# ![@daniel_koss Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1315322118.png) @daniel_koss Daniel Koss

Daniel Koss posts on X about $nbis, ai, $iren, if you the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1315322118/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1315322118/c:line/m:interactions.svg)

- [--] Week [------] +100%
- [--] Month [-------] -5.50%
- [--] Months [---------] +6,460%
- [--] Year [---------] +2,238,361%

### Mentions: [--] [#](/creator/twitter::1315322118/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1315322118/c:line/m:posts_active.svg)

- [--] Week [--] -65%
- [--] Month [--] +19%
- [--] Months [---] +453%
- [--] Year [---] +21,900%

### Followers: [------] [#](/creator/twitter::1315322118/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1315322118/c:line/m:followers.svg)

- [--] Week [------] -0.14%
- [--] Month [------] +1.60%
- [--] Months [------] +167%
- [--] Year [------] +194%

### CreatorRank: [-------] [#](/creator/twitter::1315322118/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1315322118/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  33.33% [stocks](/list/stocks)  #6096 [technology brands](/list/technology-brands)  19.66% [cryptocurrencies](/list/cryptocurrencies)  3.42% [automotive brands](/list/automotive-brands)  2.56% [travel destinations](/list/travel-destinations)  1.71% [currencies](/list/currencies)  1.71% [countries](/list/countries)  0.85% [social networks](/list/social-networks)  0.85%

**Social topic influence**
[$nbis](/topic/$nbis) #30, [ai](/topic/ai) 18.8%, [$iren](/topic/$iren) 10.26%, [if you](/topic/if-you) 10.26%, [bullish](/topic/bullish) 7.69%, [end of](/topic/end-of) 7.69%, [target](/topic/target) 6.84%, [stocks](/topic/stocks) 6.84%, [the next](/topic/the-next) 6.84%, [microsoft](/topic/microsoft) 5.98%

**Top accounts mentioned or mentioned by**
[@itsalasdairmann](/creator/undefined) [@nebiusai](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@marcboroditsky](/creator/undefined) [@accounting_ds](/creator/undefined) [@number1invest_](/creator/undefined) [@asymmetricgains](/creator/undefined) [@howhighicanfly](/creator/undefined) [@yeshuaige9988](/creator/undefined) [@rjccapital](/creator/undefined) [@fvrbenjamin](/creator/undefined) [@bryanjohnson](/creator/undefined) [@pennycheck](/creator/undefined) [@accountingds](/creator/undefined) [@james406](/creator/undefined) [@dylan522p](/creator/undefined) [@danroberts0101](/creator/undefined) [@sarfattiir](/creator/undefined) [@michaeljburry](/creator/undefined) [@frameworkwisely](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Oracle Corporation (ORCL)](/topic/$orcl) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Tesla, Inc. (TSLA)](/topic/$tsla) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Oklo Inc. (OKLO)](/topic/$oklo) [Velo (VELO)](/topic/$velo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Metadium (META)](/topic/$meta) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Strategy (MSTR)](/topic/$mstr) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [QuantumScape Corporation (QS)](/topic/$qs) [MercadoLibre Inc (MELI)](/topic/$meli) [Advanced Micro Devices (AMD)](/topic/$amd) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [RAI Finance (SOFI)](/topic/$sofi) [Auroracoin (AUR)](/topic/$aur) [Constellation Energy Corp (CEG)](/topic/$ceg) [NuCypher (NU)](/topic/$nu) [Vistra, Corp. (VST)](/topic/$vst) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Pure Storage, Inc. (PSTG)](/topic/$pstg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I 11xd my portfolio since January [----]. Heres exactly how I invest 👇 [--] Thesis I identify sectors with massive economic potential. I then try to find the specific winners positioned to capture most of the value. [--] Model I project revenue profit margins and growth rates. Crucially I always adjust for dilution to find a realistic price target and implied return. [--] Quality & Safety Score I grade every company on [--] pillars: Moats Founder DNA Management alignment Management quality Tech risk Execution risk Regulatory / exogenous risks [--] Quality-Adjusted Yield I calculate my quality-adjusted yield"  
[X Link](https://x.com/daniel_koss/status/2013280289372754202)  2026-01-19T16:00Z 13.3K followers, [----] engagements


"I feel very confident owning names like $TE $EOSE and $VELO Mostly U.S. supply chains and consistently increasing their U.S. exposure in a climate of rising global geopolitical tensions 🌍 Well have Trump for another [--] years. By now we know his only constant is chaos and turmoil. Betting on stocks that win in a normal climate and thrive in a bad climate feels safe and right to me 🛡📈 https://twitter.com/i/web/status/2013503717392212261 https://twitter.com/i/web/status/2013503717392212261"  
[X Link](https://x.com/daniel_koss/status/2013503717392212261)  2026-01-20T06:47Z 13.3K followers, 21.4K engagements


"Earnings Dates for all the companies I follow: $AMD Jan [--] ✅ $TSLA Jan [--] ✅ $MSFT Jan [--] ✅ $META Jan [--] ✅ $AMZN Jan [--] ✅ $SOFI Jan [--] ✅ $PLTR Feb [--] ✅ $MSTR Feb [--] ✅ $GOOGL Feb [--] ✅ $FLNC Feb [--] ✅ $HOOD Feb [--] ✅ $NVDA Feb [--] ✅ $QS Feb [----] $AUR Feb [----] $CEG Feb [----] $IREN Feb [----] $HIMS Feb [----] $NU Feb [----] $MELI Feb [----] $VST Feb 25Mar [--] $CIFR Feb 25Mar [--] $PGY Feb 26Mar [--] $RKLB Feb 26Mar [--] $OUST Mar [---] $EOSE Mar [---] $MDB Mar [---] $ORCL Mar [---] $VELO Mar [----] $CRDO Mar [----] $IE Mar [----] $DLO Mar [----] $ONDS Mar [----] $OKLO Mar [----] $GLXY Mar [----] $MU Mar [----] $NAK Mar [----] $APLD Mar [----] $ASTS"  
[X Link](https://x.com/daniel_koss/status/2013507601804255234)  2026-01-20T07:03Z 13.3K followers, [----] engagements


"$CRDO and $PSTG both look very interesting to me. Both amazing long term holds. Just not sure if they can outperform the stocks I already hold and it's worth adding some 🤔 Anyone can make a strong case why they'd won't "just" go up 50-100% but could do +100-300% in a year Anything I'm missing Any huge deals coming Any reasons why their guidance is sandbagging hard and reality will be much better https://twitter.com/i/web/status/2013642803805593628 https://twitter.com/i/web/status/2013642803805593628"  
[X Link](https://x.com/daniel_koss/status/2013642803805593628)  2026-01-20T16:00Z 13.3K followers, [----] engagements


"Added a new stock today SCHMID Group $SHMD Looks like a great setup to me. High risk very high reward. INTRO: Schmid Group is a 160-year-old German company that holds a potential monopoly on the "wet-processing" equipment needed for the next generation of AI computing: Glass Core Substrates (GCS). Modern AI chips are getting too big and hot for current plastic boards; they need glass to stop warping and Schmid has the unique tech to plate the microscopic holes in that glass. THESIS: The investment thesis is based on a massive "valuation dislocation". Right now the market is pricing $SHMD like"  
[X Link](https://x.com/daniel_koss/status/2013681515461288269)  2026-01-20T18:34Z 13.3K followers, 28.7K engagements


