Run the Gauntlet The first gauntlet begins on Feb [--] when participants will bring UAS prototypes to Fort Benning. [--] vendors will be selected to produce 30k units at $5k ASP each and deliver by July. More on Jag home page: https://t.co/mAoi3Qs49v https://t.co/n0l4GLC6v9 $KTOS Kratos Defense Time to Run the Gauntlet The first gauntlet begins on Feb [--] when"
X Link 2026-02-07T22:32Z [---] followers, [---] engagements
"@LouisBourse @flyarcher I think its important to note State street increase was done through managed accounts adding. Not them actively adding shares intentionally"
X Link 2026-02-09T16:59Z [---] followers, [---] engagements
"@LouisBourse @flyarcher Eh it was literally report that the disclosure structure clearly demonstrates a passive position under a rule 13d 1(b). It just means its held by clients State Street had very little influence over its addition"
X Link 2026-02-09T17:35Z [---] followers, [--] engagements
"@Sandeman52 It doesnt even have to be a crazy name. $GEV $MPWR $ETN so many ways to win for the more cautious"
X Link 2026-02-09T22:51Z [---] followers, [---] engagements
"$TSM the GOAT"
X Link 2026-02-10T09:22Z [---] followers, [---] engagements
"@DeepValueBagger I have been a fan of Arkady for years. Once I saw $NBIS come to be I was elated. I remeber talking to some very smart people about my thesis back when it was in the $30s and they thought I was crazy. They now all hold but didn't come around until post $MSFT"
X Link 2026-02-10T18:11Z [---] followers, [---] engagements
"@Tiger_Strat @Venu_7_ @longinvest32 @Spiralout_one Ill say in absolutes. Theres absolutely no way Arkady sells $NBIS. Point blank period. Story time Some of the now hyperscalers tried to buy Yandex in [--]. He wouldnt sell to $GOOG $MSFT or Yahoo then and he sure isnt going to sell $NBIS to them now"
X Link 2026-02-13T23:17Z [---] followers, [--] engagements
"@SpacBobby $AVAV great drone long too"
X Link 2026-02-03T02:19Z [---] followers, [---] engagements
"@aleabitoreddit What happened to $AVAV"
X Link 2026-02-08T02:15Z [---] followers, [---] engagements
"I am loading $AVAV consistently on any weakness. I am very bullish on them scaling up"
X Link 2026-02-10T17:23Z [---] followers, [---] engagements
"@Mike10947310 Not really. $AVAV makes DEW they have locust which is the highest in service DEW. Then a bulk of $ONDS platform is counter drone solutions. $KTOS major platform isnt really applicable"
X Link 2026-02-11T21:23Z [---] followers, [---] engagements
"@BlackScholesMan Add more. They arent testing DEWs locust has already been real world combat tested and deployed"
X Link 2026-02-12T13:32Z [---] followers, [--] engagements
"@Ej03__ @johnny5media Yeah $HIMS is trash"
X Link 2026-02-12T16:33Z [---] followers, [---] engagements
"I have an addiction to drone stocks. I can't seem to stop buying $AVAV $KTOS and $ONDS. I think the three will outperform in [----]. I hold them in that weight order Followed by $LHX and $NOC which I have already for prime exposure"
X Link 2026-02-10T18:04Z [---] followers, [---] engagements
"The further I digest the shareholder letter the more bullish I become. Ignore the misses this was brilliant execution. I cant wait for the call. $NBIS"
X Link 2026-02-12T12:24Z [---] followers, [---] engagements
"@johnny5media Really is it's getting sold off with software sometimes it seems"
X Link 2026-02-12T16:25Z [---] followers, [--] engagements
"I believe if you are going to post about stocks it is important to be transparent with what you own. Over the last few years I have put together a portfolio with a balanced yet asymmetrical risk/reward profile essentially creating my own Global ETF that I believe will perform significantly well over the next few years. Total value is approximately $7.5m. I have had over 150% annualized returns for the last [--] years. I keep approx 50% in equities with the remainder in fixed funds bonds and cash accounts. This provides me with a comfortable floor and safety net to hunt for outperforming stocks"
X Link 2026-02-06T14:43Z [---] followers, [----] engagements
"$NBIS "No plans to use the ATM in the near future." Just another tool in the toolbox for funding. 60% of Capex will be covered by revenue and plans on using asset-backed financing"
X Link 2026-02-12T13:36Z [---] followers, [---] engagements
"@johnny5media That is nothing new though"
X Link 2026-02-12T16:06Z [---] followers, [---] engagements
"@Venu_7_ An acquisition is literally the least likely scenario for $nbis need to look at their earnings they are in warp speed for growth"
X Link 2026-02-13T16:35Z [---] followers, [---] engagements
