[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @genZinvest0r Gen Z Investor Gen Z Investor posts on X about $nbis, $crwv, $iren, let me the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1499439376392146947/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXX +5,502% - X Months XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1499439376392146947/posts_active)  - X Week XX +65% - X Month XXX +631% - X Months XXX -XXXX% ### Followers: XXXXX [#](/creator/twitter::1499439376392146947/followers)  - X Week XXXXX +43% - X Month XXXXX +360% - X Months XXXXX +537% ### CreatorRank: XXXXXXX [#](/creator/twitter::1499439376392146947/influencer_rank)  ### Social Influence [#](/creator/twitter::1499439376392146947/influence) --- **Social category influence** [finance](/list/finance) #2830 [stocks](/list/stocks) #2822 [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [celebrities](/list/celebrities) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [$nbis](/topic/$nbis) #7, [$crwv](/topic/$crwv) #4, [$iren](/topic/$iren) #21, [let me](/topic/let-me) 5.97%, [$cifr](/topic/$cifr) #55, [$nvda](/topic/$nvda) #52, [nvda](/topic/nvda) #11, [market cap](/topic/market-cap) 2.99%, [infrastructure](/topic/infrastructure) #55, [investment](/topic/investment) #201 **Top accounts mentioned or mentioned by** [@accounting_ds](/creator/undefined) [@daninvestings](/creator/undefined) [@babyfolio](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@lucasfdez87](/creator/undefined) [@cernunnoscap](/creator/undefined) [@bios4l](/creator/undefined) [@seafullofsharks](/creator/undefined) [@drmohdc](/creator/undefined) [@mktmavpro](/creator/undefined) [@wsm_97](/creator/undefined) [@zeff_pena](/creator/undefined) [@accountingds](/creator/undefined) [@zeffpena](/creator/undefined) [@rjccapital](/creator/undefined) [@meeijer](/creator/undefined) [@gclandesti37321](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@mbhogan](/creator/undefined) [@elonmusk](/creator/undefined) **Top assets mentioned** [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [IREN Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/microsoft) [DoorDash, Inc. (DASH)](/topic/doordash) [MASONITE INTERNATIONAL CORP (DOOR)](/topic/$door) [Vixco (VIX)](/topic/$vix) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Goldman Sachs (GS)](/topic/goldman-sachs) [GammaSwap (GS)](/topic/$gs) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Bitcoin (BTC)](/topic/bitcoin) [Oracle Corporation (ORCL)](/topic/$orcl) [Snowflake, Inc. (SNOW)](/topic/$snow) ### Top Social Posts [#](/creator/twitter::1499439376392146947/posts) --- Top posts by engagements in the last XX hours "@accounting_ds It could if it turns out that their estimate was way off. EBIT would all of a sudden drop of a cliff. The opposite would also be true if it turns out that GPU-life ends up being longer than predicted that would definitely be a bonus for $NBIS" [X Link](https://x.com/genZinvest0r/status/1978380377547808841) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-15T08:40Z 1226 followers, XXX engagements "@aleabitoreddit Ive been contemplating getting some leaps in as well but I am not able to figure out at what expiry I will be exposed to the most amount of catalysts. For now I like Jan XX as I think there might come a lot of positive news in Q4 but premium is still super high" [X Link](https://x.com/genZinvest0r/status/1979203330338365647) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-17T15:10Z 1346 followers, XXX engagements "With everything leadership has said in recent months and weeks I think it is likely that $NBIS will guide for 2GW contracted by end of 2027. They might even up their guidance for end of 2026. Anyone disagree" [X Link](https://x.com/genZinvest0r/status/1978746724861522198) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-16T08:55Z 1347 followers, 7481 engagements "@RJCcapital But what about the quantum internet stack bro" [X Link](https://x.com/genZinvest0r/status/1978551359205949829) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-15T19:59Z 1330 followers, XXX engagements "Who is adding more $NBIS with me tomorrow" [X Link](https://x.com/genZinvest0r/status/1977336902681583814) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-12T11:33Z 1345 followers, 44.7K engagements "I have a feeling $NBIS Q3 is going to be great" [X Link](https://x.com/genZinvest0r/status/1977992246923350276) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-14T06:57Z 