"The people who accuse actual fund managers of engagement farming on X are hilarious. You realize an average fund manager makes more per day than your favorite X influencer gets paid for a full year of posting Accusing them of engagement farming makes you sound like a [--] yo kid with zero clue about Fund or X Economics. X payments are completely irrelevant. A few hundred bucks don't matter to any fund manager. https://twitter.com/i/web/status/2016272451337113923 https://twitter.com/i/web/status/2016272451337113923"  
[X Link](https://x.com/daniel_koss/status/2016272451337113923)  2026-01-27T22:09Z 13.3K followers, [----] engagements


"Nebius $NBIS just published a 12-page whitepaper. Why Nebius is structurally superior to peers. I read the full report so you dont have to. Heres my takeaway 👇 Nebius claims structural superiority across the full AI stack: Model layer Fewer joules per token. Example: Llama [--] 405B consumes 2.3x more energy per token than GPT-3 175B on the same hardware and Nebius optimizes models at runtime to materially reduce this gap. Cluster layer Higher stability. Example: [--] hours uninterrupted runtime on a 3000-GPU cluster vs [--] hours typical at that scale. Fabric layer Higher utilization. Example: 45%"  
[X Link](https://x.com/daniel_koss/status/2016432448154882309)  2026-01-28T08:45Z 13.3K followers, 17.8K engagements


"Stop chasing shiny objects. Dont liquidate positions you built through rigorous analysis and a genuine understanding of the underlying business just to chase whatever happens to be trending on X. Trading creates the illusion of productivity. You are doing this if you are fully invested in high quality businesses yet find yourself asking every day So. whats the move today You will bleed money through transaction fees and currency conversion spreads. You will likely underperform. And you will expose yourself to risks you cannot properly assess because you have not yet learned to separate signal"  
[X Link](https://x.com/daniel_koss/status/2016889079598587968)  2026-01-29T15:00Z 13.3K followers, 10.5K engagements


"Invest to improve your life. Dont live to improve your investing"  
[X Link](https://x.com/daniel_koss/status/2018139269479661909)  2026-02-02T01:47Z 13.3K followers, [----] engagements


"I invested in a startup and made $600k from the angel check. Invested the money into public stocks a few days ago. -30%. Should've kept it in the safe haven of overvalued private startups 😂"  
[X Link](https://x.com/daniel_koss/status/2019608869962735758)  2026-02-06T03:07Z 13.3K followers, [----] engagements


"Morning workout in Bali after @itsalasdairmann and I discuss our plan after this 30% drop is to "do nothing" 😎"  
[X Link](https://x.com/daniel_koss/status/2019613301312020939)  2026-02-06T03:25Z 13.3K followers, [----] engagements


"@RJCcapital This is not true. I know many $hims holders and they are much hairier and usually have a boner"  
[X Link](https://x.com/daniel_koss/status/2019985542868607272)  2026-02-07T04:04Z 13.3K followers, [----] engagements


"To all $hims bagholders: buy their products. Stay hard"  
[X Link](https://x.com/daniel_koss/status/2019985813766103545)  2026-02-07T04:05Z 13.3K followers, [----] engagements


"Your top [--] picks for best performing stock of [----] As of today I'd nominate $VELO $TE $KRKNF"  
[X Link](https://x.com/daniel_koss/status/2009624369790587231)  2026-01-09T13:52Z 13.3K followers, 16.7K engagements


"@FVR_Benjamin I made crazy gains in OKLO last year but what is attractive at these valuations in the Uranium space"  
[X Link](https://x.com/daniel_koss/status/2013309933589008651)  2026-01-19T17:57Z 13.3K followers, [--] engagements


"2026 - Copper Stocks 📈 Two "America-First" / MAGA plays bringing mining back home. Here is why I'm interested: $GCU / $GCUMF (Gunnison Copper) Eco Edge: Uses tech backed by a industry giant (Rio Tinto) to "recycle" copper from waste. Its much greener and skips the expensive messy smelting process. Scaling: They officially started selling copper late last year and are rapidly scaling up production throughout [----]. M&A Target: Their next project is 8x larger than what they have now. A major progress update this quarter could make them a prime target for a big buyout. $IE (Ivanhoe Electric)"  
[X Link](https://x.com/daniel_koss/status/2010749268622196843)  2026-01-12T16:22Z 13.3K followers, [----] engagements


"Dumbest take ever. There's a gigantic pseudo-intellectual bubble that romanticizes pain suffering and of course they think lack of sleep and smoking are sooo cool. Sounds like teenagers who brag about how little they slept or learned for a test 🥱 Grow up. Health is wealth. Health allows you to do more experience more and be more alive. Yes that takes sacrifice in some areas. If you don't have discipline or want to romanticize behaviors that kill you enjoy. The fact people have to hate on @bryan_johnson for his purely positive message and can't even disagree politely is a clear sign of how"  
[X Link](https://x.com/daniel_koss/status/2020706012173598847)  2026-02-09T03:47Z 13.3K followers, [----] engagements


"Goal of this community is to educate each other and share alpha. Please don't spam and only add screenshots if you habe valuable insights to add aswell :)"  
[X Link](https://x.com/daniel_koss/status/2003119050378088767)  2025-12-22T15:02Z 13.3K followers, 28.9K engagements


"The next 10x stock of [----] could be $VPG In this post I will give you the 80IQ thesis using exactly [--] fundamentals. Here we go: Since the SPAC low $OKLO went up +1800% to a market cap of $29B. Above 80IQ investors like @pennycheck pointed out that OKLO trades based on SMR sentiment not fundamentals. Now $VPG is seen as the best $TSLA Optimus proxy. X has many posts explaining why and the numbers and all that stuff. I don't care if true or not point is it's seen that way. My prediction is this stock will pump or dump the entire year based on exactly one thing: Elon Musk's rhetoric on Optimus."  
[X Link](https://x.com/daniel_koss/status/2016925402581684284)  2026-01-29T17:24Z 13.3K followers, [----] engagements


"Guys I'm in Bali wtf is happening I only saw a ton of good news and everything is bleeding like AI is cancelled again 😂 The margin devil is starting to tempt me again"  
[X Link](https://x.com/daniel_koss/status/2019432575685783702)  2026-02-05T15:26Z 13.3K followers, [----] engagements


"@accounting_ds Very biased take pitching accountability as an accountant 🤨 Jk great post and full agree 😂"  
[X Link](https://x.com/daniel_koss/status/2021785238335365568)  2026-02-12T03:15Z 13.3K followers, [----] engagements


"$NBIS x OpenAI / $ORCL is obvious. But it seems like $NBIS x $AMZN could also be cooking 👀"  
[X Link](https://x.com/anyuser/status/1970961228710261165)  2025-09-24T21:19Z 13.3K followers, 17.1K engagements


"When ClickHouse IPOs $NBIS should NOT sell a single share in my opinion. The synergies and financial upside in ClickHouse are insane. As a shareholder I would much rather see Nebius take on debt or honestly even dilute. I don't care. I know their ROIC is insane so I'm ok with every bit of dilution as I know it will make the pie so much bigger. But selling ClickHouse Hell no"  
[X Link](https://x.com/anyuser/status/1976275436377080020)  2025-10-09T13:15Z 13.3K followers, 14.1K engagements


"$NBIS new all time high 🥳"  
[X Link](https://x.com/anyuser/status/1976643180633448671)  2025-10-10T13:37Z 13.3K followers, [----] engagements