"Yes it was calculated as 250m shares currently outstanding + assuming the full l 25m atm is used for a total of 275m shares. They said they did not plan to use the ATM but I factored it in regardless. Yes 8x ARR is conservative given the sheer level of sustained exponential growth required. https://twitter.com/i/web/status/2022364916997365955 https://twitter.com/i/web/status/2022364916997365955"
X Link 2026-02-13T17:39Z [---] followers, [--] engagements
"Aether (Oct [--] 2025) launched [--] days into Q4 so it was live for roughly [---] months of the quarter or about 85% of Q4. Token Factory (Nov [--] 2025) launched [--] days into Q4 so it was live for roughly [--] months of the quarter or about 60% of Q4. Id say it is very reasonable to not expect to see data from that until q1 [----] reporting when they have been in place for a full quarter. In terms of the capex we are in agreement the issue is put to bed for now. https://twitter.com/i/web/status/2022391165723513143 https://twitter.com/i/web/status/2022391165723513143"
X Link 2026-02-13T19:23Z [---] followers, [--] engagements
"Long the defense primes it is really that simple. $RTX $GD $NOC $GE $LHX NEW: Hegseth tells me the real reason why there are massive production delays in the defense industry: A lot of the hang up has been us. The way we do business weve been impossible to deal with. @theblaze https://t.co/hv87VWMHw6 NEW: Hegseth tells me the real reason why there are massive production delays in the defense industry: A lot of the hang up has been us. The way we do business weve been impossible to deal with. @theblaze https://t.co/hv87VWMHw6"
X Link 2026-02-10T02:34Z [---] followers, [---] engagements
"What is happening to $Tem Seems like its been a constant beatdown with no love for them recently. They have such a large data advantage for healthcare AI"
X Link 2026-02-12T16:01Z [---] followers, [---] engagements
"Some light napkin math on $NBIS if [----] ARR is achieved. Thoughts"
X Link 2026-02-13T15:04Z [---] followers, [----] engagements
"8x is very reasonable. NBIS guided 40% adj EBITDA margins and $3-3.4B recognized revenue for [----] with $7-9B ARR exiting the year. At todays price the stock trades at 7-8x that guided revenue so the market is already accepting a 8x multiple. CoreWeave trades 8-10x with weaker margins. Equinix/Digital Realty trade 6-8x revenue which are basically fancy REITs. 8x on a company growing 800% YoY with 40% margins and sold-out capacity is delusional what multiple would you assign https://twitter.com/i/web/status/2022380014168047640 https://twitter.com/i/web/status/2022380014168047640"
X Link 2026-02-13T18:39Z [---] followers, [--] engagements
"@crux_capital_ Ive been loading the boat"
X Link 2026-02-14T00:07Z [---] followers, [--] engagements
"@moninvestor It is only $200m. He made the filing June [--] so [--] months ago well before the q2 results and the stock surge. The way it is structured he can sell up to 4.1M shares until a $200M is hit. So at a $65 it would be 3.2M shares"
X Link 2025-09-06T12:09Z [---] followers, [---] engagements
"The casino never closing π¨ BREAKING π¨ SEC AND CFTC PUSH FOR 24/7 STOCK TRADING IN A JOINT STATEMENT. THIS IS MASSIVE π₯ https://t.co/robXMos9CO π¨ BREAKING π¨ SEC AND CFTC PUSH FOR 24/7 STOCK TRADING IN A JOINT STATEMENT. THIS IS MASSIVE π₯ https://t.co/robXMos9CO"
X Link 2025-09-07T00:26Z [---] followers, [---] engagements
"Buy both $ASML and $TSM then hold forever. No further guidance needed for those stocks. I like how $TSM posted a video about its new Arizona Fab where they explain how chips are made using EUV equipment from $ASML and they even include small clips provided by $ASML. "to be able to do this is incredibly difficult. We are using extreme ultraviolet technologies https://t.co/0iUqR13Z8J I like how $TSM posted a video about its new Arizona Fab where they explain how chips are made using EUV equipment from $ASML and they even include small clips provided by $ASML. "to be able to do this is"
X Link 2025-09-07T17:55Z [---] followers, [----] engagements
"People are still sleeping on $NBIS Five analysts including Goldman Sachs currently cover $NBIS with an average price target of around $89. Shares currently trading in the mid 60s Five analysts including Goldman Sachs currently cover $NBIS with an average price target of around $89. Shares currently trading in the mid 60s"
X Link 2025-09-08T16:59Z [---] followers, [----] engagements
"@TheLongInvest Disagree. We are already seeing reratings for $130 PTs. Sub $90 still gives you plenty of room to add to an exisiting position or enter. The rodeo is just warming up"
