[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.] #  @Sandeman52 SandemanStocks SandemanStocks posts on X about $nbis, oracle, behind the, if you the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1525033786257334272/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +31% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1525033786257334272/posts_active)  - X Week XX -XX% - X Month XX -XX% - X Months XXX +225% - X Year XXXXX +297% ### Followers: XXXXXX [#](/creator/twitter::1525033786257334272/followers)  - X Week XXXXXX +0.19% - X Month XXXXXX +0.70% - X Months XXXXXX +137% - X Year XXXXXX +257% ### CreatorRank: XXXXXXX [#](/creator/twitter::1525033786257334272/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) XXXXX% [stocks](/list/stocks) #4866 [finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXX% [travel destinations](/list/travel-destinations) XXX% **Social topic influence** [$nbis](/topic/$nbis) #11, [oracle](/topic/oracle) #80, [behind the](/topic/behind-the) #1536, [if you](/topic/if-you) 11.11%, [ai](/topic/ai) 11.11%, [$2b](/topic/$2b) #22, [$crwv](/topic/$crwv) #13, [premarket](/topic/premarket) #8, [business](/topic/business) 7.41%, [$orcl](/topic/$orcl) #44 **Top accounts mentioned or mentioned by** [@danielwhitmore_](/creator/undefined) [@danielkoss](/creator/undefined) [@nebiusai](/creator/undefined) [@marcboroditsky](/creator/undefined) [@itsalasdairmann](/creator/undefined) [@user889889](/creator/undefined) [@trevor146753030](/creator/undefined) [@bigliu](/creator/undefined) [@jaygneumark](/creator/undefined) [@ifonlywetalked](/creator/undefined) [@uscg2005](/creator/undefined) [@spiralout_one](/creator/undefined) [@marekpiotr84](/creator/undefined) [@miragewl8](/creator/undefined) [@jasonsonderfan](/creator/undefined) [@fabio_zagami](/creator/undefined) [@grok](/creator/undefined) [@solanle107](/creator/undefined) [@jeffersonian88](/creator/undefined) [@bitcoin_4life](/creator/undefined) **Top assets mentioned** [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Oracle Corporation (ORCL)](/topic/$orcl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) ### Top Social Posts Top posts by engagements in the last XX hours "$NBIS interesting update. They keep cooking behind the scenes" [X Link](https://x.com/Sandeman52/status/1998355511897452808) 2025-12-09T11:34Z 22.8K followers, 20.7K engagements "If you are holding a good stock let it cook. Let it grow. Macro bs is just wind blowing it around like a plant. Its natural. Dont worry if it moves up and down with macro especially intraday bs. What matters is whats going on behind the scenes. Everything else is just noise" [X Link](https://x.com/Sandeman52/status/1998768501347983562) 2025-12-10T14:55Z 22.8K followers, 10.8K engagements "$NBIS dipping premarket in sympathy of $CRWV $2B convertible note offering" [X Link](https://x.com/Sandeman52/status/1998007716816490702) 2025-12-08T12:32Z 22.8K followers, 25.4K engagements "$NBIS nobody panic Oracle is not Nebius. Here is what happened today and why it highlights NBIS advantages. Oracles earnings were viewed negatively because its artificial intelligence cloud margins came in very low at roughly XX% which reinforced the idea that legacy cloud providers struggle to make artificial intelligence infrastructure profitable. That issue applies directly to Oracles business model but it does not apply to Nebius. NBIS operates with a completely different margin profile and a more modern technical stack. In its latest results NBIS reported gross margins in the high 40s to" [X Link](https://x.com/Sandeman52/status/1999060230882070945) 2025-12-11T10:14Z 22.8K followers, 17.1K