Midas — Using @asymmetrix_xyz, here are my top stocks:
1) $NBIS
2) $RDDT
3) $ONDS
4) $IREN
5) $CIFR↗
Jul 18
Midas — Using @asymmetrix_xyz, here are my top stocks:
1)
$RDDT
2)
$NBIS
3)
$CIFR
4)
$ONDS
5)
$CRCL↗
Jul 18
Midas — Using @asymmetrix_xyz, here are my top winners for 2026:
1) $RDDT
2) $NBIS
3) $CIFR
4) $ONDS
5) $CRCL↗
Jul 18
Midas — Using @asymmetrix_xyz which tracks Insider portfolio's in real time, here are the stocks Leopold Aschenbrenner has been buying:
1) $SHAZ
2) $TE
3) $IREN
4) $NBIS
5) $BE↗
PhotonBull — Jim Cramer really told us to sell $NBIS at $160 and to buy $ASTS at $90
This is unreal. https://t.co/QZqeeiCu7w↗
Jul 18
Midas — HOLY SHIT Jim Cramer just said to NOT buy $NBIS right now.
He recently said this, “Nebius is at the nexus of the craziness right now. It’s not a crazy company - it’s a very good…↗
Jul 17
SandemanStocks — Every new frontier open weight model seems to reinforce the same trend…
Bigger models require more compute.
Most companies aren’t going to buy tens of millions of dollars of GPUs…↗
Jul 17
Serenity — $META in talks to lease compute to Anthropic in a $10B dollar deal.
Seems like they saw how profitable
$SPCX $45B compute deal was.
But just goes to validate Neocloud business m…↗
Jul 17
Antonio Costa — $NBIS perfect bounce 👌 https://t.co/FZllQWMMRy↗
Jul 17
Wayne Liang — The future is on sale right now.
AI Semis:
$MRVL -43%
$MU -31%
$NVDA -14%
$SNDK -40%
Neocloud:
$CIFR -44%
$CRWV -47%
$IREN -53%
$NBIS -40%
Space:
$ASTS -57%
$FLY -70%
$RKLB -…↗
Jul 17
Alex A.C. — Nebius $NBIS is pursuing the Vertically integrated model but with tuned Open Models serving the specific needs of the customers
"Lower margin % at the model layer = more margin $…↗
Jul 17
SandemanStocks — $NBIS Good news. Here is why:
Non dilutive capital:
$NBIS is funding growth without issuing new shares which preserves value for us shareholders.
Asset backed financing:
Lenders…↗
Jul 17
PhotonBull — $NBIS first senior debt facility for ~$775M
To accelerate the global buildout of the full stack AI cloud platform↗
Shay Boloor — $NBIS secured its first senior debt facility for ~$775M.
Nebius will use the proceeds to “accelerate the global buildout” of its full-stack AI cloud platform. https://t.co/pq9rsuj…↗
Jul 17
Daniel Koss — Roman (Nebius Co Founder) said during the -40% stock drawdown during the DeepSeek panic they had their best week in sales ever.
Now we get more OpenSource progress (insanely bulli…↗
Jul 17
InvestmentGuru — Long-term buying opportunities across the current setup-
$RKLB is becoming the second full-stack launch and space systems player behind SpaceX, with Neutron set to open up the m…↗
Jul 17
Antonio Costa — $NBIS has a strong support zone around 168-170 ... Bulls need to hold zone today https://t.co/UYuFCfWdCk↗
Jul 17
PhotonBull — A lot of stocks like $SNDK $MU $SKHY $NBIS and $ASTS are turning GREEN pre market
Let's go!↗
Jul 17
Daniel Koss — Here’s what I believe AI bears get wrong at the most fundamental level:
“There will be an overbuild.”
Many AI bulls respond that demand far outpaces supply. I agree, but that ans…↗
mon — $NBIS was just 5% away from $300 only a few weeks ago. Now it's closer to $100 than $300.
$OUST and $IREN are both around $33, down from around $60 in less than a month.
$SPCX is…↗
Jul 17
Dustin — $NBIS we’ve had roughly a 42% decline after reaching a high of nearly $300. This is roughly and keeping with a wave for correction in Elliot wave theory. Actually 38% to 50% is the…↗
Jul 17
InvestmentGuru — NeoCloud Capitulation?
$NBIS
$CRWV
$CIFR
$IREN
$APLD
$BTDR
$HIVE
$KEEL
$DGXX
NeoCloud continues to show signs of capitulation as selling pressure remains intense and every bounc…↗
Jul 16
Mike Investing — The companies building the future are all heavily on sale right now…
Drawdowns from Highs:
$RKLB -79%
$ASTS -86%
$NBIS -56%
$SNDK -51%
$OKLO -76%
$BE -40%
$ONDS -55%
$PL -57%
$OUS…↗
Shay Boloor — Jim Cramer says $NBIS is a “very good company” caught at the center of the current AI frenzy.
He expects further downside and says another buying opportunity will come but “that t…↗
Jul 16
Midas — Top stocks I'm buying using @asymmetrix_xyz, which finds 10x stocks early:
$NBIS
$MU
$SNDK
$CIFR
$CRCL↗
Jul 16
Jason's Chips — BNP Paribas on Nebius ($NBIS): “Engineering the future of AI infrastructure”
BNP initiates Nebius at Neutral with a $255 PT. They like the long-term AI cloud/platform setup, but t…↗
Jul 16
Michael | Hypermarkets — 1. $AMD ~$1200
The "legit second source" to $NVDA. Agentic AI is CPU-heavy, and EPYC owns that lane every step up the AI stack adds general-compute demand. Catalysts stacked: Adva…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 16
PhotonBull — $SPCX closing below the IPO price
Yikes...
Love the company, don't think it makes sense buying it
Valuation is too high, not only priced for perfection but the market seems to…↗
Jul 16
PhotonBull — Missed this earlier but nice to see!
$NBIS↗
Jul 16
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Jul 16
Alex A.C. — @benitoz "That’s why you pay 2x market price to lease compute from Elon"
And from $NBIS 😌↗
Jul 16
Alex A.C. — @insane_analyst kiss of the death sorry. Let's hope $NBIS get cheaper fuel cells 😋↗
Jul 16
Midas — Using @asymmetrix_xyz, here are my top winners:
1) $NBIS
2) $ONDS
3) $CIFR
4) $RDDT
5) $RKLB↗
Jul 16
Wayne Liang — I'm a fan of $NBIS / $INTC, but they're not macro-proof.
There's decentralized selling happening at the moment, but nothing has fundamentally changed.
A few examples:
$CLSK sign…↗
Jul 16
Daniel Koss — All jokes aside, I understand that many of you are hurting today.
So here is my practical advice:
1. Don’t buy short-dated calls.
2. Don’t use margin.
3. Don’t sell purely becaus…↗
Jul 16
Alex A.C. — Be less Panican 🐔🐔🐤 Be more like Warren Buffett 👴😌
If you are not buying Memory/Storage/Photonics/Neoclouds.... what are you doing with your -investing- life??