X Link 2025-09-09T14:03Z [---] followers, [----] engagements
"@TheLongInvest $nbis is actually cheaper at $90 then it was at $60 with this deal. Youre not actually looking at the bigger picture"
X Link 2025-09-09T16:49Z [---] followers, [----] engagements
"@jrouldz I mean its all tech I dont think people really think of this as diversification in the classic sense. At least I dont"
X Link 2025-09-09T21:35Z [---] followers, [---] engagements
"@TheLongInvest Time in market vs timing the market. The future value of this stock is clearly rising exponentially and has many catalysts for much further growth. Anything around or sub $90 is great entry still. There was just reratings today at $125-130"
X Link 2025-09-10T13:24Z [---] followers, [----] engagements
"@wisemancap Incorrect. Review it again"
X Link 2025-09-10T14:15Z [---] followers, [----] engagements
"@alc2022 I like your takes usually but that is not really accurate for either Tesla AMD or Hims. You can say they are leaders but there is absolutely competition for them"
X Link 2025-09-16T12:35Z [---] followers, [----] engagements
"@kkomysh @unusual_whales Georgia the stage in the US not the country"
X Link 2025-09-17T12:10Z [---] followers, [---] engagements
"@unusual_whales Its like people are completely forgetting that ICE just raided this facility and arrested hundreds of South Korean workers for visa violations. Hyundai is pulling back because of tension with the IS gov and SK"
X Link 2025-09-17T12:13Z [---] followers, [----] engagements
"@kkomysh @unusual_whales Its not about tariffs. Its about the US raiding the facility with ICE are arresting all the SK works for illegal visas"
X Link 2025-09-17T12:14Z [---] followers, [---] engagements
"Hilarious in the best way to see an executive of a 20b company being a man of the people $NBIS. How can you not love Arkady and Roman. @romanchernin I think on top of merch wed take another hyper scaler contract too π As I get it from X: the last (and only) thing left for @nebiusai to make investors 100% happy is merch. As I get it from X: the last (and only) thing left for @nebiusai to make investors 100% happy is merch"
X Link 2025-09-18T09:44Z [---] followers, [----] engagements
"The game is still early innings for $NBIS JUST IN: Northland raised its Price Target on $NBIS from $77 to $206 and keeps an Outperform rating π’ After $NBIS announced on September [--] a $17.4B deal with Microsoft to deliver dedicated capacity from its new data center in New Jersey Northland noted that "simplistically" https://t.co/R7WuSUJNdD JUST IN: Northland raised its Price Target on $NBIS from $77 to $206 and keeps an Outperform rating π’ After $NBIS announced on September [--] a $17.4B deal with Microsoft to deliver dedicated capacity from its new data center in New Jersey Northland noted"
X Link 2025-09-24T13:39Z [---] followers, [----] engagements
"Me when $NBIS has a 5% pullback from ATH but we still have a long way to climb"
X Link 2025-09-25T12:24Z [---] followers, [----] engagements
"$PPTA rare earth mining play. They are officially fully permitted and funded. The largest source of antimony in the US and the only large source domestic mine. Antimony needed for weapons and other tech almost all currently sourced from Russia or China. Already has DOW funding. It also has extremely large gold reserves"
X Link 2025-09-25T18:14Z [---] followers, [----] engagements
"Chief revenue officer of $NBIS - Essentially saying that future revenue and contracts will dramatically out pace what they have already reported which includes the $MSFT deal. π€― Extra gravy they are going to be a clear market leader when Europe starts playing catchup to AI. .@nebiusai' $NBIS Chief Revenue Officer Marc Boroditsky in conversation with @sam_vadas said the company's AI infrastructure deal with Microsoft $MSFT is one of the largest AI transactions ever. As part of the deal Nebius will provide Microsoft with dedicated artificial https://t.co/q0yhKKhM4h .@nebiusai' $NBIS Chief"
X Link 2025-09-27T00:38Z [---] followers, [----] engagements
"I have [----] shares of $NBIS now and my only fear is that I still dont own enough"
X Link 2025-09-27T13:11Z [---] followers, [----] engagements
"@HyperTechInvest I think that is a bit over exaggerative. Even if this happens theres going to be carve outs like with $TSMC AZ facility. It also doesnt have as much effect on a company like $NBIS which has multiple locations coming online outside of the US"
X Link 2025-09-27T13:31Z [---] followers, [----] engagements