engagements "Oracle has the demand. There is no AI bubble. Their margins just arent great. So why punish companies like $NBIS whose margins are multiple times better than oracles $NBIS leadership has said multiple times that every business decision they make is made with margins in mind. $NBIS is the varsity team at this. Oracle is still in 8th grade after school club level. There are levels to this. Algos and shorts taking advantage of FUD. Know what you own and sleep well at night" [X Link](https://x.com/Sandeman52/status/1999063388643553593) 2025-12-11T10:27Z 22.8K followers, 6152 engagements "Why the sudden premarket drop in $NBIS Simple. Oracle contagion and algos lumping them in with trash. This just dropped: BMO Capital maintains Oracle ORCL at Outperform and lowers the price target from $XXX to $XXX Nothing to do with NBIS as I have said margins in NBIS are many times better than Oracle. Not just a few % better but 3-5x better. Dont get fooled" [X Link](https://x.com/Sandeman52/status/1999113215632953532) 2025-12-11T13:45Z 22.8K followers, 15.4K engagements "Everyone worried about the Japanese Yen. Well so is the Bank of Japan. Historically every time Japan intervenes to strengthen the yen: The yen often moves X to X% in minutes Then 1015% in the following weeks. Example: -In 2022 BOJ intervention caused a multi-percentage move in seconds. -In 1998 yen strengthened XX% in X days. These are face-ripper reversals" [X Link](https://x.com/Sandeman52/status/1991594150668710343) 2025-11-20T19:47Z 22.8K followers, 7727 engagements "$NBIS owns XX% of ClickHouse. Right now ClickHouse is not publicly traded but the IPO will come. Here is a comparison of clickhouse vs Snowflake which currently has a market cap of $85B. Ill just leave this comparison here and let you deduce what ClickHouse could be worth one day: Snowflake is a general purpose cloud data warehouse optimized for ease of use and elasticity. ClickHouse is a high-performance real-time analytical database optimized for raw speed and cost efficiency. They are not direct substitutes in many workloads. But where they do compete ClickHouse almost always outperforms" [X Link](https://x.com/Sandeman52/status/1993775400011321351) 2025-11-26T20:14Z 22.8K followers, 27.3K engagements "Waymo vs Avride X. Business Model Waymo is a full-stack autonomous-driving company aiming to operate robotaxi fleets at global scale. Their model is asset-heavy capital-intensive and dependent on solving end-to-end autonomy for unpredictable urban environments. Their goal: replace human drivers in major cities. Avride is structured like a lightweight autonomy infrastructure platform. It focuses on small-form autonomous delivery university campuses controlled areas and partner-integrated deployments. Instead of owning huge fleets it embeds autonomy into partners logistics and rides on $NBIS" [X Link](https://x.com/Sandeman52/status/1994407946759844102) 2025-11-28T14:08Z 22.8K followers, 9590 engagements "Heading to Disney World. Yall keep my $NBIS stock price up until next week 🫡" [X Link](https://x.com/Sandeman52/status/1995468944686055577) 2025-12-01T12:24Z 22.8K followers, 7994 engagements "All the people getting mad at Trump for standing up for American values safety for Americans and freedom to feel safe in our country again are the problem. We want safety we want American values we want American haters to get the F out of this country. We are sick of it. Unfollow me if you disagree. I dont care. I know most of you feel the same way. Stand the F up" [X Link](https://x.com/Sandeman52/status/1994595519113437199) 2025-11-29T02:33Z 22.8K followers, 8264 engagements "$NBIS in line for