[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.] [$5mmw](/topic/$5mmw) ### Top Social Posts *Showing only X posts for non-authenticated requests. Use your API key in requests for full results.* "I keep getting messages to sell $NBIS. Let me remind you were still early. Most investors are trading headlines. Im tracking capacity-to-ARR conversion the single metric that actually prices Nebius future. Each MW of Nebius AI power generates $5M in recurring revenue. For context: $430M ARR / XXX MW (connected) = $2M/MW. But only 100175 MW are active $2.5$4.3M/MW. So $5M/MW isnt hype = its the forward run-rate once utilization + pricing mature. Theyve already secured 1000 MW+ for 2026. $47B ARR potential 57x ARR = $2049B EV Scale to X GW by 202829 and youre talking $914B ARR $6398B EV. Add" [X Link](https://x.com/yianisz/status/1977773089384526218) [@yianisz](/creator/x/yianisz) 2025-10-13T16:27Z 6598 followers, 10K engagements "Great company but $HUT capacity under development pipeline trades at $2M/MW vs peer group at $5M/MW & $HUT has 300MW of AI power available in Louisiana -that can scale to 1GW+ in an area that is effectively becoming Loudon County XXX plus another 1.2GW in Texas and 6GW+ under due dil" [X Link](https://x.com/bigsuey/status/1975528310135271845) [@bigsuey](/creator/x/bigsuey) 2025-10-07T11:47Z 15.8K followers, 4273 engagements "Some quick thoughts and maths on $NBIS $1.1B ARR and 220MW by end of 2025 = $5M/MW Lets say 500MW by end of 2026 at the same multiple We get $2.5B ARR Slap on a 15x multiple and we get $37.5B for Nebius Add say 7.5B for the non-core assets Market cap = $45B or $168/share" [X Link](https://x.com/JM_Investment0/status/1975283828143845590) [@JM_Investment0](/creator/x/JM_Investment0) 2025-10-06T19:35Z XXX followers, 1164 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.]
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"I keep getting messages to sell $NBIS. Let me remind you were still early. Most investors are trading headlines. Im tracking capacity-to-ARR conversion the single metric that actually prices Nebius future. Each MW of Nebius AI power generates $5M in recurring revenue. For context: $430M ARR / XXX MW (connected) = $2M/MW. But only 100175 MW are active $2.5$4.3M/MW. So $5M/MW isnt hype = its the forward run-rate once utilization + pricing mature. Theyve already secured 1000 MW+ for 2026. $47B ARR potential 57x ARR = $2049B EV Scale to X GW by 202829 and youre talking $914B ARR $6398B EV. Add"
X Link @yianisz 2025-10-13T16:27Z 6598 followers, 10K engagements
"Great company but $HUT capacity under development pipeline trades at $2M/MW vs peer group at $5M/MW & $HUT has 300MW of AI power available in Louisiana -that can scale to 1GW+ in an area that is effectively becoming Loudon County XXX plus another 1.2GW in Texas and 6GW+ under due dil"
X Link @bigsuey 2025-10-07T11:47Z 15.8K followers, 4273 engagements
"Some quick thoughts and maths on $NBIS $1.1B ARR and 220MW by end of 2025 = $5M/MW Lets say 500MW by end of 2026 at the same multiple We get $2.5B ARR Slap on a 15x multiple and we get $37.5B for Nebius Add say 7.5B for the non-core assets Market cap = $45B or $168/share"
X Link @JM_Investment0 2025-10-06T19:35Z XXX followers, 1164 engagements
/topic/$5mmw/posts