"🔥NEW $NBIS [----] price target: $403 (+211%) Disclaimer: This post is not financial advice. I currently hold a highly concentrated long position in Nebius. This is my base case not my bull case. Personally Im leaning a lot more bullish 😉 Many questions will be answered if you read the full post to the end. Oh and this post is not AI-generated just FYI. Okay lets get started 👇 🧩 Sum-of-the-Parts for the subsidiaries: Fair to say we all underestimated the subsidiaries so far. First we thought they are a nice to have. Then we realized they are actually quite interesting. Now it's starting to"  
[X Link](https://x.com/anyuser/status/1977827005308481633)  2025-10-13T20:01Z 13.3K followers, 140.6K engagements


"Absolute bloodbath 🩸 Clearly everything that's perceived as high risk is getting sold off indiscriminately. Which means insane opportunity to redistribute your portfolio and make new purchases if you believe your favorite stocks are getting sold off without good reason. This moment right here is where outperformance comes from and where you can lean about your own psychology. Do you feel scared or excited when you see this If you feel scared it could mean you're not made for investing OR that you didn't put enough research behind your portfolio. If you feel excited you probably did your"  
[X Link](https://x.com/anyuser/status/1979083508011225253)  2025-10-17T07:14Z 13.3K followers, 158.2K engagements


"I cant help but notice that the tone of $NBIS executives is getting quite aggressive Very interesting and honestly surprising to observe because previously they were always very calm collected and almost silent. They did mention multiple times that they dont want to become a commodity business but rarely talked about competitors and when they did it was always with positive words and a ton of respect. Something changed [--] days ago. It started with Nebius CTO Danila posting on LinkedIn that most neoclouds arent really clouds. They use a ton of third-party software and have different levels of"  
[X Link](https://x.com/anyuser/status/1986366843829756334)  2025-11-06T09:35Z 13.3K followers, 69.7K engagements


"$NBIS Q4 Earnings my full thoughts: What a freaking amazing company. Executing insanely well. Crushing even my high expectations. I trust them 100%. No idea wtf the market is doing but at this price I just want to stack all kinds of calls. NFA"  
[X Link](https://x.com/daniel_koss/status/2021921591630999987)  2026-02-12T12:17Z 13.3K followers, 14.9K engagements


"Can you tell me one competitive advantage they have over Nebius Or just one thing in general they are better at Haven't found anything yet. Nebius seems superior from every single angle. Don't say capacity because Nebius has more than enough capacity to 5x and enough assets to 20x"  
[X Link](https://x.com/daniel_koss/status/1960293153627308303)  2025-08-26T10:48Z 13.3K followers, 50.8K engagements


"@james406 At some point $1m just isn't worth it"  
[X Link](https://x.com/daniel_koss/status/1955712002988355613)  2025-08-13T19:24Z 13.3K followers, 33.1K engagements


"Probably 1-2 years too early but know this: $NBIS will also be the hottest play in cybersecurity"  
[X Link](https://x.com/anyuser/status/1956385639311540624)  2025-08-15T16:00Z 13.3K followers, 23.2K engagements


"Nebius will win OpenAI and Meta as customers. Both already use Coreweave. Both want 100x more AI infra. Nebius' vertically integrated approach offers a better faster cheaper product. $NBIS investors better learn some zen stuff or the crazy gains will ruin you 💰"  
[X Link](https://x.com/anyuser/status/1956434874883101063)  2025-08-15T19:16Z 13.3K followers, 28.1K engagements


"Nebius went from [--] to [--] data centers in [---] years. Great point of reference. $NBIS"  
[X Link](https://x.com/daniel_koss/status/1958073604848976326)  2025-08-20T07:48Z 13.3K followers, [----] engagements


"Bought another 4'800 Nebius shares at a juicy price of only $63. [--] years from now this will feel like a steal. $NBIS"  
[X Link](https://x.com/anyuser/status/1958190871163117847)  2025-08-20T15:34Z 13.3K followers, 35K engagements


"I'm currently 100% all-in Nebius $NBIS. Everything else feels like diWORSEification right now from both a risk and reward perspective. I am not worried because I have done my research and Nebius feels like a geographically and vertically integrated AI ETF with a winning strategic position and superior human capital than any alternative in the market"  
[X Link](https://x.com/anyuser/status/1958542158023028884)  2025-08-21T14:50Z 13.3K followers, 49.2K engagements


"The more I look into $IREN the less I like the stock. Its like $NBIS for investors who prefer hype over substance. 1.The retail community is toxic unhelpful and seems very immature. Every legit question makes them angry. The Nebius community is interested curious helpful and open to bear cases. 2.I dont like how much they spend on marketing cringe image videos podcast sponsorships etc. It feels like intentional targeting of retail traders to pump the stock price. 3.Their Bitcoin mining execution seems to be best in class But that doesnt translate AT ALL into building the best AI cloud. My"  
[X Link](https://x.com/anyuser/status/1960344099757731843)  2025-08-26T14:10Z 13.3K followers, 55K engagements


"My $IREN vs $NBIS post yesterday was too provocative. Let me do a better job at explaining why I believe only Nebius will be a long-term winner and IREN might do really well short-term but won't be able to keep up long-term. First let me clarify what exactly I'm looking to invest in. I used to be an NVIDIA investor. Their chips are powering the AI revolution. The market quickly realized that we're entering the 5th industrial revolution and this is a long-term trend not just hype. As an NVIDIA investor I was obviously very happy with my returns but I realized a big problem. NVIDIA is suffering"  
[X Link](https://x.com/anyuser/status/1960671967620526278)  2025-08-27T11:53Z 13.3K followers, 22.3K engagements


"Needless to say: all Nebius $NBIS price targets for end of [----] are now useless. The bull case just became the base case. Will redo the math tomorrow and share my new price target"  
[X Link](https://x.com/daniel_koss/status/1965170135108591699)  2025-09-08T21:47Z 13.3K followers, 29.9K engagements


"$NBIS pumping 60% on insanely bullish news [--] days after everyone on X freaks out about the CEO potentially selling 10% of his shares is a lesson. NEVER panic just because an insider sells a few shares. Arkady (Nebius CEO) is a [--] year old billionaire. He has a family. Spending a few [---] million USD will affect his real life. Having 10% more papergains has ZERO impact on his real life. He still holds 90% of his shares. Personally I'd never buy a yacht private jet castle or "go crazy" with my money. But as rational investors we should never judge and just observe and learn to understand the"  
[X Link](https://x.com/daniel_koss/status/1965321900739178781)  2025-09-09T07:50Z 13.3K followers, 11K engagements


"NEW $NBIS end of [----] price target: $293 ( +200%) Warning: I'm 100% in Nebius. I'm biased and very opinionated. Not financial advice These are my assumptions based on my own research and my understanding of the market. Do your own research and think for yourself Let me start by saying I believe that after this deal the risk/reward of investing in Nebius is better than ever before. Yes even after the crazy 40-60% overnight pump Here's why: Assumptions - Core ARR: $1.1B - Core multiple: 20x (better than expected margins + absolutely insane growth) - NEW Microsoft ARR: $4B (based on $20B over 5"  
[X Link](https://x.com/anyuser/status/1965343101528019279)  2025-09-09T09:14Z 13.3K followers, 87.9K engagements


"I feel like 99% of $NBIS investors still don't get how ambitious the vision is. Let me paint 👨🏻🎨 the bull case for you. The hyperscalers (Google Cloud Microsoft Azure and AWS) are all worth [---] - [--] Trillion USD today. Nebius wants to ride the AI wave to become the next hyperscaler. From today's $20B market cap that's a 25-100x I believe AI Clouds will be even bigger but let's set that aside for now. I believe achieving that vision is possible in 5-10 years. I do NOT believe all AI Clouds are built equal. I believe Nebius will dominate this winner-takes-most market. Why can't everyone win"  
[X Link](https://x.com/anyuser/status/1965501632357278139)  2025-09-09T19:44Z 13.3K followers, 56.5K engagements


