# ![@genZinvest0r Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1499439376392146947.png) @genZinvest0r Gen Z Investor

Gen Z Investor posts on X about $nbis, ai, in the, $msft the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1499439376392146947/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1499439376392146947/c:line/m:interactions.svg)

- [--] Week [-------] -32%
- [--] Month [-------] +172%
- [--] Months [----------] +19%
- [--] Year [----------] +1,725%

### Mentions: [--] [#](/creator/twitter::1499439376392146947/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1499439376392146947/c:line/m:posts_active.svg)

- [--] Week [--] +16%
- [--] Month [---] -62%
- [--] Months [---] +42,600%
- [--] Year [---] +519%

### Followers: [-----] [#](/creator/twitter::1499439376392146947/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1499439376392146947/c:line/m:followers.svg)

- [--] Week [-----] +1.90%
- [--] Month [-----] +9.60%
- [--] Year [-----] +1,843%

### CreatorRank: [-------] [#](/creator/twitter::1499439376392146947/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1499439376392146947/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  99.22% [stocks](/list/stocks)  30.47% [technology brands](/list/technology-brands)  19.53% [countries](/list/countries)  6.25% [travel destinations](/list/travel-destinations)  3.91% [exchanges](/list/exchanges)  1.56% [cryptocurrencies](/list/cryptocurrencies)  1.56% [social networks](/list/social-networks)  1.56% [financial services](/list/financial-services)  1.56% [vc firms](/list/vc-firms)  0.78%

**Social topic influence**
[$nbis](/topic/$nbis) #34, [ai](/topic/ai) 12.5%, [in the](/topic/in-the) 12.5%, [$msft](/topic/$msft) #52, [$iren](/topic/$iren) #33, [nbis](/topic/nbis) #46, [bullish](/topic/bullish) 3.91%, [future](/topic/future) 3.91%, [clickhouse](/topic/clickhouse) 3.13%, [$googl](/topic/$googl) 3.13%

**Top accounts mentioned or mentioned by**
[@_melonbird](/creator/undefined) [@penguinvesting](/creator/undefined) [@spiraloutone](/creator/undefined) [@mbhogan](/creator/undefined) [@clockworksantos](/creator/undefined) [@mrknowtalk](/creator/undefined) [@jiggymoneybets](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@bagelc47](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@spiralout_one](/creator/undefined) [@wolfdog_capital](/creator/undefined) [@ilzmcfly](/creator/undefined) [@fransbakker9812](/creator/undefined) [@linminhtoo](/creator/undefined) [@gyujin_9701](/creator/undefined) [@b__digs](/creator/undefined) [@cinematicfilm72](/creator/undefined) [@cabeyney](/creator/undefined) [@cruxcapital](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Microsoft Corp. (MSFT)](/topic/$msft) [Iris Energy Limited (IREN)](/topic/$iren) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Coherent Inc (COHR)](/topic/$cohr) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Metadium (META)](/topic/$meta) [Goldman Sachs (GS)](/topic/goldman-sachs) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [Insmed, Inc. (INSM)](/topic/$insm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"🚨SPECULATION: New Texas DC I might be reading too much into it at this point but a new position for Construction Project Manager Data Centers just appeared on $NBIS website with a little nugget at the end: "This position will be based in the Southern Region of United States. Exact location TBD." Does this mean what I think it means A new fully owned data center in Texas insert shocked emoji While it might not be located in Texas similar roles explicitly expect the job-taker to be a part of everything from the design phase to buildout and procurement which should confirm that we are in fact"  
[X Link](https://x.com/genZinvest0r/status/2019354257980375361)  2026-02-05T10:15Z [----] followers, [----] engagements


"Did $NBIS just say that cashflow would fund $9.6B$12B of the $16B$20B [----] CapEx guidance"  
[X Link](https://x.com/genZinvest0r/status/2021939659324923957)  2026-02-12T13:29Z [----] followers, 48.1K engagements


"🚨 $NBIS Rumours are spreading about ClickHouse raising capital at a $15B valuation(😱). That implies a 136% increase from their latest $350M raise at $6.35B valuation in May $NBIS 28% stake would increase from $1.78B - $4.2B without accounting for dilution. Huge if true👀 i just heard Clickhouse raised at $15 billion dollar valuation in [--] months. a god damn queryable google sheets is worth $15 fucking billion. what is wrong with you guys. i just heard Clickhouse raised at $15 billion dollar valuation in [--] months. a god damn queryable google sheets is worth $15 fucking billion. what is wrong"  
[X Link](https://x.com/genZinvest0r/status/2011540156642443574)  2026-01-14T20:45Z [----] followers, 156.2K engagements


"🚨 $NBIS subsidiary ClickHouse raises $400M in a Series D at a $15B valuation and acquires Langfuse to enter LLM observability and introduces a native Postgres service to unify transactional and analytical workloads🔥 The round was led by Dragoneer Investment Group with participation from Bessemer Venture Partners GIC Index Ventures Khosla Ventures Lightspeed Venture Partners accounts advised by T. Rowe Price Associates Inc. and WCM Investment Management. 🚨 $NBIS Rumours are spreading about ClickHouse raising capital at a $15B valuation(😱). That implies a 136% increase from their latest"  
[X Link](https://x.com/genZinvest0r/status/2012202894489944190)  2026-01-16T16:38Z [----] followers, 13.6K engagements


"Don't get me wrong I love ClickHouse just as much as anyone else but $NBIS should not and probably did not participate in the latest funding round. With $NBIS subsidiaries starting to get the love they deserve it's important that we stay objective here. In due time every single subsidiary will be offloaded one way or another. $NBIS is not a holding company. Their sole focus is their core AI Cloud business. Since they operate in such a capital intensive industry it would be incredibly backwards for $NBIS to raise capital dilute shareholders then reinvest this capital into ClickHouse as opposed"  
[X Link](https://x.com/genZinvest0r/status/2013159462035419609)  2026-01-19T07:59Z [----] followers, 13.9K engagements


"Hello everyone apologies for being away for a bit. It seems like there has been no shortage of talk regarding $NBIS during my absence and Ive seen a lot of investors growing frustrated with the recent price action of the stock. While Im seeing all kinds of theories that its due to the ATM offering overhang or broader market SaaS discount I dont think either of these theories hit the mark. Frankly Ive been pretty surprised with all these different theories given that the reason as to why PA has been weak is pretty obvious: Market is discounting execution risk. Yes its simple but it is the"  
[X Link](https://x.com/genZinvest0r/status/2017179657410343159)  2026-01-30T10:14Z [----] followers, 38.5K engagements


"$NBIS to announce Q4 earnings and FY2025 results on Februray 12th"  
[X Link](https://x.com/genZinvest0r/status/2017342551829692626)  2026-01-30T21:01Z [----] followers, 32.5K engagements


"$NBIS moving in Alabama Building permit filed for the [-----] acre [---] Milan Pkwy land which $NBIS purchased last year (together with [---] Milan Pkwy [---] Milan Pkwy & [----] Venice Rd Sw) for a reported $90m. The permit suggests that $NBIS intends to construct another fully owned US data center in Alabama however the current permit only covers the foundational work for the DC and is not an application for a full buildout. Important detail to note is that the AL Planning and Zoning Committee has voted for a 6-month pause to any data center applications as of Jan. [--]. Meaning even if $NBIS was ready"  
[X Link](https://x.com/genZinvest0r/status/2017924293623967894)  2026-02-01T11:33Z [----] followers, 21.2K engagements


"(EDIT: The 6-month temporary pause was approved to be voted over on Jan. [--]. Actual hearing is Feb. 3) The 6-month pause was approved on Tuseday (Jan. 27). The current scope of $NBIS submitted permits only cover foundational DC work + demolition efforts. Meaning this temporary suspension will harm their ability to make any further (DC related) progress on this build project (assuming they were planning to submit additional permits in relation to the full DC buildout within these next 6-months of course) If their goal was to target EOY partial activation of the DC this suspension could"  
[X Link](https://x.com/genZinvest0r/status/2017938027872407699)  2026-02-01T12:28Z [----] followers, 19.8K engagements