"There isnt going to be another $NBIS. I dont think people realize how truly unique they are. Their story is truly one of a kind. Going from being a literal tech giant russias Google to being forced to flee during war time. Move [----] engineers across Europe and still in only a couple of years reestablish yourself as a leader in one of the hottest emerging spaces barely even skipping a beat. That is completely unheard of and it doesnt even begin to factor in all the other businesses that are under their umbrella like click house and avride. There might be a company that posts similar gains but"
X Link 2025-09-27T23:30Z [---] followers, [---] engagements
"This $NBIS $SHOP AND $NET BOTH RUN ON NEBIUS $NBIS is becoming the AI cloud of choice for companies you wouldnt expect to overlap. Much of this demand also flows through Toloka owned by Nebius which supplies the training data powering enterprise AI workflows. And demand for compute https://t.co/NqDsTnrXCR $SHOP AND $NET BOTH RUN ON NEBIUS $NBIS is becoming the AI cloud of choice for companies you wouldnt expect to overlap. Much of this demand also flows through Toloka owned by Nebius which supplies the training data powering enterprise AI workflows. And demand for compute"
X Link 2025-09-27T23:35Z [---] followers, [----] engagements
"@thegrowthplay You clearly dont know anything about the company. You realize they just signed a 17b / [--] year contract yeah They were already on track for 1B ARR by EOY prior"
X Link 2025-09-28T14:07Z [---] followers, [----] engagements
"@thegrowthplay They are one of the best long term plays in the market. They are not one company but many you get so much when you buy $NBIS. Do a deep dive and you will no doubt buy"
X Link 2025-09-28T14:28Z [---] followers, [---] engagements
"That sounds like an awesome job wish I was qualified haha. $NBIS $NVDA the best is yet to come. $NBIS Nebius is searching for a Director of Strategic Partners - NVIDIA Relations Were looking for a strategic connected and execution-focused leader to own and expand our partnership with NVIDIA. In this role you will act as the primary quarterback for all aspects of our https://t.co/UjMcyMRp6E $NBIS Nebius is searching for a Director of Strategic Partners - NVIDIA Relations Were looking for a strategic connected and execution-focused leader to own and expand our partnership with NVIDIA. In this"
X Link 2025-09-29T00:17Z [---] followers, [----] engagements
"400k worth of $NBIS in the premarket. Love to see it"
X Link 2025-09-29T00:38Z [---] followers, [----] engagements
"The hits just keep on coming for $NBIS JUST IN: $NBIS achieves NVIDIA Exemplar Status onNVIDIA H200 GPUs for training workloads π₯ "Were proud toannounce that $NBIS isone ofthe first NVIDIA Cloud Partners toachieve NVIDIA Exemplar Status onNVIDIA H200 GPUs for training workloads. This recognition validates https://t.co/6YpcCqw6xz JUST IN: $NBIS achieves NVIDIA Exemplar Status onNVIDIA H200 GPUs for training workloads π₯ "Were proud toannounce that $NBIS isone ofthe first NVIDIA Cloud Partners toachieve NVIDIA Exemplar Status onNVIDIA H200 GPUs for training workloads. This recognition"
X Link 2025-09-29T09:10Z [---] followers, [----] engagements
"@DyldoSchwagginz @j0hnwang Market cap is what shows a company's value not its share price. Market Cap = Shares Outstanding Stock Price. Coinbase is worth 85B to $HOOD's 120B. It would behoove you to educate yourself before making comments on the internet or you're going to get roasted"
X Link 2025-09-30T12:17Z [---] followers, [---] engagements
"This plus another ATH for $NBIS today. JUST IN: Shake Shack Joins Avride (owned by $NBIS) and Uber Eats in Jersey City π₯ Our robots have already become a familiar sight in Jersey City and were deeply touched by the warm welcome from the community. Were especially thrilled to now be delivering from Shake Shack a https://t.co/F6I77pacu8 JUST IN: Shake Shack Joins Avride (owned by $NBIS) and Uber Eats in Jersey City π₯ Our robots have already become a familiar sight in Jersey City and were deeply touched by the warm welcome from the community. Were especially thrilled to now be delivering from"
X Link 2025-09-30T14:04Z [---] followers, [----] engagements
"@JaguarAnalytics I never considered doing CCs instead of selling/trimming. I feel the same its run up so much and I feel my portfolio is running very hot and I should trim back but the tax implications would be huge. Doing CCs would be a nice balance instead. Anything Im missing"
X Link 2025-10-08T13:20Z [---] followers, [----] engagements