guardians of the galaxy my favorite ride. I see some MSFT FUD. Just remember all dips are getting bought by institutions. Dont sell your shares to them" [X Link](https://x.com/Sandeman52/status/1996230358778441850) 2025-12-03T14:49Z 22.8K followers, 17.8K engagements "Many people want to know my secret sauce on how I turned $50k into X figures. Its not all about picking winning stocks. It starts when you are in your early 20s. You need to decide to be a winner. You need to embrace hard work. Be smart with your decisions. Work harder and smarter. If you front load your life early with the right work ethic and decisions you will be free to do what you want in your 40s. I have lots to say on the subject. Its an entire process. Its a lifestyle. Its a mindset. There are many ways to approach this. I have many tips. Many stories from past experiences. Might" [X Link](https://x.com/Sandeman52/status/1998775690879975745) 2025-12-10T15:23Z 22.8K followers, 14.9K engagements "$NBIS Solid post from seankigz on Stocktwits: X. The Oracle RPO Shock (The $XXX Billion Signal) The Number: Oracle reported Total Remaining Performance Obligations (RPO) of $XXX Billion up XXX% Year-over-Year. The Meaning: This is the backlog. This number is astronomically higher than the $XX Billion last year. Why it matters for NBIS: It proves the demand for AI infrastructure is not slowing downit is accelerating vertically. If customers are signing $XXX Billion in contracts with Oracle the "spillover" demand for Nebius (who has capacity now) will be massive. This validates the "Supply" [X Link](https://x.com/Sandeman52/status/1998869344747499933) 2025-12-10T21:36Z 22.8K followers, 9147 engagements "Hold the line. We are going up this week" [X Link](https://x.com/Sandeman52/status/1995505110051651774) 2025-12-01T14:47Z 22.8K followers, 4603 engagements "$NBIS expect 1-2 AI or NVDA chip FUD articles per week. Dont even pay attention to it. Its noise" [X Link](https://x.com/Sandeman52/status/1996635591711379520) 2025-12-04T17:39Z 22.8K followers, 8268 engagements "$NBIS dont let dips bother you" [X Link](https://x.com/Sandeman52/status/1996958923601879547) 2025-12-05T15:04Z 22.8K followers, 8149 engagements "$NBIS Not many investors (and probably way fewer non investors) realize that the Google founders traveled to Russia to visit Yandex (Now NBIS) and its CEO Arkady. There is credible evidence that Googles co founders Sergey Brin and Larry Page traveled to Russia in the early two thousands to meet the founders of Yandex. In a later interview Yandex co founder Arkady Volozh explained that Brin and Page visited Moscow in two thousand three and met with him and Ilya Segalovich. During that meeting Google expressed interest in acquiring Yandex for roughly one hundred million dollars. By the time" [X Link](https://x.com/Sandeman52/status/1998049754450665536) 2025-12-08T15:19Z 22.8K followers, 26.1K engagements "$NBIS price action will be linked in the short term to $ORCL $CRWV $NVDA $QQQ OpenAI and whatever macro rotation the market feels like chasing that week. None of this action is the reality behind the scenes at Nebius. The true drivers are the multi-year power buildout the contracted workloads that are already scaling faster than public peers the margin profile that improves as each new megawatt comes online and the structural demand for AI compute that will not slow down because a handful of tickers are red or green today. Nebius is a capacity story not a sentiment story. Daily price swings" [X Link](https://x.com/Sandeman52/status/1999124765236224096) 2025-12-11T14:31Z 22.8K followers, 4744 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.]
