[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, investment, gpu, $nvda the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::1499439376392146947/interactions)  - X Week XXXXXXX +166% - X Month XXXXXXXXX +37% - X Year XXXXXXXXX +251% ### Mentions: XX [#](/creator/twitter::1499439376392146947/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Year XXX +226% ### Followers: XXXXX [#](/creator/twitter::1499439376392146947/followers)  - X Week XXXXX +9% - X Month XXXXX +38% - X Year XXXXX +1,410% ### CreatorRank: XXXXXX [#](/creator/twitter::1499439376392146947/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #1254 [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% **Social topic influence** [$nbis](/topic/$nbis) #3, [investment](/topic/investment) #80, [gpu](/topic/gpu) #259, [$nvda](/topic/$nvda) #1629, [ai](/topic/ai) 5.13%, [business](/topic/business) 5.13%, [microsoft](/topic/microsoft) #1218, [$174b](/topic/$174b) 2.56%, [$194b](/topic/$194b) 2.56%, [$msft](/topic/$msft) XXXX% **Top accounts mentioned or mentioned by** [@jwp626391](/creator/undefined) [@accountingds](/creator/undefined) [@meeijer](/creator/undefined) [@mvcinvesting](/creator/undefined) [@babyfolio](/creator/undefined) [@danielkoss](/creator/undefined) [@mbhogan](/creator/undefined) [@caesarcapitalz](/creator/undefined) [@spiralout_one](/creator/undefined) [@daninvestings](/creator/undefined) [@mktmavpro](/creator/undefined) [@detroitthechamp](/creator/undefined) [@toptechstocksus](/creator/undefined) [@hyperaicapital](/creator/undefined) [@rjccapital](/creator/undefined) [@investingvisual](/creator/undefined) [@funofinvesting](/creator/undefined) [@markosaaig](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@mb_hogan](/creator/undefined) **Top assets mentioned** [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/microsoft) [DoorDash, Inc. (DASH)](/topic/doordash) [MASONITE INTERNATIONAL CORP (DOOR)](/topic/$door) [CoreWeave, Inc. (CRWV)](/topic/$crwv) ### Top Social Posts Top posts by engagements in the last XX hours "Can we take a moment to appreciate how locked-in the $NBIS team have been recently🔒 Just look at what they have achieved in the last X months💥 September: - Announces a $17.4B-$19.4B deal with $MSFT - Achieves NVIDIA Exemplar Cloud status for H200 GPU workloads - Becomes an NCP (NVIDIA Cloud Partner) - Achieved bare-metal performance on VMs in the MLPerf Inference v5.1 - Announces partnership with Baseten October: - Releases "Token Factory" as the new investment into inference - Releases AI Cloud XXX "Aether" with enterprise-grade security and compliance - Launches the UK Datacenter making" [X Link](https://x.com/genZinvest0r/status/1996909728543191150) 2025-12-05T11:49Z 3150 followers, 65.6K engagements "🚨 $NVDA's next gen Rubin chips reportedly being delayed And how does this impact cloud providers like $NBIS So reports are suggesting that $NVDA's next-gen Rubin AI chip may face delays due to SK Hynixs (the performance leader in HBM and key $NVDA supplier) decision to slow its HBM4 ramp-up being reported as a major cause. HBM (High Bandwidth Memory) is the ultra-fast stacked memory which Rubin relies on and Hynix has pushed its production timeline back by XX months with large-scale output now expected for late Q3 instead of late Q2. The delay seems tied to the complexity of HBM4 (which" [X Link](https://x.com/genZinvest0r/status/1997935165151105059) 2025-12-08T07:43Z 3150 followers, 3270 engagements "What happens if $NBIS PaaS fails One of the more underrated aspects of $NBIS business is the fact that they are