"$NBIS is ridiculously underpriced after a mere 50% jump on the Microsoft deal. It's honestly comical. Just look at the numbers. They got a $17.4-19.4B revenue deal from $MSFT. Market cap only increased by $7.55B. Cloud businesses have INSANE NDR (Net Dollar Retention) of 115-130%. Simply put: Cloud businesses grow very fast just from existing customers alone and are really sticky. Expect recurring revenue. Expect the deal size to expand. Most importantly: [--] years is just what they contracted. Do you realize that Microsoft (the worlds biggest capex spender) is now basically a Nebius customer"  
[X Link](https://x.com/anyuser/status/1965693239714811995)  2025-09-10T08:26Z 13.3K followers, 36.8K engagements


"$NBIS more hyperscaler deals are coming The writing is on the wall. Management is guiding accordingly. Capacity is being built accordingly. Capital is being raised accordingly"  
[X Link](https://x.com/anyuser/status/1965789058829054408)  2025-09-10T14:46Z 13.3K followers, [----] engagements


"Holding $NBIS feels like being a kid on Christmas Eve. Your parents pretend they didnt get you any gifts but you know theyve got several hidden away. The gifts are the hyperscaler deals. We know theyre coming"  
[X Link](https://x.com/anyuser/status/1967670705904128487)  2025-09-15T19:23Z 13.3K followers, 11.6K engagements


"It's funny how we all know $NBIS stock is crazy undervalued right now. All the information is freely available here on X. In just a few months most here will ask themselves why they didn't buy more. Yet they don't do it now. Only acting on your conviction pays you"  
[X Link](https://x.com/anyuser/status/1968020081281266006)  2025-09-16T18:32Z 13.3K followers, 11.2K engagements


"The biggest voice in the $IREN community keeps bashing $NBIS. This is btw the same guy who claims to be an "Independent" investor in IREN while literally sitting on the board. Definitely zero conflict of interest. What's annoying is that it's such a garbage take. It's pure speculation which Arkady (Nebius CEO) already dismantled. Arkady said he believes there will be many more such deals with other hyperscalers (meaning 100% no potential Microsoft exclusivity as suggested in the original post) and that the economics of the deal are attractive. Arkady was the CEO of Yandex a $11B revenue"  
[X Link](https://x.com/daniel_koss/status/1968383374051131668)  2025-09-17T18:35Z 13.3K followers, 44.9K engagements


"To all $NBIS bulls: You're NOT bullish enough Please read the full post I'll try to keep it as short and simple as possible. Some people thought I made a typo and my Nebius price target of $293 is for end of [----]. No it's for end of [----] 🎯 Yes that's more than 3x today's stock price in just a few months. Let me explain. First we need to understand why the stock would be so ridiculously underpriced. Many reasons: [--] The very non-traditional re-listing to the NASDAQ got close to zero publicity. Everyone's favorite Nebius analyst has pointed out many times that with a traditional IPO the price"  
[X Link](https://x.com/anyuser/status/1968417992498131021)  2025-09-17T20:53Z 13.3K followers, 60.6K engagements


"What a time to be alive $NBIS $IREN"  
[X Link](https://x.com/anyuser/status/1968647308209275180)  2025-09-18T12:04Z 13.3K followers, 22.9K engagements


"I love the $NBIS community and wish everyone the best The new discussion is no longer between bulls and bears. It's between bulls about how fast and how high this company and stock really can and will go. Some "grounded and realistic" bulls think I'm way too excited and my price targets are disconnected from reality or just engagement farming. While I think many of them have good intentions here's what I think they are missing: In a "normal" situation of course you'd be thrilled about this year's stock performance and maybe think it's already getting a bit overheated. But Nebius is not a"  
[X Link](https://x.com/anyuser/status/1970186814871990616)  2025-09-22T18:01Z 13.3K followers, 13.2K engagements


"In July I sold all my $ASTS for $NBIS. Back then $ASTS was at $45.58 $NBIS was at $44.30. Today $ASTS is at $54 (+18.5%) and $NBIS is at $114 (+157.3%). The reactions on X Most directly or indirectly called me an idiot. My personal lesson: X is amazing for sourcing top tier investments but follow your conviction and invest in what you understand. Don't just blindly let people bully you into or out of what you believe in P.S. I'm incredibly bullish on $ASTS and understand why the bulls don't wanna sell a single share I just happened to be even more bullish on $NBIS at that moment. The time for"  
[X Link](https://x.com/anyuser/status/1970903005391102178)  2025-09-24T17:27Z 13.3K followers, 42.6K engagements


"I would LOVE to not be 100% in $NBIS. Being in [--] stock makes you look and feel like a monkey gambler. Here's my problem: I want to invest in hypergrowth companies with highly profitable business models recurring predictable revenues strong moats and highly aligned S-tier leadership. Being aware of the situation we're in that very clearly means investing in a company that is vertically integrated and essentially correlates with inference growth over the next decade but outperforms peers with world-class execution and product obsession. I've looked at so many companies but the only "inference"  
[X Link](https://x.com/anyuser/status/1971666084248883371)  2025-09-26T20:00Z 13.3K followers, 23.4K engagements


"The amount of positive news + developments we $NBIS investors get every week is insane. We are on an exponential curve. And we're so freaking early. This stock has and will create thousands of millionaires"  
[X Link](https://x.com/anyuser/status/1971819448920322182)  2025-09-27T06:09Z 13.3K followers, 10.1K engagements


"Name a single AI infrastructure investment opportunity with a better risk-reward than $NBIS - you can't. Undervalued today hypergrowth ahead"  
[X Link](https://x.com/anyuser/status/1971964109320307194)  2025-09-27T15:44Z 13.3K followers, 24.6K engagements


"I'm not worried abour $IREN or $NBIS investors achieving superior returns. I'm worried about the billions of people who don't know what a data center is who will get exactly [--] upside from AI other than abundant economic output they can't afford because they'll be replaced"  
[X Link](https://x.com/anyuser/status/1972162540374577180)  2025-09-28T04:52Z 13.3K followers, 25.5K engagements


"$NBIS fam I just learned something huge about Nebius that was in plain sight that could add 10-40B $ in market cap very soon 💎 💎💎 Longer post with some facts + my speculation coming later today"  
[X Link](https://x.com/anyuser/status/1972949487133086123)  2025-09-30T08:59Z 13.3K followers, 28.1K engagements


"$NBIS guys I'm not done Let me add fuel to the fire 🪵🔥 🔥 🔥 Yesterday I shared why I think $ORCL (indirectly OpenAI) is a future customer ✅ $MSFT is already a customer and if you trust in Nebius' execution their deal will only expand ✅ Now here's the case for why $GOOGL will become a customer soon: their models are crushing it and usage is exploding (give a loving bitchslap to all the bears you know every time they say "bubble" and show them this graph). Very clearly we are not just keeping up growth it's accelerating That's not even my opinion it's just a fact which makes this entire"  
[X Link](https://x.com/anyuser/status/1973330578838626769)  2025-10-01T10:14Z 13.3K followers, 38.6K engagements


"🚨 $NBIS update: Massive land grab for U.S. expansion Nebius has acquired [--] acres of land in Birmingham Alabama 🏟 about the size of [--] soccer fields. The site is large enough to support a 300+ MW AI data center campus ⚡ They paid about $90M. At full build-out it could power $23B in annual recurring revenue 💰 This makes it a strong candidate to become Nebius flagship Southeast AI hub 🌐 Everyone can buy land or power but only Nebius can use it to power the best AI Cloud. $NBIS $CRWV $IREN"  
[X Link](https://x.com/anyuser/status/1973634811139850597)  2025-10-02T06:23Z 13.3K followers, 106.3K engagements