The 2-week Ma…↗
Jul 16
Shay Boloor — THE FUTURE IS ON SALE RIGHT NOW
Drawdown from highs:
• $OKLO −76%
• $NVTS −63%
• $CRWV −60%
• $ASTS −58%
• $IONQ −57%
• $PL −57%
• $AAOI −56%
• $RKLB −55%
• $IREN −54%
• $ONDS −53…↗
Jul 16
Lando — Someone’s stop loss just hit on $NBIS look at the spike in volume at ~11:25↗
Jul 16
Lando — I guess AI is dead and we no longer need compute $IREN $NBIS https://t.co/Y0Aqq7Y7Ft↗
Jul 16
Shay Boloor — $BE is partnering with Industrial Development Funding and Oaktree on a $1.7B investment to deploy fuel cells for $NBIS AI cloud infrastructure.
The project will provide dedicated…↗
InvestmentGuru — Long term nothing changed.
$MU
$RKLB
$AMD
$ASTS
$OKLO
$CRDO
$MRVL
$NBIS
$AAOI
$OUST↗
Jul 16
Daniel Koss — I know many of you think it's cringe when I bullpost $NBIS on red days.
I politely have to say I think the opposite.
When the stock rallies like crazy and everyone who was saying…↗
Jul 16
Midas — That company is $NBIS.
Missed this one? Don't miss the next.
@asymmetrix_xyz tracks where the smart money's actually moving - Leopold Aschenbrenner, Serenity, and other top trade…↗
Jul 16
Midas — Using @asymmetrix_xyz here are my top winners:
1)
$INFQ
2)
$ONDS
3)
$NBIS
4)
$RDDT
5)
$CIFR
Follow me for more.↗
Jul 16
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Momentum stocks are getting crushed in July. Goldman Sachs’ High-Beta Momentum Index is down 24% month…↗
Jul 15
SandemanStocks — $NBIS best explanation of the Asset Lite news and what it means.↗
Jul 15
Mike Investing — Markets are currently going through what’s known as a “Silent correction”
This happens when Indices & MAG7 names lead, & stay near ATH’s while many mid/small caps experience heavy…↗
Jul 15
CK Capital — I’m ready to go back to all time highs.
I feel it. $NBIS https://t.co/k7Hadq39kz↗
Jul 15
Daave “3 and 30” Tepper — added to $nbis and $acmr today
shorted 25% $smh as an overlay against $stx $acmr $avgo bit of $dram i have left↗
Jul 15
Michael Sikand 🦑 — One of the most underrated follows on FinX is @FrostByte123456.
He ran a $2B long short hedge fund.
Now just predicted the exact date $CLSK would announce a hyperscaler deal.…↗
Jul 15
CK Capital — The fact that $NBIS is barely trading up after they just made one of the smartest moves of the entire neocloud era, is crazy.
$NBIS announced a new asset light business model.
I…↗
Jul 15
Alex A.C. — GREAT article about an unknown business path of $NBIS . It involves all what Nebius do (bare-metal, software layer, etc.,) but this is built on top of its Integrated Model, it's th…↗
Jul 15
mon — Trump came to save the day.
$IREN, $NBIS, $CIFR, $NUAI
Politics aside, Trump is right here.
Data centers are current economic engines. They bring billions of dollars of investme…↗
Jul 15
PhotonBull — Played out pretty well
Mag 7, software, crypto having their moment
Not due to the large upside, but being green in a market that sees past leaders like $NBIS and $SNDK drop 30%…↗
Jul 15
Alex A.C. — @RihardJarc is that guy an employee of $NBIS or...? 😅👌↗
Jul 15
Alex A.C. — Me buying more Photonics $AAOI and more Neoclouds $NBIS in the middle of this giga nonsense crash of Semis stocks
I don't buy more Memory / Storage bc I'm several Xs up already 😉…↗
Jul 15
Daave “3 and 30” Tepper — @benthompson argues META should NOT enter the AI datacenter business for execution reasons.... look what their partner, Nebius, just launched. Highly suspect META and xAI will be…↗
PhotonBull — Wow $AAOI is getting cooked even with $AEHR having good earnings and a large upside move
$NBIS kind of showing strength all things considered
Probably due to being down on fud ye…↗
Jul 15
Alex A.C. — "Nebius’s architecture and platform transform a partner’s raw capacity into a production-ready AI cloud, which Nebius then connects to customers. Because Nebius brings the demand…↗
Alex A.C. — "They [ $NBIS] already signed initial partnership arrangements" 😱🔥
Do you understand that frens? It's NOT ONLY an idea, they ALREADY have customers for this new business strateg…↗
Jul 15
Wayne Liang — Just a shower thought...
If you look at the actual numbers of AI agents, 79% of companies have adopted them, but only 11% have them running in production.
That gap isn't AI faili…↗
Jul 15
Daniel Koss — That's how $NBIS goes to $1,000
This is probably the biggest announcement and most important strategic decisions in the company's history.
It will take time until the market unde…↗
Jul 15
Wayne Liang — Neoclouds opening green today.
Nice to see $CLSK actually getting the recognition it deserves, and $NBIS climb out from being oversold.
Maybe people did the two minutes of homewo…↗
Jul 15
Daave “3 and 30” Tepper — To be honest I thought we all knew this. Isn’t the market pricing this in?
This has been the $nbis thesis since arkady first described the vision with accel’s $750mm investment an…↗
Jul 15
PhotonBull — Fully agree here
Additionally, it also means that there is less concern about depreciation on assets for $NBIS since they will now generate more revenue without a lot of extra as…↗
Jul 15
SandemanStocks — This may be one of the most important strategic announcements from $NBIS this year.
Nebius can now scale its AI cloud without funding every data center itself.
Partners provide t…↗
Jul 15
PhotonBull — Nebius $NBIS announced a new business model that lets infrastructure partners deploy Nebius’s full-stack AI cloud platform in their own AI data centers.
The model brings additiona…↗
Jul 15
Shay Boloor — $NBIS is launching an asset-light AI cloud model where partners finance and operate the infrastructure while Nebius supplies the architecture, software and customer demand.
The mo…↗
Jul 15
SandemanStocks — $NBIS Nebius Launches Asset-Light AI Cloud Partnership Model↗
Jul 15
Dustin — I found the next hidden AI bottle neck stock like $SIVE at $1 / $MU at $100 and no one is talking about.
Just like I called
$NBIS at $20
$ONDS at $1
$ASTS at $20
$IREN at $2.8…↗
Jul 15
Dustin — $HLIT
For reference, I called these 10x stocks early:
- $ONDS at $1
- $NBIS at $20
- $OKLO at $6
Follow me to see other 10x stocks I like.↗
Jul 15
Dustin — Everyone on X is saying this is the next $NBIS at $20 and $SIVE at $1:
Could be a generational wealth play.