one of only two high level clouds (Nebius & Crusoe) focused on serving the short-term on-demand GPU market. Almost every other provider in the GPU space gravitates toward the far simpler model of long-term bare-metal capacity leasing. While a lot of us $NBIS bulls highlight the PaaS model as the real differentiator and future moat (rightly so imo). I am seeing some discussion about how enterprises still dont require $NBIS software and/or PaaS to run their workloads. While I dont" [X Link](https://x.com/genZinvest0r/status/1997960196803465248) 2025-12-08T09:23Z 3150 followers, 11.1K engagements "Cc: @mvcinvesting @babyfolio @daniel_koss @accounting_ds @DanInvestings @MktMavPro @MB_Hogan @meeijer @detroitthechamp @TopTechStocksUS @HyperAICapital @RJCcapital @InvestingVisual @FunOfInvesting" [X Link](https://x.com/genZinvest0r/status/1998350339653681522) 2025-12-09T11:13Z 3150 followers, 2314 engagements "🚨 $NBIS BREAKING NEWS COMING FROM INDEPENDENCE MISSOURI🚨 $NBIS JUST ACQUIRED XXX ACRES of land in NorthPoint Development's EastGate Commerce Center near Missouri Route XX and Little Blue Parkway Reports came out yesterday after officials in Independence APPROVED a $2B power generation plan last Friday $NBIS is expected to construct a HUGE 8-10 datacenter campus with capacity expected to be in the 800MW range This proposed datacenter would be the FIRST FULLY OWNED DATACENTER in the US by $NBIS. Yep you heard that right. 800MW datacenter owned by $NBIS $NBIS currently contemplates a power" [X Link](https://x.com/genZinvest0r/status/1998349583571718641) 2025-12-09T11:10Z 3150 followers, 142.8K engagements "@accounting_ds They called us "asset lite". NOW WHAT" [X Link](https://x.com/genZinvest0r/status/1998353464087265677) 2025-12-09T11:26Z 3148 followers, XXX engagements "@babyfolio @mvcinvesting @daniel_koss @accounting_ds @DanInvestings @MktMavPro @MB_Hogan @meeijer @detroitthechamp @TopTechStocksUS @HyperAICapital @RJCcapital @InvestingVisual @FunOfInvesting $NBIS is COOKING" [X Link](https://x.com/genZinvest0r/status/1998353597369606582) 2025-12-09T11:26Z 3150 followers, XXX engagements "@accounting_ds 800MW DC INCOMING" [X Link](https://x.com/genZinvest0r/status/1998353879868575749) 2025-12-09T11:27Z 3150 followers, XXX engagements "Don't tell me $NBIS is going woke😭😭😭 Image taken from $NBIS updated website. Is this really necessary" [X Link](https://x.com/genZinvest0r/status/1994332574492021007) 2025-11-28T09:08Z 3140 followers, 11.7K engagements "🚨MAJOR BULLISH CATALYST FOR $NBIS Yesterday two major proprietary metrics that we track here at GZI Investment Alpha LLC have converged We are of course talking about Jim Cramer and Hedgeye both coming out BEARISH on $NBIS and signaling the first Cramgeye Breadth Thrust Now what does this exactly mean Let me get you caught up to speed: Jim Cramer and Hedgeye are two of the analysts of ALL-TIME Jim Cramer a legendary TV-personality and finance influencer known for predicting XX of the last X recessions (a track record only beaten by the infamous substacker Michael Burry). With extensive" [X Link](https://x.com/genZinvest0r/status/1997274183496020438) 2025-12-06T11:57Z 3150 followers, 6997 engagements "Intel and AMD CPU configs now listed on $NBIS website" [X Link](https://x.com/genZinvest0r/status/1997950560310628741) 2025-12-08T08:45Z 3150 followers, 11.7K engagements "The evolution of $NBIS Full-Stack AI Cloud Platform: First image is from April second is what it looks like today. Can't wait to see what it looks like X year from now" [X Link](https://x.com/genZinvest0r/status/1997958302609924276) 