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[@ehrazahmedd](/creator/twitter/ehrazahmedd)
"$CRCL has my attention. WHAT I LIKE: X. Visa Mastercard BlackRock ICE and BNY Mellon are all already working with Circle. X. The GENIUS Act just passed Senate approval (68-30) bringing regulatory clarity to stablecoins. X. Circles USDC model already complies (reserves in T-bills or insured deposits) giving it a first-mover moat as others scramble to adjust X. USDC is becoming the trusted institutional-grade stablecoin while USDT remains opaque and unregulated. X. Circle could be the SWIFT of stablecoins offering programmable faster cheaper money movement. X. Circle is the only public"  
![@ehrazahmedd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::139784127.png) [@ehrazahmedd](/creator/x/ehrazahmedd) on [X](/post/tweet/1945809769253761534) 2025-07-17 11:36:15 UTC 1851 followers, 1950 engagements


"@MichaelWigginsO 18x revenue for triple-digit growth enterprise adoption and no Big Tech overhang Still cheap. CoreWeave is the one reacting to NBIS not the other way around"  
![@ehrazahmedd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::139784127.png) [@ehrazahmedd](/creator/x/ehrazahmedd) on [X](/post/tweet/1943557226523684999) 2025-07-11 06:25:27 UTC 1851 followers, XXX engagements


"Point by point rebuttal to this Unexplainable FOMO FUD $NBIS X. "$55M in revenue $12B market cap" Welcome to early-stage infra hypergrowth where *pipeline* GAAP revenue. They are analyzing Nebius like its Procter & Gamble when its actually early AWS x NVIDIA x PLTR building sovereign AI infra in stealth for X years and just starting to monetize. Q2 revenue expected to hit $101M up nearly 2x QoQ. FY26 revenue projected to cross $1.2B. Major anchor tenants (AVRide Talooka ClickHouse MidSpace) onboard. $XX Goldman Sachs PT and institutional inflows say they are missing the plot. X. No consistent"  
![@ehrazahmedd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::139784127.png) [@ehrazahmedd](/creator/x/ehrazahmedd) on [X](/post/tweet/1945786031753838920) 2025-07-17 10:01:55 UTC 1851 followers, 3564 engagements


"They have the power. Now what Their software stack is non-existent. Their vertical integration is superficial. Their entire model relies on OpenAI keeping them on life support. $CRWV $CORZ"  
![@ehrazahmedd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::139784127.png) [@ehrazahmedd](/creator/x/ehrazahmedd) on [X](/post/tweet/1942914619359756687) 2025-07-09 11:51:57 UTC 1850 followers, XXX engagements


"$NBIS is positioning itself as a next-gen sovereign AI platform not just a cloud. With: GPU-native infra Sovereign-first deployment models Partnerships (Ark Weka ClickHouse Sovereign Labs) Better GPU utilization via WEKA + orchestration layer Lower CapEx + smarter scheduling"  
![@ehrazahmedd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::139784127.png) [@ehrazahmedd](/creator/x/ehrazahmedd) on [X](/post/tweet/1939167890995024175) 2025-06-29 03:43:47 UTC 1852 followers, XXX engagements


"$NBIS co-founder confirming what I've been saying all along that megawatts dont matter unless you build software platforms and stickiness on top. IaaS is a commodity. SDKs inference APIs and developer ecosystems are the moat. Nebius isnt just renting GPUs its building the platform layer hyperscalers fear. $IREN $CIFR $CORZ"  
![@ehrazahmedd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::139784127.png) [@ehrazahmedd](/creator/x/ehrazahmedd) on [X](/post/tweet/1945427772723392980) 2025-07-16 10:18:19 UTC 1851 followers, 2788 engagements


"$NBIS "We are building AI infrastructure successfully and at scale. Fundamentally we think our differentiation and what sets us apart really comes down to two things: Above all it is the quality of our technology. There's also our access to capital that allows us to take data technology and to ramp up and to scale up quickly. So briefly on the technology. We have an amazing team of engineers. We are building amazing hardware software and services. These engineers they're really -- they're the best of the best in the industry. It would take years to build a team at that quality and we're"  
![@ehrazahmedd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::139784127.png) [@ehrazahmedd](/creator/x/ehrazahmedd) on [X](/post/tweet/1945067095651410427) 2025-07-15 10:25:07 UTC 1851 followers, 2238 engagements


"@MarcoRamireZuno AI Cloud is a different ball game. Lets not confuse being early to land grabs with 'vision'"  
![@ehrazahmedd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::139784127.png) [@ehrazahmedd](/creator/x/ehrazahmedd) on [X](/post/tweet/1943311170208977090) 2025-07-10 14:07:42 UTC 1851 followers, XXX engagements


