[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.] #  @NeuralCadence Marc Marc posts on X about $nbis, over the, $635b, open ai the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1582093050511228932/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -XXXX% - X Months XXXXXXX +43,675% ### Mentions: XX [#](/creator/twitter::1582093050511228932/posts_active)  - X Week XX no change - X Month XX +88% - X Months XXX +10,600% ### Followers: XXX [#](/creator/twitter::1582093050511228932/followers)  - X Week XXX +8.20% - X Month XXX +97% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1582093050511228932/influencer_rank)  ### Social Influence [#](/creator/twitter::1582093050511228932/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXXX% [stocks](/list/stocks) XXXXX% [automotive brands](/list/automotive-brands) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$nbis](/topic/$nbis) #88, [over the](/topic/over-the) 8.89%, [$635b](/topic/$635b) #1, [open ai](/topic/open-ai) #2421, [ipo](/topic/ipo) 6.67%, [$snow](/topic/$snow) 4.44%, [$nbiss](/topic/$nbiss) #1, [$meta](/topic/$meta) 4.44%, [$tsla](/topic/$tsla) 4.44%, [meta](/topic/meta) XXXX% **Top accounts mentioned or mentioned by** [@babyfolio](/creator/undefined) [@mvcinvesting](/creator/undefined) [@seafullofsharks](/creator/undefined) [@danielkoss](/creator/undefined) [@aktiehedonist](/creator/undefined) [@mbhogan](/creator/undefined) [@accountingds](/creator/undefined) [@theraymyers](/creator/undefined) [@openai](/creator/undefined) [@nothingjustfyi](/creator/undefined) [@theeuinvestor](/creator/undefined) [@neuralcadencer6bmhi7utmmediumios](/creator/undefined) [@ossstartup](/creator/undefined) [@asmallfish5](/creator/undefined) [@neuralcadencenotep175608622r6bmhi7utmmediumiosutmsourcenotesshareaction](/creator/undefined) [@economyapp](/creator/undefined) [@danielreznikoff](/creator/undefined) [@clickhousedb](/creator/undefined) [@mmmtwealth](/creator/undefined) [@meeijer](/creator/undefined) **Top assets mentioned** [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Snowflake, Inc. (SNOW)](/topic/$snow) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) [Spotify Technology (SPOT)](/topic/$spot) [Cloudflare, Inc. (NET)](/topic/$net) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Hundred Million (100M)](/topic/$100m) ### Top Social Posts [#](/creator/twitter::1582093050511228932/posts) --- Top posts by engagements in the last XX hours "Because of the high depreciation and energy costs I would prefer to use a lower ARR multiple or just look at EBIT instead. You do account for dilution but not for the possibility that they might sell their stakes in ClickHouse Toloka or AVride which I hope they wont but I wouldnt rule it out" [X Link](https://x.com/NeuralCadence/status/1977839107872342116) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-13T20:49Z XXX followers, XXX engagements "@seafullofsharks It will be comparable to the hype when $SNOW went public" [X Link](https://x.com/NeuralCadence/status/1975565900620439975) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-07T14:16Z XXX followers, XXX engagements "@OssStartup @mvcinvesting @daniel_koss There are so many great insights about ClickHouse in this podcast. I highly recommend giving it a listen" [X Link](https://x.com/NeuralCadence/status/1976188926147604588) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-09T07:32Z XXX followers, XXX engagements "ClickHouse's ARR is growing over XXX% year-over-year. The market significantly underestimates the value of $NBIS's XX% stake in ClickHouse" [X Link](https://x.com/NeuralCadence/status/1975558477356671236) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-07T13:46Z XXX followers, 11.8K engagements "With ClickHouse you pay based on usage. With customers like Anthropic growing rapidly and expanding their use of ClickHouse the XXX% growth rate could be sustainable and might even increase as crazy as that may sound $NBIS" [X Link](https://x.com/NeuralCadence/status/1978058488891789346) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-14T11:21Z XXX followers, 7071 engagements "@mvcinvesting It wouldn't surprise me if ClickHouse turns out to be more valuable than