@Sandeman52 SandemanStocks
SandemanStocks posts on X about $nbis, oracle, behind the, if you the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +31%
- X Year XXXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +225%
- X Year XXXXX +297%
Followers: XXXXXX #
- X Week XXXXXX +0.19%
- X Month XXXXXX +0.70%
- X Months XXXXXX +137%
- X Year XXXXXX +257%
CreatorRank: XXXXXXX #
Social Influence
Social category influence technology brands XXXXX% stocks #4866 finance XXXXX% countries XXXX% currencies XXX% travel destinations XXX%
Social topic influence $nbis #11, oracle #80, behind the #1536, if you 11.11%, ai 11.11%, $2b #22, $crwv #13, premarket #8, business 7.41%, $orcl #44
Top accounts mentioned or mentioned by @danielwhitmore_ @danielkoss @nebiusai @marcboroditsky @itsalasdairmann @user889889 @trevor146753030 @bigliu @jaygneumark @ifonlywetalked @uscg2005 @spiralout_one @marekpiotr84 @miragewl8 @jasonsonderfan @fabio_zagami @grok @solanle107 @jeffersonian88 @bitcoin_4life
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc. (CRWV) Oracle Corporation (ORCL) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA)
Top Social Posts
Top posts by engagements in the last XX hours
"$NBIS interesting update. They keep cooking behind the scenes"
X Link 2025-12-09T11:34Z 22.8K followers, 20.7K engagements
"If you are holding a good stock let it cook. Let it grow. Macro bs is just wind blowing it around like a plant. Its natural. Dont worry if it moves up and down with macro especially intraday bs. What matters is whats going on behind the scenes. Everything else is just noise"
X Link 2025-12-10T14:55Z 22.8K followers, 10.8K engagements
"$NBIS dipping premarket in sympathy of $CRWV $2B convertible note offering"
X Link 2025-12-08T12:32Z 22.8K followers, 25.4K engagements
"$NBIS nobody panic Oracle is not Nebius. Here is what happened today and why it highlights NBIS advantages. Oracles earnings were viewed negatively because its artificial intelligence cloud margins came in very low at roughly XX% which reinforced the idea that legacy cloud providers struggle to make artificial intelligence infrastructure profitable. That issue applies directly to Oracles business model but it does not apply to Nebius. NBIS operates with a completely different margin profile and a more modern technical stack. In its latest results NBIS reported gross margins in the high 40s to"
X Link 2025-12-11T10:14Z 22.8K followers, 17.1K engagements
"Oracle has the demand. There is no AI bubble. Their margins just arent great. So why punish companies like $NBIS whose margins are multiple times better than oracles $NBIS leadership has said multiple times that every business decision they make is made with margins in mind. $NBIS is the varsity team at this. Oracle is still in 8th grade after school club level. There are levels to this. Algos and shorts taking advantage of FUD. Know what you own and sleep well at night"
X Link 2025-12-11T10:27Z 22.8K followers, 6152 engagements
"Why the sudden premarket drop in $NBIS Simple. Oracle contagion and algos lumping them in with trash. This just dropped: BMO Capital maintains Oracle ORCL at Outperform and lowers the price target from $XXX to $XXX Nothing to do with NBIS as I have said margins in NBIS are many times better than Oracle. Not just a few % better but 3-5x better. Dont get fooled"
X Link 2025-12-11T13:45Z 22.8K followers, 15.4K engagements
"Everyone worried about the Japanese Yen. Well so is the Bank of Japan. Historically every time Japan intervenes to strengthen the yen: The yen often moves X to X% in minutes Then 1015% in the following weeks. Example: -In 2022 BOJ intervention caused a multi-percentage move in seconds. -In 1998 yen strengthened XX% in X days. These are face-ripper reversals"
X Link 2025-11-20T19:47Z 22.8K followers, 7727 engagements
"$NBIS owns XX% of ClickHouse. Right now ClickHouse is not publicly traded but the IPO will come. Here is a comparison of clickhouse vs Snowflake which currently has a market cap of $85B. Ill just leave this comparison here and let you deduce what ClickHouse could be worth one day: Snowflake is a general purpose cloud data warehouse optimized for ease of use and elasticity. ClickHouse is a high-performance real-time analytical database optimized for raw speed and cost efficiency. They are not direct substitutes in many workloads. But where they do compete ClickHouse almost always outperforms"