"Markets have felt weak for a while now. Is it finally time to inaugurate [----] with a -10% correction"  
[X Link](https://x.com/genZinvest0r/status/2018754092558860496)  2026-02-03T18:30Z [----] followers, [----] engagements


"One thing that you can be sure to happen during $NBIS Q4 earnings: They will announce that they have taken on asset-backed-debt through the $MSFT contract. The scale will be in the multi-billion-dollar range. Don't act surprised once the news break"  
[X Link](https://x.com/genZinvest0r/status/2018761444595315123)  2026-02-03T19:00Z [----] followers, 33.6K engagements


"$GOOGL down -6% in after hours after releasing earnings They are guiding for $175B$185B of CapEx in [----]. Thats HUGE and way ahead of analyst expectations at $119B"  
[X Link](https://x.com/genZinvest0r/status/2019156010049343880)  2026-02-04T21:08Z [----] followers, [----] engagements


"$COHR EC did in fact tell the tale $COHR currently down -15% after hours After an impressive earnings showcase from $LITE yesterday where they showcased a staggering 65% YoY revenue growth impressive margin expansion a new multi-hundred-million -dollar contract and a beat across the board. $COHR is https://t.co/VjJTZ8BpcM $COHR currently down -15% after hours After an impressive earnings showcase from $LITE yesterday where they showcased a staggering 65% YoY revenue growth impressive margin expansion a new multi-hundred-million -dollar contract and a beat across the board. $COHR is"  
[X Link](https://x.com/genZinvest0r/status/2019166220151611494)  2026-02-04T21:48Z [----] followers, [----] engagements


"@crux_capital_ $COHR EC just talking about how demand for InP keeps increasing at a faster rate than supply can catch up. Seems like the market could need a scalable solution to InP which could bring down costs and speed up production. Whatever that might be"  
[X Link](https://x.com/genZinvest0r/status/2019173173577884072)  2026-02-04T22:16Z [----] followers, [---] engagements


"Link to website: Link to fact sheet: https://assets.nebius.com/assets/f6900b5c-ebc1-4b8d-986e-54fc2e7d28ec/Nebius%20Independence_Fact%20sheet.pdfcache-buster=2026-02-04T20:33:52.920Z https://nebius.com/independencefbclid=IwY2xjawPxPd9leHRuA2FlbQIxMABicmlkETBmVm84SHMxdTF6VkdGYmlnc3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHqMmA-Q0IKEz3YWYSeRMfrY1Pfx3pr0JKUu46jz85FK_6AtlebpHdwIgJyhf_aem_OA4MWvXvunVGDcSgSChPHg https://assets.nebius.com/assets/f6900b5c-ebc1-4b8d-986e-54fc2e7d28ec/Nebius%20Independence_Fact%20sheet.pdfcache-buster=2026-02-04T20:33:52.920Z"  
[X Link](https://x.com/genZinvest0r/status/2019341575604863098)  2026-02-05T09:25Z [----] followers, [----] engagements


"@Spiralout_one Might have been an oversight. No sight of any job posts for Tulsa or Minneapolis anymore though"  
[X Link](https://x.com/genZinvest0r/status/2019354839386378466)  2026-02-05T10:18Z [----] followers, [----] engagements


"Might be an unpopular opinion but I think there is more downside risk than upside potential for the upcoming earnings. From Q3 guidance we already know what to expect; increased CapEx new DC projects owned and colo and billion dollar deals. This is all priced in so even though it's good news market is already expecting this. The issue becomes if $NBIS walks back on their guidance or tells us that they will have difficulties fulfilling their promises due to not being able to secure land and/or power or are experiencing delays up the supply chain. On the flip side they could always increase"  
[X Link](https://x.com/genZinvest0r/status/2019358046883877145)  2026-02-05T10:30Z [----] followers, [---] engagements


"@Spiralout_one Not made anything public in Alabama no. So you're right it could be that site which they are referring to"  
[X Link](https://x.com/genZinvest0r/status/2019361664299151515)  2026-02-05T10:45Z [----] followers, [---] engagements


"Margin expansion would be the single most bullish signal for AI Clouds. $NBIS $IREN $CRWV $CIFR $HUT This is actually wild. $13bn of demand for $2bn of private placement. Not just positive news for $CIFR but for $IREN and $NBIS too - shows the demand for data centres really is sky high. https://t.co/pO2ZPpi8oD This is actually wild. $13bn of demand for $2bn of private placement. Not just positive news for $CIFR but for $IREN and $NBIS too - shows the demand for data centres really is sky high. https://t.co/pO2ZPpi8oD"  
[X Link](https://x.com/genZinvest0r/status/2019368888560201794)  2026-02-05T11:13Z [----] followers, [----] engagements


"On the topic of debt let's hope there isn't any announcement of an ATM share offering in Q4 or else we might see that $60 real quick😂😂😂 One thing that you can be sure to happen during $NBIS Q4 earnings: They will announce that they have taken on asset-backed-debt through the $MSFT contract. The scale will be in the multi-billion-dollar range. Don't act surprised once the news break. One thing that you can be sure to happen during $NBIS Q4 earnings: They will announce that they have taken on asset-backed-debt through the $MSFT contract. The scale will be in the multi-billion-dollar range."  
[X Link](https://x.com/genZinvest0r/status/2019432448078262628)  2026-02-05T15:26Z [----] followers, 17.4K engagements


"@mrknowtalk $CRWV was strong at the time the picture was taken. Not as strong anymore though"  
[X Link](https://x.com/genZinvest0r/status/2019529358445277433)  2026-02-05T21:51Z [----] followers, [---] engagements


"@Couch_Investor Fancy way of saying that they didnt plan for liquid cooling when designing the DCs"  
[X Link](https://x.com/genZinvest0r/status/2019545923559489839)  2026-02-05T22:57Z [----] followers, [----] engagements


"But how are they supposed to follow through on their promise to maximise $ per MW when they are scaling on old tech that is less efficient and just delaying the inevitable switch to liquid cooled Just to save some CapEx in the short term Seems like they are trying to justify propping their DCs up with older gen GPUs"  
[X Link](https://x.com/genZinvest0r/status/2019550424496308335)  2026-02-05T23:15Z [----] followers, [----] engagements


"Issue is future proofing and PUE. $NBIS like most others are using CDUs and FUDs to meet the market where its going Vera Rubin and beyond. Air cooled while perfectly fine for this generation (arguably getting outdated depending on who you ask) it wont suffice moving forward. Not to mention that PUE will not be comparable. Im having a hard time connecting the dots between them trying to maximize dollar per MW while prioritizing time to power. Surely getting in that CapEx early to improve PUE would have been the better option even if it took a little longer Especially if you could monitize the"  
[X Link](https://x.com/genZinvest0r/status/2019553782749688009)  2026-02-05T23:28Z [----] followers, [----] engagements


"@babyfolio I hope we see a similar selloff to tariff/liberation day. To me its obvious that any selloff would amount to an even greater buying opportunity as we are just starting to ramp what is still early innings of the AI buildout"  
[X Link](https://x.com/genZinvest0r/status/2019760315055915333)  2026-02-06T13:09Z [----] followers, [---] engagements


"Hmm recovery rally or dead cat bounce For some reason I am leaning towards the latter. Hopefully I'm wrong though"  
[X Link](https://x.com/genZinvest0r/status/2019875914935681233)  2026-02-06T20:48Z [----] followers, [----] engagements


