# ![@TopTechStocksUS Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4276754061.png) @TopTechStocksUS Top Stocks 🔥 📈

Top Stocks 🔥 📈 posts on X about $nbis, ai, in the, we are the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::4276754061/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4276754061/c:line/m:interactions.svg)

- [--] Week [-------] +50%
- [--] Month [-------] +108%
- [--] Months [---------] +183,851%
- [--] Year [---------] +34,857%

### Mentions: [--] [#](/creator/twitter::4276754061/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4276754061/c:line/m:posts_active.svg)

- [--] Week [--] +87%
- [--] Month [---] +113%
- [--] Months [---] +6,043%
- [--] Year [---] +4,250%

### Followers: [-----] [#](/creator/twitter::4276754061/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4276754061/c:line/m:followers.svg)

- [--] Week [-----] +3.90%
- [--] Month [-----] +19%
- [--] Months [-----] +1,108%
- [--] Year [-----] +1,176%

### CreatorRank: [-------] [#](/creator/twitter::4276754061/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4276754061/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  98.41% [stocks](/list/stocks)  32.54% [technology brands](/list/technology-brands)  21.43% [financial services](/list/financial-services)  #347 [countries](/list/countries)  5.56% [luxury brands](/list/luxury-brands)  0.79% [automotive brands](/list/automotive-brands)  0.79% [social networks](/list/social-networks)  0.79% [travel destinations](/list/travel-destinations)  0.79%

**Social topic influence**
[$nbis](/topic/$nbis) #55, [ai](/topic/ai) 35.71%, [in the](/topic/in-the) 8.73%, [we are](/topic/we-are) 7.94%, [ceo](/topic/ceo) 6.35%, [growth](/topic/growth) #3055, [nvda](/topic/nvda) 5.56%, [center](/topic/center) 5.56%, [$nvda](/topic/$nvda) 5.56%, [stocks](/topic/stocks) #1220

**Top accounts mentioned or mentioned by**
[@sandeman52](/creator/undefined) [@mbhogan](/creator/undefined) [@yianisz](/creator/undefined) [@mvcinvesting](/creator/undefined) [@danielkoss](/creator/undefined) [@romanchernin](/creator/undefined) [@wskong01](/creator/undefined) [@mrbeastcasting](/creator/undefined) [@mrbeast](/creator/undefined) [@genzinvest0r](/creator/undefined) [@babyfolio](/creator/undefined) [@amitisinvesting](/creator/undefined) [@clearedgetrades](/creator/undefined) [@vbivaccines](/creator/undefined) [@neuroonc](/creator/undefined) [@lovable](/creator/undefined) [@clickhousedb](/creator/undefined) [@travismrkvicka](/creator/undefined) [@ckcapitalxx](/creator/undefined) [@mblancresearch](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Accenture (ACN)](/topic/accenture) [Iris Energy Limited (IREN)](/topic/$iren) [Metadium (META)](/topic/$meta) [JPMorgan Chase (JPM)](/topic/$jpm) [Microsoft Corp. (MSFT)](/topic/$msft) [BlackRock Inc (BLK)](/topic/blackrock) [UBS Group AG (UBS)](/topic/$ubs) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Nokia Corporation (NOK)](/topic/$nok) [Uber Technologies, Inc. (UBER)](/topic/$uber)
### Top Social Posts
Top posts by engagements in the last [--] hours

"🚨 JUST IN: $NBIS BlackRock started loading in Q4 a total of 9.43M shares $789.45M (4% ownership) 🐳🐳 Top [--] Shareholder. Added conviction on top of a great execution & reassuring call yesterday. Soon the market will realize by H2 [----] it should be obvious that Nebius will generate $3B to $3.4B in revenue. not counting new deals on top. The Best is yet to come 🟢📈 https://twitter.com/i/web/status/2022221237825446065 https://twitter.com/i/web/status/2022221237825446065"  
[X Link](https://x.com/TopTechStocksUS/status/2022221237825446065)  2026-02-13T08:08Z [----] followers, 39.9K engagements


"🚨 $NBIS Q4-25 ER are out & the results are excellent in my view regardless reaction. We ended the year with [---] MW of active power vs our target of [---] MW. 📈 * Revenue: $228M Q4-25 (+547% YoY) * Total 2025: $529.8M * $1.25B ARR [----] 🟢 * [--] total Data Centers FY26 🟢 * +3GW FY26 capacity 🟢 * Cash: $3.7 Billion Letter to Shareholders: This is a hyper growth story developing. https://assets.nebius.com/assets/85571bd2-050b-468c-954c-42e9d24e4cd2/Letter%20to%20Shareholders%20Q4%202025.pdf"  
[X Link](https://x.com/anyuser/status/2021925115890442355)  2026-02-12T12:31Z [----] followers, [----] engagements


"The Monk who sold his Ferrari comes to mind Personally I have been enjoying life along my family for the past [--] years working from home but under my own rules. The price of freedom is incredible I have seen my girls grow spend time with family every day & have achieved the #1 goal enjoy life & happiness. Isnt that what its all about https://twitter.com/i/web/status/2022451173630914788 https://twitter.com/i/web/status/2022451173630914788"  
[X Link](https://x.com/TopTechStocksUS/status/2022451173630914788)  2026-02-13T23:21Z [----] followers, [--] engagements


"@VBIVaccines @NeuroOnc $VBIV Short traders may control the game for now but they cant hide the success of this GBM pipeline. CEO & rest of management should do something about it. This is surreal The deal will come & we will fly. delayed reaction so they can keep stealing shares from weak hands"  
[X Link](https://x.com/TopTechStocksUS/status/1329440371596791809)  2020-11-19T15:04Z [----] followers, [--] engagements


"$NBIS Drug discovery will accelerate with AI 🧬 NVDA BioNEMO will be at the center of it all. Imagine how that innovation can transform Biotech & life sciences"  
[X Link](https://x.com/TopTechStocksUS/status/1970558902329843833)  2025-09-23T18:40Z [----] followers, [----] engagements


"$NBIS continues building attention in Washington DC Oct 29th to attract US Gov & enterprise projects. NEBIUS will join Accenture at #GTCDC next week to discuss how organizations can scale AI innovation without sacrificing trust cost or control. As AI becomes the backbone of digital and industrial infrastructure the need for secure sovereign and high-performance platforms has never been greater. They will explore what it takes to build and scale AI responsibly - across industries and the public sector - while keeping performance compliance and resilience at the core. Don't miss it"  
[X Link](https://x.com/TopTechStocksUS/status/1981051428950151374)  2025-10-22T17:34Z [----] followers, [----] engagements


"$NBIS Getting to $12B a year explained ✅📈 Nebius could reach $12B ARR by [----]. I built this graph based on public information the timeline management has shared and interviews with senior leadership. $NBIS https://t.co/q9fWp7NyGv Nebius could reach $12B ARR by [----]. I built this graph based on public information the timeline management has shared and interviews with senior leadership. $NBIS https://t.co/q9fWp7NyGv"  
[X Link](https://x.com/TopTechStocksUS/status/1982546979894030793)  2025-10-26T20:36Z [----] followers, [----] engagements


"$NBIS Expecting a very green week ahead after US & China have confirmed an agreement on tariffs. $NBIS $121.33 (+3.47%) Premarket. Today I would just let it grow on macro sentiment & start releasing those juicy PRs starting tomorrow Oct 28th for #GTCDC capturing headlines. This week will define what we have all been waiting for 📈✅"  
[X Link](https://x.com/TopTechStocksUS/status/1982717813941809212)  2025-10-27T07:55Z [----] followers, [----] engagements


"$NBIS Watch out for NEBIUS PR today around 1pm EU time or 7am ET. Management hinted at more than one PR before & during #GTCDC My sentiment as we await. we still can only guess what it will lead to in the coming quarters & following years of exponential growth. Release that $NVDA partnership PR already ;)"  
[X Link](https://x.com/TopTechStocksUS/status/1983094653856391463)  2025-10-28T08:53Z [----] followers, [----] engagements