Nebius. That XX% stake could be worth $10B" [X Link](https://x.com/NeuralCadence/status/1976241738621530483) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-09T11:02Z XXX followers, 2396 engagements "Sold some $ASML to buy more $NBIS first time Ive added since Sept X (yes right before the deal). Why The more I learn about ClickHouse the more Im convinced it will become the leading data analytics company in the world" [X Link](https://x.com/NeuralCadence/status/1979201899904512236) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-17T15:04Z XXX followers, XXX engagements "I'm bullish on $NBIS and believe it's a strong buy. If I go all-in on ClickHouse at a $6.35B valuation I would. ClickHouse technically matches $SNOW but is faster and cheaper. It could 10x in the coming years" [X Link](https://x.com/NeuralCadence/status/1974775328372584603) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-05T09:55Z XXX followers, 8890 engagements "@babyfolio I hope so too Now I understand how ClickHouses revenue grows and how the model scales. Its become clear to me that its a straight-up turbo option for Anthropic and OpenAI" [X Link](https://x.com/NeuralCadence/status/1979253995831992547) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-17T18:31Z XXX followers, XXX engagements "@mvcinvesting This week they also brought in Doneyli De Jesus from Snowflake. ClickHouse is building an excellent team" [X Link](https://x.com/NeuralCadence/status/1978853747091476956) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-16T16:01Z XXX followers, XXX engagements "@babyfolio If I may add I see a path for ClickHouse to become a $100B company. Nebius is basically trading at the value of the ClickHouse stake in the Blue Sky scenario" [X Link](https://x.com/NeuralCadence/status/1979252324909339119) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-17T18:25Z XXX followers, XXX engagements "@Aktiehedonist I'll provide more details later. I'm seeking people in my network who work with ClickHouse to share more information with you" [X Link](https://x.com/NeuralCadence/status/1974815179306082647) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-05T12:33Z XXX followers, XXX engagements "ClickHouse: The Pot of Gold Nebius is Sitting On A deep dive into ClickHouse the real-time analytics engine powering $META $TSLA and @OpenAI. 📈 Key Takeaways: ARR Growth: 400%+ YoY (Accelerating) Series C Valuation: $6.35B Nebius' XX% Stake could be worth $10.5B at IPO $NBIS" [X Link](https://x.com/NeuralCadence/status/1975874758118932516) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-08T10:43Z XXX followers, 6524 engagements "@MB_Hogan ClickHouse may surpass Nebius in value within a few years. Both are growing rapidly but ClickHouse has higher margins and much lower capital expenditure" [X Link](https://x.com/NeuralCadence/status/1975570963174727868) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-07T14:36Z XXX followers, XXX engagements "ClickHouse currently has an ARR of approximately $XXX million growing at XXX% year-over-year. Major customers include $TSLA $META $SPOT $NET and @OpenAI. NBIS holds a XX% stake in ClickHouse" [X Link](https://x.com/NeuralCadence/status/1974824266953539956) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-05T13:09Z XXX followers, XXX engagements "@seafullofsharks ClickHouse is growing at over XXX% year-over-year" [X Link](https://x.com/NeuralCadence/status/1978212310867915189) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-14T21:32Z XXX followers, XXX engagements "@babyfolio I am extremely conservative in my numbers. Knowing Finland Kansas Israel New Jersey and Surrey will be fully operational in 2026 it could easily be more and I am completely ignoring the two new greenfield sites" [X Link](https://x.com/NeuralCadence/status/1979243707242102888) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-17T17:50Z XXX followers, XXX engagements "@MB_Hogan ClickHouse already has some of the biggest names in the tech world as customers and is growing rapidly. As the IPO nears people will realize what a data juggernaut ClickHouse will become" [X Link](https://x.com/NeuralCadence/status/1974905740310860283) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-05T18:33Z