"Sick $NBIS wins again. Big win for $NBIS. Heres why this TD SYNNEX partnership is a big deal and what it actually means. In simple terms: TD SYNNEX will now resell Nebiuss AI cloud infrastructure to its massive network of IT resellers system integrators and service providers. These Big win for $NBIS. Heres why this TD SYNNEX partnership is a big deal and what it actually means. In simple terms: TD SYNNEX will now resell Nebiuss AI cloud infrastructure to its massive network of IT resellers system integrators and service providers. These"
X Link 2025-10-08T14:45Z [---] followers, [----] engagements
"Wow okay $NBIS to the moon. https://finance.yahoo.com/news/microsoft-forecasts-show-data-center-191543276.html https://finance.yahoo.com/news/microsoft-forecasts-show-data-center-191543276.html"
X Link 2025-10-09T20:10Z [---] followers, [----] engagements
"@DividendDude_X Bought enough gold to bury myself in like a dragon"
X Link 2025-10-09T21:51Z [---] followers, [----] engagements
"@InvestmentGuru_ $PPTA gold and largest antimony source in the US. Fully permitted and government funded"
X Link 2025-10-10T09:40Z [---] followers, [----] engagements
"Oh no my account is where it was3 days ago. $NBIS"
X Link 2025-10-10T23:20Z [---] followers, [---] engagements
"$PPTA - A Potential Trump Deal. Perpetua Resources controls America's only large-scale domestic antimony source a critical mineral essential for munitions and defense systems. China controls 85% of the global supply. $PPTA Direct Trump Connections: John Paulson- Owns 31% of $PPTA through Paulson & Co. after investing $185 million since [----]. Trump considered him for Treasury Secretary in November [----]. Paulson declined but stated he would "remain actively involved with the President's economic team and helping in the implementation of President Trump's outstanding policy proposals." Paulson"
X Link 2025-10-13T21:54Z [---] followers, [----] engagements
"I normally feel like motley fool articles are just attention grabs but this is good $NBIS https://www.fool.com/investing/2025/10/14/nebius-group-hot-artificial-intelligence-ai-ipo/ https://www.fool.com/investing/2025/10/14/nebius-group-hot-artificial-intelligence-ai-ipo/"
X Link 2025-10-14T19:30Z [---] followers, [---] engagements
"@zoomyzoomm That reads like someone who got scammed by a Shay bot. No one can possibly be this stupid to read texts like that and believe it"
X Link 2025-10-15T01:09Z [---] followers, [----] engagements
"@unusual_whales Everyone saying $OKLO is doing no DD. $BWXT already claimed it as theirs and did a press release. https://x.com/bwxt/status/1978191083000709386s=46 The future of global energy security is upon us. BWXT is eager to meet the mission of the United States Army and is currently leading the manufacturing and delivery of the first advanced microreactor in the US creating transportable nuclear power for electricity to power DoW's https://t.co/EMkS4rWdRO https://x.com/bwxt/status/1978191083000709386s=46 The future of global energy security is upon us. BWXT is eager to meet the mission"
X Link 2025-10-15T12:17Z [---] followers, [----] engagements
"A leader in every sense $NBIS π¨ JUST IN: $NBIS introduces Nebius AI Cloud [---] Aether delivering enterprise-grade security compliance and control for AI deployment at scale. Over the past year $NBIS has worked closely with enterprises transitioning their AI projects from experiments to business-critical https://t.co/Fn6R3dJmYQ π¨ JUST IN: $NBIS introduces Nebius AI Cloud [---] Aether delivering enterprise-grade security compliance and control for AI deployment at scale. Over the past year $NBIS has worked closely with enterprises transitioning their AI projects from experiments to"
X Link 2025-10-16T12:11Z [---] followers, [----] engagements
"Exactly why I drown myself in shares today and yesterday. $NBIS Long $NBIS at $112 = $28B market cap. $5B cash 28% of ClickHouse (IPO soon could be worth $58B) Other subs $3B (conservative) That leaves $15B for the core biz doing $34B ARR by end of [----]. Are you still scared of buying https://t.co/bA4OsHGT4u $NBIS at $112 = $28B market cap. $5B cash 28% of ClickHouse (IPO soon could be worth $58B) Other subs $3B (conservative) That leaves $15B for the core biz doing $34B ARR by end of [----]. Are you still scared of buying https://t.co/bA4OsHGT4u"
X Link 2025-10-17T21:02Z [---] followers, [----] engagements
"Waiting for the next $NBIS earning or catalyst. Soon :)"
X Link 2025-10-19T11:07Z [---] followers, [----] engagements
"AWS down should have used $NBIS :)"
X Link 2025-10-20T09:31Z [---] followers, [---] engagements
"How is $NBIS still not getting any price action love Seems crazy"
X Link 2025-10-20T13:38Z [---] followers, [----] engagements