1318 followers, 4679 engagements "Not that you need to pay too much attention to TA with $NBIS but price action is looking super strong Price rejected the trendline perfectly creating a super bullish hammer cs. $XXX we are coming back" [X Link](https://x.com/genZinvest0r/status/1978154604266164587) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-14T17:43Z 1319 followers, 5346 engagements "DoorDash announces their new delivery robot Dot a direct competitor to $NBIS owned Avride Who wins on looks $DOOR Dot or Avride Roomy" [X Link](https://x.com/genZinvest0r/status/1973366037266702522) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-01T12:35Z 1319 followers, 4896 engagements "$VIX +35%🟢 HOLY" [X Link](https://x.com/genZinvest0r/status/1976676612067426556) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-10T15:50Z 1211 followers, 1159 engagements "@LucasFdez87 Boost Run essentially a baby $CIFR. Guided 20MW by EOY 2026 $180M in revenue. After the merger valuation will be $600M meaning only 3X forwards earning multiple. Not to mention great leadership and every single certification. There is a lot to like about the company" [X Link](https://x.com/genZinvest0r/status/1978014562130518339) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-14T08:26Z 1290 followers, XXX engagements "ClickHouse is such a GEM Yet most $NBIS investors barely know what it is or better yet actually dont know what it is Let me just quickly remind you with some quotes the magnitude of company we are talking about: ClickHouse is one of the most exciting new database technologies to emerge in the last two decades ClickHouse was open-sourced in 2016 and quickly became one of the fastest-growing and most widely celebrated databases of all time ClickHouse was named to the 2025 Forbes Cloud XXX list underscoring its position as one of the most innovative and fast-growing private cloud We are talking" [X Link](https://x.com/genZinvest0r/status/1975577075747545508) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-07T15:00Z 1271 followers, 5181 engagements "At 5X forward earnings market cap should already be 1B based on EOY guided power. That would be a lower multiple than $CRWV at 6X and $NBIS at XX but contrary to them $WLAC will be growing +400% YoY which should/ would warrant a higher multiple. So seeing $WLAC at +$2B by EOY 2026 seems very likely by my calculations" [X Link](https://x.com/genZinvest0r/status/1978098029589639397) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-14T13:58Z 1297 followers, XXX engagements "When they say "never short a dull market" this is what they mean. Congrats $HIMS bulls your patience has been rewarded🎉" [X Link](https://x.com/genZinvest0r/status/1978745248072208440) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-16T08:50Z 1337 followers, XXX engagements "$NBIS ✅ And now we wait for the stock to end green" [X Link](https://x.com/genZinvest0r/status/1978093005027393826) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-14T13:38Z 1290 followers, 6151 engagements "This is XXX% market makers trying to shake out paper hands before the rate cut and blowout earnings season ahead. DONT PANIC DONT GET FOOLED Have confidence in your positions and consider buying the weakness if you get a good R/R. For me personally I will be taking advatage and loading up on more $NBIS" [X Link](https://x.com/genZinvest0r/status/1979093198317211648) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-17T07:52Z 1346 followers, 2485 engagements "@CernunnosCap But at 5GW do you factor in any cap raises or sales of subsidiaries CapEx would be through the roof" [X Link](https://x.com/genZinvest0r/status/1978813968450748593) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-16T13:23Z 1286 followers, XX engagements "$NBIS $CRWV $IREN So Jensen Huang ( $NVDA CEO) just said this in an interview: We are in the beginning of this journey were only a few hundred billion dollars of infrastructure built for what likely will be trillions of dollars of infrastructure built each year HOLY BULLISH NEOCLOUDS" [X Link](https://x.com/genZinvest0r/status/1978767334912237862) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-16T10:17Z 1347 followers, 122.9K engagements "NEVER DOUBT DONALD J TRUMP - Call with Putin was productive - Discussed meeting up physically - Discussed trade talks after the war is over The war in Ukraine is finally coming to an end" [X Link](https://x.com/genZinvest0r/status/1978873542713196715) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-16T17:19Z 