# $125b

Nebius Group reports Q4 revenue up 547% to $227.7M, hitting a $1.25B ARR milestone, with significant CapEx for AI infrastructure. Major tech companies like Meta are also announcing substantial AI CapEx, with Meta planning $125B.

### About $125b
This topic focuses on the massive capital expenditures by major technology companies for AI infrastructure and related investments.  

### Engagements: [------] (24h)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/t:$125b/c:line/m:interactions/iv:1d.svg)  
[Engagements 24-Hour Time-Series Raw Data](/topic/$125b/time-series/interactions.tsv)  
Current Value: [------]  
Daily Average: [-------]  
[--] Week: [------] -74%  
[--] Month: [---------] -4.90%  
[--] Months: [----------] +22%  
[--] Year: [----------] +157%  
1-Year High: [---------] on 2025-11-02  
1-Year Low: [-----] on 2025-03-23  

Engagements by network (24h):
X: [------]
News: [--]
Reddit: [--]
YouTube: [---]
TikTok: [---]

  
  
### Mentions: [---] (24h)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/t:$125b/c:line/m:posts_active/iv:1d.svg)  
[Mentions 24-Hour Time-Series Raw Data](/topic/$125b/time-series/posts_active.tsv)  
Current Value: [---]  
Daily Average: [---]  
1-Year High: [---] on 2025-11-13  
1-Year Low: [--] on 2025-03-22  

Mentions by network (24h):
X: [---]
News: [--]
Reddit: [--]
YouTube: [--]
TikTok: [--]

  
  
### Creators: [---] (24h)
![Creators Line Chart](https://lunarcrush.com/gi/w:600/t:$125b/c:line/m:contributors_active/iv:1d.svg)  
[Creators 24-Hour Time-Series Raw Data](/topic/$125b/time-series/contributors_active.tsv)  
[---] unique social accounts have posts mentioning $125b in the last [--] hours which is down 25% from [---] in the previous [--] hours
Daily Average: [---]  
1-Year High: [---] on 2025-11-13  
1-Year Low: [--] on 2025-03-22  

The most influential creators that mention $125b in the last [--] hours

| Creator                                            | Rank | Followers | Posts | Engagements |
| -------                                            | ---- | --------- | ----- | ----------- |
| [@bit_finance_](/creator/twitter/bit_finance_)     | [--]    | [------]    | [--]     | [-----]       |
| [@TheStockerMan](/creator/twitter/TheStockerMan)   | [--]    | [---]       | [--]     | [-----]       |
| [@TheRayMyers](/creator/twitter/TheRayMyers)       | [--]    | [------]    | [--]     | [-----]       |
| [@Nice_Stock_](/creator/twitter/Nice_Stock_)       | [--]    | [-----]     | [--]     | [-----]       |
| [@Tickerwire](/creator/twitter/Tickerwire)         | [--]    | [-----]     | [--]     | [---]         |
| [@PixelNomad374](/creator/twitter/PixelNomad374)   | [--]    | [--]        | [--]     | [---]         |
| [@MMMTwealth](/creator/twitter/MMMTwealth)         | [--]    | [------]    | [--]     | [---]         |
| [@grok](/creator/twitter/grok)                     | [--]    | [---------] | [--]    | [---]         |
| [@yianisz](/creator/twitter/yianisz)               | [--]    | [------]    | [--]     | [---]         |
| [@StockSavvyShay](/creator/twitter/StockSavvyShay) | [--]   | [-------]   | [--]     | [---]         |

[View More](/list/creators/$125b/100)
  
  
### Sentiment: 89%
![Sentiment Line Chart](https://lunarcrush.com/gi/w:600/t:$125b/c:line/m:sentiment/iv:1d.svg)  
[Sentiment 24-Hour Time-Series Raw Data](/topic/$125b/time-series/sentiment.tsv)  
Current Value: 89%  
Daily Average: 86%  
[--] Week: 100% no change  
[--] Month: 79% -9%  
[--] Months: 79% -11%  
[--] Year: 79% +8%  
1-Year High: 100% on 2025-02-20  
1-Year Low: 16% on 2025-03-08  

Most Supportive Themes:
- Big Tech AI Capex: (70%) Major technology companies are significantly increasing their capital expenditures, primarily for artificial intelligence infrastructure development.
- AI Infrastructure Buildout: (20%) The substantial investments in AI are driving a massive buildout of data centers, compute power, and related infrastructure.
- Goodfire AI Funding: (10%) AI startup Goodfire has successfully raised significant funding for its work on AI interpretability and model understanding.
  
Most Critical Themes:
  

### Top $125b Social Posts
Top posts by engagements in the last [--] hours

*Showing a maximum of [--] top social posts without a LunarCrush subscription.*

"Goldman Sachs Alexander Duval has raised the price target for $NBIS Nebius to $160 from $155 while maintaining a Buy rating. The 3% increase follows a 547% surge in Q4 revenue and the companys [----] revenue guidance of $3B to $3.4B. Nebius Group $NBIS reports Q4 revenue up 547% to $227.7M hitting a $1.25B ARR milestone. With over 2GW of power secured and a new $375M Uber $UBER backed robotaxi launch Nebius is scaling toward an ambitious $7B to $9B ARR target by end of [----]. https://t.co/FmBzxi9ZsU Nebius Group $NBIS reports Q4 revenue up 547% to $227.7M hitting a $1.25B ARR milestone. With"  
[X Link](https://x.com/Tickerwire/status/2023622757637124332) [@Tickerwire](/creator/x/Tickerwire) 2026-02-17T04:57Z [----] followers, [---] engagements


"This weekend I also said Im looking to add more $NBIS so lets actually talk about why. Everyone keeps debating Mag [--] valuations meanwhile this thing is quietly laying out one of the wildest ramps Ive seen. Heres the actual progression: [----] ARR: $90M [----] ARR: $1.25B (14x YoY) [----] ARR guidance: $7B$9B (7x YoY) Thats infrastructure hyper-scale. And remember this is annualized run-rate revenue not some tiny pilot contracts. Whats driving that Massive GPU cluster buildouts Long-term enterprise AI compute contracts Expansion of data center capacity across regions Demand from companies training"  
[X Link](https://x.com/TheStockerMan/status/2023534796215869596) [@TheStockerMan](/creator/x/TheStockerMan) 2026-02-16T23:07Z [---] followers, [----] engagements


"@Forbes Melinda French Gates: Divorced from Bill now 'connecting with women' to drop his $12.5B on programs he 'overlooked.' Nothing maximizes impact like turning alimony into activism. Peak ex energy. 👏😂"  
[X Link](https://x.com/PixelNomad374/status/2023383073560441012) [@PixelNomad374](/creator/x/PixelNomad374) 2026-02-16T13:04Z [--] followers, [---] engagements


"@LogWeaver Bridgewater managed $1.25B in Chinese capital while Dalio publicly told investors not to worry about Beijings tech crackdown. Youre not getting analysis. Youre getting marketing from a man whose fund depends on access to CCP markets"  
[X Link](https://x.com/bit_finance_/status/2023383053297459459) [@bit_finance_](/creator/x/bit_finance_) 2026-02-16T13:04Z 10.1K followers, 10.1K engagements

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