"Its not a solution to supply chain shortages but the idea is that if BTM data centerss time-to-power is being held back by long permit approval processes in relation to emissions. A DC without emissions/very low emissions could bypass this step entirely which would improve time-to-power. https://twitter.com/i/web/status/2020887951534887359 https://twitter.com/i/web/status/2020887951534887359"  
[X Link](https://x.com/genZinvest0r/status/2020887951534887359)  2026-02-09T15:50Z [----] followers, [---] engagements


"@B__Digs Dude everything is public. Go do some DD before calling my research FUD"  
[X Link](https://x.com/genZinvest0r/status/2021002315960815964)  2026-02-09T23:24Z [----] followers, [---] engagements


"@JiggyMoneyBets They had $4.7B in cash by Q3 exit with Q4 CapEx at $3B. Assuming this $275M is incremental of the $3B CapEx they should still have sufficient cash to complete the acquisition without needing to raise. However future raises/debt are guaranteed to happen sooner or later"  
[X Link](https://x.com/genZinvest0r/status/2021273963922370622)  2026-02-10T17:24Z [----] followers, [---] engagements


"The Nasdaq [---] verdict is in🥁 Companies added: $ALNY $FER $INSM $MPWR $STX & $WDC Companies removed: $BIIB $CDW $GFS $LULU $ON & $TTD As expected $NBIS did not get added during this years reconstitution. Out of the [--] new entries into the index $INSM had the lowest market cap coming in at $42.5B. As for my previous statement about the snapshot date being the last trading day of October I have to make a corrections; the cutoff date was actually the last trading day of November. I see now that Nasdaq made a change in their rules last year which I got mixed up. This also explains why $CRWV was"  
[X Link](https://x.com/genZinvest0r/status/1999786148621680997)  2025-12-13T10:19Z [----] followers, [----] engagements


"🚨 $NBIS Q4 EARNINGS ARE OUT [----] ARR GUIDANCE SMASHED AND INCREASED [----] CONTRCTED CAPACITY GUIDANCE"  
[X Link](https://x.com/genZinvest0r/status/2021917492923482551)  2026-02-12T12:01Z [----] followers, 30.5K engagements


"@Wolfdog_Capital ARR is just annual-run-rate. For $NBIS that means December revenue * [--]. Any revenue outside of December won't be counted in ARR calcs. $MSFT tranche was collected in November Not included in ARR"  
[X Link](https://x.com/genZinvest0r/status/2022328935644795093)  2026-02-13T15:16Z [----] followers, [---] engagements


"Every single investor holding $NBIS has made money Let that sink in😂"  
[X Link](https://x.com/anyuser/status/1970132362777227403)  2025-09-22T14:25Z [----] followers, 28.1K 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 [----] followers, [----] engagements


"Once $NBIS publicly announces the Alabama acquisition there is only a matter of time before the next major contract will be announced"  
[X Link](https://x.com/genZinvest0r/status/1978339515065352509)  2025-10-15T05:57Z [----] followers, [----] engagements


"$NBIS loading up for the V-shape of doom Back in the $110s in overnight trading"  
[X Link](https://x.com/genZinvest0r/status/1981627029154918491)  2025-10-24T07:41Z [----] followers, 14.8K engagements


"$NVDA $NBIS Jensen Huang just said he is "fairly certain" that datacenter buildouts will reach $1T very soon🟢 #NVIDIAGTC"  
[X Link](https://x.com/genZinvest0r/status/1983171510237102207)  2025-10-28T13:58Z [----] followers, [----] engagements


"$NBIS Israel Datacenter launch video now on YouTube Looks awesome what an event🙌 Check it out here: https://youtu.be/AAleHstcapcsi=Lj2NnaZCY1Bku2j5 https://youtu.be/AAleHstcapcsi=Lj2NnaZCY1Bku2j5"  
[X Link](https://x.com/genZinvest0r/status/1986419700046438563)  2025-11-06T13:05Z [----] followers, [----] engagements


"I might have some crazy alpha for the $NBIS investors on X. $NBIS potentially 5() new data centers/colocations🚨 - Finland Helsinki (Digita & Elisa) - Netherland Amsterdam (Equinix AM7) - Germany Frankfurt (Equinix FR5) - US Philadeplhia (Netrality) As reported on PeeringDB. I am currently travelling so I don't have time to do proper DD on this so I'm throwing this out there in case anyone wants to take over from here. (Disclaimer: Not confirmed) Source: https://www.peeringdb.com/net/39561 https://www.peeringdb.com/net/36279 https://www.peeringdb.com/net/39561"  
[X Link](https://x.com/genZinvest0r/status/2003015271062065536)  2025-12-22T08:10Z [----] followers, 26.9K engagements


"$MS (Morgan Stanley) initiates coverage on $NBIS with an equalweight rating and a price target of $126.00 Full article by down below 👇: - Morgan Stanley initiated coverage on Nebius Group (NASDAQ:NBIS) with an Equalweight rating and a price target of $126.00 on Thursday. The stock currently trades at $101.98 with a notably high P/E ratio of [------] reflecting the premium investors are willing to pay for AI infrastructure companies. The investment bank views Nebius as well-positioned to bring significant capacity online and scale rapidly with potential for long-term margin improvement and"  
[X Link](https://x.com/genZinvest0r/status/2011754621929193496)  2026-01-15T10:57Z [----] followers, [----] engagements


"@aleabitoreddit Unimicron is great. Ive been keeping an eye on them for a while but no position yet"  
[X Link](https://x.com/genZinvest0r/status/2014741772161765600)  2026-01-23T16:47Z [----] followers, [----] engagements


"🚨Speculation: New 22.75MW 46.8MW Colocation for $NBIS A new job posting for "Data Center IT Manager" was just made on $NBIS website with the mention of a colocation in Bthune Pas-de-Calais France. While there is not a lot of information on the topic yet there is only one data center in the mentioned area that is being tailored for AI HPC (High-Performance Computing) and that belongs to Azur Datacenter. Azur is currently retrofitting a building in the former Bridgestone site a [--] hectar (84 acre) site that in [----] was taken over by SIG (Socit dInvestissement et de Gestion) who divided the"  
[X Link](https://x.com/genZinvest0r/status/2018404037389865319)  2026-02-02T19:19Z [----] followers, 48.4K engagements


"🚨Speculation: [--] New Colocation Facilities for $NBIS On the back of yesterday's speculation of another French colocation site for $NBIS [--] new job postings have since been added to the website namely "Data Center IT Manager" in Minneapolis MN and Tulsa Oklahoma. Both roles explicitly mention working on-site at the colocation facilities. *Nothing is confirmed yet story still developing 🚨Speculation: New 22.75MW 46.8MW Colocation for $NBIS A new job posting for "Data Center IT Manager" was just made on $NBIS website with the mention of a colocation in Bthune Pas-de-Calais France. While there is"  
[X Link](https://x.com/genZinvest0r/status/2018606631613837461)  2026-02-03T08:44Z [----] followers, 31.1K engagements


"@MB_Hogan Hard to say. Markets should absolutely have factored in that debt would be raised in [----]. A lot of it as well. I think it will come down to how attractive the terms are for the financing"  
[X Link](https://x.com/genZinvest0r/status/2018771273841566175)  2026-02-03T19:39Z [----] followers, [----] engagements


"Interesting observation: All job posts alluding to [--] new (speculation) DC colocations in EU and US has been removed from $NBIS website. Cats out of the bag no need to hide it $NBIS🐈 🚨Speculation: [--] New Colocation Facilities for $NBIS On the back of yesterday's speculation of another French colocation site for $NBIS [--] new job postings have since been added to the website namely "Data Center IT Manager" in Minneapolis MN and Tulsa Oklahoma. Both roles https://t.co/vyX3k69ryi 🚨Speculation: [--] New Colocation Facilities for $NBIS On the back of yesterday's speculation of another French"  
[X Link](https://x.com/genZinvest0r/status/2019055842687955189)  2026-02-04T14:29Z [----] followers, 52.4K engagements