X Link 2025-11-26T20:14Z 22.8K followers, 27.3K engagements
"Waymo vs Avride X. Business Model Waymo is a full-stack autonomous-driving company aiming to operate robotaxi fleets at global scale. Their model is asset-heavy capital-intensive and dependent on solving end-to-end autonomy for unpredictable urban environments. Their goal: replace human drivers in major cities. Avride is structured like a lightweight autonomy infrastructure platform. It focuses on small-form autonomous delivery university campuses controlled areas and partner-integrated deployments. Instead of owning huge fleets it embeds autonomy into partners logistics and rides on $NBIS"
X Link 2025-11-28T14:08Z 22.8K followers, 9590 engagements
"Heading to Disney World. Yall keep my $NBIS stock price up until next week 🫡"
X Link 2025-12-01T12:24Z 22.8K followers, 7994 engagements
"All the people getting mad at Trump for standing up for American values safety for Americans and freedom to feel safe in our country again are the problem. We want safety we want American values we want American haters to get the F out of this country. We are sick of it. Unfollow me if you disagree. I dont care. I know most of you feel the same way. Stand the F up"
X Link 2025-11-29T02:33Z 22.8K followers, 8264 engagements
"$NBIS in line for guardians of the galaxy my favorite ride. I see some MSFT FUD. Just remember all dips are getting bought by institutions. Dont sell your shares to them"
X Link 2025-12-03T14:49Z 22.8K followers, 17.8K engagements
"Many people want to know my secret sauce on how I turned $50k into X figures. Its not all about picking winning stocks. It starts when you are in your early 20s. You need to decide to be a winner. You need to embrace hard work. Be smart with your decisions. Work harder and smarter. If you front load your life early with the right work ethic and decisions you will be free to do what you want in your 40s. I have lots to say on the subject. Its an entire process. Its a lifestyle. Its a mindset. There are many ways to approach this. I have many tips. Many stories from past experiences. Might"
X Link 2025-12-10T15:23Z 22.8K followers, 14.9K engagements
"$NBIS Solid post from seankigz on Stocktwits: X. The Oracle RPO Shock (The $XXX Billion Signal) The Number: Oracle reported Total Remaining Performance Obligations (RPO) of $XXX Billion up XXX% Year-over-Year. The Meaning: This is the backlog. This number is astronomically higher than the $XX Billion last year. Why it matters for NBIS: It proves the demand for AI infrastructure is not slowing downit is accelerating vertically. If customers are signing $XXX Billion in contracts with Oracle the "spillover" demand for Nebius (who has capacity now) will be massive. This validates the "Supply"
X Link 2025-12-10T21:36Z 22.8K followers, 9147 engagements
"Hold the line. We are going up this week"
X Link 2025-12-01T14:47Z 22.8K followers, 4603 engagements
"$NBIS expect 1-2 AI or NVDA chip FUD articles per week. Dont even pay attention to it. Its noise"
X Link 2025-12-04T17:39Z 22.8K followers, 8268 engagements
"$NBIS dont let dips bother you"
X Link 2025-12-05T15:04Z 22.8K followers, 8149 engagements
"$NBIS Not many investors (and probably way fewer non investors) realize that the Google founders traveled to Russia to visit Yandex (Now NBIS) and its CEO Arkady. There is credible evidence that Googles co founders Sergey Brin and Larry Page traveled to Russia in the early two thousands to meet the founders of Yandex. In a later interview Yandex co founder Arkady Volozh explained that Brin and Page visited Moscow in two thousand three and met with him and Ilya Segalovich. During that meeting Google expressed interest in acquiring Yandex for roughly one hundred million dollars. By the time"
X Link 2025-12-08T15:19Z 22.8K followers, 26.1K engagements
"$NBIS price action will be linked in the short term to $ORCL $CRWV $NVDA $QQQ OpenAI and whatever macro rotation the market feels like chasing that week. None of this action is the reality behind the scenes at Nebius. The true drivers are the multi-year power buildout the contracted workloads that are already scaling faster than public peers the margin profile that improves as each new megawatt comes online and the structural demand for AI compute that will not slow down because a handful of tickers are red or green today. Nebius is a capacity story not a sentiment story. Daily price swings"
X Link 2025-12-11T14:31Z 22.8K followers, 4744 engagements