""Ownership of power isnt a moat its a utility. The whole pitch is we own the dirt and plug in the GPUs. You know who else can do that Every miner utility-backed datacenter and a startup backed by sovereign money. Everyone wants to be the landlord of AI but this is a power-play cosplay not a tech moat. No IP no software no platform: These AI/HPC miners bring zero proprietary software no orchestration stack no developer tools. Just racks power bills and some of them even a history of Chapter XX. You're buying aluminum sheds with cables not differentiated AI infrastructure. And without software"  
![@ehrazahmedd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::139784127.png) [@ehrazahmedd](/creator/x/ehrazahmedd) on [X](/post/tweet/1943279429578559921) 2025-07-10 12:01:35 UTC 1851 followers, 5471 engagements


"Nebius Q2 2025 estimates: $NBIS Context recap: X. Q1 2025 ARR: $310M. FY25 target: $600M Revenue. $875M ARR. High-end whisper: $1B ARR achievable. FY26 growth forecast: XXXXXX% YoY. Cash: Strengthened via June equity offering. EBITDA target margin: 4045%. EBIT margin: 2030%. Forward P/S (FY26): 7.8x. Q2 2025 Financial projections: Revenue: X. Q1 Revenue estimate: $125135M. X. Q2 Revenue estimate: $170M$190M. a. Driven by AI Studio usage biotech onboarding AVRide expansion. ARR (Annual Recurring Revenue): X. Q1 ARR: $310M. X. Q2 ARR estimate: $500M$560M. X. Conservative growth assumption:"  
![@ehrazahmedd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::139784127.png) [@ehrazahmedd](/creator/x/ehrazahmedd) on [X](/post/tweet/1945075123868066219) 2025-07-15 10:57:01 UTC 1851 followers, 1487 engagements


"$NBIS if the current wave (3) doesn't reverse from here and push towards XXX fib @ $XX then we might pull back to $XX - a wave X retracement to XXXXX which coincides with the 50DMA (blue line) and also the top of the previous range. The thing to note here is that if we don't get an extended wave X then the wave X will be very explosive and parabolic in nature taking us way past the $XXX mark"  
![@ehrazahmedd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::139784127.png) [@ehrazahmedd](/creator/x/ehrazahmedd) on [X](/post/tweet/1943261736649527342) 2025-07-10 10:51:16 UTC 1840 followers, 1320 engagements


"Claim - Nebius consistently misses revenue estimates. Rebuttal: $NBIS is deliberately underpromising and overdelivering on ARR while frontloading software R&D. This is a software-first cloud stack in hypergrowth not a legacy IaaS vendor. The market obsession with revenue beats misses the plot: Q1 ARR jumped from $90M to $310M QoQ a 3.4x explosion Thats what you watch in usage-based SaaS/infra not the GAAP timing noise"  
![@ehrazahmedd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::139784127.png) [@ehrazahmedd](/creator/x/ehrazahmedd) on [X](/post/tweet/1945425783947940035) 2025-07-16 10:10:25 UTC 1851 followers, 2230 engagements


"Ah yes the classic "AI will code $IREN a software stack in XX months argument. Meanwhile $NBIS has been shipping for XX years built ClickHouse-scale infra orchestrates multi-cloud GPU clusters serves sovereign nations and runs production inference and robotics at enterprise scale. But sure IREN will whip that up with ChatGPT and XX devs. This isnt a hackathon its infrastructure-grade AI orchestration which is latency-critical multi-tenant fault-tolerant with developer-facing APIs. You dont just copy-paste that because "AI coders are improving." You know who else thought software was easy to"  
![@ehrazahmedd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::139784127.png) [@ehrazahmedd](/creator/x/ehrazahmedd) on [X](/post/tweet/1942104804421181930) 2025-07-07 06:14:02 UTC 1851 followers, 6643 engagements


"$CRWV has rallied XXX% since IPO not because the business got better. It rallied because: Shorts were trapped. (3045% of float) The float was locked. (83% (held by insiders VC firms) Low float - XX% of total shares traded. Borrow rates exploded. (343% extremely expensive to stay short) The rally was mechanical not fundamental. Meanwhile the company is still: Losing $300M+ per quarter. Buried in 12.5%+ debt. XX% dependent on Microsoft/OpenAI. Holding aging Hopper chips with 6-year depreciation. All this while $NBIS has been executing its business flawlessly and the stock price building"  
![@ehrazahmedd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::139784127.png) [@ehrazahmedd](/creator/x/ehrazahmedd) on [X](/post/tweet/1935987557122142432) 2025-06-20 09:06:17 UTC 1851 followers, 1396 engagements


"$NBIS OpenAI uses best-of-breed not bloated hyperscaler stacks. ClickHouse is rapidly becoming a de facto layer for AI observability. Their ops stack is moving toward agent-led monitoring a sign of future autonomous AI infra. Where Nebius fits in. Nebius is a sovereign cloud provider AND ClickHouses deepest partner in Europe. Their AI-native infra already runs mission-critical inference and data layer stacks. If OpenAI chose ClickHouse to observe GPT-level infra and ClickHouse chose Nebius to run scalable observability workloads. you get the idea"  
![@ehrazahmedd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::139784127.png) [@ehrazahmedd](/creator/x/ehrazahmedd) on [X](/post/tweet/1939984987434225834) 2025-07-01 09:50:38 UTC 1851 followers, 1683 engagements