"$COHR currently down -15% after hours After an impressive earnings showcase from $LITE yesterday where they showcased a staggering 65% YoY revenue growth impressive margin expansion a new multi-hundred-million -dollar contract and a beat across the board. $COHR is currently bleeding AH despite a beat on estimates. Guidance fell within analyst estimates but still feels too low to warrant such multiples especially given all the tailwinds the sector is experiencing. I guess EC will tell the real tale https://twitter.com/i/web/status/2019160853384216980"  
[X Link](https://x.com/genZinvest0r/status/2019160853384216980)  2026-02-04T21:27Z [----] followers, [----] engagements


"$COHR is aggressively investing in the expansion of their InP capacity and plan to 2X their capacity by Q4 to meet the extraordinary and overwhelming demand BULLISH $ALMU"  
[X Link](https://x.com/genZinvest0r/status/2019164924103057441)  2026-02-04T21:43Z [----] followers, [----] engagements


"$NBIS has officially confirmed the 1.2GW Independence MO data center project As we already know $NBIS is currently waiting for the City Council's decision regarding their Chapter [---] application. Verdict is expected to come by March 3rd. If approved $NBIS is planning for Q2 ground-breaking (est. Summer) of what is expected to be a [--] year initial buildout. With 200MW of capacity being delivered as early as H2 [----] $NBIS is also expected to launch a study in H2 [----] to deliver 600MW by [----]. The remaining 400MW is anticipated to come from on-site power generation solutions similar to what is"  
[X Link](https://x.com/genZinvest0r/status/2019341060607008980)  2026-02-05T09:23Z [----] followers, 27.9K engagements


"They gave up lol😂 $NBIS Interesting observation: All job posts alluding to [--] new (speculation) DC colocations in EU and US has been removed from $NBIS website. Cats out of the bag no need to hide it $NBIS🐈 Interesting observation: All job posts alluding to [--] new (speculation) DC colocations in EU and US has been removed from $NBIS website. Cats out of the bag no need to hide it $NBIS🐈"  
[X Link](https://x.com/genZinvest0r/status/2019351900148183402)  2026-02-05T10:06Z [----] followers, 35.5K engagements


"Dont tell me Im the only one hearing this From $GOOGL earnings call yesterday"  
[X Link](https://x.com/genZinvest0r/status/2019429869621506355)  2026-02-05T15:16Z [----] followers, [----] engagements


"Looks like the crew is selling off in sympathy after $IREN earnings: $NBIS -4.5%🔴 $IREN -13.62%🔴 $CIFR -13.15%🔴 Brutal price action in AH Yikes $IREN Down -7% AH🔴 Yikes $IREN Down -7% AH🔴"  
[X Link](https://x.com/genZinvest0r/status/2019523807069778397)  2026-02-05T21:29Z [----] followers, 12.3K engagements


"🚨 $NBIS SPECULATION: New Colocation in Philadelphia Pennsylvania So I made the quoted post right before boarding my flight and was not able to do any thorough DD on it. Based on the reception it seemed likely that it wasn't related to DC expansion so I kind of stopped tracking it. But wouldn't you know it new $NBIS job postings confirm activity in Philadelphia with roles explicitly mentioning work on-site at a colocation in Philadelphia. Maybe it's time to take a closer look into the other mentioned sites as well Disclaimer: Not confirmed I might have some crazy alpha for the $NBIS investors"  
[X Link](https://x.com/genZinvest0r/status/2019749535585583133)  2026-02-06T12:26Z [----] followers, 15.5K engagements


"$NBIS Looks like the $MSFT contract got re-released Congrats again I guess😂 $NBIS is in the $60s after hours $NBIS market cap ($17.2B) is now LESS than the base value of the $MSFT contract ($17.4B) Insanity😵💫 https://t.co/AQf2cvndOc $NBIS is in the $60s after hours $NBIS market cap ($17.2B) is now LESS than the base value of the $MSFT contract ($17.4B) Insanity😵💫 https://t.co/AQf2cvndOc"  
[X Link](https://x.com/genZinvest0r/status/2019830427482223025)  2026-02-06T17:47Z [----] followers, 13.5K engagements


"Alright I'll be the first of the $NBIS bulls to say this: Having CAB engage this much with the retail community on X is net negative imo. All these string of consciousness bull statements are getting pulled out of context and most people can't distinguish when he is speaking factually from when he is just posting visionary statements just for the sake of posting. Truth is DataOne has been shilling this whole speed narrative and how they are such efficient DC builders yet reality would point otherwise. From void statements like 400MW in [--] months and Phase [--] completion in [--] weeks we have yet"  
[X Link](https://x.com/genZinvest0r/status/2020796385017090546)  2026-02-09T09:46Z [----] followers, 20.2K engagements


"🚨 $NBIS JUST PURCHASED TAVILY FOR $275M"  
[X Link](https://x.com/genZinvest0r/status/2021228929768358299)  2026-02-10T14:25Z [----] followers, 27.7K engagements


"Here is a quick TL;DR of Tavily and the deal: - $NBIS acquires Tavily for $275M with the deal having the potential to reach $400M if certain milestones are met - Tavily is an Israeli startup that raised a $20M Series A round in August [----] - Tavily's headcount is [--] with [--] currently open positions (cough cough rapid growth) - They solve AI agent bottleneck = good👍 Firstly by acquiring Tavily $NBIS is broadening their enterprise AI PaaS footprint and making their whole ecosystem a lot stickier. Tavily solves a major bottlenecks for AI Agents; they lack the most up-to-date information."  
[X Link](https://x.com/genZinvest0r/status/2021247675555832060)  2026-02-10T15:39Z [----] followers, 14.2K engagements


"A wise man once said I believe next year we will see $NBIS explore multiple new venues with their service offering A wise man is now reiterating this year we will see $NBIS explore multiple new venues with their service offering - Gen Z Investor @accounting_ds Not an indefinite hold at this stage but I have really high hopes for the pivot into full PaaS and the potential with physical AI and other venues of the AI value chain. I think recently there has been a really great debate about what the future of data centers providers will @accounting_ds Not an indefinite hold at this stage but I"  
[X Link](https://x.com/genZinvest0r/status/2021314168901517742)  2026-02-10T20:03Z [----] followers, [----] engagements


"Thanks. I was not able to find anything specific on rev either but I heard $3M in revenue last year from multiple sources so I believe it to be accurate. A value investor would be jumping out of their shoes at the multiple $NBIS is paying but the story is more related to rapid growth already proof-of-concept and product fit in the current ecosystem/PaaS. Definitely an interesting piece to follow though"  
[X Link](https://x.com/genZinvest0r/status/2021344618118308168)  2026-02-10T22:04Z [----] followers, [---] engagements


"$NBIS Q4 Earnings The clouds part. The bells of the exchange ring with a heavy ominous toll. The moment we have both craved and feared is finally upon us. Is it the Day of Reckoning where the bears feast upon the ruins of our expectations Or is it the Day of Radiance a glorious transfiguration where the charts pierce the very heavens Prepare yourselves warriors of the portfoliofate is no longer in our hands. The Earnings Call. is upon us. Thanks to Gemini for the overly dramatic introduction now lets get serious. I feel like we say this every time but its also always true. This upcoming"  
[X Link](https://x.com/genZinvest0r/status/2021528590500655243)  2026-02-11T10:15Z [----] followers, 11.6K engagements


"@MB_Hogan I would assume not but could be wrong. I believe it's strictly cashflow so in order to reach $16B$20B CapEx the remaining 40% deficit would come from some kind of mix between cash + ATM offering + corporate/asset-backed debt + sale of subsidiaries"  
[X Link](https://x.com/genZinvest0r/status/2022052991868842230)  2026-02-12T20:59Z [----] followers, [----] engagements