"Im gonna say it: $NBIS stock is still DIRT CHEAP 💎 To all potential investors considering buying the stock: Let me guess youre very interested but scared youre buying the top or are late and missed it 🤔📈 Stop. Just stop. 🚫 Dont be a stupid chart monkey 🐒📊 and use your brain 🧠 for a second. Consider these points: [--] Do you think AI is already over or do you think its the biggest transformation of our lives 🌍🤖 If you believe the latter why would the infra buildout stop after just [--] year This is obviously going to be a multi-decade global buildout of never-before-seen scale and impact"  
[X Link](https://x.com/anyuser/status/1973777687069253819)  2025-10-02T15:50Z 13.3K followers, 15.6K engagements


"Insanely attractive $NBIS dip opportunity. We gonna 3x within a year from here. BTFD 🥰"  
[X Link](https://x.com/anyuser/status/1975584136183095528)  2025-10-07T15:28Z 13.3K followers, 14.7K engagements


"$NBIS is getting sold off aggressively because $ORCL apparently made a loss on renting $NVDA chips. That should be BULLISH Nebius. We already know from multiple sources that Nebius can and is doing this very profitably through their vertical integration. For example their $MSFT deal will bring them AT LEAST $6B in gross profit according to @dylan522p Right now we see exactly what sets them apart. They are built different Know what you own. Market might panic [--] day a week or even a month. But once Nebius earnings show the massive skill and resulting margin gap and adjusted guidance we're gonna"  
[X Link](https://x.com/anyuser/status/1975586273864585358)  2025-10-07T15:37Z 13.3K followers, 67.2K engagements


"$NBIS guys CHILL. Nebius will NOT get good margins. They already DO Last earnings they announced gross margins increased to 71% up from 47% QoQ. They already very clearly showed that the $ORCL problem is not one we have. Our margins are gonna be insane"  
[X Link](https://x.com/anyuser/status/1975600758788927858)  2025-10-07T16:35Z 13.3K followers, 19.4K engagements


"I think $NBIS is about to pull off one of the smartest financial-engineering plays EVER 🧵 Nebius faces a unique dilemma: It runs one of the highest-return-on-capital businesses on earth every dollar they can invest into new capacity compounds insanely fast. But they also own [--] % of ClickHouse one of the few assets globally compounding just as fast. So what do you do when your own business and your biggest investment are both rocket ships You get creative. Heres what I think happens next 👇 [--] ClickHouse valuation path May [----] Series C $6.35 B post-money. ARR grew $50 M $96 M $200 M in 12"  
[X Link](https://x.com/anyuser/status/1976301825662824848)  2025-10-09T15:00Z 13.3K followers, 64.5K engagements


"Yes $NBIS is the next $PLTR. I believe Nebius will make more ARR end of [----] (2 years after inception) than Palantir (after [--] years). Both are amazing businesses. Nebius is a way better investment. Nebius grows significantly faster and is indescribably cheaper"  
[X Link](https://x.com/anyuser/status/1976329454998945829)  2025-10-09T16:50Z 13.3K followers, 41.4K engagements


"$IREN bulls I think I owe you an apology. As it says on my profile my goal on X is to share wins AND fails openly. I've more than 10x'd my portfolio now since [----] with many multibaggers including some very hated names like $OKLO or under the radar names like $OUST. Even more painful therefore to admit that my worst take in the last [--] years was on $IREN. I don't mind missing out on the gains because in retrospect even after proper DD I'd have still bet on $NBIS. But I do mind that I dismissed $IREN for stupid reasons. They've fixed all of the things that bothered me in a few weeks. Their"  
[X Link](https://x.com/anyuser/status/1977665996912525556)  2025-10-13T09:21Z 13.3K followers, 46.6K engagements


"Many $NBIS investors are $IREN investors aswell and vice versa. I'm currently only in $NBIS and many people ask why. First here's what I really like about IREN - great CEO - insane 3.6GW of secured power - recent sponsorings media etc. strongly suggest hyperscaler deals coming - strategic position as the infra pureplay makes IREN one of the ideal partners for hyperscalers The reason why I only own Nebius is pretty straightforward: I just think the risk/reward is better. - I think energy is NOT the bottleneck right now. It's actually very boring: the bottleneck (just as a matter of fact) for"  
[X Link](https://x.com/anyuser/status/1978441249871810634)  2025-10-15T12:42Z 13.3K followers, 32.1K engagements


"$NBIS now is our time to be patient. Don't get greedy. Don't panic sell. Don't chase all the hot names that are running that you don't understand if you're honest other than "the theme is hot". Just chill. Know what you own. Set a price target that you think makes sense based on your expectations and look at the difference between the market price and your price target. Do NOT look at which stock goes up or down. Look forward not backwards"  
[X Link](https://x.com/daniel_koss/status/1978547897227464746)  2025-10-15T19:45Z 13.3K followers, 17.4K engagements


"Most $NBIS investors dont get the real thesis 👇 Its NOT just that Nebius sells software. the strategy is much more sophisticated and logically sound. All AI-native startups that currently just use ChatGPT or Claude are effectively buying a bundle of these models and the underlying infrastructure. You cant run their latest model on your own infrastructure or the infrastructure of your choice. That means youre paying for the model land cooling power compute and whatever they throw in there. Model power and compute are the big three ⚙⚡💻 Every startup that starts to scale will eventually want"  
[X Link](https://x.com/anyuser/status/1978780772325568687)  2025-10-16T11:11Z 13.3K followers, 19.2K engagements


"Guys does this count as $NBIS merch 🤓🥳 Best I could get haha"  
[X Link](https://x.com/anyuser/status/1978844629073096728)  2025-10-16T15:24Z 13.3K followers, 12.3K engagements


"Sorry folks after analyzing $NBIS and many other stocks on my watchlist I've decided to do. absolutely nothing"  
[X Link](https://x.com/anyuser/status/1979202995884630359)  2025-10-17T15:09Z 13.3K followers, 22.4K engagements


"I think this $NBIS selloff is a joke. But talk is cheap. Put $200k into $NBIS Dec. [----] LEAPS. Just couldn't resist. Risk/reward looks too good. Note: Please do NOT put a single $ into options that you can't afford to lose"  
[X Link](https://x.com/anyuser/status/1979232818249994513)  2025-10-17T17:07Z 13.3K followers, 56.8K engagements


"Sry for the dip guys bought 5k $NBIS shares and it went down 5% immediately 😂"  
[X Link](https://x.com/anyuser/status/1980279069691257254)  2025-10-20T14:24Z 13.3K followers, 12.6K engagements


"Bought a new stock for the first time in a while: $KRKNF / $PNG.V 🦑 Thinking out loud: 1) The US must stay the global AI leader or it will lose economic dominance. 2) The AI economy runs on NVIDIA chips. 3) NVIDIA relies 100% on TSMC (in Taiwan an island). 4) If China invades Taiwan the US economy and AI industry are screwed. 5) To prevent that the US will be forced to defend Taiwan's waters. 6) Right now China's shipbuilding capacity is about [---] larger than the US'. 7) To even stand a chance in marine warfare the US needs to bet big on fast-moving defense cos like Anduril which could"  
[X Link](https://x.com/anyuser/status/1980344685173563759)  2025-10-20T18:45Z 13.3K followers, 53.1K engagements