Here it is: https://t.co/TnAM6xVj4s↗
Jul 15
Kevin Maro — Upon speaking to @stocktalkweekly, I realized doing an "all-in" challenge sends the wrong message, especially to newer traders. And so, I'm cancelling the challenge altogether.
Th…↗
Jul 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. June U.S. inflation came in much cooler than expected. Headline CPI was 3.5% YoY vs 3.8% expected, wh…↗
Jul 15
SandemanStocks — $NBIS I asked Grok what he’d call it. Here is the answer:
“I’d call it “The Great Retail Handover” — or, more cheekily, “Institutions slurping while Reddit panic-sells the future…↗
Jul 15
Kevin Maro — @stocktalkweekly @CKCapitalxx I respect your opinion @stocktalkweekly and agree to an extent! If nothing else I'll put a disclaimer in each post so people are well aware of the pot…↗
Jul 14
Michael Sikand 🦑 — Wow this is crazy.
Anyone owning neoclouds will have this market bookmarked.
$NBIS $CRWV $WULF $CLSK $HUT↗
Jul 14
Mike Investing — I’ve said this before, & I’ll say it again…
These 8 heavily undervalued stocks remain current generational buys:
1. $NBIS at $190
2. $RKLB at $78
3. $ASTS at $68
4. $ZETA at $22…↗
Jul 14
SandemanStocks — $NBIS Grok wasn’t answering so I plugged it into the grok app. Answer below:
Reclaiming $250 is more likely than dropping to $100 over the next 30 days, based strictly on fundame…↗
Jul 14
PhotonBull — Classic FinX
It's always the same story here
Buy when it's at ATH and sell when it's dropping a larger amount
Let's see what they will say the next time $NBIS is at $300↗
Shay Boloor — New York becomes the first U.S. state to halt new hyperscale data centers using 50MW or more of power.
$NBIS, $CRWV, $IREN, $CIFR, $SHAZ, $WYFI, $WULF https://t.co/A9bUeUct3Q↗
Jul 14
InvestmentGuru — Silicon-to-Substation: The Regulatory Wildcard
New York just became the first state to freeze new hyperscale data center permits — a 1-year executive order pausing approvals while…↗
Jul 14
PhotonBull — The amount of fud that has dragged down neocloud stocks like $NBIS and $WYFI the last few weeks is insane
Probably worth buying the fear here↗
Jul 14
SandemanStocks — $NBIS down because of New York’s 1 year moratorium on new data centers?
Algos: Sell first, ask questions later.
NBIS has no projects in New York.
Even if they did, all pro…↗
Jul 14
Kevin Maro — @dylan522p I have a prime location for $NBIS next US data center https://t.co/KTXquQoMfA↗
Jul 14
InvestmentGuru — $NBIS under $200 now https://t.co/XPsZhW4Vku↗
Jul 14
Alex A.C. — @TheBigBerbowski Thx. God $NBIS has a very distributed map of data centers around the world 😌↗
Jul 14
Lando — Just your friendly reminder that most of these companies have 0 DC in New York $IREN $NBIS $CIFR
Long west Texas 🇺🇸↗
Jul 14
Daniel Koss — $NBIS crybaby investors and panicans, it seems you need some common sense.
Deepseek going public is BULLISH Nebius.
During the Deepseek panic last time Nebius stock went down 40%…↗
Jul 14
Serenity — $NBIS signs $1B+ compute agreement with Reflection AI, for GB300 access through 2029.
Reflection also signed a multi-billion dollar agreement with $SPCX earlier.
Interesting to…↗
Jul 14
Shay Boloor — $NBIS appears to be preparing its first data center in India.
The company posted two on-site infrastructure roles in Hyderabad tied to new site launches. https://t.co/EDHbuM5U0a↗
Jul 14
KaizenInvestor — $NBIS announced a new multi-year agreement with Reflection. Reflection AI is a startup founded by former Google DeepMind researchers that develops its own AI models.
Chernin broke…↗
Jul 14
The Future Investors — $NBIS Nebius signed a $1B+ AI compute deal with Reflection AI, providing NVIDIA GB300 GPU capacity through 2029. The agreement further expands Nebius' $50B contracted backlog 🤖💰…↗
TheValueist — $NBIS
DESK NOTE - India's AI Data Center Tax Regime: Policy Architecture, Infrastructure Constraints, and Supply Chain Read-Throughs
https://t.co/JRMuRaAF7H https://t.co/uQ4Hk5oF…↗
Jul 14
Wayne Liang — $CLSK just became an official HPC company, not a speculative one.
20-year infrastructure deal signed today with a high-investment-grade global tech company.
Very happy to see thi…↗
Jul 14
Daniel Koss — $NBIS stock goes up and down.
But the team has executed like they are possessed for every damn second.
Unlike so many hype stocks, Nebius is 100% underhyped imho.
The more peopl…↗
Jason Luongo — 7. $NBIS - Nebius Group
NVIDIA invested $2B directly. Jensen called Nebius "an AI cloud designed for the agentic era." $50B contracted backlog with Meta and Microsoft. Q1 revenue…↗
Jul 14
CK Capital — $NBIS just landed another deal.
Reflection AI signed a $1B+ deal with Nebius for compute capacity, including access to Nvidia’s latest chips.
That’s the ex-DeepMind, Nvidia-back…↗
Jul 14
Shay Boloor — $NBIS has secured a $1B+ AI compute deal with Reflection AI through 2029 providing access to $NVDA GB300 chips.
Reflection is building open-source models to compete with OpenAI an…↗
Jul 14
SandemanStocks — $NBIS to sell $1 Billion in AI compute to Reflection AI https://t.co/dtrZ110z1d↗
Jul 14
PhotonBull — Is anyone prepared for $NBIS $300 this month
Or $DRAM $100
Or is the it just me?↗
Michael | Hypermarkets — The entire AI trade is ON SALE.
24 stocks, avg –33% off their highs:
🔴 Oracle $ORCL –59.3%
🔴 IonQ $IONQ –49.4%
🔴 ServiceNow $NOW –49.2%
🔴 Applied Optoelectronics $AAOI –48.6%…↗
Jul 13
Shay Boloor — $NBIS is opening its first data center in Wales.
The move marks another step in scaling its European AI infrastructure platform. https://t.co/l4WBaUMEfY↗
Jul 13
Alex A.C. — Me today buying more Semis stocks after a 2-weeks crash and the implosion of the Korean Market
$MU $SKHY $SNDK $NBIS $AAOI https://t.co/HCfdOjMaGm↗
Jul 13
PhotonBull — We are all buying the fear
Fuck the panicans
Fuck the Koreans (just kidding)
Long AI
$NBIS $DRAM↗
Jul 13
Midas — You missed my call on $NBIS at $20 before it ran to $280+ from the neocloud hype.
In 2025, you missed $SNDK at $35 before it spiked to $1250 during the memory shortage.
Many will…↗
Jul 13
Midas — I called $NBIS at $20 and I may have just found the next $SIVE / $SNDK.