"@Spiralout_one @MB_Hogan Ah yes I just read back the transcript. Cash + CF is correct"  
[X Link](https://x.com/genZinvest0r/status/2022060790770282891)  2026-02-12T21:30Z [----] followers, [---] engagements


"$NBIS $IREN $CRWV $CIFR Market Makers are absolutely toying with retail investors right now. 🤡 Yesterday retails favourite AI DC plays opened up 5% 10% even 15% up. Investors were flooding in to buy thinking $NVDA had marked the bottom just for said stocks to make a 20% intraday move to the downside erasing profits and submerging buyers underwater.🌊 Today the story plays out in exactly the same but from the opposite side. Stocks opened -5% almost -10% down at one point peak capitulation and a sea full of red throughout the market. Retail buyers flooding for the exits in fears of the AI"  
[X Link](https://x.com/genZinvest0r/status/1991922276628050307)  2025-11-21T17:30Z [----] followers, 17.7K engagements


"$NBIS is in the $60s after hours $NBIS market cap ($17.2B) is now LESS than the base value of the $MSFT contract ($17.4B) Insanity😵💫"  
[X Link](https://x.com/genZinvest0r/status/2019531080592945311)  2026-02-05T21:58Z [----] followers, 81.5K engagements


"$IREN Did Dan Roberts just say that Hyperscalers want air-cooled GPUs Yeah I think I know where things went wrong"  
[X Link](https://x.com/genZinvest0r/status/2019533152721703231)  2026-02-05T22:06Z [----] followers, 54.1K engagements


"Im beyond shocked listening to $IREN earnings call Doesnt seem like the market is impressed either now -18% AH🔴"  
[X Link](https://x.com/genZinvest0r/status/2019542454878580850)  2026-02-05T22:43Z [----] followers, 13.7K engagements


"$NBIS is in the wedge of doom ahead of earnings Implied volatility is 10% (🟢🔴) See you on the other side soldiers🫡"  
[X Link](https://x.com/genZinvest0r/status/2021884341484175803)  2026-02-12T09:49Z [----] followers, [----] engagements


"A few things to look out for during $NBIS earnings call: - Q3 guided for $3B in CapEx for Q4 however CapEx for Q4 was only $2.1B. What "fell through" and caused a $900M deficit from projected guidance - 25M ATM share offering still unused. Any clarity on when they would look to utilize it and what their debt plan will be in regards to [----] CapEx. - Clearer timeline for DC activation (Owned + Colocation) - Plan for subsidiaries (Sell Hold) - [----] revenue guidance + color on Token Factory contribution 🚨 $NBIS Q4 EARNINGS ARE OUT [----] ARR GUIDANCE SMASHED AND INCREASED [----] CONTRCTED CAPACITY"  
[X Link](https://x.com/genZinvest0r/status/2021924433342910516)  2026-02-12T12:28Z [----] followers, [----] engagements


"$NBIS confirms ClickHouse stake is now 25% which implies their stake is worth $3.75B"  
[X Link](https://x.com/genZinvest0r/status/2021941689938534563)  2026-02-12T13:37Z [----] followers, [----] engagements


"Lol Marc Boroditsky just said that the $7B-$9B hinges on NO new Hyperscalers deals. That means should any of the new +100MW colocations $NBIS has secured be contracted to an LTA EOY ARR guidance could increase depending on when revenue is realized😂"  
[X Link](https://x.com/genZinvest0r/status/2021943667746124125)  2026-02-12T13:45Z [----] followers, [----] engagements


"$MAGS vs. $SPY The dead cat did in fact just bounce. $XLK (tech) vs. $XLP (consumer staples) continues to show "risk-off" in broader markets. Flows are moving away from risky sectors like Tech and into safer sectors like Staples and Utilities. As mentioned [----] is not the year to "ape" into https://t.co/6C0Vg2b5bv The dead cat did in fact just bounce. $XLK (tech) vs. $XLP (consumer staples) continues to show "risk-off" in broader markets. Flows are moving away from risky sectors like Tech and into safer sectors like Staples and Utilities. As mentioned [----] is not the year to "ape" into"  
[X Link](https://x.com/genZinvest0r/status/2021986772692217949)  2026-02-12T16:36Z [----] followers, [----] engagements


"This is lazy research and an apples to oranges comparison. Comparing $IREN guidance to $NBIS results like we aren't talking about run-rate here Lol. Let's look at it then: To calculate ARR you're annualizing revenue from a period to cover a full year. If $NBIS calculates ARR using December revenue annualized but the 50MW tranche to $MSFT was delivered in November ergo it won't be included in the ARR calcs (yet you did) you do realize that you're inadvertently proving $NBIS's superior economics Your conclusion highlights $NBIS & $IREN monitizing their MW's at roughly the same rate ($7.35M vs."  
[X Link](https://x.com/genZinvest0r/status/2022322687247348116)  2026-02-13T14:51Z [----] followers, 20.4K engagements


"I like how every time we hear the team speak the inflection point gets closer and closer. In Q1 we were told [----] would be the transitional year where they set themselves up for commercialization. During the Fireside we were told that initial commercial revenue (albeit appreciable) could come as early as end of calendar [----] and now in Q2 we are told that $ALMU has started taking small product orders. With mobile gearing up to adopt SWIR 20+ customer engagements (w/ multiple later stage) and new DC customers appearing "by the day"-- it almost feels like everyone is betting on $ALMU to succeed"  
[X Link](https://x.com/genZinvest0r/status/2022337145004814459)  2026-02-13T15:48Z [----] followers, [---] engagements


"It's possible that the first tranche included a pre-payment (actually very likely) but from $NBIS Q3 earnings call management specified that $MSFT would not drive any incremental revenue in [----] that would impact ARR so at the very least it implies revenue from the $MSFT contract is not realized on a monthly basis at this stage. https://twitter.com/i/web/status/2022338587002351691 https://twitter.com/i/web/status/2022338587002351691"  
[X Link](https://x.com/genZinvest0r/status/2022338587002351691)  2026-02-13T15:54Z [----] followers, [---] engagements


"Really So you think calculating capacity that didn't contribute to ARR to effectively lower the MW/M$ average is the correct comparison The numbers are right in front og you: $10.42M per MW for $NBIS and $7.39M per MW for $IREN. And again the apples to oranges part of his comparison is comparing [----] guidance vs [----] results. If you want to discount SaaS/PaaS at least wait until it actually gets a full year or run-rate Aether was released in October and Token Factory in November both on limited capacity. https://twitter.com/i/web/status/2022345974253777140"  
[X Link](https://x.com/genZinvest0r/status/2022345974253777140)  2026-02-13T16:23Z [----] followers, [----] engagements


"Ah yes (+) was a typo but the point is the same. 800MW-1GW connected power guidance is the cumulative connected + active capacity by YE. If $NBIS activates 500MW of capacity in [----] it does not mean they will have 500MW of active + 800MW-1GW of connected. The active capacity is baked into the connected. And if you really do the numbers the rates are not the same: (2026 guidance) $IREN: $3.4B ARR/460MW = $7.39M per MW $NBIS (midpoint): $8B ARR/900MW = $8.88M per MW And this is assuming $NBIS converts connected capacity into active capacity at a rate of 100% which will definitely not be the"  
[X Link](https://x.com/genZinvest0r/status/2022354806602350968)  2026-02-13T16:58Z [----] followers, [----] engagements


"$NBIS For anyone following we have some more updates on Vineland which might help us answer the question as to what exactly happened to the 800MW expansion in New Jersey which CAB and $NBIS had previously talked about. From the latest revision of the Vineland DC's site plan we can clearly see that things have changed from the site plan that was approved in July (we already knew that the July site plan was revised once more but only minor revisions were made). The new site plan gives us confirmation that the 300MW capacity will come from just one singular DC building (the grey box on the"  
[X Link](https://x.com/genZinvest0r/status/2022637446148587732)  2026-02-14T11:42Z [----] followers, [----] engagements