"Interesting π. $NBIS $NBIS So here is how you know a game is being played to accumulate shares. There are almost a million less short shares borrowed today than last week. They are returning shares and we are still falling https://t.co/piXVIcDtmW $NBIS So here is how you know a game is being played to accumulate shares. There are almost a million less short shares borrowed today than last week. They are returning shares and we are still falling https://t.co/piXVIcDtmW"
X Link 2025-10-20T18:47Z [---] followers, [---] engagements
"Me next time $NBIS rips after inhaling these dips"
X Link 2025-10-20T18:55Z [---] followers, [----] engagements
"Who is actually selling $NBIS at $103 right now That's insane. If I hadn't already bust my bag buying [----] more shares in the last [--] sessions I would be stuffing my face right now"
X Link 2025-10-21T17:36Z [---] followers, [----] engagements
"@MktMavPro You lucky duck. I physically can't buy anymore and im foaming at the mouth rn"
X Link 2025-10-21T17:40Z [---] followers, [---] engagements
"@CryptoGhosty333 I bought at $30. Ive only been accumulating more and more"
X Link 2025-10-21T19:50Z [---] followers, [---] engagements
"Official announcement for $NBIS earnings. Nov [--] premarket. Got a decent wait til the world sees this juggernaut in action again. Amsterdam October [--] [----] Nebius Group N.V. (Nebius Group or the Company; NASDAQ: NBIS) will release its third quarter [----] financial results on Tuesday November [--] [----] before market open. Nebius Group will also hold a conference call to discuss its results at 8:00 a.m. Eastern Time (5:00 a.m. Pacific Time / 2:00 p.m. Central European Time) on the same day. The registration link to access the webcast and its replay will be available on Nebius Groups Investor"
X Link 2025-10-22T12:04Z [---] followers, [----] engagements
"Why are we not talking about this more I think this is an incredible onramping opportunity. Feel like it go lost in the noise this month. $NBIS long. We are partnering with TD SYNNEX to make our capacity even more accessible: https://t.co/VGAsCUN8Kj π€ TD SYNNEX now equips partners of all sizes with access to Nebius. This IaaS offering gives them the tools to scale PoCs into enterprise-grade solutions. #AIPartnerships #IaaS https://t.co/zKqOOVXsCv We are partnering with TD SYNNEX to make our capacity even more accessible: https://t.co/VGAsCUN8Kj π€ TD SYNNEX now equips partners of all sizes"
X Link 2025-10-23T20:57Z [---] followers, [---] engagements
"@daniel_koss $NBIS [--] EOY"
X Link 2025-10-24T19:01Z [---] followers, [---] engagements
"@TacticzH @mcF_dan Tell me you know nothing about $NBIS without telling me. They did not IPO. They got relisted after the Yandex Russian asset split"
X Link 2025-10-26T14:10Z [---] followers, [---] engagements
"Shots fired $NBIS said here Ill make the debate real simple for you. Directly on their website homepage too"
X Link 2025-10-26T20:21Z [---] followers, [---] engagements
"@AlvaroMysterio @NVIDIAGTC Im disappointed so far before should have happened already no"
X Link 2025-10-28T16:44Z [---] followers, [---] engagements
"@jjrinvest I agree. I love $NBIS Im as bullish as they come but I am an absolute stickler for being on time with news when you announce a specific time frame. Cant execute on the simple things then it becomes harder to trust on the more complex. Still long $NBIS just disappointed"
X Link 2025-10-28T17:55Z [---] followers, [----] engagements
"I repeat Powell said AI is not a bubble and unlike the dot com bubble companies have earning to justify. Not a bubble Long $NBIS and $TSM etc etc"
X Link 2025-10-29T19:15Z [---] followers, [----] engagements
"This is the level of confidence I love from an executive team. $NBIS Roman Chernin CBO and co-founder of $NBIS just published an article in Forbes titled The Hidden Advantage of Integrated AI Infrastructure. Its a perfect breakdown of why $NBIS stands out from competitors. I highly recommend reading the full piece but heres a summary: π§ https://t.co/V81Fh2NpbT Roman Chernin CBO and co-founder of $NBIS just published an article in Forbes titled The Hidden Advantage of Integrated AI Infrastructure. Its a perfect breakdown of why $NBIS stands out from competitors. I highly recommend reading the"
X Link 2025-10-30T18:29Z [---] followers, [----] engagements
"Great write up on one of my favorite new positions $SOLS Early window. $HOOD didnt even have the right company info for the ticker until today (they just updated). Snapshot of yesterday below vs the actually company. $SOLS - Solstice Advanced Materials Now officially trading as a new independent public company after it's spin-off from $HON - Honeywell A profitable advanced materials leader with stable growth solid margins and advantageous secular tailwinds Currently valued cheaper than https://t.co/WDt6nqZOBz $SOLS - Solstice Advanced Materials Now officially trading as a new independent"
