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[@MB_Hogan](/creator/twitter/MB_Hogan)
"@daniel_koss I agree. At ClickHouse growth rate HOLD the stake for as long as possible to maximize value"  
[X Link](https://x.com/MB_Hogan/status/1976278534449660039) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-09T13:28Z 2347 followers, XXX engagements


"I think Daniel is correct here. If Nebius pulls off an astounding XXX% ARR growth rate from end of XX to end of XX and I think they will then that kind of growth merits a 22X multiple. I just wonder if by end of 2026 we will have to adjust to slower growth rate projection for XX and therefore a lower multiple. Its just a question. I dont even model that far ahead and dont think we can yet with much degree of accuracy. Goldman anticipates a revenue drop from end of XX to end of XX in their last report. I dont agree with GS on that point bc w/ another hyperscaler deal or two and the right"  
[X Link](https://x.com/MB_Hogan/status/1977939863568519285) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-14T03:29Z 2343 followers, XXX engagements


"Worth considering these comments regarding the new deal announcement PoolsideAI just made with Coreweave. $NBIS is also the go to for hyperscaler Microsoft in one of the largest deals in the sector. Unfortunate news for IREN bulls as I imagine they would have liked to rekindle the relationship with PoolsideAI. Thoughts"  
[X Link](https://x.com/MB_Hogan/status/1978494608708444287) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-15T16:14Z 2359 followers, 7460 engagements


"AI has the potential to solve the greatest problems humanity has ever faced such as possibly finding a novel cure for cancers. The future is bright. $NBIS is enabling this future"  
[X Link](https://x.com/MB_Hogan/status/1978768964353192241) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-16T10:24Z 2329 followers, 1870 engagements


"Worth considering Trumps leverage here"  
[X Link](https://x.com/MB_Hogan/status/1979151543233302712) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-17T11:44Z 2340 followers, 1713 engagements


"Down perhaps only in terms of a lesser increase from what we were experiencing before. Per Grok U.S. Bureau of Labor Statistics (BLS) confirms that the Consumer Price Index (CPI)a key measure of overall consumer pricesrose by approximately XXXX% over the four years of the Biden/Harris administration and under Trump CPI has risen by about XXX% year-to-date from January 2025"  
[X Link](https://x.com/MB_Hogan/status/1979211408924385414) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-17T15:42Z 2339 followers, XX engagements


"@TheRayMyers Since Bezos is already an investor in Nebius via Toloka I wonder if they would do consider a deal w/ Nebius similar to the Microsoft one"  
[X Link](https://x.com/MB_Hogan/status/1979246408478740733) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-17T18:01Z 2343 followers, XXX engagements


"Put in the simplest terms I cant see a fair valuation less than XX X ARR of around 4B so that comes in at 40B. Coreweave trades at around 14X ARR so the 10X multiple is more conservative. I get the 4B by adding the projected 1B ARR in two months (end of 2025) to 3B ARR from the 17-19B Microsoft five year deal. This 40B valuation EXCLUDES the 5B in cash and the 6B+ value of the subsidiaries. With share dilution factored in from the convertible bond raise this would equate to a share price of around $170"  
[X Link](https://x.com/MB_Hogan/status/1979260845038137398) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-17T18:58Z 2354 followers, XXX engagements


"@mehtasdeepak Would love to get your PT if you have one"  
[X Link](https://x.com/MB_Hogan/status/1979264602249494959) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-17T19:13Z 2343 followers, XX engagements


"@daniel_koss Right on Daniel its fantastic and a truly transformative model for investing"  
[X Link](https://x.com/MB_Hogan/status/1979281261622624374) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-17T20:20Z 2340 followers, XXX engagements


"@Aktiehedonist Absolutely and those new to the game dont yet understand this and can easily panic sell giving up their shares only to miss out on massive gains. Reminds me of when Palantir dropped from XXX down to 65"  
[X Link](https://x.com/MB_Hogan/status/1979555010762416435) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-18T14:27Z 2357 followers, XXX engagements


"$NBIS owns XX% of ClickHouse"  
[X Link](https://x.com/MB_Hogan/status/1972710269932445861) [@MB_Hogan](/creator/x/MB_Hogan) 2025-09-29T17:09Z 2367 followers, 3826 engagements