"Just scrolling through every single site waiting for the $NBIS news to drop😂"  
[X Link](https://x.com/genZinvest0r/status/1983121884385366445)  2025-10-28T10:41Z [----] followers, [----] engagements


"$NBIS MENTIONED "It is also the case that many of these startups are now starting to create even more ways to enjoy our GPUs. The CoreWeave's Nscale Nebius Lambda all of these comapanies Crusoe are building these new GPU clouds to serve the startups and I really appreciate that" - Jensen Huang $NVDA CEO🟢 #NVIDIAGTC"  
[X Link](https://x.com/genZinvest0r/status/1983226509914497037)  2025-10-28T17:37Z [----] followers, 17.2K engagements


"BULLISH $NBIS $MSFT CEO Satya Nadella said during their Q3 EC that: We will increase our total AI capacity by over 80% this year and roughly double our total data center footprint over the next [--] years reflecting the demand signals we see.. While also emphasizing that GPUs and CPUs are no longer the limiting factor its power and infrastructure Every person in the industry are relaying the same message AI infrastructure is the bottleneck. We are in Horizon [--] of the AI revolution the next couple of years is ALL about building the necessary foundation for AI to stand on and $NBIS is someone that"  
[X Link](https://x.com/genZinvest0r/status/1983768766749040947)  2025-10-30T05:31Z [----] followers, 73.5K engagements


"ANOTHER ONE $NBIS In $META s Q3 earnings call Mark Zuckerberg just said that: CapEx dollar growth will be notably larger in [----] than [----]. We also anticipate total expenses will grow at a significantly faster percentage rate than [----] with growth primarily driven by infrastructure costs.. Not only does he emphasize that CapEx will increase (bullish duh) but he explicitly states that AI infrastructure cost will be the main driver of this (BULLISH) Now the question is which other notable and somewhat influential person said something similar to this yesterday. Ah yes thats right JEROME POWELL"  
[X Link](https://x.com/genZinvest0r/status/1983772935887221193)  2025-10-30T05:48Z [----] followers, 15.5K engagements


"Massive strength on display today from $NBIS That's what we like to see"  
[X Link](https://x.com/genZinvest0r/status/1983951438691672433)  2025-10-30T17:37Z [----] followers, [----] engagements


"$NBIS advertisement car spotted in Northern VA😱 The driver said that it was in relation to the GTC conference"  
[X Link](https://x.com/genZinvest0r/status/1984178281894273350)  2025-10-31T08:39Z [----] followers, 14.8K engagements


"$NBIS When I become rich I wont tell anyone but there will be signs"  
[X Link](https://x.com/genZinvest0r/status/1984198162190307591)  2025-10-31T09:58Z [----] followers, 22.5K engagements


"$NBIS WANTS ALL THE SMOKE😤😤 Managment is so FED UP with being put in the same basket as BTC-miners that they have to put matters into their own hands and speak up😂😂😂😂 First Roman now Danila Just wait until big boss Arkady joins the party🕺😭😭😂😂😂😂 $NBIS CTO Danila Shtan just reacted to SemiAnalysis post. Frankly almost no "neocloud" in the market is actually a cloud. As in "not a bunch of baremetal with a ton of third-party software slapped on top with different levels of attention to detail". Shots fired. 🔥 https://t.co/88N2173XnB $NBIS CTO Danila Shtan just reacted to"  
[X Link](https://x.com/genZinvest0r/status/1984249789282976212)  2025-10-31T13:23Z [----] followers, 17.3K engagements


"$NBIS isnt just selling GPUs its incubating the future of AI Everyones currently watching out for the next major contract to be signed with a Hyperscaler or Frontier AI-lab (me included) but there is a hidden compounding engine just constantly working beneath the surface and its quietly turning into $NBIS biggest competitive advantage. It should be apparent to everyone by now that AI is the defining tech of our generation and will be the key driver of economic development in the future. This also means that it will leave behind a whole host of opportunities for front-leaning businesses and"  
[X Link](https://x.com/genZinvest0r/status/1984571132364587041)  2025-11-01T10:40Z [----] followers, 28.9K engagements


"A quick update on an overlooked catalyst for $NBIS Nasdaq [---] inclusion Last Friday was the snapshot day or the reference date which the Nasdaq uses to determine the market cap of eligible companies for index inclusion or rebalancing. $NBIS ended the week at $130.82 a share which would put their market cap at 32B or a provisional 91st rank among Nas100 companies. That being said this does NOT mean guaranteed inclusion as there are some intricate rules in addition to the inclusion requirements (which $NBIS has achieved) that determinis who stays and who goes. First of any company currently in"  
[X Link](https://x.com/genZinvest0r/status/1984922638855102759)  2025-11-02T09:56Z [----] followers, 54.2K engagements


"$NBIS $CRWV $IREN $CIFR $APLD $WULF Investing in datacenter stocks today is by far one of the best (and safest) opportunities in the market. If AI continues to grow (which we know it will) you'll benefit. And if the "AI bubble" bursts you will be the first to know as the AI infra buildout is basically a leading indicator of economic growth atm. Either way you win🤷♂"  
[X Link](https://x.com/genZinvest0r/status/1984962434205941955)  2025-11-02T12:34Z [----] followers, 23.7K engagements


"When it rains it pours🌧 Congrats to $IREN bulls Now there are [--] ( $NBIS & $IREN) neoclouds with billion dollar contracts with $MSFT"  
[X Link](https://x.com/genZinvest0r/status/1985305312325185930)  2025-11-03T11:17Z [----] followers, 17.2K engagements


"Days like these make me grateful that I decided to bet on the $NBIS team and not anyone else"  
[X Link](https://x.com/genZinvest0r/status/1985459989457014996)  2025-11-03T21:32Z [----] followers, 14.8K engagements


"Fellow $NBIS shareholders These are exciting times. With AI developing at pace we stand at the brink of the next great leap in technology. To achieve this we need to build entirely new infrastructure for AI. This is a great challenge for the next decade and beyond. Outside of a handful of big tech companies only a few newcomers have both the technological expertise and the multi-billion-dollar scale to play in this field. $NBIS is one of them. We expect the fundamental trends in our space to continue to drive growth for years to come. $NBIS is a recognized leader in AI infrastructure across"  
[X Link](https://x.com/genZinvest0r/status/1986008826991030721)  2025-11-05T09:52Z [----] followers, 17.2K engagements


"$NBIS Influencer marketing😱 She has almost 200K followers on Instagram and 18K on YT. Is this the AI industries answer to Sydney Sweeney Video courtesy of Maitri Mangal previous swe at Bloomberg now swe at Google"  
[X Link](https://x.com/genZinvest0r/status/1986031666846916934)  2025-11-05T11:23Z [----] followers, 69.3K engagements


"$NBIS CRO Marc Boroditsky giving a quick presentation in Amsterdam ahead of the UK datacenter launch and Q3 earnings. From GZI's (me) own repertoire of edge here is a "leaked"😱 part of a script which it looks like will be part of an upcoming promotional video possibly linked to the UK datacenter launch(). And if you are wondering who Marc Boroditsky is hosting the presentation with one of them is Liya Guryeva Sales Business Analyst @ $NBIS. Don't ask me how I know I just know"  
[X Link](https://x.com/genZinvest0r/status/1986034621914480927)  2025-11-05T11:35Z [----] followers, 11.1K engagements