It’s a huge bottleneck for AI that’s under $5B market cap and almost no one is talking about it.
Here it…↗
Jul 13
Midas — Using @asymmetrix_xyz here are my top winners:
1) $INFQ
2) $ONDS
3) $NBIS
4) $RDDT
5) $CIFR
Follow me for more.↗
Jul 13
Black Panther Capital — Just landed in Spain. 3 hour flight.
30 degrees. Sun out. Grabbed a beer to go on my way out of the airport.
Ran into two guys. Dads. Both investors.
Neither had heard of $ASTS…↗
Jul 13
Lando — If you’re not invested in $IREN or you made the right call on $NBIS early…
The opportunity here is insane. I will continue to add when able to my IREN position, primarily looking…↗
Jul 13
PhotonBull — So many great companies at a discount right now
My favorites: $NBIS $DRAM $ASTS $EOS.AX
This guy knows what to buy and when to enter, make sure to give him a follow!↗
Jul 13
Shay Boloor — $NBIS has received $NVDA Spectrum-6 102.4T Ethernet switch which is now being tested at its Finland data center.
The early access lets Nebius validate the networking stack before…↗
Jul 13
SandemanStocks — Very good list of $NBIS posters for anyone looking for solid info.↗
Jul 13
SandemanStocks — $NBIS is definitely not overhyped.
My Charles Schwab guy had to go up 3 levels of their chain of command to even find someone there that knew how to spell it.
Remember, FinX…↗
Jul 13
Antonio Costa — $RUM Trading at BARGAIN prices when compared with $NBIS $IREN
June presenation:
- Near Term Opportunity: $3+ Billion Annual Revenue with 250MW Targeting 2027 RFS
- RUM Group…↗
Jul 13
JC Investing — Here’s the truth:
$MU is a $1500 stock trading at $1000
$NBIS is a $100 stock trading at $220
$NVDA is a $350 stock trading at $200
$RKLB is a $40 stock trading at $80↗
Jul 13
SandemanStocks — $NBIS did you think this would go straight up so retail could get rich easily and tutes just watched?
They said, “Hi weak hands, that’s a nice stock you have there, want to see…↗
Lando — I guess BTM is pretty expensive $NBIS $CRWV $IREN
Long secured grid connected power 👀↗
Jul 13
InvestmentGuru — $MU $AMD $CRDO $MRVL $AAOI $AXTI $COHR $INTC $SNDK $NBIS
AI infrastructure stocks are under pressure in the premarket as the sector goes through a broad rotation and consolidatio…↗
Jul 13
Dustin — $NBIS This is a great example of why professionals make billions of dollars https://t.co/8gxw3arXFw↗
Lando — @Funmentalist Dip buys are a blessing, if you think in terms of a year, 2 years, 3 years, etc. the flywheel is exponential in terms of revenue + MC potential for both $NBIS and $IR…↗
Jul 12
Alex A.C. — Do you know what frens? The $MSFT CEO article looks like an article written by the $NBIS guys from months ago!! 😂😂
What Mr. Nadella is highlighting is precisely the Nebius busin…↗
Jul 12
Wayne Liang — I feel like anyone publicly longing $WYFI will look like a genius down the line.
Fundamentals are rock solid.
Technicals are starting to line up.
Exactly what I saw in $IREN at…↗
Jul 12
PhotonBull — @TheBigBerbowski Actually impressive that $NBIS keeps the lead with a way bigger market cap than some of the others↗
Jul 12
Daniel Koss — @GavinSBaker Sounds to me like you're bullish $NBIS. Are you long Gavin? :D Never understood why you didn't build a decent position in Nebius so far, as you clearly must be hyper a…↗
Jul 12
Michael | Hypermarkets — 1 year ago, $SNDK ran from $40 to $2400 for 6000%
Then it crashed back to $1500 before spiking again.
Here's 4 set-ups exact 1000% potential:
1. $BE (Bloom Energy)
Buy zone: $…↗
Jul 12
SandemanStocks — @KiakotosC My conviction stock right now is $NBIS. The risk vs reward ratio is amazing.↗
Jul 12
Black Panther Capital — I’ve noticed a sad trend on X lately.
Long-term investors becoming ‘short-term’ minded.
Its like people have forgotten that:
AI demand projections 2030:
> AI workloads, 156 GW.…↗
Jul 12
Daave “3 and 30” Tepper — $iren -20% and $nbis +80% since this post
Iren is a scam and will be sold for parts. Most likely buyer $nbis. https://t.co/QgulYvmqrb↗
Jul 11
Black Panther Capital — I sit in a cubicle five days a week. Same chair. Same hum of fluorescent lights. Same wheel.
I feel like a mouse in a box, running because the wheel is there, not because it goes…↗
Jul 11
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +707%
2. $PENG +301%
3. $AEHR +260%
4. $AXTI +250%
5. $DELL +245%
6. $AAOI +244%
7. $MU +243%
8. $WDC +238%
9. $INTC +198%
10. $ARM…↗
Mike Investing — Mark my words…
If you’re looking to create generational wealth this year then load these 4 critical AI infrastructure names.
1. $WYFI ~ High Conviction @leopoldasch small cap nam…↗
Jul 11
Daniel Koss — @Ud197601 Sure, can make a post about that. This year it's probably $NBIS which I bought and sold many times at really good times and with options. Last year I actually don't remem…↗
Jul 11
Wayne Liang — @Unreal_Machine IMO, $WYFI is big enough to not be risky, and small enough to have explosive moves still.
It has, and can continue to secure deals. It isn’t a speculative company…↗
Jul 10
PhotonBull — This would be so funny
Would also be a HUGE catalyst for the AI trade as it would be the final signal that capex is not being cut, that AI spend continues and that $META is in the…↗
Jul 10
Wayne Liang — Considering where we started, pretty solid day overall. Even flipped green a couple times.
$NBIS closed green... really showed its strength today.
Quick TA update for $WYFI (4H)…↗
Jul 10
SandemanStocks — $NBIS here are some interesting 2027 stock price estimates based on a few assumptions and drawn conclusions…Hence the large range between bear and bull case.
However, I’d argue…↗
Jul 10
InvestmentGuru — NeoCloud turning green
$NBIS
$CRWV
$IREN
$HIVE↗
Jul 10
BULL OF BRITAIN — @daniel_koss @babyfolio @itsalasdairmann Good luck to the $NBIS cabal. 3 🐐's↗
Jul 10
Midas — Here are the top stocks I found using @asymmetrix_xyz:
$NVDA
$SIVE
$NBIS
$IREN
$CIFR
$WULF
$KEEL
Follow me for more.↗
Jul 10
Midas — Here are the top stocks I'm buying using @asymmetrix_xyz:
1) $NBIS
2) $RDDT
3) $INFQ
4) $CIFR
5) $WYFI
Follow me for more↗
Jul 10
CK Capital — $NBIS preparing for takeoff.