XXX followers, XXX engagements "There are four stocks Im looking to buy if the market drops: $PGY it just looks way too cheap. $NBIS the more I learn about ClickHouse the more exposure I want. $AMZN to gain exposure to Anthropic and because I believe AWS growth will accelerate. $DUOL as a swing trade going into their earnings" [X Link](https://x.com/NeuralCadence/status/1978532342336782651) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-15T18:44Z XXX followers, 1152 engagements "If private markets were open to everyone Id invest in: Hugging Face ($4.5B) ClickHouse ($6.35B) QuantWare ($110M) These three could define the next decade of intelligence data and computing" [X Link](https://x.com/NeuralCadence/status/1974770311552958840) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-05T09:35Z XXX followers, 15K engagements "@seafullofsharks "more than quadrupled ARR over the past year"" [X Link](https://x.com/NeuralCadence/status/1978326947810701524) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-15T05:07Z XXX followers, XX engagements "@ClickHouseDB @mvcinvesting ClickHouse has more than quadrupled its ARR over the past year meaning growth is accelerating quickly. In May of this year ARR growth was around XXX% and at that time it stood at approximately $XXX million" [X Link](https://x.com/NeuralCadence/status/1975560187114365321) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-07T13:53Z XXX followers, XXX engagements "In May ClickHouse's ARR was $100M with XXX% YoY growth and a valuation of $6.35B. Four months later with XXX% YoY growth and an ARR of at least $125M using the Growth-Adjusted Multiple ClickHouse would be worth $10.6B making Nebius's XX% stake worth nearly $3B. $NBIS" [X Link](https://x.com/NeuralCadence/status/1975667591541846046) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-07T21:00Z XXX followers, XXX engagements "Big $NBIS news: Clickhouse has more than quadrupled their ARR over the past year meaning growth is accelerating quickly. In May of this year ARR growth was around XXX% and at that time they were at an ARR of $XXX million. Nebius has a XX% stake in ClickHouse" [X Link](https://x.com/NeuralCadence/status/1975562014140563735) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-07T14:01Z XXX followers, 13.7K engagements "@accounting_ds With the Q3 call a possible QQQ entry and the ClickHouse IPO on the horizon it could turn into a beautiful short squeeze" [X Link](https://x.com/NeuralCadence/status/1978060845260140693) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-14T11:30Z XXX followers, XXX engagements "@nothingjustfyi @daniel_koss I use 5x forward ARR for my base case (20x EBIT). However I believe the real upside for Nebius lies in its subsidiaries especially ClickHouse. Ill update my valuation and publish it on Substack after the Q3 earnings" [X Link](https://x.com/NeuralCadence/status/1978051036376924517) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-14T10:51Z XXX followers, XXX engagements "If that happens $NBIS's stake in ClickHouse would be worth $16.8B over XX% of the current market cap" [X Link](https://x.com/NeuralCadence/status/1974775659789734396) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-05T09:56Z XXX followers, XXX engagements "@daniel_koss @mvcinvesting I was talking to someone in IT today about ClickHouse and he confirmed this concept. He explained it using a 3D cube analogy: if the cube doubles in size the volume grows by about X. Basically ClickHouse is like a turbo option for Anthropic and OpenAI" [X Link](https://x.com/NeuralCadence/status/1978905826711552131) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-16T19:28Z XXX followers, XXX engagements "ClickHouse started as an internal project within Yandex designed to process and analyze massive amounts of data. Once its potential became clear ClickHouse was spun out into a separate company. During Yandexs restructuring $NBIS acquired Yandexs XX% stake in ClickHouse" [X Link](https://x.com/NeuralCadence/status/1974820771479368062) [@NeuralCadence](/creator/x/NeuralCadence) 2025-10-05T12:55Z XXX followers, XXX 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.]