"$NBIS The Keynote was amazing when I hear Jensen its like seeing the Steve Jobs of our times. Transforming so many things at once & learning fast to have it all Made in USA for smart reasons. There were big partnerships Nokia got a revival AI chip sales $500B fully commited already for next [--] quarters PLTR has the superior software for all what Jensen wants for enterprises Uber got the robotics partnership $NBIS even though it did not capture spotlight news today will be an integral part of the $MSFT - OpenAI $250B Azure deal. Who will build the Data centers I have an idea. AI is super alive"  
[X Link](https://x.com/TopTechStocksUS/status/1983260373534011741)  2025-10-28T19:51Z [----] followers, [----] engagements


"For total fairness $JPM also entered $IREN new position 645K shares or $31.4M"  
[X Link](https://x.com/TopTechStocksUS/status/1986878873468874755)  2025-11-07T19:30Z [----] followers, [----] engagements


"🚨 $NBIS ClickHouse a strategic asset continues delivering wins to customers like @Lovable fastest growing ARR AI 🤖 ✅ When youre the fastest-growing software company in history you need a database that can keep up. https://t.co/CGcC0LJb2Y See how @Lovable uses @ClickHouseDB for large-scale observability AI-powered debugging and real-time analytics across millions of user-built apps 👇 When youre the fastest-growing software company in history you need a database that can keep up. https://t.co/CGcC0LJb2Y See how @Lovable uses @ClickHouseDB for large-scale observability AI-powered debugging"  
[X Link](https://x.com/TopTechStocksUS/status/2016937218112180556)  2026-01-29T18:11Z [----] followers, [----] engagements


"Right now what it comes to mind regarding $NBIS execution is if DataOne is alone for US or if they have agreements with Equinix & we can really scale things up quicker than anyone because if we do & thats the golden ticket our growth will be exponential. But if our execution does not match the promise then ER could hurt. There is a lot of silence so just awaiting the magic PRs to position our advances in past [--] months. Charles likes to read your posts so hoping he can deliver in multiple fronts or at least in Vineland. We need top execution right now 🤞🏻"  
[X Link](https://x.com/TopTechStocksUS/status/2016970174365122623)  2026-01-29T20:22Z [----] followers, [----] engagements


"🚨 JUST IN $NBIS UBS GROUP adds 1.86M shares in Q4-25 becomes top [--] shareholder. Total shares now 4.58M 🐳🐳 $383.5M. Lets gooooo UBS GROUP AGHistory4581803$383519819added Q4: [-------] sharesReported 2026-01-29 Average: $75.28"  
[X Link](https://x.com/TopTechStocksUS/status/2017150307172507700)  2026-01-30T08:18Z [----] followers, 70.8K engagements


"🚨 JUST IN $NBIS Q425 ER will be on Feb 12th before market opens. Just consider this estimates & growth around it. 🟢 Family Enjoy the weekend"  
[X Link](https://x.com/TopTechStocksUS/status/2017344437404246059)  2026-01-30T21:09Z [----] followers, 21.2K engagements


"🚨 JUST IN $NBIS is advancing with Birmingham Alabama so that makes at least "3 major projects in USA" * Vineland (NJ) [---] MW: goal to be fully activated before nov deadline. CEO DataOne hinted at earlier date. * Independence (MO) [---] GW in dif. phases * Birmingham (AL): tbd Reassuring news of the game plan evolving. 🎯 JUST IN: $NBIS filed a building permit in Birmingham Alabama 👀 Some investors were concerned because the City of Birmingham is considering a six-month temporary suspension on new data centers. Even if approved permits already filed and under review are typically"  
[X Link](https://x.com/TopTechStocksUS/status/2017938494530699523)  2026-02-01T12:30Z [----] followers, [----] engagements


"🚨 $NBIS Institutionals continue to accumulate shares & are up to 58.74% (+3.27%). Others (Retail) 37.39% I anticipate this trend will continue until at least 80%. Whales 🐳 are out to catch retail shares & continue to build their massive positions"  
[X Link](https://x.com/TopTechStocksUS/status/2018235571420676263)  2026-02-02T08:10Z [----] followers, 36K engagements


"🚨 $NBIS will continue to increase capacity with $META. +$20B Capex in Q4 & more to come. Who will gain the most from new demand available Thats the Multi Billion $ contract question coming up. Im sick of the average $NBIS investor who wants fast money but cant sit through uncertainty. $META took AI capex over $20B. Thats not a one-off. That spend flows to suppliers. Nebius already sits inside Metas stack. When capex accelerates follow-on capacity does too. https://t.co/V24fBCCKTK Im sick of the average $NBIS investor who wants fast money but cant sit through uncertainty. $META took AI capex"  
[X Link](https://x.com/TopTechStocksUS/status/2018342242629406741)  2026-02-02T15:14Z [----] followers, [----] engagements


"🚨 JUST IN: $NBIS is looking for an IT Data Center Manager for a new DC in Bethune Pas-de-Calais (FR) 🟢📈 EU build up continues 🎯"  
[X Link](https://x.com/TopTechStocksUS/status/2018385135217885278)  2026-02-02T18:04Z [----] followers, 11.1K engagements


"🚨 $NBIS is planning at least two new colocation sites in USA + another in France from yesterday discovery. They have been planning new DCs & seems like everything is progressing. ✅ [----] the year $NBIS expands massively. 🚨 Looks like $NBIS could be planning two new colocation facilities in the U.S. The company just opened two Data Center IT Manager roles one in Minneapolis and one in Oklahoma both mentioning: "On-site work at colocation facilities." Not confirmed yet. https://t.co/lpVP1jRyy3 🚨 Looks like $NBIS could be planning two new colocation facilities in the U.S. The company just"  
[X Link](https://x.com/TopTechStocksUS/status/2018629937012547858)  2026-02-03T10:17Z [----] followers, [----] engagements


"🚨JUST IN $NBIS is entering the last phase of TERESTRA trademark registration in US. This could have a lot of positive implications. TERESTRA covers: AI supercomputers LLM & GenAI platforms Driverless car operating systems Autonomous systems & Physical AI Cloud + Hardware + AI-as-a-Service Opinion: theyre developing an AI operating system for the physical world. 🟢🎯 https://tsdr.uspto.gov/#caseNumber=79416005&caseType=SERIAL_NO&searchType=statusSearch 🚨 BREAKING: Nebius is secretly preparing for something BIG. Today their new trademark TERESTRA entered the final legal stage in the US. 🤯"  
[X Link](https://x.com/TopTechStocksUS/status/2018730723801510182)  2026-02-03T16:58Z [----] followers, 10.3K engagements


"$NBIS Nothing has changed but we are living in weird times. Better to stay put in this algo driven market. [--] days to Q4 ER & news should be heading our way. Today might end up being one of my worst portfolio days in years and I dont see one clear headline that explains why markets suddenly flipped risk-off but this is the price of being a growth investor. Big drawdowns naturally trigger panic and the urge to do something but https://t.co/884m8bncj2 Today might end up being one of my worst portfolio days in years and I dont see one clear headline that explains why markets suddenly flipped"  
[X Link](https://x.com/TopTechStocksUS/status/2019108596207030367)  2026-02-04T17:59Z [----] followers, [----] engagements


"🚨 $NBIS with $GOOG mega spending on Capex up to $185B AI should start their recovery. If $NBIS news are to be released tomorrow should be a nice day lets see if it happens & Nebius give us an appetizer of what they have been cooking past three months. Its ✅📈"  
[X Link](https://x.com/TopTechStocksUS/status/2019159658347266107)  2026-02-04T21:22Z [----] followers, 19.9K engagements