"The XX% ClickHouse stake may prove to be $NBIS greatest asset w/ respect to long term value. Massive upside potential"  
[X Link](https://x.com/MB_Hogan/status/1975570001298870309) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-07T14:32Z 2365 followers, 3387 engagements


"Goldman Sachs just cited their new BULL case this morning for $NBIS as a 92B valuation or $XXX per share. This bull case would be a XXX% increase from the current stock price"  
[X Link](https://x.com/MB_Hogan/status/1975909663070904515) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-08T13:02Z 2367 followers, 25.5K engagements


"$NBIS owns XX% of ClickHouse. Could ClickHouse IPO for 30-50B"  
[X Link](https://x.com/MB_Hogan/status/1976282175655059932) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-09T13:42Z 2365 followers, 4521 engagements


"How could $NBIS potentially utilize their valuable ClickHouse stake w/o dilution or selling a share of their stake"  
[X Link](https://x.com/MB_Hogan/status/1976305204233396599) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-09T15:14Z 2367 followers, 2790 engagements


"Not selling a share of $NBIS buying under $XXX is a gift. Long game"  
[X Link](https://x.com/MB_Hogan/status/1977016843073470505) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-11T14:22Z 2367 followers, 6376 engagements


"Bullish for $NBIS via their ClickHouse stake"  
[X Link](https://x.com/MB_Hogan/status/1978554385916408085) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-15T20:11Z 2363 followers, 7119 engagements


"$NBIS is an example of this strategy. I went all in at 8B market cap with a strong conviction that Nebius will someday be a 100B company. The path to 100B is now more clear than ever before. Consider this stat: "There've been XX companies in the last decade that have reached $100B or more. There were only a few hundred in the $10B bucket. So if you think about picking the XX out of a few hundred that has much better odds than trying to pick from the thousand of unicorns which might get to $10B.""  
[X Link](https://x.com/MB_Hogan/status/1976303197799997897) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-09T15:06Z 2364 followers, 57.7K engagements


"$NBIS potential catalyst Nasdaq XXX inclusion Nebius is well-positioned now for inclusion in the Nasdaq-100 during the annual reconstitution in December 2025 given its current $XX billion market cap exceeds the $XX billion threshold and the duration of its listing in the Nasdaq. Grok gives an 80-85% chance of addition this year (effective December 2025) assuming Nebius maintains or grows its market cap"  
[X Link](https://x.com/MB_Hogan/status/1976666475315315172) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-10T15:09Z 2363 followers, 5374 engagements


"🤯 US treasury reports a massive $XXX billion dollar surplus for the month of September. This is unprecedented the highest surplus for any September on record"  
[X Link](https://x.com/MB_Hogan/status/1979207871972745337) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-17T15:28Z 2364 followers, 2174 engagements


"$NBIS Bezos has already invested in Nebius subsidiary Toloka. With AWS planning to quadruple its data center capacity would a hyperscaler deal (like the Microsoft deal) benefit both Amazon and Nebius"  
[X Link](https://x.com/MB_Hogan/status/1979928506550149130) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-19T15:11Z 2368 followers, 8668 engagements


"enterprise value of roughly XX to XX billion dollars. That translates to a fair equity value range of XXX to XXX dollars per share not sure I understand. Its a roughly 28B MC now at $XXX a share so wouldnt that mean a 56B MC would translate to only around $XXX a share before dilution"  
[X Link](https://x.com/MB_Hogan/status/1979935448199024661) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-19T15:39Z 2364 followers, 1962 engagements


"$NBIS my new rough ARR-based valuation and price target of $XXX per share: Within X months Nebius will achieve 1B ARR without counting the Microsoft deal. At a 12X multiple (more conservative than peer Coreweave which trades at roughly 14X ARR) we get 12B. The Microsoft deal is worth 17.4B over five years. In its most recent report Goldman Sachs projects the deal may be more heavily front-loaded with a significant pre-payment but for the sake of simplicity lets assume an equal annual distribution of $3.5B each year for five years. To be more conservative here I will not count the optional 2B"  
[X Link](https://x.com/MB_Hogan/status/1979951828365132160) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-19T16:44Z 2368 followers, 15.3K engagements