X Link 2025-10-31T12:26Z [---] followers, [----] engagements
"$SOLS is becoming one of my largest new holdings. Great time to enter during the spinoff classic selloff. Huge Moat in nuclear fuel. Clean balance sheet and already an S&P500 inclusion. For all my $NBIS holders this is a solid pick and axe play that supports the data center bull thesis. $SOLS - Solstice Advanced Materials Ahead of regular trading on October 30th the company was initiated with an Outperform rating and $70 price target by BMO Capital BMO Capital analyst John McNulty says Solstices split from $HON - Honeywell gives materials investors the https://t.co/ZlzIqhjimc $SOLS - Solstice"
X Link 2025-10-31T17:30Z [---] followers, [----] engagements
"Not the world's greatest speaker but you get the point. $SOLS is a great pick-and-shovel trade crossing multiple popular sectors right now like AI nuclear and defense. They are a critical component of the nuclear supply chain holding a total monopoly on uranium hexafluoride (UF6) fuel conversion with a $2B contracted backlog. It actually doesn't even make sense if you want to talk about companies that are vital to America's defense and domestic security. 100% of U.S. commercial nuclear reactors need UF6 to function. If you add it up that's [--] domestic reactors plus [--] aircraft carriers"
X Link 2025-10-31T23:16Z [---] followers, [---] engagements
"$NBIS these last few weeks"
X Link 2025-11-04T15:13Z [---] followers, [---] engagements
"@MktMavPro I think thats a bit of an over reaction"
X Link 2025-11-04T17:07Z [---] followers, [----] engagements
"@MktMavPro It was literally just at $133 yesterday. They dont have news to drop every day we are just use to being overstimulated. They have the UK announcement on the 6th then earnings"
X Link 2025-11-04T17:12Z [---] followers, [---] engagements
"$NBIS just racing back to $105 jeez. No news whos dumping bags that bad"
X Link 2025-11-05T01:06Z [---] followers, [---] engagements
"Stuff like this is why $NBIS is a different approach for neoclouds. Long $NBIS β‘Today marks a big milestone for Nebius. Were launching Nebius Token Factory the evolution of Nebius AI Studio built to make open-source AI production-grade. Token Factory transforms raw open models into governed scalable systems with dedicated inference sub-second https://t.co/SdWVMiXvWO β‘Today marks a big milestone for Nebius. Were launching Nebius Token Factory the evolution of Nebius AI Studio built to make open-source AI production-grade. Token Factory transforms raw open models into governed scalable systems"
X Link 2025-11-05T12:10Z [---] followers, [----] engagements
"You can still get on the $SOLS train under $50 before 11/06 earnings. Its a beautiful blend of pick and axe support for all the hottest sectors: AI Nuclear DCs Chips Cooling and Defense. Seriously check them out Very low cost they have approximately a 2.3x revenue multiple/7.9x EBITDA multiple and have a 26.4% industry-leading EBITDA margin. https://twitter.com/i/web/status/1986090568498151667 https://twitter.com/i/web/status/1986090568498151667"
X Link 2025-11-05T15:17Z [---] followers, [----] engagements
"People were wondering how $NBIS can compete with pure bare metal like $IREN. Innovations like this is how They are trailblazing This is a game changer for $NBIS Nebius Token Factory is a tool that helps companies run AI much cheaper and faster. Think of a shopping app like Amazon. They use AI to recommend products and answer customer questions. Normally that costs a LOT. When they switch to Nebius This is a game changer for $NBIS Nebius Token Factory is a tool that helps companies run AI much cheaper and faster. Think of a shopping app like Amazon. They use AI to recommend products and answer"
X Link 2025-11-05T15:49Z [---] followers, [---] engagements
"The hits keep coming today $NBIS Its now official: $NBIS will open its data center in the UK tomorrow. CEO Arkady Volozh will be speaking at the Future of AI Summit in London a conference the $NBIS team is attending. Source: Dr. Ilya Burkov The initial deployment is expected to include [----] NVIDIA https://t.co/NZjomaNgvv Its now official: $NBIS will open its data center in the UK tomorrow. CEO Arkady Volozh will be speaking at the Future of AI Summit in London a conference the $NBIS team is attending. Source: Dr. Ilya Burkov The initial deployment is expected to include [----] NVIDIA"
X Link 2025-11-05T17:31Z [---] followers, [----] engagements