"🚨 JUST IN: $NBIS has oficially confirmed the Independence (Missouri) DC (up to 1.2GW) ✅ Nebius isconsidering developing astate-of-the-art sustainably designed AIfactory inIndependence that boosts the economy and generates immediate community benefits. Asacompany with existing operations inthe Kansas City area webelieve inthe opportunities atits doorstep. Independence can help lead the AIAge and Nebius iscommitted totransparency listening tocommunity needs and serving asalong-term trusted partner for the city. Project Details Nebius isevaluating asite near Route 78and Little Blue Parkway"  
[X Link](https://x.com/TopTechStocksUS/status/2019370062776275336)  2026-02-05T11:18Z [----] followers, [----] engagements


"Download Independence Data Center fact Sheet: https://assets.nebius.com/assets/f6900b5c-ebc1-4b8d-986e-54fc2e7d28ec/Nebius%20Independence_Fact%20sheet.pdf https://assets.nebius.com/assets/f6900b5c-ebc1-4b8d-986e-54fc2e7d28ec/Nebius%20Independence_Fact%20sheet.pdf"  
[X Link](https://x.com/TopTechStocksUS/status/2019370542424563968)  2026-02-05T11:20Z [----] followers, [---] engagements


"🚨 The market seems like its approaching the point of maximum financial opportunity by the sentiment on X. Hang in there family. all storms always end & long term we will be ok"  
[X Link](https://x.com/TopTechStocksUS/status/2019430503749992509)  2026-02-05T15:18Z [----] followers, [----] engagements


"🚨 $NBIS yesterday was a day of total chaos but I will start by pointing out the positive. $IREN grew AI Revenues $17.3M +137% Q/Q 🟢 Extrapolate that to $NBIS and you will have an idea that we are in a great spot to a major beat this Q4-ER 🎯 $IREN Q4 Results had a miss of -19% and AH it went down -26% however this morning its -6%. That smells to a major retail shakeout. I am not happy that investors are taken advantage this way but this is the game. Thats why I recommend playing no margin no stop loss just pure conviction & be long game and take advantage of these mega dips we are"  
[X Link](https://x.com/TopTechStocksUS/status/2019711826670313596)  2026-02-06T09:56Z [----] followers, [----] engagements


"🚨 $NBIS is building the next vertical with Physical AI & Robotics. Headed by Evan Helda (ex $AMZN) now searching for a Field CTO Physical AI/ Robotics. NEBIUS plan is to conquer this field & lead this key vertical that could bring exponential growth. 🤖 Physical AI & Robotics has a massive TAM of hundreds of Billions $ to Trillions $$$ in the future. Medium-Term Forecasts (20302035) Growth accelerates with scaling production cost reductions (e.g. humanoid units potentially dropping to $15k$30k) and broader applications in manufacturing healthcare logistics and homes: * Physical AI / embodied"  
[X Link](https://x.com/TopTechStocksUS/status/2019876017540612579)  2026-02-06T20:49Z [----] followers, [----] engagements


"$NBIS Physical AI & Robotics 🤖 Long-Term Ultimate TAM (20402050+) Bullish views see Physical AI/robotics addressing massive labor substitution and new capabilities: * Morgan Stanley: Humanoids alone could reach $5 trillion annual market by [----] (including supply chains maintenance etc.) with robotics hardware potentially scaling to $25 trillion by [----] in some scenarios. * Other extreme views (e.g. ARK Invest-inspired or Nvidia-related commentary): Up to $2450+ trillion or even $100 trillion potential when considering global labor markets ($60 trillion+ GDP equivalent) and widespread"  
[X Link](https://x.com/TopTechStocksUS/status/2019878102546149719)  2026-02-06T20:57Z [----] followers, [---] engagements


"@TravisMrkvicka @Sandeman52 Here I will lead you mine"  
[X Link](https://x.com/TopTechStocksUS/status/2019905461491818622)  2026-02-06T22:46Z [----] followers, [--] engagements


"🚨 JUST IN: $NBIS Great News ACCEL LEADERS 🐳one of our early backers & Top Funds in the Tech industry 💰 adds a new fund ACCEL LEADERS [--] with new +2.25M shares in Q4 on top of their previous 4.58M shares of the initial ACCEL LEADERS [--] Fund. That makes ACCEL Leaders our Top [--] Holder with $571.9M = 6.83M shares 💥 Date Feb 6th 13Fs. This screams of "Conviction" & long term investment because this is the second time they add massively. 🎯 ACCEL Leaders interviews $NBIS CEO Arkady Volozh:"  
[X Link](https://x.com/TopTechStocksUS/status/2020053591642226944)  2026-02-07T08:34Z [----] followers, 33.7K engagements


"@wskong01 Correct & they have done it again but this second time at an estimated average price of $100.72 x share. Averaging up in the clearest sign of conviction"  
[X Link](https://x.com/TopTechStocksUS/status/2020057654086025672)  2026-02-07T08:50Z [----] followers, [---] engagements


"@Sandeman52 That Novo Nordisk demand could really hurt them bad they made a really bad decission copyin g GLP-1"  
[X Link](https://x.com/TopTechStocksUS/status/2020108687549837558)  2026-02-07T12:13Z [----] followers, [---] engagements


"@MB_Hogan Conviction play ✅"  
[X Link](https://x.com/TopTechStocksUS/status/2020152890086568323)  2026-02-07T15:09Z [----] followers, [---] engagements


"@CKCapitalxx Whether its two or five given the same allocation if you get in two & they hit its the same as getting in with five & they all hit. I would rather allocate into two $NBIS & $ASTS to concentrate. Nice list"  
[X Link](https://x.com/TopTechStocksUS/status/2020261230389383492)  2026-02-07T22:19Z [----] followers, [---] engagements


"🚨 $NBIS One of the most important signs of growth is the amount of new hirings a tech company is doing. 📈 Just this past week Nebius new hiring count went from [---] to [---] open roles (+43 new positions) not counting potential hires during the week in that list. ✅ If you love AI Physical AI & Robotics Programming & you are looking to build a successful career you should definitely consider why $NBIS is hiring top talent at an unprecedented speed. 🧑💻 Open roles: [---] Communications: [--] Customer experience: [--] Finance: [--] Go-To-Market: [--] HR: [--] Hardware Infrastructure: [--] Legal: [--] Marketing:"  
[X Link](https://x.com/TopTechStocksUS/status/2020422660375679211)  2026-02-08T09:01Z [----] followers, [----] engagements


"🚨 $NBIS Top Shareholders list where we can see Bloomberg terminal latest movements with many Top [--] Holders 🐳 still awaiting to report 13Fs this week. Accel BlackRock UBS increasing ✅ Credits to: @mblancresearch 🏆"  
[X Link](https://x.com/TopTechStocksUS/status/2020911054511800683)  2026-02-09T17:21Z [----] followers, [----] engagements


"🚨 $NBIS Listen up 🟢📈 He did not build a $10M portfolio by chance. $NBIS People are still thinking about AI infrastructure like its a normal cloud cycle. Its not. Were watching the early buildout of the physical backbone of the AI economy. And by [----] that backbone could be worth trillions. For $NBIS a SP of $800 to $1900 in [----] is a $NBIS People are still thinking about AI infrastructure like its a normal cloud cycle. Its not. Were watching the early buildout of the physical backbone of the AI economy. And by [----] that backbone could be worth trillions. For $NBIS a SP of $800 to $1900 in"  
[X Link](https://x.com/TopTechStocksUS/status/2020955601338237296)  2026-02-09T20:18Z [----] followers, 16.4K engagements


"1. For regular MrBeast YouTube videos/challenges: Follow the official MrBeast Casting Instagram account: @mrbeastcasting. They regularly post casting calls for upcoming videos (e.g. looking for bold fun energetic people of all ages or specific types like families/kids/grandparents for certain projects). Check the bio/link in bio it usually leads to an application form (often via Linktree at or direct forms). Applications typically involve submitting details about yourself sometimes a short video or photo to show personality/energy. https://linktr.ee/mrbeastcasting"  
[X Link](https://x.com/TopTechStocksUS/status/2020969322634760657)  2026-02-09T21:13Z [----] followers, [---] engagements