It wants $300 https://t.co/rzx9MT6KSB↗
Jul 10
Lando — They’ll say it was “obvious” in the end. Everyone says that after the move already happens
They said it with $MU, $SNDK, $NBIS, $MRVL, $AMD, etc
I know people are extremely conce…↗
Jul 10
Wayne Liang — Reminds me of last year when I was telling people to buy $IREN at ~$6 and $CIFR at ~$3.
Nailed the $NBIS call at ~$40 too.
People made multi-millions when I nailed the entire AI/…↗
Jul 10
Black Panther Capital — Someone is disrupting my retirement plan…
Luckily, I do have are a very particular set of skills; skills I have acquired over a very long career.
Skills that make me a nightmare…↗
Jul 10
SandemanStocks — $NBIS Poor retail got played. Sorry if you sold.
Tutes loading panicans selling to them.↗
Jul 10
KaizenInvestor — Let me dive a bit deeper in what I think is the difference in business model between $NBIS and $IREN.
I've seen a couple of panels, quick fire chats, and keynotes from both compa…↗
Jul 10
Wayne Liang — Neoclouds (and $WGMI ETF) opening slightly red... completely reasonable and healthy after such a hot couple of days.
(Wouldn't be surprised if we flip green by EOD. $META soaring,…↗
Jul 10
Mike Investing — @bennybigbull @babyfolio Just some of my callouts this year fyi:
$NBIS @ $68
$CRWV @ $63
$PL @ $20
$META @ $520
$IREN @ $30
$NOW @ $82
$CIFR @ $11
$RKLB @ $56
$ASTS @ $63
& s…↗
Jul 10
Jason Luongo — 7. $NBIS - Nebius Group
$50B contracted backlog. Deals with Meta and Microsoft. NVIDIA invested $2B directly. Q1 revenue up 684% year over year. Building AI factories in Pennsylva…↗
KaizenInvestor — @TheTechInvest As far as I understand, he is talking about the third layer. $IREN provides two layers and offer Cloud. $NBIS build a third layer on top of it and now provide tokens…↗
Jul 9
Mike Investing — I’ve said it before, & I’ll say it again one last final time…
$NBIS is the next stock to see a euphoric 1,000%+ run just like $MU has recently seen.
With revenue growth of +684%…↗
Jul 9
SandemanStocks — Ever see what happens when you hold a beach ball underwater?
Just watch $NBIS↗
Jul 9
Black Panther Capital — Dear fellow $IREN investors.
I’m probably gonna get a lot of hate for this.
But again, I’m not here to be ‘liked.’ I’m here as a neutral investor - not being emotional involved.…↗
Jul 9
Daniel Koss — Do you understand what this means?
The smart end to end agents are coming.
Compute demand is about to 1000x again.
Long $NBIS is really a nobrainer here.
Also, was quiet last f…↗
Jul 9
Alex A.C. — $NBIS
Very interesting insights from the co-founder of Nebius 🧐
Shocked me the major part of its demand (its customers) are Hyperscalers and a pair of big companies. As Chernin sa…↗
Midas — Using @asymmetrix_xyz here are my top winners:
1) $INFQ
2) $RDDT
3) $NBIS
4) $ONDS
5) $CIFR
Follow for more.↗
Jul 9
Black Panther Capital — @YoYInvestor If I’m not wrong it should be something like:
2027:
$ASTS: 29B USD today → 79.5B USD
$PL: 10B USD today → 27.4B USD
$ONDS: 4B USD today → 11B USD
$AAOI: 9B USD today…↗
Jul 9
Black Panther Capital — Here’s the price targets I’m targeting for my own portfolio in 2027 and 2030:
2027:
$ASTS 73.27 USD → 200.95 USD $ONDS: 7.72 USD → 21.17 USD $AAOI 124.57 USD → 341.65 USD $PNG.…↗
Jul 9
Black Panther Capital — Day 189/365 of The 365-Day Pact
189 days down, zero missed. Showed up every day, good or bad, no matter what was going on in my life.
Long-term portfolio: +49% YTD.
Short-term po…↗
Jul 9
PhotonBull — Pretty solid day so far
Memory being an obvious outperformer after the Korea session didn't nuke for once
$PENG is continuing it's run after the earnings release
$NBIS red here…↗
Jul 9
Wayne Liang — @wolfwulfwoof Depends on your approach. $NBIS is the safer pick. Bigger, more diversified, full-stack platform.
$WYFI is significantly more asymmetric and has more upside. $NBIS i…↗
Jul 9
Wayne Liang — Full transparency, I’m holding 86,000 shares of $WYFI at ~$34.5 average.
Actively looking to add on pullbacks to hover near ~100,000 shares.
IMO retail is starting to realize wha…↗
Jul 9
Wayne Liang — The neocloud bet is simple.
You're not picking which AI company wins. You're supplying all of them.
$CRWV already powers 9 of the top 10 AI developers. OpenAI, $META, Anthropic,…↗
Jul 9
Black Panther Capital — Semis, memory, and datacenter sectors are wiring up again.
All you need to know:
> FUD will cycle in and out over the next couple of years.
> demand and shortages are real and s…↗
Jul 9
Michael | Hypermarkets — @Petacopia @TomasBarre61852 Why am I wrong? $Nbis is squeezing hard↗
Jul 9
Frenchie — $NBIS qui rebondit de 30% après ce tweet tout en me donnant token illimités https://t.co/9fmCTbUxAx↗
KaizenInvestor — $NBIS Co-Founder Roman Chernin just spoke.
- On AI growth: We think the most growth is still ahead of us. The reason: AI adoption is still just taking off. Most cases still need…↗
Jul 9
InvestmentGuru — buying opportunity in market
Photonics $AAOI $AXTI $COHR $GLW $NOK
Space $RKLB $ASTS $SPCX $RDW $SATL
NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR
Energy $OKLO $SMR $EOSE…↗
Jul 9
Midas — Leopold Aschenbrenner owns 6% of $NBIS.
For context: He's the guy who shook Wall Street calling out OpenAI's trajectory.
He doesn't own things randomly.↗
InvestmentGuru — NeoCloud is one of the strongest sector today.
$IREN
$NBIS
$CIFR
$CRWV
$KEEL
$APLD
$WYFI https://t.co/iP9hTZlDm6↗
Jul 8
Midas — You missed my call on $NBIS at $20 before it ran to $280+ from the neocloud hype.
In 2025, you missed $SNDK at $30 before it spiked to $1250 for the memory shortage.