2025-12-08T09:15Z 3150 followers, 7623 engagements "Reports on this subject remain limited. Will update once more information drops Source:" [X Link](https://x.com/genZinvest0r/status/1998349756972642411) 2025-12-09T11:11Z 3146 followers, 2665 engagements "@accounting_ds Incredible They said during Q3 EC that they wanted to expand their vertical integration and they did just that Never any doubt" [X Link](https://x.com/genZinvest0r/status/1998356903932432412) 2025-12-09T11:39Z 3133 followers, XXX engagements "DoorDash announces their new delivery robot Dot a direct competitor to $NBIS owned Avride Who wins on looks $DOOR Dot or Avride Roomy" [X Link](https://x.com/genZinvest0r/status/1973366037266702522) 2025-10-01T12:35Z 3142 followers, 6841 engagements "$NBIS is still such a misunderstood company. You would think that with how many eyeballs there are on $NBIS the market would at least be able to understand the business. Unfortunately that has not proven to be the case. The market is currently pricing $NBIS as a bare-metal IaaS provider with XX% of its value deriving from either signed deals (Microsoft & Meta) or the prospect of future connected power. This is a grave oversimplification and a direct reason why $NBIS still poses a massive asymmetrical opportunity even after running +200% YTD. Lets set the record straight: Not all clouds are" [X Link](https://x.com/genZinvest0r/status/1996565619156689294) 2025-12-04T13:01Z 3145 followers, 17.9K engagements "@jwp626391 Execution has been top-tier I cant wait for what 2026 has in store👀" [X Link](https://x.com/genZinvest0r/status/1996930540469899398) 2025-12-05T13:11Z 3145 followers, XXX engagements "@Hedgeye Dont worry Ill translate: Tactical Short - An advanced investing technique where you deliberately short a rising stock to efficiently trim your own bottom-line revenue. Ideal for those who find profits inconvenient and prefer to manage gains by eliminating them" [X Link](https://x.com/genZinvest0r/status/1997044560522809746) 2025-12-05T20:45Z 2983 followers, 1791 engagements "@MarkosAAIG @bitcoinbutcher1 I like your take about $CRWV. Although I find their debt structure pretty ambitious its definitely manageable as long as the current market dynamics dont change in a meaningful manner. The only thing I am against is their X year depreciation timeline" [X Link](https://x.com/genZinvest0r/status/1997384868351660200) 2025-12-06T19:17Z 3112 followers, XXX engagements "@jwp626391 Thank you Paul" [X Link](https://x.com/genZinvest0r/status/1997964583886299618) 2025-12-08T09:40Z 3103 followers, XXX engagements "@daniel_koss Unless they get some sort of exclusive deal with $NVDA I don't rule out the adoption of other providers GPUs however I don't have any issue with $NBIS being an NVIDIA only customer as long as they get the amount of GPUs they need" [X Link](https://x.com/genZinvest0r/status/1997965495535079535) 2025-12-08T09:44Z 3112 followers, XXX engagements "@jwp626391 I believe it is based on the uptime requirements in the SLA. If Microsoft is planning on running Azure directly on $NBIS VMs (which I think is the case) then uptime requirement could be anything from XXXX% - XXXXX% based on Microsoft Azure's own SLA documentation" [X Link](https://x.com/genZinvest0r/status/1997981414424240581) 2025-12-08T10:47Z 3125 followers, XXX engagements "@accounting_ds Congrats You have been grinding hard lately Well deserved🥳" [X Link](https://x.com/genZinvest0r/status/1998359591445561594) 2025-12-09T11:50Z 3125 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.]