"🚨 BREAKING $NBIS is set to release a new product called: Token Factory Early customers of 'Token Factory' includes Prosus NV Higgsfield and HuggingFace It will offer access to open source models and computing power to run them. Token Factory will focus on inference workloads and clients will be able to choose from various leading open-source models like OpenAI's ChatGPT Meta's Llama and China's DeepSeek. This new release is in line with $NBIS vision to diversify their offerings to capture a broader market share in the AI-revolution In Q2 Roman Chernin said: "(Nebius) Will now focus on new"  
[X Link](https://x.com/genZinvest0r/status/1986042029361467790)  2025-11-05T12:04Z [----] followers, [----] engagements


"Ok so Im seeing a lot of $IREN bulls thinking they have figured it out and are now coming at $NBIS just because Dan Roberts said that the large players in the industry want access to GPUs and not software. First off we already knew that Hyperscalers are only interested in bare-metal this is nothing new but to think that $IREN and $NBIS are targeting the same profile of clients is where the argument falls apart. There is a minute detail in their offering which is not taken into account. $IREN aims to help aid the Hyperscalers in the AI-revolution they are a provider. $NBIS is actively"  
[X Link](https://x.com/genZinvest0r/status/1986720400013725765)  2025-11-07T09:00Z [----] followers, 18.7K engagements


"$NBIS now green after being down -7% earlier today. I would say I'm surprised but then I would be lying"  
[X Link](https://x.com/genZinvest0r/status/1986882558144225791)  2025-11-07T19:44Z [----] followers, 10.7K engagements


"Im so excited for $NBIS Q3 earnings on Tuseday but they have straight up released everything already😂 - UK Datacenter; launched - Israel Datacenter; launched - Aether; launched🔒 - Token Factory; launched🌐 - Accenture partnership; announced🔮 My only wish for earnings is updates on the [--] new US greenfield sites and the 1GW guidance (potentially the announcment of Alabama👀). Anything else out of the ordinary will be considered a bonus in my eyes"  
[X Link](https://x.com/genZinvest0r/status/1987058863711875257)  2025-11-08T07:25Z [----] followers, 19.8K engagements


"$NBIS Technical Analysis. Looks pretty bullish to me🤷♂"  
[X Link](https://x.com/genZinvest0r/status/1987433021755056483)  2025-11-09T08:12Z [----] followers, 11.8K engagements


"🚨 $NBIS Q3 EARNINGS LEAKED😂"  
[X Link](https://x.com/genZinvest0r/status/1987449783946985629)  2025-11-09T09:18Z [----] followers, 50.6K engagements


"$NBIS GUIDING FOR 2.5GW OF POWER HOLYY"  
[X Link](https://x.com/genZinvest0r/status/1988215594437800083)  2025-11-11T12:01Z [----] followers, 127.4K engagements


"$NBIS GUIDING FOR $7B-$9B IN ARR FOR EOY 2026🟢 HOLY S*** THATS DOULBE WHAT GOLDMAN SACHS ESTIMATED (EVEN THOUGHT THEY ACCOUNTED FOR A PREPAYMENT)"  
[X Link](https://x.com/genZinvest0r/status/1988218266595282964)  2025-11-11T12:12Z [----] followers, [----] engagements


"$NBIS IS CURRENTLY PRICED AT 3X FORWARD ARR🤣🤣🤣🤣🤣"  
[X Link](https://x.com/genZinvest0r/status/1988221872451047543)  2025-11-11T12:26Z [----] followers, 80.3K engagements


"Me waiting for the first analyst firm to raise their $NBIS price target to $500🤣"  
[X Link](https://x.com/genZinvest0r/status/1988227246373437819)  2025-11-11T12:48Z [----] followers, [----] engagements


"$NBIS OUT HERE SAVING THE AI BUBBLE😂 Marc Boroditsky says he has NEVER seen anything similar to the demand they are experience right now"  
[X Link](https://x.com/genZinvest0r/status/1988235759774527804)  2025-11-11T13:21Z [----] followers, [----] engagements


"I'll just leave this here"  
[X Link](https://x.com/genZinvest0r/status/1988251976514056635)  2025-11-11T14:26Z [----] followers, 259.2K engagements


"$NBIS is actually such an unserious company😂 - For FY2024 they grew their revenue by 462% YoY - In Q1 [----] they grew their revenue by 385% YoY and ARR by 684% YoY - In Q2 [----] they grew their revenue by 625% YoY and 106% QoQ - In Q3 [----] core-bis revenue grew by 400% YoY and 40% QoQ. Contracted power guidance grew by 150% QoQ. - For FY2026 they are guiding for 700% ARR increase YoY Yet they still have the audacity to write in their Q3 press release that they plan to "maintain this pace of growth in 2027"🤣🤣🤣 Absolutely DIABOLICAL"  
[X Link](https://x.com/genZinvest0r/status/1988535439796416517)  2025-11-12T09:12Z [----] followers, 58.7K engagements


"Imagine going into a coma on September 8th right after the $MSFT deal was announced and $NBIS was trading at $100. You wake up today and are told: - Contracted power guidance grew 150% QoQ from 1GW - 2.5GW - [----] EOY ARR guiding for 700% YoY growth from $1B - $8B - $3B contract with $META signed for [--] years - [----] EOY connected power guiding for 309% YoY increase from 220MW - 900MW - Demand so high you have to turn down Hyperscaler clients begging to give you money - Q3 capacity fully sold out - No delays or executional hiccups Only to find out that $NBIS is trading for LESS THAN IT WAS WHEN"  
[X Link](https://x.com/genZinvest0r/status/1988638094254276866)  2025-11-12T16:00Z [----] followers, 54.3K engagements


"$NBIS Time to put the fries in the bag🍟"  
[X Link](https://x.com/genZinvest0r/status/1988985523726327899)  2025-11-13T15:01Z [----] followers, 38.4K engagements


"Fixed it I'll just leave this here. https://t.co/JBDrizGwIn I'll just leave this here. https://t.co/JBDrizGwIn"  
[X Link](https://x.com/genZinvest0r/status/1988986768952303747)  2025-11-13T15:06Z [----] followers, 225.5K engagements


"This is the last time I will ever be able to utter this sentence: I just added $NBIS at $86🙏"  
[X Link](https://x.com/genZinvest0r/status/1988987867872522502)  2025-11-13T15:10Z [----] followers, 13.4K engagements


"Accumulating $NBIS at these levels is the easiest decision I I have ever made. They dropped their best quarter to date yet the stock price fell -20% due to macro fears and all of a sudden people think AI has been cancelled Every single front leaning AI oriented company has expressed the same point of view in the last couple of months: [--]. Investments in AI infrastructure buildout will increase substantially. and [--]. Demand for capacity FAR outstrips supply. $NBIS just announced that they signed a [--] year contract with $META valued at $3B for 50MW (allegedly) of capacity. $META a company that is"  
[X Link](https://x.com/genZinvest0r/status/1989269067706872029)  2025-11-14T09:47Z [----] followers, 32.8K engagements


"Kind of ironic how we $NBIS investors are celebrating a 2.5X contracted power guidance raise QoQ for EOY [----] yet management themselves still explicitly stated that: "2026 is still just the beginning." - Arkady Volozh CEO $NBIS will sooner or later have +10GW's of active power expansion which will be fully paid for by Hyperscaler deals. With Aether (and future Clouds) $NBIS will be the obvious choice for enterprises running critical AI workloads. Token Factory will evolve into the go-to inference platform for organizations. More software and services will be released broadening $NBIS position"  
[X Link](https://x.com/genZinvest0r/status/1989293535221170507)  2025-11-14T11:25Z [----] followers, 34.9K engagements


"Dread it. Run from it. Destiny still arrives all the same. $NBIS"  
[X Link](https://x.com/genZinvest0r/status/1989360292795760884)  2025-11-14T15:50Z [----] followers, 44.5K engagements