Many will be…↗
Jul 8
Daave “3 and 30” Tepper — Narrative about to shift back to compute shortage
the momo mean reverted a bit
It’s healthy
fundamentals intact*
$dram $acmr $nbis $avgo $stx
*unless Trump does something…↗
Alex A.C. — Other strong validation for the $NBIS approach 🙌
https://t.co/Agxcs9oPHe↗
Jul 8
Alex A.C. — @zephyr_z9 this would be giga sidereal bullish for $NBIS and some other hyper/neoclouds (and I don't say it bc Anthropic must find those GWs in other place.....)↗
Jul 8
Alex A.C. — $NBIS
"The core AI cloud business [of Nebius] at 45% adjusted EBITDA margin in Q1. But here’s the real kicker — we now know for the first time that high margin AI cloud revenue…↗
Jul 8
Lando — @StonkChris Hey Chris, I highly encourage you to check out this space I hosted on the event at RAISE today. In regards to $IREN $NBIS (primarily IREN). All I'm going to say is it's…↗
Jul 8
Antonio Costa — $NBIS printed a big bullish engulfing candle today. Watch for continuation tomorrow. https://t.co/gXR2amG91G↗
Jul 8
Mike Investing — In 2024 I called $NVDA at $47.
Then In 2025 I called $AMD at $76.
& Finally In 2026 I called $NBIS at $73.
Now these 5 stocks have the exact setups $NVDA, $AMD, & $NBIS had.
1. C…↗
Jul 8
Serenity — Let’s put it this way:
Retail thinks a 30-60% drop is a “falling knife” where bagholders will never recover.
And they end up panic selling after seeing swiggly line TAs and peop…↗
BULL OF BRITAIN — Neoclouds heating back up? $NBIS
Most of the main Semicaps up today also $AMAT / $UCTT https://t.co/R1ai74gELh↗
Jul 8
mon — Great day so far.
- $PENG smashed it. Currently +25%.
- Data center stocks are up across the board.
- $WYFI & $WULF +11%, $NBIS +9% & $IREN +7%.
- Memory stocks starting to…↗
Jul 8
PhotonBull — And the market goes green
Very good sign to see a premarket dip and bottom so far, with a red to green move on $QQQ and many names like $NBIS $SNDK $MU $DRAM https://t.co/SZTwXg0R…↗
Jul 8
Alex A.C. — Mega giga absolutely must read post if you want to learn about the current state of the AI models and the near future 🤓
Such evolution from a bit more than a year ago when a few…↗
Jul 8
Wayne Liang — I can't stop liking posts today. Seeing green makes everything so much better.
Happy to see $NBIS / $IREN climbing.
Happy to see $PENG soar after earnings.
Happy to see $WULF x…↗
PhotonBull — Is $NBIS finally back? https://t.co/T18XQi4WNP↗
Jul 8
InvestmentGuru — Rotation back to AI infrastructure play
$MU
$SNDK
$NBIS
$CRDO
$MRVL
$AVGO
$MRVL
$CRWV↗
Jul 8
Black Panther Capital — YTD: 35% now.
2 months gains erased in 1 month.
Thanks Trump. What a relaxing summer.
-BP
$AAOI $IREN $NBIS $OUST https://t.co/th3Gscp8R0↗
Jul 8
Lando — I have a feeling it’s going to be a long day in the market…
If we don’t open our app do we actually get bothered by it? $IREN $NBIS 😅 https://t.co/ow1XczrWWw↗
Jul 8
Wayne Liang — AI infra/neocloud selloff summarized:
> Bloomberg floated the idea of $META selling excess compute
> Retail sells off neocloud & AI infra
(Names like $NBIS, $IREN, $CIFR, $WULF,…↗
Jul 8
Mike Investing — Don’t chase $MU & $SNDK after their recent 3,000%+ runs…
There are 5 stocks you should buy instead that have similar upside potential:
1. $ZETA ~ Zeta Global
2. $FCEL ~ Fuelcell…↗
Jul 7
Kevin Maro — I'm about to just go back to being full-port $NBIS at this point😂↗
Jul 7
SandemanStocks — $NBIS Eyes on the horizon 👀
Ignore the waves and chop.↗
Jul 7
Kevin Maro — Incredibly disappointing to see $FCEL management diluting after their CFO recently stated they were comfortable with their balance sheet.
This statement, as well as the massive st…↗
Jul 7
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 7
Lando — $NBIS bulls might actually become the next AWS! @dylan522p will be interviewing them at RAISE, "failing to understand the exponential (again) the headline
Is something brewing? 👀…↗
Jul 7
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 7
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 7
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 7
Black Panther Capital — People ask how I sleep at night running a portfolio this volatile. Here’s the actual answer:
My portfolio is $IREN, $NBIS, $AAOI, $OUST, $ONDS, $ASTS, $RKLB, and a few others. Equ…↗
Jul 7
KawzInvests 🦑 — While the neocloud trade gets torched, $DOCN went the other way and ripped 10% today on record preliminary Q2 numbers.
$DOCN DigitalOcean doesn't just rent you the raw GPUs, it ru…↗
Jul 7
BULL OF BRITAIN — Guys fibonacci would buy $NBIS at these levels based on the 0.382 technical analysis line https://t.co/xOvFgrUimJ↗
Michael | Hypermarkets — 200%-500% news triggers:
$MU — HBM4 ramp for $NVDA Rubin and tightening DRAM supply drive memory pricing power higher → ~late Sept 2026 (FQ4 earnings); HBM4 ramp runs H2 2026
$SN…↗
Jul 7
Michael | Hypermarkets — $NBIS July 10-17 $240 calls:
The $240 calls expiring July 10 are stacked with the most open interest on the board and the dealers who sold them are sitting short gamma.
If $NB…↗
Jul 7
SandemanStocks — $NBIS have this lined up. Hasnt hit yet. Happy if it hits, happy if it doesn’t. If it goes through I get $61k premium. https://t.co/4yVbJh0b9l↗
Jul 7
Daniel Koss — I know on very red days like today most of FinX is losing their mind, but for those who read the latest SemiAnalysis article, the new Nvidia financing model is actually giga bullis…↗
Jul 7
PhotonBull — Selling puts on some high beta stocks seems attractive here as well IMO
Not doing anything yet, but thinking about $ONDS $AAOI $NBIS $ASTS and $DRAM for now↗
Jul 7
SandemanStocks — $NBIS Many of you throw shade at this dude. Even I did.
But his wave targets for NBIS have hit almost to the T.
His wave 4 is right now around $200. Wave 5 is above $400.…↗
Jul 7
Lando — Daniel’s been working hard on these videos, his recent one applies to the neocloud/colo business
$CIFR $WULF $IREN $NBIS $CRWV $HUT $APLD etc
Definitely check it out when you’ve…↗
Jul 7
Serenity — Just putting it out there:
If everything crashes together from $NBIS, $MRVL, $INTC, $SNDK, $AMD, $SIVE, $MU, $LITE, and others...
Which are all down -4% to -10%+ today so far.…↗
Jul 7
CK Capital — $NBIS is below $200 again.
Wow. https://t.co/QxHyaiL6eW↗
Jul 7
Alex A.C. — I'm seeing HUGE amount of Panican Nonsense -PN- out there lately due to the recent underperformance of the HIGH QUALITY AI names, say, $SNDK , $MU , $LITE , $AMZN and other ones ve…↗
Jul 7
Jason Luongo — 4. $NBIS - Nebius Group
$50B contracted backlog. Deals with Meta and Microsoft. NVIDIA invested $2B directly. Q1 revenue up 684% year over year. Building AI factories in Pennsylva…↗
Jul 7
Daniel Koss — Many $NBIS investors are panicking and asking me if I still hold Nebius.