1347 followers, 1197 engagements "GPU depreciation is one of the 'unknowns' that I find hard to accurately predict not because information is not there but simply due to the sheer speed of which these GPU's are evolving at. I think $NBIS is wise for sticking to the mid end of the spectrum in terms of depreciation period. A lot more realistic then $CRWV at X years" [X Link](https://x.com/genZinvest0r/status/1978379204493263089) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-15T08:35Z 1333 followers, XXX engagements "Goldman Sachs full equity research document of $NBIS shows you exactly why $NBIS is an asymmetric play at current prices. The research document does not factor in: - Clickhouse - Avride - Toloka - TripleTen $GS has projected that $NBIS will reach ARR of +$10B by 2031 This is incredibly conservative let me show you why: $NBIS has guided that they will have more than 1GW of contracted capacity by YE26 as we already know their purpose built Vineland NJ datacenter with 300MW capacity has achieved a PUE XXXX which is expected to yield $11.4M ARR per MW as referenced in the $MSFT deal. Lets make a" [X Link](https://x.com/genZinvest0r/status/1968576791104172394) [@genZinvest0r](/creator/x/genZinvest0r) 2025-09-18T07:24Z 1322 followers, 8774 engagements "@jiahanjimliu Jim do you know anything about if and when $IREN will get SOC2 type X cert" [X Link](https://x.com/genZinvest0r/status/1978320053452804154) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-15T04:40Z 1330 followers, XXX engagements "Nothing is stopping the neo clouds $IREN $CRWV $NBIS" [X Link](https://x.com/genZinvest0r/status/1977798736777527586) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-13T18:08Z 1211 followers, 2287 engagements "$NBIS $IREN $CIFR $APLD Price seems to have found support around the XXX fib level let's see how it holds up throughout the day I think this will yield a good BTD opportunity" [X Link](https://x.com/genZinvest0r/status/1979110156899074071) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-17T09:00Z 1347 followers, 3061 engagements "I dont think we have a slogan at $NBIS but if we did this would be it: Were just getting started" [X Link](https://x.com/genZinvest0r/status/1975433807219335323) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-07T05:31Z 1338 followers, 7830 engagements "@MB_Hogan It is most likely not fusion at least not this time however he is SUPER BULLISH fusion and often talks about how it will revolutionize the energy industry essentially solving the future energy bottleneck" [X Link](https://x.com/genZinvest0r/status/1978317100591513703) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-15T04:28Z 1327 followers, XXX engagements "I would tend to agree. Maybe not yearly yet but I think there is definitely a conversation to be had about biyearly GPU-depreciation. Atleast for hyperscalers and frontier labs I think for companies where the latest and greatest GPUs are not essential there will still be relativly high demand for even +5 year old GPUs" [X Link](https://x.com/genZinvest0r/status/1978381797198029128) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-15T08:45Z 1225 followers, XX engagements "So this whole ordeal was created so that one crypto whale could short Bitcoin and cash in $200M" [X Link](https://x.com/genZinvest0r/status/1978147979925033398) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-14T17:16Z 1303 followers, 1243 engagements "Executional risks dwindling for every passing day This we already knew though $NBIS" [X Link](https://x.com/genZinvest0r/status/1975055776189497617) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-06T04:29Z 1298 followers, 10.1K engagements "HUGE NEWS @elonmusk GIVE IT TO $NBIS" [X Link](https://x.com/genZinvest0r/status/1978876422602252515) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-16T17:31Z 1347 followers, 7719 engagements "I think a lot of what you are saying is accurate. As for who will outperform who in the long run its is too early to tell however I dont think $NBIS and $CRWV will be direct competitors in the next 5-10 years. $NBIS will in due time shift their focus over to enterprises of all sizes and utilize their full-stack approach to achieve better margins. $CRWV will continue to deliver bare-metal capacity and focus on striking deals with Hyperscalers and frontier AI-labs. Both have large markets to scale upon so it will be interesting to see who