"@Sandeman52 @MrBeast Just sent you an online form In the second link"  
[X Link](https://x.com/TopTechStocksUS/status/2020972101545623599)  2026-02-09T21:24Z [----] followers, [---] engagements


"@Sandeman52 @MrBeast @mrbeastcasting Lets give him the joy of his life"  
[X Link](https://x.com/TopTechStocksUS/status/2020972266176250106)  2026-02-09T21:25Z [----] followers, [--] engagements


"🚨 $NBIS very important analysis as we approach Q4 ER on Feb 12th Premarket. After seeing $IREN report earnings with no new hyperscaler deals. And seeing hyperscaler capex exponentially increasing: - It looks more and more likely $NBIS has something cooking for earnings through process of elimination. Few other TLDR tailwinds past few weeks: - Older https://t.co/Yhrahjsk4z After seeing $IREN report earnings with no new hyperscaler deals. And seeing hyperscaler capex exponentially increasing: - It looks more and more likely $NBIS has something cooking for earnings through process of"  
[X Link](https://x.com/TopTechStocksUS/status/2021196933826851009)  2026-02-10T12:17Z [----] followers, [----] engagements


"🚨 JUST IN: $NBIS Nebius Agrees to Buy AI Agent Search Company Tavily for $275 Million. Cloud computing provider Nebius Group NV agreed to acquire Tavily a maker of software that helps artificial intelligence agents search for up-to-date information needed for tasks like coding and financial trading. This acquisition is expected to enhance Nebius's capabilities in the AI and cloud computing sectors. #AI#Nebius #Tavily https://www.bloomberg.com/news/articles/2026-02-10/nebius-agrees-to-buy-ai-agent-search-company-tavily-for-275-million"  
[X Link](https://x.com/TopTechStocksUS/status/2021227990286299426)  2026-02-10T14:21Z [----] followers, [---] engagements


"@yianisz Nice Congrats well deserved Yiannis"  
[X Link](https://x.com/TopTechStocksUS/status/2021270912977297675)  2026-02-10T17:11Z [----] followers, [---] engagements


"@DeepValueBagger Well done Now we are cooking"  
[X Link](https://x.com/TopTechStocksUS/status/2021333139772277084)  2026-02-10T21:19Z [----] followers, [---] engagements


"@Sandeman52 Buddhist Master 😁🍀 tomorrow whatever it is we are golden long term"  
[X Link](https://x.com/TopTechStocksUS/status/2021662034568573332)  2026-02-11T19:06Z [----] followers, [---] engagements


"@yianisz Could not agree more [----] is the year of reckoning. $NBIS will execute & will dilute responsibly only when needed"  
[X Link](https://x.com/TopTechStocksUS/status/2021940516250964133)  2026-02-12T13:32Z [----] followers, [---] engagements


"@MB_Hogan Well done brother Its a matter of time"  
[X Link](https://x.com/TopTechStocksUS/status/2022024416583106982)  2026-02-12T19:06Z [----] followers, [---] engagements


"🚨 $NBIS DataOne CEO Charles Beyney @CABeyney just published this reassuring there is no bubble contrary to others. "Every major technological disruption follows the same sequence: massive upfront investment infrastructure build-out product deployment gradual client adoption development of real use cases and monetization comes last. Those investments only bear fruit after several quarters sometimes several years. In the data center industry this timing is even more pronounced. A data center is traditionally designed and built over [--] to [--] years. At DataOne we deliver projects in [--] to [--] months"  
[X Link](https://x.com/TopTechStocksUS/status/2018999926277988658)  2026-02-04T10:47Z [----] followers, [----] engagements


"🚨JUST IN: $NBIS JP Morgan $JPM has released 13F adding NEBIUS massively with another 526K shares. Total 1.37M ✅ shares or $154.32M Top #9 Institutional shareholder. 🐳"  
[X Link](https://x.com/TopTechStocksUS/status/1986874380484550697)  2025-11-07T19:12Z [----] followers, 194.4K engagements


"Whalewisdom 🐳🐳🐳 enjoy"  
[X Link](https://x.com/anyuser/status/2021856466009776245)  2026-02-12T07:58Z [----] followers, [----] engagements


"🚨 $AMZN Amazon Q4 [----] ER Beat Revenue: $213.4B (+14% YoY) AWS Revenue: $35.6B (+24% YoY) EPS: $1.95 (vs. $1.86 YoY) 🟢 Capex Outlook 2026: $200B (AI chips data centers) 🟢 Thanks Mr Bezos Lets see whats next"  
[X Link](https://x.com/TopTechStocksUS/status/2019519167322263960)  2026-02-05T21:11Z [----] followers, [----] engagements


"Added AI Capex for potential $NBIS deals still ahead"  
[X Link](https://x.com/TopTechStocksUS/status/2019723832215670890)  2026-02-06T10:44Z [----] followers, [---] engagements


"@Spiralout_one A clear sign capacity is coming & we need a strong sales team 📈"  
[X Link](https://x.com/TopTechStocksUS/status/2020493015341510703)  2026-02-08T13:40Z [----] followers, [---] engagements


"🚨 JUST IN: $NBIS Nebius Agrees to Buy AI Agent Search Company Tavily for $275 Million. Cloud computing provider Nebius Group NV agreed to acquire Tavily a maker of software that helps artificial intelligence agents search for up-to-date information needed for tasks like coding and financial trading. This acquisition is expected to enhance Nebius's capabilities in the AI and cloud computing sectors. Strategic Reasons for the Acquisition: [--]. Vertical Integration in the AI Stack Nebius excels at the hardware/infrastructure layer large-scale GPU clusters AI cloud platforms data centers in Europe"  
[X Link](https://x.com/TopTechStocksUS/status/2021229608259977710)  2026-02-10T14:27Z [----] followers, [----] engagements


"Key Advantages for $NBIS after acquiring Tavily Product Differentiation & Moat Most neoclouds or GPU providers compete mainly on price availability and performance. A built-in best-in-class search/retrieval engine makes Nebius platform meaningfully better for AI application builders improving retention and willingness to pay. Revenue Uplift and Diversification Adds high-margin usage-based API revenue on top of infra. Increases lifetime value per customer and reduces reliance on capex-heavy GPU scaling. Customer Acquisition Edge Attracts more startups researchers and enterprises building"  
[X Link](https://x.com/TopTechStocksUS/status/2021229966482935841)  2026-02-10T14:29Z [----] followers, [---] engagements


"🚨 JUST IN $NBIS Nebius is planning a new data center development in Birmingham Alabama. First reported by WBRC the European cloud firm has filed for a data center project known as BHM01 on some [--] acres in the Oxmoor area of the city in Jefferson County. Full details on the plans arent clear but reports online suggest the company is targeting 300MW of capacity. Nebius acquired three properties along Lakeshore Parkway in the Oxmoor area of Birmingham last year. Nebius affiliate Alabama ADC Holdings LLC acquired [---] [---] and [---] Milan Parkway and [----] Venice Road from UAB Regions Bank and U.S."  
[X Link](https://x.com/TopTechStocksUS/status/2021647320165560808)  2026-02-11T18:07Z [----] followers, 11.7K engagements


"🚨 JUST IN: $NBIS Capital Research Global "new entry" with 2.76M shares acquired or $23163M in Q4. 🐳 Goldman Sachs bought +764K shares Q4. Total 2.66M Deutsche Bank bought +543K shares Q4. Total 615K Q4-25 ER today premarket: Analysts guidance Revenue: $246M EBITDA: $40.4M EBIT: -$116M EPS: [-----] Anything can happen but long term vision is key 📈 https://twitter.com/i/web/status/2021851321049948503 https://twitter.com/i/web/status/2021851321049948503"  
[X Link](https://x.com/TopTechStocksUS/status/2021851321049948503)  2026-02-12T07:38Z [----] followers, 13.7K engagements


"@Sandeman52 How many did you scoop today what a bargain at open oh man"  
[X Link](https://x.com/TopTechStocksUS/status/2021964313347731511)  2026-02-12T15:07Z [----] followers, [---] engagements