Yes. Not worried at all.
But no, the bottom is not in.
The bottom is only in after you sell ✌🏻↗
Jul 7
InvestmentGuru — Silicon-to-Substation: 5 Themes Built for the Long Run
Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $…↗
Jul 7
SandemanStocks — $NBIS Many of my new followers told me they were getting nervous yesterday.
What they need to remember is the selloff is on total FUD and BS.
This will happen during any bull…↗
Jul 7
Black Panther Capital — Here’s my h2 predictions:
> massive earnings coming in. $MU already delivered. $GOOG $META $ANZN to come.
> market will go down as always a couple of days to digest the news.
>…↗
Jul 7
Wayne Liang — I can't believe there's still fear and bad sentiment on $NBIS.
~$50B in backlog. $27B from $META, ~$19B from $MSFT, $2B from $NVDA. Profitable since Q1, and almost $10B in cash...…↗
Jul 7
Michael | Hypermarkets — Leopold Aschenbrenner bought in Oct 2025:
$BE at $85 now up 410%
$NBIS at $90 now up 330%
$SNDK at $140 now up 1700%
Leopold will buy $SKHY SK HYNIX at this price:↗
Jul 7
InvestmentGuru — THE FREE COMPUTE LAND GRAB
The AI war is no longer just about building the best models.
It’s about owning the customer.
Hyperscalers ($GOOG $MSFT $AMZN $META) are giving away or…↗
Jul 6
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 6
Alex A.C. — This is a post by the $NBIS co-founder. Don't know guys.... looks bullish to me 😅💪🔥↗
Jul 6
Midas — He called $SIVE | $MU | $SNDK | $NBIS | $AXTI
These aren't random picks.
They're all solving critical bottlenecks in the AI trade:
Memory
Photonics
Neoclouds
The pieces of the…↗
Jul 6
Serenity — @platochi Yeah, $NBIS also had a painful like 5 months of chopping after they projected something crazy like $7B ARR by Q4 2026 earnings.
Makes you doubt sometimes↗
Jul 6
Serenity — @rioferdy838 @ak_dfranco Yep $NBIS early day drawdowns were insane.
There were short sellers bear posting Nebius and neocloud models left and right.
All of those seem to have van…↗
CK Capital — Anthropic just signed a 20 year lease on one 401MW data center for $19 billion.
Think about the math on what that says about every megawatt in the sector.
That works out to roug…↗
Jul 6
Michael | Hypermarkets — 1. $DRAM calls January 2028 $110 strike for $15
One ticker gives you the entire memory supercycle: $MU, $SNDK, SK Hynix, Samsung. Instant diversification so a small account isn't…↗
Jul 6
Michael | Hypermarkets — You do not have to buy all of these stocks! Pick your top 3. These are all the leaders in AI, space, energy and robotics:
$MU (~$977) — HBM memory is AI's core bottleneck; every G…↗
Jul 6
Black Panther Capital — Cerebras just said the quiet part out loud on their first earnings call as a public company. CEO Andrew Feldman said the biggest constraint on AI growth is no longer chip supply or…↗
Jul 6
Dustin — I found the next hidden AI bottle neck stock like $SIVE at $1 / $MU at $100 and no one is talking about.
Just like I called $NBIS at $20, $ONDS at $1, $ASTS at $20, and many ot…↗
Jul 6
mon — You can reduce your risk when investing in AI data centers by buying an ETF or by following Leopold Aschenbrenner's approach. He spreads his investments across multiple AI infrastr…↗
Jul 6
Dustin — THIS IS INSANE
I may have just found the next 10x stock like $SNDK / $MU and no one has talked about it yet.
Just like I found:
- $ONDS at $1
- $NBIS at $20
- $RKLB at $16
I’…↗
Jul 6
Wayne Liang — Anyone who bought AI infra/neocloud during the selloff is probably about to get paid.
No fundamentals have changed. HBM is still sold out, backlogs are still growing.
That $NBIS…↗
Frenchie — $NBIS rebondit de 10% sur Hyperliquid https://t.co/Mk0dOGJdBM↗
Jul 5
KawzInvests 🦑 — Fireworks is kernelmogging $NBIS and $CRWV on the exact same NVIDIA silicon. 746 tokens per second against 480 and 290.
Run the napkin math. One Fireworks GPU pushes 746 t/s while…↗
Jul 5
Black Panther Capital — Everyone wanted:
$NBIS at $260 and is hesitating at $215.
$AAOI at $220 and is hesitating at $130.
$RKLB at $150 and is hesitating at $100.
$ASTS at $130 and is hesitating at $85.…↗
Jul 5
TheValueist — $NBIS $NVDA $MU $SNDK $LITE We use Clickhouse. The amount of telemetry, observabilty, and log data my Analyst Agents create is staggering. A significantly larger volume than I expe…↗
Jul 5
Black Panther Capital — i have 3 different degrees within psychology and this is the most important lesson to beat market in my opinion:
the thing nobody tells you about watching a position fall 15% is h…↗
Jul 5
Wayne Liang — Is anyone else tracking sovereign AI?
$CTSH just announced a partnership with Domyn to cover all of EMEA... second sovereign AI news this week.
Every G20 govermnet now treats AI…↗
Jul 5
Michael | Hypermarkets — 24 stocks ON SALE right now and will break all time highs by Jan 1.
🔴 Micron $MU -22.3%
🔴 SanDisk $SNDK -25.9%
🔴 Western Digital $WDC -32.6%
🔴 Arm Holdings $ARM -30.4%
🔴 Inte…↗
Jul 5
SandemanStocks — This is true. Charles Schwab offers a securities backed loan with 70% against the position. They’ll only offer me 10% against $NBIS because it’s too volatile.↗
Jul 5
InvestmentGuru — The recent selloff in NeoCloud and AI infrastructure stocks has created some of the most attractive buying opportunities for long-term investors.
My watchlist:
$NBIS
$CIFR
$CRWV…↗
Jul 5
The Future Investors — $NBIS Nebius signed an 18MW data center lease with Merlin Properties in Madrid, marking its entry into Spain and expanding its European AI GPU infrastructure to five countries, wit…↗
Jul 4
Wayne Liang — It doesn’t matter if you’re team $NBIS or team $IREN, or invested in other solid picks like $CIFR, $CRWV, etc.
We’ll all win in the end…
Agentic AI is going to make the current c…↗
Jul 4
Alex A.C. — AI Models 🤖
If Chinese players are rising prices (open models) for whatever reason (bc demand is >>> supply or bc ROI is ROI and you must pay the bills....), imagine what will ha…↗
Jul 4
Black Panther Capital — JUNE 2026 PORTFOLIO UPDATE:
Numbers first. Then the breakdown.