comes out on top. That being said I think either company" [X Link](https://x.com/genZinvest0r/status/1977817565926703466) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-13T19:23Z 1341 followers, 3666 engagements "@seafullofsharks Fair hopefully the price finds some strength I think news about $CRWV taking one of $IREN clients sent all neoclouds down except CoreWeave of course should just be short lived FUD" [X Link](https://x.com/genZinvest0r/status/1978533258116706413) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-15T18:47Z 1324 followers, XXX engagements "Who said tomorrow I litterally stated 6-18 months Again let me empasize ClickHouse is already valued as a hypergrowth company their latest valuation is 60X annual run-rate that is already a super premium valuation. I understand your optimism but if you want to throw out numbers like $30-40B IPO then you should be able to justify that valuation. And not based on growth because growth is already baked into the valuation" [X Link](https://x.com/genZinvest0r/status/1976200145206194292) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-09T08:16Z 1245 followers, XX engagements "I am contemplating adding a micro-cap to my portfolio. X% position sizing. Will this diversify or diworsify my port Currently full-port $NBIS" [X Link](https://x.com/genZinvest0r/status/1977717276469076089) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-13T12:45Z 1335 followers, 1500 engagements "Pov: $NBIS investors on their way to the annual investor meetup in 2030" [X Link](https://x.com/genZinvest0r/status/1975101878456459712) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-06T07:32Z 1347 followers, 47.9K engagements "Depends contracted just means that they have secured the power meaning they are in the process of building it out and don't have it online or connected yet. If this contracted power had already been sold out then we are looking at some serious cash. With the Microsoft deal they will average $116M a year per MW base but that deal is only IaaS (infrastructure as a service) meaning Microsoft only wants their capacity and are not utilizing any of Nebius's software-stack this decreases the total revenue and drives down margins for Nebius. For Nebius the advantage is to integrate every customer to" [X Link](https://x.com/genZinvest0r/status/1978796872161542387) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-16T12:15Z 1337 followers, XXX engagements "$NBIS and $CRWV WHAT" [X Link](https://x.com/genZinvest0r/status/1978871500611469798) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-16T17:11Z 1347 followers, 2731 engagements "THE STORY IS JUST GETTING STARTED $NBIS $IREN $CRWV $CIFR $NVDA has said through their own communications that in order to power the GPUs which they are set to deliver in 2026 they will require X GW() of new datacenter capacity to come online. From sources that are actively working on constructing these new datacenters they believe that only 4-5GW of new datacenter capacity will come online by 2026. This means that there will be a 4-5GW DEFICIT in power supply compared to the power needed in order to run the amount of new NVIDIA GPUs set to be delivered in 2026. Are you hearing this This is" [X Link](https://x.com/genZinvest0r/status/1974056543755596255) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-03T10:18Z 1341 followers, 166.5K engagements "One huge upcoming catalyst for $NBIS in the short-term that I never see anyone mentioning. any guesses" [X Link](https://x.com/genZinvest0r/status/1976373989602984441) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-09T19:47Z 1309 followers, 4033 engagements "$NBIS vs $CRWV Choose wisely" [X Link](https://x.com/genZinvest0r/status/1977725712032235693) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-13T13:18Z 1346 followers, 29.3K engagements "Not sure if I should be happy that $NBIS is ripping in pre-market or sad that I wont be able to buy the dip😐" [X Link](https://x.com/genZinvest0r/status/1977649724833579283) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-13T08:16Z 1293 followers, 13.6K engagements "Once $NBIS publicly announces the Alabama acquisition there is only a matter of time before the next major contract will be announced" [X Link](https://x.com/genZinvest0r/status/1978339515065352509) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-15T05:57Z 1347 followers, 7465 engagements "I feel like I never hear anyone talking about this but theres a real chance