"🚨 $NBIS Dont overthink this is crystal clear 🚀 Hyper growth mode 🟢 Activated [--] Data Centers Revenue guidance: $3B $3.4B in [----]. Do you want growth How about 7x"  
[X Link](https://x.com/TopTechStocksUS/status/2021976274810614061)  2026-02-12T15:54Z [----] followers, [----] engagements


"$NBIS There are so many topics to talk about today. What did you like the most about todays Q4 ER call I was very reassured about their execution 170MW connected increasing margins QoQ + [--] DCs planned +3GW & among everything else the fact they are timing correctly when to announce big things. Future contracts TBA at later stage. Nebius build up in [--] months will be printing top revenue. Arkady always mentioned this was a very capital intensive business but they are being responsible about it & no need for ATM speaks volumes they will wait to print at higher prices. We really survived earnings"  
[X Link](https://x.com/TopTechStocksUS/status/2022069170284753386)  2026-02-12T22:03Z [----] followers, [----] engagements


"Valuation Considerations for [----] $NBIS Projecting a [----] stock price involves assumptions about execution margins competition (e.g. vs. hyperscalers like AWS Azure or specialized players like CoreWeave) AI market growth dilution from funding/CapEx and multiples. Revenue trajectory If the charts ramp holds (CAGR 120%+ early then moderating) [----] revenue at **$32 billion** could imply [----] revenue in the $4060+ billion range assuming continued (but slowing) growth. Margins Company targets 40% adjusted EBITDA margins by [----] (improving from recent positive EBITDA in Q4 2025). Sustained high"  
[X Link](https://x.com/TopTechStocksUS/status/2022575670996406349)  2026-02-14T07:36Z [----] followers, [---] engagements


"Valuation Considerations for [----] $NBIS Projecting a [----] stock price involves assumptions about execution margins competition (e.g. vs. hyperscalers like AWS Azure or specialized players like CoreWeave) AI market growth dilution from funding/CapEx and multiples. Revenue trajectory If the charts ramp holds (CAGR 120%+ early then moderating) [----] revenue at **$32 billion** could imply [----] revenue in the $4060+ billion range assuming continued (but slowing) growth. Margins Company targets 40% adjusted EBITDA margins by [----] (improving from recent positive EBITDA in Q4 2025). Sustained high"  
[X Link](https://x.com/TopTechStocksUS/status/2022576302465712189)  2026-02-14T07:39Z [----] followers, [---] engagements


"🚨 JUST IN: $NBIS "The Art of AI Investing" The stock market is all about picking winners but most importantly finding stocks who have the potential to transform the world & generate amazing ROI to shareholders. Its also important that they are within the infancy level the curve of revenue growth is starting but nothing compared to the potential returns in the next few years. NEBIUS is at its infancy as we await the opening of NJ Data Center with 300MW by Q4 we should have many more details about new Greenfield sites coming next in US UK Finland & Israel. We are aiming for 1GW by end of 2026"  
[X Link](https://x.com/TopTechStocksUS/status/1971862387390062738)  2025-09-27T09:00Z [----] followers, 72.1K engagements


"@family_remy Since now its normal to announce deals [--] months prior to if they want to keep momentum alive they could blink the market a bit I think we need it but who knows"  
[X Link](https://x.com/TopTechStocksUS/status/2019169315870687554)  2026-02-04T22:00Z [----] followers, [----] engagements


"@genZinvest0r Since we started investigating now they are not releasing locations ;) I guess thats the price we have to pay for digging too much too soon"  
[X Link](https://x.com/TopTechStocksUS/status/2019365597038235905)  2026-02-05T11:00Z [----] followers, [---] engagements


"Glad you like it In times like these its even more important after the week we had. This just reaffirms we are ok & this week was margin calls happening all over the place due to derivatives from crypto falling. $NBIS long term is one of the special opportunities & knowing Accel sees it that way for a second time averaging up at $100 makes all the difference. https://twitter.com/i/web/status/2020063977003208941 https://twitter.com/i/web/status/2020063977003208941"  
[X Link](https://x.com/TopTechStocksUS/status/2020063977003208941)  2026-02-07T09:15Z [----] followers, [----] engagements


"@babyfolio Lucky you One day maybe I will get there"  
[X Link](https://x.com/TopTechStocksUS/status/2020876286445428774)  2026-02-09T15:03Z [----] followers, [---] engagements


"Rotem Weiss founder and CEO of Tavily said: Tavily is on a mission to onboard the next billion AI agents to the web. Agentic search is a multi-billion-dollar opportunity and we believe the market is poised to grow exponentially as enterprises deploy autonomous AI systems. Joining forces with Nebius one of the world's premier deep-tech engineering teams accelerates our ability to scale globally and enables us to push the boundaries of what's possible further and faster. The agentic AI market is projected to grow from approximately $7 billion in [----] to between $140 billion and $200 billion by"  
[X Link](https://x.com/TopTechStocksUS/status/2021252533495193895)  2026-02-10T15:58Z [----] followers, [---] engagements


"@romanchernin Congrats to all $NBIS family Tabily is a great addition to the AI full stack"  
[X Link](https://x.com/TopTechStocksUS/status/2021253579600761177)  2026-02-10T16:03Z [----] followers, [----] engagements


"@romanchernin You guys have demonstrated that the AI stack is much more important than just power. others are starting to realize now that the player who has the Tech & the AI talent is $NBIS. Many of us saw the writing on the wall & this acquisition will not be the last. Amazing execution"  
[X Link](https://x.com/TopTechStocksUS/status/2021481624110760107)  2026-02-11T07:09Z [----] followers, [---] engagements


"🚨 $NBIS Yandex started in [----] as a search engine Just imagine if they know about the importance of AI real time search & updates to have acquired Tavily. "Building a Global AI Cloud" "Massive TAM" 💰 Tavily is on a mission to onboard the next billion AI agents to the web. Agentic search is a multi-billion-dollar opportunity and we believe the market is poised to grow exponentially as enterprises deploy autonomous AI systems. Joining forces with Nebius one of the world's premier deep-tech engineering teams accelerates our ability to scale globally and enables us to push the boundaries of"  
[X Link](https://x.com/TopTechStocksUS/status/2021498600220402095)  2026-02-11T08:16Z [----] followers, [----] engagements


"@5to9_MJ Absolutely which means there must be tremendous added value because if they know about something is about that specially so $NBIS brings fuel to scale up Tavily in AI enterprise"  
[X Link](https://x.com/TopTechStocksUS/status/2021579467999654092)  2026-02-11T13:37Z [----] followers, [---] engagements


"@mvcinvesting Excellent analysis from "The Godfather" of $NBIS"  
[X Link](https://x.com/TopTechStocksUS/status/2021839081206862073)  2026-02-12T06:49Z [----] followers, [----] engagements


"@mvcinvesting In Arkady we trust 🟢💪🏻"  
[X Link](https://x.com/TopTechStocksUS/status/2021935727823794291)  2026-02-12T13:13Z [----] followers, [---] engagements


"@Sandeman52 I scooped up 1K more shares at open.lets goooo"  
[X Link](https://x.com/TopTechStocksUS/status/2021956500340846796)  2026-02-12T14:36Z [----] followers, [---] engagements


"@yianisz This is the sign I bought at open again that crazy -10% dip. This will be clear to the market very soon those of us who were waiting on execution after today can only think about one thing add up all I can before it explodes. Hyper growth mode on"  
[X Link](https://x.com/TopTechStocksUS/status/2022000220037685478)  2026-02-12T17:29Z [----] followers, [---] engagements


"@InvestNorthwise The financial discipline speaks very highly of CFO Dado & the different alternatives available while most public companies turn to easy dilution $NBIS is looking at several options for really good financing terms"  
[X Link](https://x.com/TopTechStocksUS/status/2022075225211646073)  2026-02-12T22:27Z [----] followers, [---] engagements