"@daniel_koss I've noticed as well. I would think #3 more annoyed than anything"
X Link 2025-11-06T09:37Z [---] followers, [---] engagements
"Lets ride $NBIS π¨JUST IN: $NBIS JP Morgan $JPM has released 13F adding NEBIUS massively with another 526K shares. Total 1.37M β
shares or $154.32M Top #9 Institutional shareholder. π³ https://t.co/jQoRlVe7BX π¨JUST IN: $NBIS JP Morgan $JPM has released 13F adding NEBIUS massively with another 526K shares. Total 1.37M β
shares or $154.32M Top #9 Institutional shareholder. π³ https://t.co/jQoRlVe7BX"
X Link 2025-11-07T19:45Z [---] followers, [----] engagements
"@RealCProphett @zerohedge This is only a fraction of what it actually does it dismantles the hemp industry at large"
X Link 2025-11-09T20:59Z [---] followers, [---] engagements
"$NBIS if you're selling a day before earnings I feel sorry for you"
X Link 2025-11-10T16:18Z [---] followers, 11.7K engagements
"Interesting $NBIS $NBIS π³π¨ π¨ Massive triple order block on $NBIS heading into the closing bell today. All [--] order blocks printed at the same price and all were well over the current time frame bid/ask prices. π¨ These [--] blocks combine for $155.4M worth of shares. https://t.co/hicwMv7aEk $NBIS π³π¨ π¨ Massive triple order block on $NBIS heading into the closing bell today. All [--] order blocks printed at the same price and all were well over the current time frame bid/ask prices. π¨ These [--] blocks combine for $155.4M worth of shares. https://t.co/hicwMv7aEk"
X Link 2025-11-10T23:26Z [---] followers, [----] engagements
"$NBIS Very impressive jump in numbers. I am excited to hear more details on the earnings call soon. Arkady and the team deliver once more. [--] hyperscaler deals in one quarter. $MSFT $META I believe my DEC [----] Leaps will prove to be a highly profitable position"
X Link 2025-11-11T12:25Z [---] followers, [---] engagements
"Arkady: "More and more it will be our owned facilities" Very nice they want to build top-down so they can maximize margins. $NBIS"
X Link 2025-11-11T13:58Z [---] followers, [---] engagements
"How are you selling $NBIS here after that call and future guidance"
X Link 2025-11-11T14:32Z [---] followers, [----] engagements
"This. People should listen to the call. Many of the questions got answered in my opinion. $NBIS $NBIS CFO: the only reason they are in the mid-point of their guidance (and not above it) is the timing of their capacity coming online. $NBIS CFO: the only reason they are in the mid-point of their guidance (and not above it) is the timing of their capacity coming online"
X Link 2025-11-11T16:24Z [---] followers, [----] engagements
"$NBIS is now pinging at or below where it was trading after the $MSFT news in Sept. Thats crazy seeing all we have had happen since then"
X Link 2025-11-12T16:44Z [---] followers, [----] engagements
"Don't forget this addition is effective Nov 24th. $NBIS MSCI just added $CRWV & $NBIS to the MSCI World Index https://t.co/VveJyM89Hj MSCI just added $CRWV & $NBIS to the MSCI World Index https://t.co/VveJyM89Hj"
X Link 2025-11-13T00:18Z [---] followers, 17.1K engagements
"Reminder: $NBIS did a $4B convertible with Goldman Sachs $GS in September at $92.50. If youre selling below that price youre saying either: -Goldmans smart money got it wrong or. -Theyll magically lose conviction a month after and dump it. Do you want to bet on either"
X Link 2025-11-13T12:18Z [---] followers, 23.6K engagements
"@NotJustAnyWhale Usually institutions don't exit plays in 30-45 days but it is not impossible"
X Link 2025-11-13T14:57Z [---] followers, [----] engagements
"I like this very much. $NBIS π¨JUST IN: $NBIS UBS WELL FARGO BNP PARIBAS Altshuler Shaham all adding multi million shares blocks in Q3 π³π³π³π³ its clear we are on a loading rampage. Conviction & taking advantage is key now. https://t.co/y39E3rAOxC π¨JUST IN: $NBIS UBS WELL FARGO BNP PARIBAS Altshuler Shaham all adding multi million shares blocks in Q3 π³π³π³π³ its clear we are on a loading rampage. Conviction & taking advantage is key now. https://t.co/y39E3rAOxC"
X Link 2025-11-13T22:01Z [---] followers, [----] engagements
"$NBIS is covered by [--] analysts with the following ratings: Northland Securities- $211 Goldman Sachs $GS - $155 Arete -$184 BWS -$130 DA Davison - $150 Average price target $166 nearly a 2X from current share price of $84 after its massive pullback this month"
X Link 2025-11-14T19:20Z [---] followers, 95.5K engagements
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
Example response:
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
Schema:
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::Para_Capital