"$NBIS some fake "bulls" are starting to act like 🐈 s. Trust the management to execute and ffs trust your own conviction and decision-making. Why is the FUD affecting you after we gathered all these great insights here over months Do you move based on fundamentals or volatility I haven't heard a single good Nebius bear take. They all come down to "but the stock is already up a lot" or "AI is a bubble". Arguments so misinformed that we shouldn't even address them anymore. Know what you own. In the meantime some of us stayed cool and positioned our portfolios according to our conviction. You'll"  
[X Link](https://x.com/anyuser/status/1980360290245214255)  2025-10-20T19:47Z 13.3K followers, 12.6K engagements


"$NBIS folks right now we're learning to separate the believers from the hyperiders. Haven't sold a share and feel super calm. The only thing I'm worried about is which strategy to apply to take advantage of this massive opportunity. I'm honestly quite excited. Please do NOT copy me but I'm using options and leverage at this point. I know too much about this company to lose faith here. Their capacity is booked out 6m in advance. Fears of an AI bubble crush the stock price but have [--] effect on the 100% real demand and insane growth. This will be so obvious in a few months. But then it's too"  
[X Link](https://x.com/anyuser/status/1980662007318593684)  2025-10-21T15:46Z 13.3K followers, 18.9K engagements


"$NBIS serious question: you guys need some facts to strengthen your conviction again Or is everyone already clear this selloff makes zero sense for Nebius and is a broader market puking cause scared of AI bubble thing"  
[X Link](https://x.com/anyuser/status/1981012014815461843)  2025-10-22T14:57Z 13.3K followers, 14.4K engagements


"Hilarious to read such takes on $NBIS 😂 $30 aka if Nebius trades at 2x forward ARR and you discount all subs to [--]. Killer analysis. Very realistic. While we're at it I'd love to buy some $NVDA $TSLA $GOOGL at $1. When and how Ill build a $NBIS position. $80 = 2% position $50 = add another 2% $30 = add another 2% Ill then have 6% allocated and I would leave it alone. Or at higher share prices but lower p/s multiples id follow the same framework. Fundamentals matter When and how Ill build a $NBIS position. $80 = 2% position $50 = add another 2% $30 = add another 2% Ill then have 6% allocated"  
[X Link](https://x.com/anyuser/status/1981080686774628368)  2025-10-22T19:30Z 13.3K followers, 27.9K engagements


"$NBIS - a moment of silence and prayer for the paperhands"  
[X Link](https://x.com/daniel_koss/status/1981356094455783926)  2025-10-23T13:44Z 13.3K followers, 28.2K engagements


"$NBIS is a baby dragon right now. Most people dismiss it thinking its just an ugly snake. But if you pay attention you can see the monster its becoming. Nebius has the experience track record connections capital strategy partners and leadership and its simply in the right place at the right time. No other Neocloud stands a chance. As competition increases I keep reevaluating the facts but the gap keeps growing and Nebius is running more and more laps around everyone else. I'm not talking about the stock I'm talking about the real business: people growth margins capacity product. There's so"  
[X Link](https://x.com/anyuser/status/1981792048408580259)  2025-10-24T18:36Z 13.3K followers, 22.5K engagements


"🚨 $NBIS bulls - its NVIDIA week 🟢🔥 Nebius is at NVIDIA GTC in D.C. with the full leadership team (Arkady Boroditsky Bounds Zide & more) on site. They said: well have news to share before and during GTC. 👀 Stay glued the next 48h somethings coming. Curious. Any guesses #NBIS #NVIDIA"  
[X Link](https://x.com/anyuser/status/1982750461141614885)  2025-10-27T10:05Z 13.3K followers, 47.3K engagements


"$NBIS fam I think we know what the big NVIDIA x Nebius announcement tomorrow will be 👀 Here are the puzzle pieces 🧩 Big shoutout to @sarfatti_IR for adding some great plausible speculation. [--] NVIDIAs GTC schedule teases a session: A first of its kind integrated stack for Operational AI and Specialized AI Agents. Theyll unveil the newest NVIDIA partner building a fully integrated software stack with Nemotron models. [--] At the last $NVDA GTC $NBIS already gave a talk on: Enabling the agent first future: advancing test time search and compute infrastructure for agentic systems on demand. [--] The"  
[X Link](https://x.com/anyuser/status/1982852020605182160)  2025-10-27T16:48Z 13.3K followers, 120K engagements


"New deal: $MSFT will own 27% of OpenAI. Microsoft chose Nebius as their main data center partner. Which company could possibly soon get massive direct or indirect demand from OpenAI Hmmm sooo complicated. 🤔 No way it's $NBIS right Total speculation"  
[X Link](https://x.com/anyuser/status/1983173886176059893)  2025-10-28T14:07Z 13.3K followers, 38.5K engagements


"💥 Shots Fired Nebius Co-Founder Just Called Out the Entire AI Infra Industry $NBIS' Co-Founder and CBO Roman Chernin just published a sharp and polite but in my opinion very aggressive article in Forbes. Roman is a class act sharp and deeply experienced. But I cannot help reading his piece as a direct shot at legacy clouds but also companies like $IREN $CIFR and other Bitcoin miners now pivoting into AI infrastructure. He opens with a striking metaphor: The gap between general-purpose cloud-era tech and what the new AI economy actually needs Like a Nokia [----] trying to run TikTok. - sounds"  
[X Link](https://x.com/anyuser/status/1983948757763764421)  2025-10-30T17:26Z 13.3K followers, 56.7K engagements


"Here's the $IREN bull case from someone that probably understands it better than most of the IREN bulls on X 💖🐂 Many are just chasing hype sentiment or following a certain insiders trades without thinking for themselves. But after initially wrongly dismissing $IREN Ive done the work. Lets be clear: the value is NOT in some AI cloud. They have no AI cloud even if they call their rental business a cloud. IREN will never build a competitive AI Cloud. They simply do not have the people or skills for that. So many bulls think IREN can just build the physical infra and then slap some software on"  
[X Link](https://x.com/anyuser/status/1984651648476873165)  2025-11-01T16:00Z 13.3K followers, 103.8K engagements


"The next wave of AI winners will run on @nebiusai. Inference demand is going vertical. $NBIS to $400 by end of [----]. ⚡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 ⚡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"  
[X Link](https://x.com/anyuser/status/1986054956642631775)  2025-11-05T12:56Z 13.3K followers, 17K engagements


"Im insanely bullish on $NBIS Q3 earnings next Tuesday (Nov 11). This could be the inflection quarter that drops jaws and wakes the market up. Heres what Im expecting: 1) Explosive revenue acceleration 2) Massive ARR visibility from the $17.4B Microsoft deal 3) New verticals: telcos governments enterprise clients 4) Diversified demand - not reliant on hyperscaler capex if AI "bubble" bursts 5) Clear beat & raise tone (giga bullish) 6) Even stronger [----] capacity guidance 7) Strong momentum across subsidiaries (usage revenue financing partnerships IPO prep) 8) Rockstar hires especially in U.S."  
[X Link](https://x.com/anyuser/status/1986096165671346329)  2025-11-05T15:40Z 13.3K followers, 77.2K engagements


"This is the sound of your portfolio going up another 200% $NBIS $EOSE $TE $KRKNF $ASTS"  
[X Link](https://x.com/anyuser/status/1986160410332942819)  2025-11-05T19:55Z 13.3K followers, 22.1K engagements