"$NBIS I was telling this morning a friend how lucky we are to be part of an investment adventure of this magnitude. There were some fears about what could happen in Q4 ER as in the past two weeks we http://x.com/i/article/2022592280075317248 http://x.com/i/article/2022592280075317248"  
[X Link](https://x.com/TopTechStocksUS/status/2022612095754178797)  2026-02-14T10:01Z [----] followers, [----] engagements


"$NBIS If you are an investor & you like growth stocks I have compiled a list of the Top [--] X users you should definitely follow. The ranking is not based on preference. Each & everyone is unique & provides either great insights Deep DD analitical thinking visuals & laughs. ;) A must have for any investor get a fast track on investment to help your portfolio grow. By sharing we all benefit collectively. So hope they help you gain the edge you are looking for. Top [--] X Fintwit users + a special one if you want to succeed in AI investing. (See if you catch who it is ;) #1.@mvcinvesting"  
[X Link](https://x.com/TopTechStocksUS/status/1984957162880221600)  2025-11-02T12:14Z [----] followers, [----] engagements


"$NBIS When Jensen Huang calls something a once-in-a-lifetime opportunity the world listens and this time he wasnt talking about gaming chips or AI models. At $NVDA s GTC conference in Washington D.C. Huang unveiled what he believes is the next industrial revolution: a fundamental platform shift that could redefine global communications national competitiveness and trillion-dollar industries. This shift he said is Americas chance to reclaim leadership in the technologies that power the modern world. Moments after that statement Huang revealed a move that sent shockwaves through both Silicon"  
[X Link](https://x.com/TopTechStocksUS/status/1984994065222438919)  2025-11-02T14:40Z [----] followers, 15.7K engagements


"$NBIS Charles Antoine Beyney - DataOne CEO which is the company building NEBIUS DC in Vineland (NJ) made this comment about the importance of density in NEBIUS AI Data Centers. 🚀 Size Does Not Matter Anymore Only Density Does When a CEO says this theyre signaling a paradigm shift in what defines a competitive or valuable data center in the AI era. In the past decade (cloud era) size measured in square meters or total MW capacity was the bragging metric. The bigger the hyperscale campus the better. Today in the AI compute era the dominant metric has shifted to compute density per MW or per"  
[X Link](https://x.com/TopTechStocksUS/status/1985291438859378804)  2025-11-03T10:22Z [----] followers, 15.3K engagements


"$NBIS This is the way to Sovereign AI. with a partner like Accenture #1 in their field the target is clear. AI sovereignty is no longer just a policy topic. Its a boardroom one. Take a look at @Accenture's research findings. Forward-looking organizations are already building hybrid ecosystems with AI clouds like Nebius. Get the full report: https://t.co/XZo6mUnxxw https://t.co/q2qYct2Qva AI sovereignty is no longer just a policy topic. Its a boardroom one. Take a look at @Accenture's research findings. Forward-looking organizations are already building hybrid ecosystems with AI clouds like"  
[X Link](https://x.com/TopTechStocksUS/status/1985438257471988118)  2025-11-03T20:05Z [----] followers, [----] engagements


"$NBIS I will try to make it as simple as possible for everyone to stay calm & let things play out. Nebius + Clickhouse + Avride + Toloka + $19.4B contract with MSFT + Guidance ARR Q3 increase guaranteed + execution + [---] engineers & talent + AI transformational revolution = Q3 surprise & a unicorn in the making. Are you going to be scared because Burry & a few wolves are out to get the scared sheep or do you have enough conviction in stocks that will prove to generate ROI in your accounts if you play the long game I am all for taking advantage on dips but to think that in [--] days of algos"  
[X Link](https://x.com/TopTechStocksUS/status/1986020438703534363)  2025-11-05T10:39Z [----] followers, [----] engagements


"$NBIS Added to MSCI World Index. Excellent news to minimize volatility & have many more institutions supporting the stock. Next will be NASDAQ100 ✅📈"  
[X Link](https://x.com/TopTechStocksUS/status/1986364101711261781)  2025-11-06T09:24Z [----] followers, 36.1K engagements


"@daniel_koss That represents a very unprofessional way of going against competitors. MSFT is playing with fire an IREN member of the board should be respectful not be a total ass"  
[X Link](https://x.com/TopTechStocksUS/status/1986390310989992305)  2025-11-06T11:08Z [----] followers, [----] engagements


"$IREN $3.4B ARR [----] $NBIS 💎💎 👀"  
[X Link](https://x.com/TopTechStocksUS/status/1986544336276730263)  2025-11-06T21:20Z [----] followers, [----] engagements


"$NBIS presentation with Accenture for AI sovereign. Last week $NBIS announced a major partnership with Accenture aimed at helping enterprises and public-sector organizations deploy AI faster and more efficiently. 📽 Here's the full talk from both companies at NVIDIA's GTC Conference. https://t.co/whzkrlXWAJ Last week $NBIS announced a major partnership with Accenture aimed at helping enterprises and public-sector organizations deploy AI faster and more efficiently. 📽 Here's the full talk from both companies at NVIDIA's GTC Conference. https://t.co/whzkrlXWAJ"  
[X Link](https://x.com/TopTechStocksUS/status/1986751238386454633)  2025-11-07T11:03Z [----] followers, [----] engagements


"$NBIS Q3 ER 11-11 will show increased guidance. Consider $17.4B $MSFT ($3.48B x [--] yr contract) + all new customers. Bullish into earnings 🔥 🚨Top technical analysis by @investwithsheng 📈 + Catalysts to consider in Q4 @MB_Hogan ✅ $NBIS recent bullish developments and upcoming catalysts to consider as we approach Q3 Earnings Call on Tuesday November 11th ✅ After DA Davidson just raised Nebius price target to $150 the average analyst price target is now $161.40 (this includes Goldmans base case of $NBIS recent bullish developments and upcoming catalysts to consider as we approach Q3 Earnings"  
[X Link](https://x.com/TopTechStocksUS/status/1987490483610718236)  2025-11-09T12:00Z [----] followers, 10.8K engagements


"$NBIS Having weekend fun with my children & 🐶 companion. Life is good. Next week we will beat & continue the journey 📈 Pets are a beauty & family members with all rights 😍"  
[X Link](https://x.com/TopTechStocksUS/status/1987539006637170862)  2025-11-09T15:13Z [----] followers, [----] engagements


"$NBIS Good morning/night $117.54 (+5.63%) ✅📈"  
[X Link](https://x.com/TopTechStocksUS/status/1987759813095215194)  2025-11-10T05:50Z [----] followers, [----] engagements


"$NBIS Q3 ER is on tomorrow 11-11. * Revenue estimated: $155.7 million avg * EPS: approximately $0.56 per share * Guidance ARR Key Highlights: MSFT $17.4B + $2B more ✅ Cash: $5 Billion ✅ Israel & UK Data Centers activated ✅ Accenture partnership for Sovereign AI ✅ AI Token Factory ✅ * Vineland NJ Data Center Q4 (pending update) * Birmingham AL terrain acquired $90M ✅ * 1GW capacity updated * Team of 7-8 Enterprise Sales execs (recruiting) Any other important topics GLTA"  
[X Link](https://x.com/TopTechStocksUS/status/1987890579506610318)  2025-11-10T14:30Z [----] followers, [----] engagements


"$NBIS Two key facts #1. Institutionals 🐳🐳 loading up AH pre Q3 ER✅ #2. AI infrastructure $JPM mentions 5T-7T spending next [--] years. We are so early. 🫰💰 Thanks @_BNG_Capital"  
[X Link](https://x.com/TopTechStocksUS/status/1988134114826846268)  2025-11-11T06:38Z [----] followers, [----] engagements


"$NBIS Roman Chernin Co-Founder talks about the importance of Scaling AI Inference Performance in the Cloud with Nebius on this video released by $NVDA View it on the link below: https://www.youtube.com/watchv=qwGx5ZfUeBo https://www.youtube.com/watchv=qwGx5ZfUeBo"  
[X Link](https://x.com/TopTechStocksUS/status/1988153177301295149)  2025-11-11T07:53Z [----] followers, [----] engagements