@genZinvest0r Gen Z Investor
Gen Z Investor posts on X about $nbis, investment, gpu, $nvda the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Engagements: XXXXXXX #
- X Week XXXXXXX +166%
- X Month XXXXXXXXX +37%
- X Year XXXXXXXXX +251%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Year XXX +226%
Followers: XXXXX #
- X Week XXXXX +9%
- X Month XXXXX +38%
- X Year XXXXX +1,410%
CreatorRank: XXXXXX #
Social Influence
Social category influence finance #1254 stocks XXXXX% technology brands XXXXX%
Social topic influence $nbis #3, investment #80, gpu #259, $nvda #1629, ai 5.13%, business 5.13%, microsoft #1218, $174b 2.56%, $194b 2.56%, $msft XXXX%
Top accounts mentioned or mentioned by @jwp626391 @accountingds @meeijer @mvcinvesting @babyfolio @danielkoss @mbhogan @caesarcapitalz @spiralout_one @daninvestings @mktmavpro @detroitthechamp @toptechstocksus @hyperaicapital @rjccapital @investingvisual @funofinvesting @markosaaig @bitcoinbutcher1 @mb_hogan
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) DoorDash, Inc. (DASH) MASONITE INTERNATIONAL CORP (DOOR) CoreWeave, Inc. (CRWV)
Top Social Posts
Top posts by engagements in the last XX hours
"Can we take a moment to appreciate how locked-in the $NBIS team have been recently🔒 Just look at what they have achieved in the last X months💥 September: - Announces a $17.4B-$19.4B deal with $MSFT - Achieves NVIDIA Exemplar Cloud status for H200 GPU workloads - Becomes an NCP (NVIDIA Cloud Partner) - Achieved bare-metal performance on VMs in the MLPerf Inference v5.1 - Announces partnership with Baseten October: - Releases "Token Factory" as the new investment into inference - Releases AI Cloud XXX "Aether" with enterprise-grade security and compliance - Launches the UK Datacenter making"
X Link 2025-12-05T11:49Z 3150 followers, 65.6K engagements
"🚨 $NVDA's next gen Rubin chips reportedly being delayed And how does this impact cloud providers like $NBIS So reports are suggesting that $NVDA's next-gen Rubin AI chip may face delays due to SK Hynixs (the performance leader in HBM and key $NVDA supplier) decision to slow its HBM4 ramp-up being reported as a major cause. HBM (High Bandwidth Memory) is the ultra-fast stacked memory which Rubin relies on and Hynix has pushed its production timeline back by XX months with large-scale output now expected for late Q3 instead of late Q2. The delay seems tied to the complexity of HBM4 (which"
X Link 2025-12-08T07:43Z 3150 followers, 3270 engagements
"What happens if $NBIS PaaS fails One of the more underrated aspects of $NBIS business is the fact that they are one of only two high level clouds (Nebius & Crusoe) focused on serving the short-term on-demand GPU market. Almost every other provider in the GPU space gravitates toward the far simpler model of long-term bare-metal capacity leasing. While a lot of us $NBIS bulls highlight the PaaS model as the real differentiator and future moat (rightly so imo). I am seeing some discussion about how enterprises still dont require $NBIS software and/or PaaS to run their workloads. While I dont"
X Link 2025-12-08T09:23Z 3150 followers, 11.1K engagements
"Cc: @mvcinvesting @babyfolio @daniel_koss @accounting_ds @DanInvestings @MktMavPro @MB_Hogan @meeijer @detroitthechamp @TopTechStocksUS @HyperAICapital @RJCcapital @InvestingVisual @FunOfInvesting"
X Link 2025-12-09T11:13Z 3150 followers, 2314 engagements
"🚨 $NBIS BREAKING NEWS COMING FROM INDEPENDENCE MISSOURI🚨 $NBIS JUST ACQUIRED XXX ACRES of land in NorthPoint Development's EastGate Commerce Center near Missouri Route XX and Little Blue Parkway Reports came out yesterday after officials in Independence APPROVED a $2B power generation plan last Friday $NBIS is expected to construct a HUGE 8-10 datacenter campus with capacity expected to be in the 800MW range This proposed datacenter would be the FIRST FULLY OWNED DATACENTER in the US by $NBIS. Yep you heard that right. 800MW datacenter owned by $NBIS $NBIS currently contemplates a power"
X Link 2025-12-09T11:10Z 3150 followers, 142.8K engagements
"@accounting_ds They called us "asset lite". NOW WHAT"
X Link 2025-12-09T11:26Z 3148 followers, XXX engagements
"@babyfolio @mvcinvesting @daniel_koss @accounting_ds @DanInvestings @MktMavPro @MB_Hogan @meeijer @detroitthechamp @TopTechStocksUS @HyperAICapital @RJCcapital @InvestingVisual @FunOfInvesting $NBIS is COOKING"