that $NBIS gets added to the Nasdaq-100 during the December reconstitution this year. Heres why that actually makes sense. The Nasdaq-100 includes the XXX largest non-financial companies listed on the Nasdaq Stock Market based on market capitalization. To qualify a company must: Be listed on the Nasdaq Global Select or Global Market tiers Be non-financial company (no banks REITs insurers etc.) Have a minimum three months of trading history Meet liquidity requirements (average daily trading volume of at least 200000" [X Link](https://x.com/genZinvest0r/status/1976580411862946100) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-10T09:27Z 1338 followers, 24.3K engagements "$NBIS When: - NVIDIA says there is a power constraint - Microsoft says there is a power constraint - OpenAI says there is a power constraint - Meta says there is a power constraint . you better believe there is a power constraint" [X Link](https://x.com/genZinvest0r/status/1976373204164935938) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-09T19:44Z 1303 followers, 23.3K engagements "@Sir_loin1 Nice Ive thought about adding $NEBX or $NBIL but I think ill stick to just buying shares for now" [X Link](https://x.com/genZinvest0r/status/1977408762106573299) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-12T16:19Z 1330 followers, XXX engagements "With Q3 earnings not to far away I just want to highlight this quote by Marc Boroditsky taken from $NBIS Q2 earnings call: Our base case calls for several billion dollars of revenue in the midterm which means in the next few years. () We also said that this guidance does NOT factor in a large deal from like a frontier AI lab or like a hyperscaler. Those transactions would be considered incremental to this guidance Q3 earnings will undoubtedly come with updated guidances and it will be super interesting to see where management will come in. Historically $NBIS has a tendancy to be more" [X Link](https://x.com/genZinvest0r/status/1973295703880270109) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-01T07:55Z 1327 followers, 11.7K engagements "Ill take what I can get. Adding some more $NBIS today" [X Link](https://x.com/genZinvest0r/status/1978048401519558822) [@genZinvest0r](/creator/x/genZinvest0r) 2025-10-14T10:41Z 1290 followers, 10.9K engagements "Let me get this straight: $SNOW is a $75B company. ClickHouse is a $6B company. ClickHouse $SNOW So in other words ClickHouse should be worth WAY more than what it's current valuation is. And $NBIS owns a XX% stake in ClickHouse. You could almost make an argument for $NBIS stake in ClickHouse justifying $NBIS current market cap. This is CRAZY" [X Link](https://x.com/genZinvest0r/status/1972708485465845856) [@genZinvest0r](/creator/x/genZinvest0r) 2025-09-29T17:02Z 1271 followers, 16.6K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Gen Z Investor posts on X about $nbis, $crwv, $iren, let me the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence finance #2830 stocks #2822 technology brands XXXX% countries XXXX% cryptocurrencies XXXX% celebrities XXXX% exchanges XXXX%
Social topic influence $nbis #7, $crwv #4, $iren #21, let me 5.97%, $cifr #55, $nvda #52, nvda #11, market cap 2.99%, infrastructure #55, investment #201
Top accounts mentioned or mentioned by @accounting_ds @daninvestings @babyfolio @aleabitoreddit @lucasfdez87 @cernunnoscap @bios4l @seafullofsharks @drmohdc @mktmavpro @wsm_97 @zeff_pena @accountingds @zeffpena @rjccapital @meeijer @gclandesti37321 @jiahanjimliu @mbhogan @elonmusk
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc. (CRWV) IREN Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) DoorDash, Inc. (DASH) MASONITE INTERNATIONAL CORP (DOOR) Vixco (VIX) Hims & Hers Health, Inc. (HIMS) Goldman Sachs (GS) GammaSwap (GS) Applied Blockchain, Inc. Common Stock (APLD) Bitcoin (BTC) Oracle Corporation (ORCL) Snowflake, Inc. (SNOW)
Top posts by engagements in the last XX hours
"@accounting_ds It could if it turns out that their estimate was way off. EBIT would all of a sudden drop of a cliff. The opposite would also be true if it turns out that GPU-life ends up being longer than predicted that would definitely be a bonus for $NBIS"
X Link @genZinvest0r 2025-10-15T08:40Z 1226 followers, XXX engagements
"@aleabitoreddit Ive been contemplating getting some leaps in as well but I am not able to figure out at what expiry I will be exposed to the most amount of catalysts. For now I like Jan XX as I think there might come a lot of positive news in Q4 but premium is still super high"