"🚨JUST IN: $NBIS ROVIDA Investment has released 13F adding NEBIUS again with 453K (+26.2%). Total 2.19M ✅ shares or $246.19M Top #12 Inst 🐳🐳 Rest of Top [--] will release today & tomorrow"  
[X Link](https://x.com/TopTechStocksUS/status/1988862610901438832)  2025-11-13T06:52Z [----] followers, 31.5K engagements


"Latest whales 🐳 Q3 13Fs Altshuler Shaham +2.08M. Total 4.18M shares UBS Group + 2.31M. Total 2.71M shares WELLS Fargo +2.43M Total: 2.54M shares BNP Paribas +1.55M Total: 1.65M shares They know what they are doing 📈💎 [----] & beyond"  
[X Link](https://x.com/TopTechStocksUS/status/1989068416351891458)  2025-11-13T20:30Z [----] followers, 19.5K engagements


"$NBIS $22B with $MSFT & $META & you are going to get scared 🌱🤑"  
[X Link](https://x.com/TopTechStocksUS/status/1989342347591843892)  2025-11-14T14:39Z [----] followers, [----] engagements


"@daniel_koss I have listened carefully to his last [--] interviews & must say that Marc Boroditsky is an excellent corporate speaker for NEBIUS. He creates excitement & knows how to communicate in a very appealing way"  
[X Link](https://x.com/TopTechStocksUS/status/1973084967635648549)  2025-09-30T17:58Z [----] followers, 14K engagements


"$TGTX JPM Healthcare conference has always been the perfect showcase for a Biotech to shine. I guess CEO MW wants to extract max value for his 13.07M shares so if BO talks are in the way with one or more suitors monday should be all about showing amazing potential down the line"  
[X Link](https://x.com/TopTechStocksUS/status/1878027702759825843)  2025-01-11T10:34Z [----] followers, [----] engagements


"$IOVA CFO Corleen already making progression. Its nice to have pros at the wheels. Reversal in place. Science is solid. Margins will start improving & lung data coming in PR before end of year. ✅📈"  
[X Link](https://x.com/TopTechStocksUS/status/1963967329764511749)  2025-09-05T14:07Z [----] followers, [----] engagements


"🚨 JUST IN: $NBIS Nebius launches Nebius Robotics and Physical AI Awards Nebius is proud to announce the Nebius Robotics and Physical AI Awards a new global initiative to find the next big thing among startups and scale-ups building the future of robotics and vision AI systems. The awards aim to showcase companies advancing the frontier of physical AI from embodied robotics and autonomous systems to streaming video analytics technologies that are redefining how the physical world is observed understood and automated. Are you are developing the next big AI startup Apply below #AI #startups"  
[X Link](https://x.com/TopTechStocksUS/status/1967912497219866803)  2025-09-16T11:24Z [----] followers, [----] engagements


"GS upgrades $NBIS to $120 $NBIS Goldman raised PT to $120 ❤💥 https://t.co/IuBYsm02NZ $NBIS Goldman raised PT to $120 ❤💥 https://t.co/IuBYsm02NZ"  
[X Link](https://x.com/TopTechStocksUS/status/1968296616592658769)  2025-09-17T12:50Z [----] followers, [----] engagements


"📢 $NBIS AI Data Centers demand Nebius a huge amount of capital. My point is to prove that in order to reach at least 1GW another hyperscaler at minimum is in the works. Expected costs (facility): plan $9$14M/MW for shell/MEP/cooling; $2.7$4.2 B to stand up the facility side of NJs [---] MW. IT/GPU dollars are on top and can exceed that but financing can be contract-backed. Growth rate in MW/year: based on guidance [------] MW of new active capacity per year is a reasonable working range through [------] with secured power ramping faster (toward [--] GW by end-2026). How many MW can Nebius do in a"  
[X Link](https://x.com/TopTechStocksUS/status/1968621726041821463)  2025-09-18T10:22Z [----] followers, [----] engagements


"$NBIS BOOM 🔥🔥🔥 $NVDA [---] Billion gig has lifted entire AI industry. Lets go"  
[X Link](https://x.com/TopTechStocksUS/status/1970178976783188294)  2025-09-22T17:30Z [----] followers, [----] engagements


"$NBIS upgrades are coming. Northland raised from $77 to $206 from @mvcinvesting JUST IN: Northland raised its Price Target on $NBIS from $77 to $206 and keeps an Outperform rating 🟢 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 🟢 After $NBIS announced on September [--] a $17.4B deal with Microsoft to deliver dedicated capacity from its new data"  
[X Link](https://x.com/TopTechStocksUS/status/1970881127947858420)  2025-09-24T16:00Z [----] followers, [----] engagements


"$NBIS ends the week with +689% return. My portfolio is 92.5% in on it. Gazillions at play. The future is AI all the way. Industries reconfigured & redefined. Catalysts pending: * NJ starting 300MW * UK contracts * Q3 ER updates to new ARR * AVRide doing 100K deliveries in one campus * Other hyperscaler deals * News around Oct 15th of a innovation development about sustainable Data Centers. Enjoy the weekend"  
[X Link](https://x.com/TopTechStocksUS/status/1971668256818970805)  2025-09-26T20:08Z [----] followers, [----] engagements


"$NBIS Continues progressing now with NVDA Exemplar Status on H200 GPUs. Thanks @daniel_koss 🚀 Nebius just achieved NVIDIA Exemplar Status on H200 GPUs 🚀 This means Nebius becomes one of the first cloud providers worldwide to be certified for frontier model training performance. 97% of NVIDIAs benchmark 167k GPU hrs MTBF and vertically-integrated infra = https://t.co/PNqxuTJyi3 🚀 Nebius just achieved NVIDIA Exemplar Status on H200 GPUs 🚀 This means Nebius becomes one of the first cloud providers worldwide to be certified for frontier model training performance. 97% of NVIDIAs benchmark"  
[X Link](https://x.com/TopTechStocksUS/status/1972608114311712786)  2025-09-29T10:23Z [----] followers, [----] engagements


"$NBIS What NEBIUS CRO is implying has ROI written all over it in CAPITAL $$$. These are exciting times. 🚨JUST IN: $NBIS Chief Revenue Officer: "Whats ahead of us is dramatically greater than what we have already reported and shown." https://t.co/FjlUH4S2Oy 🚨JUST IN: $NBIS Chief Revenue Officer: "Whats ahead of us is dramatically greater than what we have already reported and shown." https://t.co/FjlUH4S2Oy"  
[X Link](https://x.com/TopTechStocksUS/status/1972768658138300912)  2025-09-29T21:01Z [----] followers, [----] engagements


"$NBIS This is BIG so NEBIUS is looking to hire a Director of Strategic Partnership just for $NVDA Tracking dozens of high-impact workstreams across both organizations. Can you say verticals NEBIUS & NVIDIA are going full swing for all industries across the spectrum. We are going minimum x5 from today until end of [----]. Mark my words Q3 ER call for the reveal October 29th $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"  
[X Link](https://x.com/TopTechStocksUS/status/1972953914585518334)  2025-09-30T09:17Z [----] followers, [----] engagements


"🚨JUST IN: $NBIS Emirates is next stop in our journey. $NVDA Nvidia stock climbs to record amid reported UAE export approval price target raise: 'This is not a bubble' Nvidia (NVDA) stock rose to a record high Thursday up around 1.8% after Bloomberg reported that the US government has approved for export several billion dollars' worth of the tech giant's chips to the United Arab Emirates. The Commerce Department issued Nvidia its export license to the UAE after the federation solidified earlier commitments to making reciprocal investments in the US Bloomberg reported citing an unnamed US"  
[X Link](https://x.com/TopTechStocksUS/status/1976381884755067315)  2025-10-09T20:18Z [----] followers, [----] engagements