"🚨 $NBIS will officially be added to the MSCI World Index 🚨 Wow what amazing news to wake up to 🤩🥲 Here's what that means for us investors: [--]. Massive passive inflows The MSCI World Index underpins trillions of dollars in global ETFs and index-tracking funds. Once Nebius is added these funds are required to buy shares around the effective date. Even a small index weight can lead to tens or even hundreds of millions of dollars in forced inflows which for a $30B company can move the stock a few percent simply from mechanical buying. Pump it 💪 [--]. Institutional credibility and access"  
[X Link](https://x.com/anyuser/status/1986306779328794923)  2025-11-06T05:36Z 13.3K followers, 25.2K engagements


"$EOSE . everyone needs to chill. Heres what we know: - Power demand is exploding and wont slow for at least a decade. - The grid cant keep up. - Nuclear isnt ready yet. - Solar wind and natural gas are the winners today. - Batteries make all three dramatically more efficient. - Every serious data center will use batteries. - EOSEs tech is better faster safer and cheaper. - Theyre getting real orders and just doubled revenue QoQ despite missing guidance. - The bottleneck is production not demand. - Management clearly understands this and is scaling hard. If youve sized your EOSE position right"  
[X Link](https://x.com/anyuser/status/1986334427534745815)  2025-11-06T07:26Z 13.3K followers, 29.7K engagements


"Update: I think I know why $NBIS management is using stronger language now. This guy actually sits on IREN's board. Nebius' response seems very mild and professional in context. I didn't see this post because I muted him 🤐"  
[X Link](https://x.com/anyuser/status/1986385376643059804)  2025-11-06T10:49Z 13.3K followers, 65.8K engagements


"When his stocks go down - market manipulation 😡 $IREN $CIFR (tweet already deleted of course) When stocks he doesn't like $NBIS $CRWV (competitors to the stocks he owns) go down due to a broader market pullback - NOT macro or manipulation market is "waking up" 😆 Quite convenient So you can either claim victory or that everyone else is cheating. so you're right every single day Brilliant. Advanced value investing right here. BTW I'm not bashing $IREN or $CIFR. This is really about his twisted takes and dishonest posts"  
[X Link](https://x.com/anyuser/status/1986456215916880155)  2025-11-06T15:30Z 13.3K followers, 54.5K engagements


"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 Pricing Flexibility On-Demand Access Broader Cloud Ecosystem serverless inference endpoint business stronger open-source commitment higher customer diversity better balance sheet global footprint - Nebius biggest issue still seems to be the reputation drag as a "Russian" copmany. Loved reading that Also learned something"  
[X Link](https://x.com/anyuser/status/1986526547151626556)  2025-11-06T20:10Z 13.3K followers, 45.8K engagements


"Speculation: $MSFT might take a stake in $IREN 👀 "IRENs expertise in building and operating a fully integrated AI cloud from data centers to GPU stack combined with their secured power capacity makes them a strategic partner." - Jonathan Tinter The interesting part is not the quote. It's who it's from. Jonathan Tinter is not an infra guy. He's been with Microsoft for [--] years and now basically is their M&A Chief. My guess: He gave IREN a commercial deal to test if they can deliver. If they perform well Microsoft will become a shareholder. Just speculating :)"  
[X Link](https://x.com/anyuser/status/1986731135297110314)  2025-11-07T09:43Z 13.3K followers, 20K engagements


"$NBIS earnings on Tuesday. I don't think I've ever been so hyped in my life for an earnings call 😂"  
[X Link](https://x.com/anyuser/status/1987459400039305501)  2025-11-09T09:57Z 13.3K followers, 28.1K engagements


"How will $NBIS stock react to earnings They see Nebius trading at [--] x guided ARR and call it overvalued. We see Nebius trading at [--] x forward ARR and believe it will be at 22x (+ subsidiaries worth billions). We call it cheap. Time will tell"  
[X Link](https://x.com/anyuser/status/1987769831265800703)  2025-11-10T06:30Z 13.3K followers, 15.9K engagements


"Im obsessed with asymmetrical investments. That's how I 10x'd my portfolio since [----]. Heres how I think about it: [--]. Limited downside The stock already trades as if the worst case happened or even below the value of its tangible assets. Risk is largely priced in. Even in a market where everyone screams bubble these opportunities exist if you pay attention [--]. High upside If fundamentals or sentiment shift the re-rating (not turnaround) can be explosive. I look for companies that can 23x within [--] months. Almost always hypergrowth tech companies. [--]. Optionality If a company can more than 3x"  
[X Link](https://x.com/anyuser/status/1987831643252383963)  2025-11-10T10:36Z 13.3K followers, 85.4K engagements


"$NBIS HOLY MOTHER OF GOD $7-$9B ARR by end of [----] BAM I told you my $5B ARR is super conservative - 800MW to 1GW connected power - completely sold out () told you aswell. - 19% EBITDA margin - won META as a new hyperscaler customer"  
[X Link](https://x.com/anyuser/status/1988216792851062857)  2025-11-11T12:06Z 13.3K followers, 82.3K engagements


"$NBIS IS INSANELY CHEAP RIGHT NOW - Guided for $8B ARR by end of [----] - Current market cap: $27.61B So if you subtract $10B of subsidiary value you realize Nebius is currently trading at only 2.2x guided [----] ARR. That's INSANITY. A slow groth normal profitability ARR multiple would be [--]. Nebius is growing 700% yoy WHILE making money. https://twitter.com/i/web/status/1988224019913445731 https://twitter.com/i/web/status/1988224019913445731"  
[X Link](https://x.com/anyuser/status/1988224019913445731)  2025-11-11T12:35Z 13.3K followers, 81.1K engagements


"$NBIS Arkady (CEO) said: $META deal was "only" 3B because they literally didn't have more capacity. If they had more they would've sold more and the deal would be bigger"  
[X Link](https://x.com/anyuser/status/1988231759637479673)  2025-11-11T13:06Z 13.3K followers, 83.7K engagements


"$NBIS will dilute like 10% in order to fund a 700% yoy growth. Super bullish. If you're worried about that please sell all your growth stocks you don't deserve them"  
[X Link](https://x.com/anyuser/status/1988236153934274631)  2025-11-11T13:23Z 13.3K followers, 26.5K engagements


"Very insightful comment from $NBIS CEO Arkady: When we plan data center capex there are [--] stages: [--]. Secure land and power - pretty cheap (1% of total capex) [--]. Building data centers (connected power) (18-20%) [--]. Deploying GPUs (remaining 80% main part of capex) So the plan is: - secure as much capacity as possible - build as much as capital allows them - add GPUs as we see REAL demand This also makes it clear that Nebius will NEVER be in a bubble as they don't overbuild ever. Only once real demand is there they build accordingly. Of course they always have to be forward looking but always"  
[X Link](https://x.com/anyuser/status/1988237592303673749)  2025-11-11T13:29Z 13.3K followers, 13.6K engagements


"All I can say to $NBIS investors: HOLD. Do not sell a single share for the next [--] months. Do not let the AI Bubble fears ever get to you. Just don't trade on margin. If you don't do that you're good. Actually GREAT long term"  
[X Link](https://x.com/anyuser/status/1988241243847946553)  2025-11-11T13:43Z 13.3K followers, 18K engagements


"Everyone who buys $NBIS today: YOU ARE STILL EARLY. 10x in [--] years easy. At least 3x next year alone"  
[X Link](https://x.com/anyuser/status/1988242508292272519)  2025-11-11T13:48Z 13.3K followers, 23K engagements


"I will interview $NBIS CRO Marc soon (probably next week) and ask him a million questions after this mind-blowing earnings call. Need to collect my thoughts first. This is beyond my wildest dreams. Crazy bullish. Market will soon understand don't worry"  
[X Link](https://x.com/anyuser/status/1988243678691791335)  2025-11-11T13:53Z 13.3K followers, [----] engagements