X Link @genZinvest0r 2025-10-17T15:10Z 1346 followers, XXX engagements
"With everything leadership has said in recent months and weeks I think it is likely that $NBIS will guide for 2GW contracted by end of 2027. They might even up their guidance for end of 2026. Anyone disagree"
X Link @genZinvest0r 2025-10-16T08:55Z 1347 followers, 7481 engagements
"@RJCcapital But what about the quantum internet stack bro"
X Link @genZinvest0r 2025-10-15T19:59Z 1330 followers, XXX engagements
"Who is adding more $NBIS with me tomorrow"
X Link @genZinvest0r 2025-10-12T11:33Z 1345 followers, 44.7K engagements
"I have a feeling $NBIS Q3 is going to be great"
X Link @genZinvest0r 2025-10-14T06:57Z 1318 followers, 4679 engagements
"Not that you need to pay too much attention to TA with $NBIS but price action is looking super strong Price rejected the trendline perfectly creating a super bullish hammer cs. $XXX we are coming back"
X Link @genZinvest0r 2025-10-14T17:43Z 1319 followers, 5346 engagements
"DoorDash announces their new delivery robot Dot a direct competitor to $NBIS owned Avride Who wins on looks $DOOR Dot or Avride Roomy"
X Link @genZinvest0r 2025-10-01T12:35Z 1319 followers, 4896 engagements
"$VIX +35%🟢 HOLY"
X Link @genZinvest0r 2025-10-10T15:50Z 1211 followers, 1159 engagements
"@LucasFdez87 Boost Run essentially a baby $CIFR. Guided 20MW by EOY 2026 $180M in revenue. After the merger valuation will be $600M meaning only 3X forwards earning multiple. Not to mention great leadership and every single certification. There is a lot to like about the company"
X Link @genZinvest0r 2025-10-14T08:26Z 1290 followers, XXX engagements
"ClickHouse is such a GEM Yet most $NBIS investors barely know what it is or better yet actually dont know what it is Let me just quickly remind you with some quotes the magnitude of company we are talking about: ClickHouse is one of the most exciting new database technologies to emerge in the last two decades ClickHouse was open-sourced in 2016 and quickly became one of the fastest-growing and most widely celebrated databases of all time ClickHouse was named to the 2025 Forbes Cloud XXX list underscoring its position as one of the most innovative and fast-growing private cloud We are talking"
X Link @genZinvest0r 2025-10-07T15:00Z 1271 followers, 5181 engagements
"At 5X forward earnings market cap should already be 1B based on EOY guided power. That would be a lower multiple than $CRWV at 6X and $NBIS at XX but contrary to them $WLAC will be growing +400% YoY which should/ would warrant a higher multiple. So seeing $WLAC at +$2B by EOY 2026 seems very likely by my calculations"
X Link @genZinvest0r 2025-10-14T13:58Z 1297 followers, XXX engagements
"When they say "never short a dull market" this is what they mean. Congrats $HIMS bulls your patience has been rewarded🎉"
X Link @genZinvest0r 2025-10-16T08:50Z 1337 followers, XXX engagements
"$NBIS ✅ And now we wait for the stock to end green"
X Link @genZinvest0r 2025-10-14T13:38Z 1290 followers, 6151 engagements
"This is XXX% market makers trying to shake out paper hands before the rate cut and blowout earnings season ahead. DONT PANIC DONT GET FOOLED Have confidence in your positions and consider buying the weakness if you get a good R/R. For me personally I will be taking advatage and loading up on more $NBIS"
X Link @genZinvest0r 2025-10-17T07:52Z 1346 followers, 2485 engagements
"@CernunnosCap But at 5GW do you factor in any cap raises or sales of subsidiaries CapEx would be through the roof"
X Link @genZinvest0r 2025-10-16T13:23Z 1286 followers, XX engagements
"$NBIS $CRWV $IREN So Jensen Huang ( $NVDA CEO) just said this in an interview: We are in the beginning of this journey were only a few hundred billion dollars of infrastructure built for what likely will be trillions of dollars of infrastructure built each year HOLY BULLISH NEOCLOUDS"
X Link @genZinvest0r 2025-10-16T10:17Z 1347 followers, 122.9K engagements
"NEVER DOUBT DONALD J TRUMP - Call with Putin was productive - Discussed meeting up physically - Discussed trade talks after the war is over The war in Ukraine is finally coming to an end"
X Link @genZinvest0r 2025-10-16T17:19Z 1347 followers, 1197 engagements
"GPU depreciation is one of the 'unknowns' that I find hard to accurately predict not because information is not there but simply due to the sheer speed of which these GPU's are evolving at. I think $NBIS is wise for sticking to the mid end of the spectrum in terms of depreciation period. A lot more realistic then $CRWV at X years"