@NeuralCadence Marc
Marc posts on X about $nbis, over the, $635b, open ai the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX -XX%
- X Month XXXXXX -XXXX%
- X Months XXXXXXX +43,675%
Mentions: XX #
- X Week XX no change
- X Month XX +88%
- X Months XXX +10,600%
Followers: XXX #
- X Week XXX +8.20%
- X Month XXX +97%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXXX% technology brands XXXXX% stocks XXXXX% automotive brands XXXX% countries XXXX%
Social topic influence $nbis #88, over the 8.89%, $635b #1, open ai #2421, ipo 6.67%, $snow 4.44%, $nbiss #1, $meta 4.44%, $tsla 4.44%, meta XXXX%
Top accounts mentioned or mentioned by @babyfolio @mvcinvesting @seafullofsharks @danielkoss @aktiehedonist @mbhogan @accountingds @theraymyers @openai @nothingjustfyi @theeuinvestor @neuralcadencer6bmhi7utmmediumios @ossstartup @asmallfish5 @neuralcadencenotep175608622r6bmhi7utmmediumiosutmsourcenotesshareaction @economyapp @danielreznikoff @clickhousedb @mmmtwealth @meeijer
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Snowflake, Inc. (SNOW) Metadium (META) Tesla, Inc. (TSLA) Spotify Technology (SPOT) Cloudflare, Inc. (NET) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Amazon.com, Inc. (AMZN) Duolingo, Inc. Class A Common Stock (DUOL) Hundred Million (100M)
Top Social Posts #
Top posts by engagements in the last XX hours
"Because of the high depreciation and energy costs I would prefer to use a lower ARR multiple or just look at EBIT instead. You do account for dilution but not for the possibility that they might sell their stakes in ClickHouse Toloka or AVride which I hope they wont but I wouldnt rule it out"
X Link @NeuralCadence 2025-10-13T20:49Z XXX followers, XXX engagements
"@seafullofsharks It will be comparable to the hype when $SNOW went public"
X Link @NeuralCadence 2025-10-07T14:16Z XXX followers, XXX engagements
"@OssStartup @mvcinvesting @daniel_koss There are so many great insights about ClickHouse in this podcast. I highly recommend giving it a listen"
X Link @NeuralCadence 2025-10-09T07:32Z XXX followers, XXX engagements
"ClickHouse's ARR is growing over XXX% year-over-year. The market significantly underestimates the value of $NBIS's XX% stake in ClickHouse"
X Link @NeuralCadence 2025-10-07T13:46Z XXX followers, 11.8K engagements
"With ClickHouse you pay based on usage. With customers like Anthropic growing rapidly and expanding their use of ClickHouse the XXX% growth rate could be sustainable and might even increase as crazy as that may sound $NBIS"
X Link @NeuralCadence 2025-10-14T11:21Z XXX followers, 7071 engagements
"@mvcinvesting It wouldn't surprise me if ClickHouse turns out to be more valuable than Nebius. That XX% stake could be worth $10B"
X Link @NeuralCadence 2025-10-09T11:02Z XXX followers, 2396 engagements
"Sold some $ASML to buy more $NBIS first time Ive added since Sept X (yes right before the deal). Why The more I learn about ClickHouse the more Im convinced it will become the leading data analytics company in the world"
X Link @NeuralCadence 2025-10-17T15:04Z XXX followers, XXX engagements
"I'm bullish on $NBIS and believe it's a strong buy. If I go all-in on ClickHouse at a $6.35B valuation I would. ClickHouse technically matches $SNOW but is faster and cheaper. It could 10x in the coming years"
X Link @NeuralCadence 2025-10-05T09:55Z XXX followers, 8890 engagements
"@babyfolio I hope so too Now I understand how ClickHouses revenue grows and how the model scales. Its become clear to me that its a straight-up turbo option for Anthropic and OpenAI"
X Link @NeuralCadence 2025-10-17T18:31Z XXX followers, XXX engagements
"@mvcinvesting This week they also brought in Doneyli De Jesus from Snowflake. ClickHouse is building an excellent team"
X Link @NeuralCadence 2025-10-16T16:01Z XXX followers, XXX engagements
"@babyfolio If I may add I see a path for ClickHouse to become a $100B company. Nebius is basically trading at the value of the ClickHouse stake in the Blue Sky scenario"
X Link @NeuralCadence 2025-10-17T18:25Z XXX followers, XXX engagements
"@Aktiehedonist I'll provide more details later. I'm seeking people in my network who work with ClickHouse to share more information with you"
X Link @NeuralCadence 2025-10-05T12:33Z XXX followers, XXX engagements
"ClickHouse: The Pot of Gold Nebius is Sitting On A deep dive into ClickHouse the real-time analytics engine powering $META $TSLA and @OpenAI. 📈 Key Takeaways: ARR Growth: 400%+ YoY (Accelerating) Series C Valuation: $6.35B Nebius' XX% Stake could be worth $10.5B at IPO $NBIS"