"I'm in a world of pain right now. I was really really really happy to finally have a more balanced portfolio and no longer be 100% in $NBIS And then they drop this nuke of guiding for profitable 700% year over year growth. And the market allows you to buy that at a discount. What do I do here. brain AND heart both want more Nebius again"  
[X Link](https://x.com/anyuser/status/1988261088740192658)  2025-11-11T15:02Z 13.3K followers, 44.9K engagements


"$NBIS just posted a Rule of [--] score of [---] 🤯 What is the Rule of [--] It's a key metric showing how efficiently a company balances scale and profitability. You calculate it by simply adding the growth in % and the profit margin in %. Score (719) = Growth % (700) + Profit Margin (19) For context: Typical SaaS = [--] (good) (that's why it's called rule of 40) Datadog = [--] Snowflake = [--] Nvidia = [---] Nebius [---]. Absolutely off the charts"  
[X Link](https://x.com/anyuser/status/1988269178365661231)  2025-11-11T15:34Z 13.3K followers, 120.8K engagements


"My NEW $NBIS end of [----] price target: $607 Bear l Base l Bull case scenarios and assumptions👇 Before you go through my numbers please know I currently hold a large position in $NBIS none of this is financial advice and you should do your own research My assumptions: - I expect them to hit the mid-point of their [----] guidance for this year - $1B ARR. - I expect them to hit the mid-point of their [----] guidance for next year - $8B ARR. - I expect them to double again in [----] - $16B ARR. - I expect their end of [----] EBITDA margin will be +20% - I value their stake in their subsidiaries at $10B"  
[X Link](https://x.com/anyuser/status/1988279910863905044)  2025-11-11T16:17Z 13.3K followers, 89.5K engagements


"The most interesting quote from todays $NBIS Q3 earnings call: Arkady Volozh (CEO) explaining Nebius' 3-phases: Phase 1: Secure land + power (1 % of CapEx) Phase 2: Build data centers (20 %) Phase 3: Deploy GPUs (80 %) We secure as much capacity as we can build as much as capital allows and only fill GPUs when demand is visible. This stands in stark contrast to the current market narrative that whoever has the most power wins. Arkady is saying power is cheap (for Nebius). Where's the disconnect"  
[X Link](https://x.com/anyuser/status/1988299128699228482)  2025-11-11T17:33Z 13.3K followers, 36.1K engagements


"For those of you who want a very conservative $NBIS price target for [----] here you go: - Even though they've proven to underpromise and overdeliver - assume they hit the lowest end of their guidance ($7B ARR) - Even though they've proven hypergrowth with healthy margins - assume the market will remain highly "AI-skeptical" and only give them a 10x ARR multiple - On top of that let's assume aggressive dilution to fund capacity growth that brings us to 300M shares You still get to $266 / share (160 % upside). I really struggly to come up with a "realistic" bear case. To expect the stock to go"  
[X Link](https://x.com/anyuser/status/1988498246918984143)  2025-11-12T06:45Z 13.3K followers, 65.4K engagements


"If a stock you love and own goes down 10% 20% 30% your mind will play all types of tricks on you. The bears will make fun of you. You'll question your own judgment. You'll think you're an idiot. In that moment it's important that youve built deep conviction by doing a lot of research and really knowing what you own. Do you know the management the vision their edge the numbers etc. Only if you understand the company industry and landscape can you stay sane and hold on to your conviction. Without the ability to keep your sanity in such moments you'll get shaken out of EVERY SINGLE 10-bagger."  
[X Link](https://x.com/anyuser/status/1988664568772546708)  2025-11-12T17:45Z 13.3K followers, 37.2K engagements


"Just recorded a [--] hour podcast with $NBIS CRO @marcboroditsky & @itsalasdairmann NOBODY is bullish enough. I truly think Nebius will become a $1T company over the next [--] years. Generational company in the making. Team strategy timing all line up to form a once in a lifetime opportunity"  
[X Link](https://x.com/anyuser/status/1990828497896681558)  2025-11-18T17:04Z 13.3K followers, 50.9K engagements


"I think $NBIS is a 100x from here within the next [--] years"  
[X Link](https://x.com/anyuser/status/1991037101291225120)  2025-11-19T06:53Z 13.3K followers, 101.7K engagements


"When I say $NBIS will be a $1T company by [----] I'm 100% serious. We already know AI-native companies grow MUCH faster than any previous generation of startups. I believe Nebius has the by far best team and builds the best products to become the #1 infrastructure of choice for a majority of these AI natives. Half a year ago this was just my thesis; now we KNOW that AI-native winners like Cursors are officially Nebius customers. As the underlying platform Nebius offers an incredibly attractive risk/reward: you participate in most of the upside of the hottest AI-native companies without the risk"  
[X Link](https://x.com/anyuser/status/1991159539220013238)  2025-11-19T15:00Z 13.3K followers, 53.9K engagements


"People going craaazy about my $NBIS could 100x in [--] years post. It's totally possible. You can be very skeptical or disagree but at least take a look at some numbers: - a $2T market cap in [--] years is a LOT less than $2T today. If you adjust for real inflation. It's probably closer to $1T today. - Today's hyperscalers (Google Cloud Amazon Webservices Microsoft Azure) all make between $60B - $132B in ARR. - If you'd extract their cloud businesses they'd probably be valued roughly at $800B (Google) - $1.4T (Microsoft). - Nebius will hit roughly $8B ARR in ONE year from here (end of 2026)."  
[X Link](https://x.com/anyuser/status/1991263585385730175)  2025-11-19T21:53Z 13.3K followers, 18.7K engagements


"$NBIS what happened I thought all the TA gurus said we're going to $60 🤔"  
[X Link](https://x.com/anyuser/status/1991265268127965434)  2025-11-19T22:00Z 13.3K followers, 55.5K engagements


"$NBIS bears reeeeeally need to understand that Nebius' business is not simply buying and then renting GPUs. Lost count of how many times I've now heard the skeptics point out that "GPUs really depreciate over 2-3 years not 4". Ok cool story. I don't think that's true but even if GPU renting is really a small part of the holistic product offering Nebius is building. Maybe look at the product and roadmap for a second"  
[X Link](https://x.com/anyuser/status/1991281980407693573)  2025-11-19T23:06Z 13.3K followers, 17.2K engagements


"@michaeljburry With this post your entire thesis lost all credibility. The financial engineering argument was solid and potentially correct. Saying the true end demand is small is obviously very wrong"  
[X Link](https://x.com/anyuser/status/1991295762936762418)  2025-11-20T00:01Z 13.3K followers, 29.6K engagements


"Interview with $NBIS @nebiusai CRO @marcboroditsky & @itsalasdairmann If you enjoy the podcast please share it with someone whod appreciate it. Thank you ❤ Timestamps: 00:00 Introduction to Mark Boroditsky and Nebius 00:41 Landing Major Deals with Microsoft and Meta 02:56 Building and Scaling Data Centers 04:36 Defining Contracted vs. Connected Power 05:45 Managing Demand and Pricing Strategy 07:43 Addressing AI Bottlenecks and Nvidia Partnership 09:54 Power Sources and Energy Strategy 13:39 Growth Metrics and Customer Expansion 23:02 Bitcoin Miners and AI Infrastructure 26:58 Valuable Assets"  
[X Link](https://x.com/anyuser/status/1992949578677498237)  2025-11-24T13:33Z 13.3K followers, 435K engagements

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