"$NBIS I have a hunch Jensen will nail this for the AI industry. If our Q3 ER call is oct 29th would be perfect timing ✅📈 NVIDIA GTC Jensen Huangs keynote live from Washington D.C. October [--] at 8:30 a.m. ET. https://t.co/9O28dCS3w8 NVIDIA GTC Jensen Huangs keynote live from Washington D.C. October [--] at 8:30 a.m. ET. https://t.co/9O28dCS3w8"  
[X Link](https://x.com/TopTechStocksUS/status/1980726788147106114)  2025-10-21T20:04Z [----] followers, [----] engagements


"@amitisinvesting This is the exact same reason why $NBIS with a $19.4B contract for [--] years + all extra deals will blow Q3 ER guidance will be raised $4B ARR x [--] years at a minimum but me be stocks will be evaporated"  
[X Link](https://x.com/TopTechStocksUS/status/1981056071730155645)  2025-10-22T17:52Z [----] followers, [----] engagements


"$NBIS The Dream Team Talent is the biggest asset of any company. Glad to see this pool of top recruitments coming to Nebius. What an adventure awaits"  
[X Link](https://x.com/TopTechStocksUS/status/1981781445052891378)  2025-10-24T17:54Z [----] followers, [----] engagements


"$NBIS is indirectly a big beneficiary because of their $MSFT partnership for AI Data Centers & full stack. Big news for AI industry more to come. BREAKING: Microsoft $MSFT says it has reached an agreement with OpenAI regarding its ownership stake. Under the new terms Microsoft now holds a 27% stake in OpenAI valued at $135 billion and OpenAI has committed to purchasing $250 billion worth of Azure services. BREAKING: Microsoft $MSFT says it has reached an agreement with OpenAI regarding its ownership stake. Under the new terms Microsoft now holds a 27% stake in OpenAI valued at $135 billion"  
[X Link](https://x.com/TopTechStocksUS/status/1983162064861573162)  2025-10-28T13:20Z [----] followers, [----] engagements


"$NBIS A must read its all about performance control & efficiency ✅ Thanks Manuel & Roman 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: 🧐 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"  
[X Link](https://x.com/TopTechStocksUS/status/1983934917168803941)  2025-10-30T16:31Z [----] followers, [----] engagements


"$NBIS AI Token Factory is ready. $NBIS is a hyperscaler in the making. https://t.co/FvjQzeQVm9 $NBIS is a hyperscaler in the making. https://t.co/FvjQzeQVm9"  
[X Link](https://x.com/TopTechStocksUS/status/1986047415938347222)  2025-11-05T12:26Z [----] followers, [----] engagements


"$NBIS Could the land acquired by NEBIUS in Birmingham Alabama for $90M be destined to build a new Data Center for $META Nebius Inc. which already operates several across the United States is buying over [--] acres in Birmingham. According to the Birmingham Business Journal the area of land totals [-----] noncontiguous acres. It includes the former Regions Lakeshore Operations Center vacant adjoining lots and an undeveloped parcel previously owned by The UAB Research Foundation. BBJ tracked a series of property record sales before they were all sold to Alabama ADC Holdings LLC for $90 million on"  
[X Link](https://x.com/TopTechStocksUS/status/1986136917935575403)  2025-11-05T18:21Z [----] followers, [----] engagements


"$NBIS Amazing news NEBIUS AI Cloud arrives in the UK CEO Arkady Volozh will do a keynote today in Future of AI Conference in London at 15:40 UK time. We are proud to announce our first deployment of @nvidia Blackwell Ultra in the UK. Accelerated by NVIDIA Blackwell Ultra GPUs and NVIDIA Quantum-X800 InfiniBand networking the deployment delivers unprecedented performance for generative AI and future foundation model https://t.co/gWvZfEH4Y0 We are proud to announce our first deployment of @nvidia Blackwell Ultra in the UK. Accelerated by NVIDIA Blackwell Ultra GPUs and NVIDIA Quantum-X800"  
[X Link](https://x.com/TopTechStocksUS/status/1986336809396191585)  2025-11-06T07:36Z [----] followers, [----] engagements


"$NBIS Ok so about time for that special sustainability feature of Vineland Data Center to become known to all. I hope its tomorrow & we let monday do the fireworks we need a nice surprise. How about a 🐰🎩"  
[X Link](https://x.com/TopTechStocksUS/status/1986528762914029986)  2025-11-06T20:18Z [----] followers, [----] engagements


"$NBIS If you are into AI stocks you need to read this SemiAnalysis (one of the most respected independent research outlets in semiconductors and AI infrastructure) is incredibly bullish on $NBIS ❤ - They still put $CRWV on top right now. - Nebius close [--] (Gold tier) "direct competitor" to CoreWeave - Nebius already better at https://t.co/nIa8lWFldY SemiAnalysis (one of the most respected independent research outlets in semiconductors and AI infrastructure) is incredibly bullish on $NBIS ❤ - They still put $CRWV on top right now. - Nebius close [--] (Gold tier) "direct competitor" to CoreWeave -"  
[X Link](https://x.com/TopTechStocksUS/status/1986575252474692017)  2025-11-06T23:23Z [----] followers, [----] engagements


"$NBIS CEO Arkady Volozh is a visionary. He is evolving AI playing like a Chess 3D game few steps ahead. Execution strategy & talent. Bring on Q3 ER 📈 $NBIS Thought Id share a bit more about Nebius CEO/Founder and visionary tech genius Arkady Volozh from my recent deep dive I dont follow trends. I wait for the right problem then solve it completely. Arkady Volozh (Kommersant 2017) A few quotes about Arkady: He $NBIS Thought Id share a bit more about Nebius CEO/Founder and visionary tech genius Arkady Volozh from my recent deep dive I dont follow trends. I wait for the right problem then solve"  
[X Link](https://x.com/TopTechStocksUS/status/1987652079012225116)  2025-11-09T22:42Z [----] followers, [----] engagements


"🚨JUST IN: $NBIS Q3 Earnings Report RELEASED ✅ $META agreement valued at approx $3B. [--] years. 🟢 $7-9B ARR [----] Guidance 🟢 Revenue of $146.1M Capacity increased to 2.5GW 🟢 (ATM) equity program for up to [--] million Class A shares Excellent news except the ATM which is a bit of dilution. Live Call: https://nebius-q3-2025-earnings-call.open-exchange.net/welcome https://nebius-q3-2025-earnings-call.open-exchange.net/welcome"  
[X Link](https://x.com/TopTechStocksUS/status/1988217902760173622)  2025-11-11T12:11Z [----] followers, [----] engagements


"@LiebermanAustin You must be kidding right Dilution 10% to grow 600% is killing shareholder value How do you think Data Centers with massive Capex are paid At some point dilution would come look where they have done it at + $100"  
[X Link](https://x.com/TopTechStocksUS/status/1988303460127887719)  2025-11-11T17:51Z [----] followers, [----] engagements


"$NBIS Come on lets close that ATM today Oversubscribed & lets resume with $2.3B after fees paid to added Cash available to grow💰Congrats to all who added today 🏆"  
[X Link](https://x.com/TopTechStocksUS/status/1988699289074458718)  2025-11-12T20:03Z [----] followers, [----] engagements


"🚨JUST IN: $NBIS UBS WELL FARGO BNP PARIBAS Altshuler Shaham all adding multi million shares blocks in Q3 🐳🐳🐳🐳 its clear we are on a loading rampage. Conviction & taking advantage is key now"  
[X Link](https://x.com/anyuser/status/1989066980582994005)  2025-11-13T20:24Z [----] followers, 28.6K engagements


"$NBIS Listen to Chief Revenue Officer Marc Boroditsky interview in Schwabb. Talk about NEBIUS multiple GW coming new countries & speaking about the reality that in his many years in the industry he has never experienced anything remotely close to this AI opportunity. https://x.com/SchwabNetwork/status/1971672822880837966 https://x.com/SchwabNetwork/status/1971672822880837966"  
[X Link](https://x.com/TopTechStocksUS/status/1971891852186911050)  2025-09-27T10:57Z [----] followers, [----] engagements

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