X Link @genZinvest0r 2025-10-15T08:35Z 1333 followers, XXX engagements
"Goldman Sachs full equity research document of $NBIS shows you exactly why $NBIS is an asymmetric play at current prices. The research document does not factor in: - Clickhouse - Avride - Toloka - TripleTen $GS has projected that $NBIS will reach ARR of +$10B by 2031 This is incredibly conservative let me show you why: $NBIS has guided that they will have more than 1GW of contracted capacity by YE26 as we already know their purpose built Vineland NJ datacenter with 300MW capacity has achieved a PUE XXXX which is expected to yield $11.4M ARR per MW as referenced in the $MSFT deal. Lets make a"
X Link @genZinvest0r 2025-09-18T07:24Z 1322 followers, 8774 engagements
"@jiahanjimliu Jim do you know anything about if and when $IREN will get SOC2 type X cert"
X Link @genZinvest0r 2025-10-15T04:40Z 1330 followers, XXX engagements
"Nothing is stopping the neo clouds $IREN $CRWV $NBIS"
X Link @genZinvest0r 2025-10-13T18:08Z 1211 followers, 2287 engagements
"$NBIS $IREN $CIFR $APLD Price seems to have found support around the XXX fib level let's see how it holds up throughout the day I think this will yield a good BTD opportunity"
X Link @genZinvest0r 2025-10-17T09:00Z 1347 followers, 3061 engagements
"I dont think we have a slogan at $NBIS but if we did this would be it: Were just getting started"
X Link @genZinvest0r 2025-10-07T05:31Z 1338 followers, 7830 engagements
"@MB_Hogan It is most likely not fusion at least not this time however he is SUPER BULLISH fusion and often talks about how it will revolutionize the energy industry essentially solving the future energy bottleneck"
X Link @genZinvest0r 2025-10-15T04:28Z 1327 followers, XXX engagements
"I would tend to agree. Maybe not yearly yet but I think there is definitely a conversation to be had about biyearly GPU-depreciation. Atleast for hyperscalers and frontier labs I think for companies where the latest and greatest GPUs are not essential there will still be relativly high demand for even +5 year old GPUs"
X Link @genZinvest0r 2025-10-15T08:45Z 1225 followers, XX engagements
"So this whole ordeal was created so that one crypto whale could short Bitcoin and cash in $200M"
X Link @genZinvest0r 2025-10-14T17:16Z 1303 followers, 1243 engagements
"Executional risks dwindling for every passing day This we already knew though $NBIS"
X Link @genZinvest0r 2025-10-06T04:29Z 1298 followers, 10.1K engagements
"HUGE NEWS @elonmusk GIVE IT TO $NBIS"
X Link @genZinvest0r 2025-10-16T17:31Z 1347 followers, 7719 engagements
"I think a lot of what you are saying is accurate. As for who will outperform who in the long run its is too early to tell however I dont think $NBIS and $CRWV will be direct competitors in the next 5-10 years. $NBIS will in due time shift their focus over to enterprises of all sizes and utilize their full-stack approach to achieve better margins. $CRWV will continue to deliver bare-metal capacity and focus on striking deals with Hyperscalers and frontier AI-labs. Both have large markets to scale upon so it will be interesting to see who comes out on top. That being said I think either company"
X Link @genZinvest0r 2025-10-13T19:23Z 1341 followers, 3666 engagements
"@seafullofsharks Fair hopefully the price finds some strength I think news about $CRWV taking one of $IREN clients sent all neoclouds down except CoreWeave of course should just be short lived FUD"
X Link @genZinvest0r 2025-10-15T18:47Z 1324 followers, XXX engagements
"Who said tomorrow I litterally stated 6-18 months Again let me empasize ClickHouse is already valued as a hypergrowth company their latest valuation is 60X annual run-rate that is already a super premium valuation. I understand your optimism but if you want to throw out numbers like $30-40B IPO then you should be able to justify that valuation. And not based on growth because growth is already baked into the valuation"
X Link @genZinvest0r 2025-10-09T08:16Z 1245 followers, XX engagements
"I am contemplating adding a micro-cap to my portfolio. X% position sizing. Will this diversify or diworsify my port Currently full-port $NBIS"
X Link @genZinvest0r 2025-10-13T12:45Z 1335 followers, 1500 engagements
"Pov: $NBIS investors on their way to the annual investor meetup in 2030"
X Link @genZinvest0r 2025-10-06T07:32Z 1347 followers, 47.9K engagements