"🚨 GREAT NEWS $NBIS INVESTORS THE STOCK MARKET WILL BE CLOSED TOMORROW🙏"  
[X Link](https://x.com/genZinvest0r/status/1989442503742034019)  2025-11-14T21:17Z [----] followers, 84.1K engagements


"One thing which seemingly went unnoticed this week: $NBIS shared their recent MLPerf Training v5.1 results on Wednesday and they did not disappoint 🏆 [--] first-place finishes out of [--] total submissions on two different setups: - NVIDIA HGX B300 tested with 8GPUs onasingle host - NVIDIA HGX B200 tested with 8GPUs onasingle host and inmulti-node setups with 16and 32GPUs The results themselves are very technical so I won't attack you with tech jargon but I will tell you what it means. It shows that $NBIS achieved outstanding efficiency when scaling up workloads delivered stellar performance"  
[X Link](https://x.com/genZinvest0r/status/1989638338467221722)  2025-11-15T10:15Z [----] followers, 18.8K engagements


"Did Roman just get. hacked $NBIS $NEBIUS is now officially live on the Solana network CA: AvtNESmxQcpMuUgAQPm3mY5CZsgMnjWGFdMbBCvrpump We want to make a big impact in the crypto world. Note: Details will be available on our website. https://t.co/NF9c7oIVAU $NEBIUS is now officially live on the Solana network CA: AvtNESmxQcpMuUgAQPm3mY5CZsgMnjWGFdMbBCvrpump We want to make a big impact in the crypto world. Note: Details will be available on our website. https://t.co/NF9c7oIVAU"  
[X Link](https://x.com/genZinvest0r/status/2007545897329004995)  2026-01-03T20:13Z [----] followers, [----] engagements


"If this is not your Co-founder & CBO you are invested in the wrong company. $NBIS"  
[X Link](https://x.com/genZinvest0r/status/1967871672519967037)  2025-09-16T08:42Z [----] followers, 13.9K engagements


"BWS analyst raises $NBIS price target to $130 from $90 reiterating Buy rating. Expect to see similar re-ratings and new analyst coverage in the coming weeks"  
[X Link](https://x.com/genZinvest0r/status/1968167907889950880)  2025-09-17T04:19Z [----] followers, 14.2K engagements


"$NBIS Vineland NJ looking good Picture taken [--] days ago"  
[X Link](https://x.com/genZinvest0r/status/1971116659776905219)  2025-09-25T07:36Z [----] followers, 12.9K engagements


"If you are an $NBIS investor there are really only two factors that could break the long-term thesis: [--]. Executional Risk Nebius is in the middle of major infrastructure buildouts and they have already secured one of the largest contracts ever signed by any neocloud company a $17.4B agreement with $MSFT. The only way this contract becomes a thesis-breaking event is if Nebius fails to meet Microsofts strict performance and delivery standards leading to cancellation. That scenario would clearly damage the investment case. However it is important to remember who is behind $NBIS. This is the"  
[X Link](https://x.com/genZinvest0r/status/1974001596150259928)  2025-10-03T06:40Z [----] followers, 14.2K engagements


"Im a simple man I added $NBIS yesterday I add more $NBIS today. Dont miss the discounts before earnings"  
[X Link](https://x.com/genZinvest0r/status/1978508824760778801)  2025-10-15T17:10Z [----] followers, [----] engagements


"🚨 JUST IN $NBIS introduces AI Cloud [---] Aether An enterprise GPU cloud stack with SOC [--] Type II + HIPAA & ISO [-----] granular IAM built-in observability self-healing infra and faster storage. Benchmarked on NVIDIA GB200/HGX B200 and named an NVIDIA Exemplar Cloud. In plain english: a software/ control plane with enterprise-grade features with all the necessary security and privacy certifications. ((SOC2 Type II HIPAA ISO 27001) (These are three types of certifications SOC2 Type II is like the gold standard for privacy)) $NBIS enterprise takeover is starting to show it's true colors"  
[X Link](https://x.com/genZinvest0r/status/1978781559432855993)  2025-10-16T11:14Z [----] followers, [----] engagements


"So maybe the reason $NBIS is going lower is not because of profit taking but rather loss taking from paper-hands that FOMO'd in at highs. interesting"  
[X Link](https://x.com/anyuser/status/1980563401903600019)  2025-10-21T09:14Z [----] followers, 40.2K engagements


"A render from $NBIS Vineland NJ datacenter currently being built out by DataOne Phase [--] is about to wrap up any moment now"  
[X Link](https://x.com/genZinvest0r/status/1981595288893624675)  2025-10-24T05:35Z [----] followers, [----] engagements


"$NBIS price action in overnight trading. [--] straight green 30m candles. Pretty wild stuff $NBIS loading up for the V-shape of doom Back in the $110s in overnight trading https://t.co/PisX5bpTDJ $NBIS loading up for the V-shape of doom Back in the $110s in overnight trading https://t.co/PisX5bpTDJ"  
[X Link](https://x.com/genZinvest0r/status/1981629481140813968)  2025-10-24T07:50Z [----] followers, 11K engagements


"This is HUUUGE $NBIS $NBIS will be targeting AI Frontier Labs like straight HUNTERS in the coming quarters to get those those deals in Without being to speculative is it fair to think that the hire of a world-class enterprise sales team also means an increase above guidance in contracted power to sell👀 Shane Zide VP of Sales at $NBIS just announced that the company is building a world-class enterprise sales team in the U.S. 👀 Over the next few quarters $NBIS will hire 7-8 top Enterprise Account Executives to drive partnerships with: - Leading AI Frontier Labs - Innovative"  
[X Link](https://x.com/genZinvest0r/status/1983912473292861607)  2025-10-30T15:02Z [----] followers, 27.4K engagements


"New Era for $NBIS So sickk🔥🔥🔥 ⚡Today marks a big milestone for Nebius. Were launching Nebius Token Factory the evolution of Nebius AI Studio built to make open-source AI production-grade. Token Factory transforms raw open models into governed scalable systems with dedicated inference sub-second https://t.co/SdWVMiXvWO ⚡Today marks a big milestone for Nebius. Were launching Nebius Token Factory the evolution of Nebius AI Studio built to make open-source AI production-grade. Token Factory transforms raw open models into governed scalable systems with dedicated inference sub-second"  
[X Link](https://x.com/genZinvest0r/status/1986045282656612593)  2025-11-05T12:17Z [----] followers, [----] engagements


"Tomorrow is the day of judgement for $NBIS (not really but kind of). $NBIS Q3 results will be released tomorrow before the market opens and there is a lot of things to be excited about Contrary to popular beliefs the actual earnings themselves are not that interesting. Why Because not a lot really happened during Q3 which would have any significant impact on earnings. That being said tomorrows earnings might prove to be the most important release in the companies history I will list down some of the things we investors are looking forward to Feel free to let me know if I missed anything😃 -"  
[X Link](https://x.com/genZinvest0r/status/1987933319451873549)  2025-11-10T17:20Z [----] followers, 15.9K engagements


"As promised more analysts are joining the party Citizens Financial initiates coverage on $NBIS with a PT of $175 and Outperform rating🟢 Let's see how their estimates differ from the recently announced Goldman Sachs report: 2026E: Revenue: GS: $3.763B vs CF: $4.284B EPS: GS: ($5.66) vs CF: ($0.42) EBIDTA: GS: $2.3B vs CF $2.398B 2027E: Revenue: GS: $7.655B vs CF: $10.702B EPS: GS: ($3.57) vs CF: ($5.54) EBIDTA: GS: $5.325B vs CF $6.493B In my opinion Citizen provides a more realistic revenue estimate while Goldman is essentially pricing in $NBIS hitting low end of ARR guidance (or slight"  
[X Link](https://x.com/genZinvest0r/status/1991101807066501240)  2025-11-19T11:10Z [----] followers, [----] engagements

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