X Link @NeuralCadence 2025-10-08T10:43Z XXX followers, 6524 engagements
"@MB_Hogan ClickHouse may surpass Nebius in value within a few years. Both are growing rapidly but ClickHouse has higher margins and much lower capital expenditure"
X Link @NeuralCadence 2025-10-07T14:36Z XXX followers, XXX engagements
"ClickHouse currently has an ARR of approximately $XXX million growing at XXX% year-over-year. Major customers include $TSLA $META $SPOT $NET and @OpenAI. NBIS holds a XX% stake in ClickHouse"
X Link @NeuralCadence 2025-10-05T13:09Z XXX followers, XXX engagements
"@seafullofsharks ClickHouse is growing at over XXX% year-over-year"
X Link @NeuralCadence 2025-10-14T21:32Z XXX followers, XXX engagements
"@babyfolio I am extremely conservative in my numbers. Knowing Finland Kansas Israel New Jersey and Surrey will be fully operational in 2026 it could easily be more and I am completely ignoring the two new greenfield sites"
X Link @NeuralCadence 2025-10-17T17:50Z XXX followers, XXX engagements
"@MB_Hogan ClickHouse already has some of the biggest names in the tech world as customers and is growing rapidly. As the IPO nears people will realize what a data juggernaut ClickHouse will become"
X Link @NeuralCadence 2025-10-05T18:33Z XXX followers, XXX engagements
"There are four stocks Im looking to buy if the market drops: $PGY it just looks way too cheap. $NBIS the more I learn about ClickHouse the more exposure I want. $AMZN to gain exposure to Anthropic and because I believe AWS growth will accelerate. $DUOL as a swing trade going into their earnings"
X Link @NeuralCadence 2025-10-15T18:44Z XXX followers, 1152 engagements
"If private markets were open to everyone Id invest in: Hugging Face ($4.5B) ClickHouse ($6.35B) QuantWare ($110M) These three could define the next decade of intelligence data and computing"
X Link @NeuralCadence 2025-10-05T09:35Z XXX followers, 15K engagements
"@seafullofsharks "more than quadrupled ARR over the past year""
X Link @NeuralCadence 2025-10-15T05:07Z XXX followers, XX engagements
"@ClickHouseDB @mvcinvesting ClickHouse has more than quadrupled its ARR over the past year meaning growth is accelerating quickly. In May of this year ARR growth was around XXX% and at that time it stood at approximately $XXX million"
X Link @NeuralCadence 2025-10-07T13:53Z XXX followers, XXX engagements
"In May ClickHouse's ARR was $100M with XXX% YoY growth and a valuation of $6.35B. Four months later with XXX% YoY growth and an ARR of at least $125M using the Growth-Adjusted Multiple ClickHouse would be worth $10.6B making Nebius's XX% stake worth nearly $3B. $NBIS"
X Link @NeuralCadence 2025-10-07T21:00Z XXX followers, XXX engagements
"Big $NBIS news: Clickhouse has more than quadrupled their ARR over the past year meaning growth is accelerating quickly. In May of this year ARR growth was around XXX% and at that time they were at an ARR of $XXX million. Nebius has a XX% stake in ClickHouse"
X Link @NeuralCadence 2025-10-07T14:01Z XXX followers, 13.7K engagements
"@accounting_ds With the Q3 call a possible QQQ entry and the ClickHouse IPO on the horizon it could turn into a beautiful short squeeze"
X Link @NeuralCadence 2025-10-14T11:30Z XXX followers, XXX engagements
"@nothingjustfyi @daniel_koss I use 5x forward ARR for my base case (20x EBIT). However I believe the real upside for Nebius lies in its subsidiaries especially ClickHouse. Ill update my valuation and publish it on Substack after the Q3 earnings"
X Link @NeuralCadence 2025-10-14T10:51Z XXX followers, XXX engagements
"If that happens $NBIS's stake in ClickHouse would be worth $16.8B over XX% of the current market cap"
X Link @NeuralCadence 2025-10-05T09:56Z XXX followers, XXX engagements
"@daniel_koss @mvcinvesting I was talking to someone in IT today about ClickHouse and he confirmed this concept. He explained it using a 3D cube analogy: if the cube doubles in size the volume grows by about X. Basically ClickHouse is like a turbo option for Anthropic and OpenAI"
X Link @NeuralCadence 2025-10-16T19:28Z XXX followers, XXX engagements
"ClickHouse started as an internal project within Yandex designed to process and analyze massive amounts of data. Once its potential became clear ClickHouse was spun out into a separate company. During Yandexs restructuring $NBIS acquired Yandexs XX% stake in ClickHouse"
X Link @NeuralCadence 2025-10-05T12:55Z XXX followers, XXX engagements