"Depends contracted just means that they have secured the power meaning they are in the process of building it out and don't have it online or connected yet. If this contracted power had already been sold out then we are looking at some serious cash. With the Microsoft deal they will average $116M a year per MW base but that deal is only IaaS (infrastructure as a service) meaning Microsoft only wants their capacity and are not utilizing any of Nebius's software-stack this decreases the total revenue and drives down margins for Nebius. For Nebius the advantage is to integrate every customer to"
X Link @genZinvest0r 2025-10-16T12:15Z 1337 followers, XXX engagements
"$NBIS and $CRWV WHAT"
X Link @genZinvest0r 2025-10-16T17:11Z 1347 followers, 2731 engagements
"THE STORY IS JUST GETTING STARTED $NBIS $IREN $CRWV $CIFR $NVDA has said through their own communications that in order to power the GPUs which they are set to deliver in 2026 they will require X GW() of new datacenter capacity to come online. From sources that are actively working on constructing these new datacenters they believe that only 4-5GW of new datacenter capacity will come online by 2026. This means that there will be a 4-5GW DEFICIT in power supply compared to the power needed in order to run the amount of new NVIDIA GPUs set to be delivered in 2026. Are you hearing this This is"
X Link @genZinvest0r 2025-10-03T10:18Z 1341 followers, 166.5K engagements
"One huge upcoming catalyst for $NBIS in the short-term that I never see anyone mentioning. any guesses"
X Link @genZinvest0r 2025-10-09T19:47Z 1309 followers, 4033 engagements
"$NBIS vs $CRWV Choose wisely"
X Link @genZinvest0r 2025-10-13T13:18Z 1346 followers, 29.3K engagements
"Not sure if I should be happy that $NBIS is ripping in pre-market or sad that I wont be able to buy the dip😐"
X Link @genZinvest0r 2025-10-13T08:16Z 1293 followers, 13.6K engagements
"Once $NBIS publicly announces the Alabama acquisition there is only a matter of time before the next major contract will be announced"
X Link @genZinvest0r 2025-10-15T05:57Z 1347 followers, 7465 engagements
"I feel like I never hear anyone talking about this but theres a real chance that $NBIS gets added to the Nasdaq-100 during the December reconstitution this year. Heres why that actually makes sense. The Nasdaq-100 includes the XXX largest non-financial companies listed on the Nasdaq Stock Market based on market capitalization. To qualify a company must: Be listed on the Nasdaq Global Select or Global Market tiers Be non-financial company (no banks REITs insurers etc.) Have a minimum three months of trading history Meet liquidity requirements (average daily trading volume of at least 200000"
X Link @genZinvest0r 2025-10-10T09:27Z 1338 followers, 24.3K engagements
"$NBIS When: - NVIDIA says there is a power constraint - Microsoft says there is a power constraint - OpenAI says there is a power constraint - Meta says there is a power constraint . you better believe there is a power constraint"
X Link @genZinvest0r 2025-10-09T19:44Z 1303 followers, 23.3K engagements
"@Sir_loin1 Nice Ive thought about adding $NEBX or $NBIL but I think ill stick to just buying shares for now"
X Link @genZinvest0r 2025-10-12T16:19Z 1330 followers, XXX engagements
"With Q3 earnings not to far away I just want to highlight this quote by Marc Boroditsky taken from $NBIS Q2 earnings call: Our base case calls for several billion dollars of revenue in the midterm which means in the next few years. () We also said that this guidance does NOT factor in a large deal from like a frontier AI lab or like a hyperscaler. Those transactions would be considered incremental to this guidance Q3 earnings will undoubtedly come with updated guidances and it will be super interesting to see where management will come in. Historically $NBIS has a tendancy to be more"
X Link @genZinvest0r 2025-10-01T07:55Z 1327 followers, 11.7K engagements
"Ill take what I can get. Adding some more $NBIS today"
X Link @genZinvest0r 2025-10-14T10:41Z 1290 followers, 10.9K engagements
"Let me get this straight: $SNOW is a $75B company. ClickHouse is a $6B company. ClickHouse $SNOW So in other words ClickHouse should be worth WAY more than what it's current valuation is. And $NBIS owns a XX% stake in ClickHouse. You could almost make an argument for $NBIS stake in ClickHouse justifying $NBIS current market cap. This is CRAZY"
X Link @genZinvest0r 2025-09-29T17:02Z 1271 followers, 16.6K engagements
/creator/twitter::genZinvest0r