"@afishyanadoh Yeah I pulled this off marketwatch but Robinhood says Nov 3rd. Its not confirmed yet on the Nebius web page"  
[X Link](https://x.com/MB_Hogan/status/1980306749698810004) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-20T16:14Z 2365 followers, XXX engagements


"Ive heard some misinformed talk that the Open Ai deal with AMD is somehow bearish for $NBIS because Nebius uses Nvidia hardware not AMD. First of all Open Ai deal with Nvidia dwarfs their deal with AMD in both scale (10 GW vs. X GW) and financial commitment ($100 billion investment vs. tens of billions in expected revenue for AMD). But even if that were not the case Nebius has no contractual exclusivity with Nvidia. If AMD open source architecture proves to be strategically valuable Nebius could eventually or gradually integrate it as they see fit or just use the threat of integrating it to"  
[X Link](https://x.com/MB_Hogan/status/1975299828013015453) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-06T20:39Z 2368 followers, 46.8K engagements


"Weve seen this playbook twice before. China caved both times and the happiest people bought the dip. 1) any potential tariff on China will have no meaningful impact on AI infra supply chain or fundamentals. 2) Trump has leverage over China because they simply need US purchasing power more than US needs their goods. Trump is negotiating form a position of strength"  
[X Link](https://x.com/MB_Hogan/status/1977097818868228184) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-11T19:43Z 2367 followers, 3945 engagements


"$NBIS potential catalysts on the horizon: ✅ After Goldman Sachs update last week the Nebius average analyst price target is now $XXXXXX a share. Goldman issued bull case price target of $XXX a share. Announcement of two new greenfield sites (one site recently purchased in Birmingham Alabama) London data center officially launches New US data center announcement upcoming Toloka announcement hinted at New major firm analyst coverage (still only five institutions cover with potential coverage soon by major firms possibly X that handled the recent bond sale/capital raise Morgan Stanley BofA Citi)"  
[X Link](https://x.com/MB_Hogan/status/1977397829770310097) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-12T15:35Z 2368 followers, 24.3K engagements


"I noticed your ARR estimate of 4.1B by end of 2026 aligns almost exactly with Northland Securities estimate of 4B. I think we agree the market is very forward looking. So if you are using a multiple of 22X (perhaps justified by the insane growth from 1B ARR (end of 2025) to 4B ARR(end 2026)) what projected ARR for end of 2027 justifies the continued use of this multiple And shouldnt that projection then be an important factor for your end of 2026 price target"  
[X Link](https://x.com/MB_Hogan/status/1977840661962363230) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-13T20:55Z 2367 followers, 1998 engagements


"Updated $NBIS bull catalyst list ✅ After the last Goldman Sachs update the Nebius average analyst price target is now $XXXXXX a share (this includes Goldmans base case of $137). Goldman also issued a bull case price target of $XXX a share Fed rate cuts more likely now through year end based on Powells comments yesterday. Highly bullish for tech growth stocks Announcement of two new Nebius greenfield sites (one site recently purchased in Birmingham Alabama which already has a building in a state with 6GW excess power and very low power rates. Local company Alabama Power that handles Birmingham"  
[X Link](https://x.com/MB_Hogan/status/1978489615959933022) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-15T15:54Z 2367 followers, 9613 engagements


"This is an extremely myopic take. You are ignoring Nebius rate of revenue growth. Markets are forward looking and Nebius will easily hit 1B ARR a couple months from now. That 1B ARR does NOT include revenue from their new 19B five year deal with Microsoft. Now Goldman Sachs projects 6B revenue by end of 2026. Northland Securities is modeling 4B ARR by end of 2026"  
[X Link](https://x.com/MB_Hogan/status/1979170338454827332) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-17T12:59Z 2364 followers, 3619 engagements


"$NBIS pullback continues this morning the stock down XX% now from its recent high as we approach Q3 earnings call"  
[X Link](https://x.com/MB_Hogan/status/1980278965437644915) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-20T14:24Z 2368 followers, 10.5K engagements


"@TheRayMyers Out of five analysts currently covering $NBIS has an average analyst price target of $XXXXXX so thats a XXXX% upside from current stock price. And that does not include the $XXX bull target from Goldman Sachs"  
[X Link](https://x.com/MB_Hogan/status/1980364127832011215) [@MB_Hogan](/creator/x/MB_Hogan) 2025-10-20T20:02Z 2368 followers, 1771 engagements