X Link 2025-12-09T11:26Z 3150 followers, XXX engagements
"@accounting_ds 800MW DC INCOMING"
X Link 2025-12-09T11:27Z 3150 followers, XXX engagements
"Don't tell me $NBIS is going woke😭😭😭 Image taken from $NBIS updated website. Is this really necessary"
X Link 2025-11-28T09:08Z 3140 followers, 11.7K engagements
"🚨MAJOR BULLISH CATALYST FOR $NBIS Yesterday two major proprietary metrics that we track here at GZI Investment Alpha LLC have converged We are of course talking about Jim Cramer and Hedgeye both coming out BEARISH on $NBIS and signaling the first Cramgeye Breadth Thrust Now what does this exactly mean Let me get you caught up to speed: Jim Cramer and Hedgeye are two of the analysts of ALL-TIME Jim Cramer a legendary TV-personality and finance influencer known for predicting XX of the last X recessions (a track record only beaten by the infamous substacker Michael Burry). With extensive"
X Link 2025-12-06T11:57Z 3150 followers, 6997 engagements
"Intel and AMD CPU configs now listed on $NBIS website"
X Link 2025-12-08T08:45Z 3150 followers, 11.7K engagements
"The evolution of $NBIS Full-Stack AI Cloud Platform: First image is from April second is what it looks like today. Can't wait to see what it looks like X year from now"
X Link 2025-12-08T09:15Z 3150 followers, 7623 engagements
"Reports on this subject remain limited. Will update once more information drops Source:"
X Link 2025-12-09T11:11Z 3146 followers, 2665 engagements
"@accounting_ds Incredible They said during Q3 EC that they wanted to expand their vertical integration and they did just that Never any doubt"
X Link 2025-12-09T11:39Z 3133 followers, XXX engagements
"DoorDash announces their new delivery robot Dot a direct competitor to $NBIS owned Avride Who wins on looks $DOOR Dot or Avride Roomy"
X Link 2025-10-01T12:35Z 3142 followers, 6841 engagements
"$NBIS is still such a misunderstood company. You would think that with how many eyeballs there are on $NBIS the market would at least be able to understand the business. Unfortunately that has not proven to be the case. The market is currently pricing $NBIS as a bare-metal IaaS provider with XX% of its value deriving from either signed deals (Microsoft & Meta) or the prospect of future connected power. This is a grave oversimplification and a direct reason why $NBIS still poses a massive asymmetrical opportunity even after running +200% YTD. Lets set the record straight: Not all clouds are"
X Link 2025-12-04T13:01Z 3145 followers, 17.9K engagements
"@jwp626391 Execution has been top-tier I cant wait for what 2026 has in store👀"
X Link 2025-12-05T13:11Z 3145 followers, XXX engagements
"@Hedgeye Dont worry Ill translate: Tactical Short - An advanced investing technique where you deliberately short a rising stock to efficiently trim your own bottom-line revenue. Ideal for those who find profits inconvenient and prefer to manage gains by eliminating them"
X Link 2025-12-05T20:45Z 2983 followers, 1791 engagements
"@MarkosAAIG @bitcoinbutcher1 I like your take about $CRWV. Although I find their debt structure pretty ambitious its definitely manageable as long as the current market dynamics dont change in a meaningful manner. The only thing I am against is their X year depreciation timeline"
X Link 2025-12-06T19:17Z 3112 followers, XXX engagements
"@jwp626391 Thank you Paul"
X Link 2025-12-08T09:40Z 3103 followers, XXX engagements
"@daniel_koss Unless they get some sort of exclusive deal with $NVDA I don't rule out the adoption of other providers GPUs however I don't have any issue with $NBIS being an NVIDIA only customer as long as they get the amount of GPUs they need"
X Link 2025-12-08T09:44Z 3112 followers, XXX engagements
"@jwp626391 I believe it is based on the uptime requirements in the SLA. If Microsoft is planning on running Azure directly on $NBIS VMs (which I think is the case) then uptime requirement could be anything from XXXX% - XXXXX% based on Microsoft Azure's own SLA documentation"
X Link 2025-12-08T10:47Z 3125 followers, XXX engagements
"@accounting_ds Congrats You have been grinding hard lately Well deserved🥳"
X Link 2025-12-09T11:50Z 3125 followers, XXX engagements