MONTHLY PERFORMANCE
> Long-Term Port: -21.33%
> Short-Term Port: -10.78%
YTD PERFORMANCE
> Long-Term Port: +50.07%…↗
Jul 4
CK Capital — $NBIS just signed an 18MW lease in Spain, its first entry into the market and its fifth European country. Another brick in the fastest land grab in AI.
The reason they keep adding…↗
Jul 4
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +635%
2. $AAOI +247%
3. $AEHR +247%
4. $AXTI +246%
5. $MU +242%
6. $INTC +226%
7. $PENG +214%
8. $DELL +213%
9. $WDC +213%
10. $TWS…↗
Shay Boloor — $NBIS is expanding into Spain securing an 18MW lease with Merlin Properties at its Getafe campus.
The move marks Nebius first entry into the Spanish market and another step in sca…↗
Jul 4
Black Panther Capital — Classic marketing $IREN - Oh, $NBIS too. https://t.co/Q5XWC82Chh↗
Jul 4
SandemanStocks — $NBIS enters Spain🇪🇸
My old stomping grounds! 💪↗
Jul 4
Serenity — TIL floating DC and ocean compute exists?
Apparently it’s free cooling + optimal for places in tight geography…
It’s going to be wild taking a cruise ship, and passing by a bunch…↗
Jul 4
CK Capital — The market is near all time highs.
But look at some of your favorite stocks.
$NVDA. ATH $236. Now $194. Down 18%.
$META. ATH $795. Now $584. Down 27%.
$TSLA. ATH $498. Now $39…↗
Lando — Btw Jason is going to RAISE $IREN $NBIS $CRWV↗
Jul 3
mon — One thing I've been thinking about during this AI selloff is how quickly sentiment can change while the underlying businesses barely change at all.
Over the past week, we've seen…↗
Jul 3
Alex A.C. — CNBC's 'Squawk Box' interview with Palantir CEO Alex Karp [Jul 1 2026]
What Mr. Karp is saying here is literally the same what the co-founder of Nebius $NBIS @romanchernin said a…↗
Jul 3
Wayne Liang — So there's the floating idea (from one analyst) of minor hyperscaler capex cuts at Q2 earnings...
Even if it happens with one or two, we're still at $700B+ combined this year. Wou…↗
Jul 3
Alex A.C. — @benitoz that sounds me bullish for $NBIS if you ask me 🤷♀️ Open models adapted/tuned to the specifics of the companies, and they as owners of the data
how do you see it?↗
Jul 3
Black Panther Capital — @BKnight221 So what you’re saying is the generel sector and $NBIS package is absurd? Because its the same level? Or time based comp. Like Steve Jobs had at Apple is sh***t?↗
Jul 3
Michael | Hypermarkets — 1. $NVDA (Nvidia)
Higher tokens/sec/GPU makes each GB300 more valuable per dollar spent better effective ROI for buyers, which reinforces continued capex cycles and pricing power.…↗
Jul 3
SandemanStocks — Anyone want to take a grain of salt? I have one.
Take it.
$NBIS up 10% in Germany.↗
Jul 3
amit — @DrTomsLens 1000% agree.
If the open source models win and take market share from frontier models, the biggest winners are $NVDA $PLTR $NBIS.
Nebius for distributed compute.
Nv…↗
Jul 3
InvestmentGuru — AI Infrastructure Stack: 10 Names on My Radar for Long-Term Accumulation
$NBIS — Full-stack AI cloud infrastructure (GPU clusters, compute). Locked in a $27B Meta deal and $2B Nv…↗
Black Panther Capital — People keep saying the new $IREN pay package needed performance metrics attached to it. I don’t think that happens. They’re not rewriting the contract. This is just how it is now.…↗
Serenity — SemiAnalysis on $META “overcapacity” and market reactions with $NBIS and others:
“We believe Meta’s datacenter and compute will accelerate”.
“Capex in 2027 will be shockingly hig…↗
Jul 3
Midas — If you missed the huge run on $SIVE $MU $NBIS $IREN $SNDK- THIS IS A MUST READ↗
Jul 3
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$OKLO at $6
$PLTR at $40
$QBTS at $2
$RGTI at $3
If you wan…↗
Jul 2
Alex A.C. — The new SemiAnalysis article is a BANGER 😱 I highlight the parts about this recent fud about $META and the Neolcouds:
"The revenue per MW of these deals [SpaceX with Anthropic an…↗
Jul 2
PhotonBull — This has to be the top for this crypto rotation
Time for the money to flow back to AI names like $DRAM $AAOI $NBIS↗
Jul 2
Black Panther Capital — I’ll go to bed. Sleep like a baby.
I can add, every month. Next 12 months.
Without thinking. Hesitating.
Just let it play out.
Sleep well.
-BP
Not financial advice.
$IREN $N…↗
Jul 2
CK Capital — Are the these debates officially over?
$NBIS over $IREN
$HOOD over $SOFI
Clear which ones are the winners.↗
PhotonBull — I do think the bottom is in for $ONDS here at $7.37 tbh
But some stocks like $AAOI are also too cheap to ignore here
Similar to the selloffs in $NBIS and $DRAM↗
Jul 2
Daniel Koss — Wow, I truly can't believe how many AI bears are becoming the meme today.
Make sure to take screenshots.
Over the last two years on X, I’ve repeatedly seen the same pattern:
Som…↗
Jul 2
Midas — July 4th is the Worlds Greatest Investors Birthday.
To celebrate, I’m giving out limited 50% off promo codes for @asymmetrix_xyz.
Will also be sharing my strategy of how I found…↗
Jul 2
Serenity — Always a fun time seeing semi markets crash from Bloomberg report framing once again…
UBS analyst on $META report: “this is not new news”.
Regardless:
$AEHR down -18.3%
$AAOI do…↗
Jul 2
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 2
SandemanStocks — The AI fear or FUD, whatever you want to call it will happen probably ever 6 months or so. This revolution is like nothing anyone has seen before. It will move fast to the upside…↗
Jul 2
Black Panther Capital — It’s not a crash. It’s a rotation!
I get a lot of DMs with questions about today’s sell off.
Zoom out for a second, because it looks scarier in your feed than it does on the scre…↗
Jul 2
CK Capital — $CRWV has a $99.4 billion backlog on a $45 billion market cap.
CoreWeave’s signed, contracted backlog is more than double its market cap, with 36% of it converting to revenue with…↗
Jul 2
Antonio Costa — Yesterday $META news was just an excuse for a profit taking on Datacenter names. META is too late to the party !!! $NBIS $IREN↗
Jul 2
Wayne Liang — It's ridiculous neocloud is still selling off...
$NBIS, $IREN, $CRWV, and more are still taking a hit because $META is planning to sell "excess" compute capacity.
What excess? Lo…↗
Jul 2
SandemanStocks — The $META news is not a threat to $NBIS. This move is options related. These fast moves down will be fast moves up eventually.
Manipulation is real.
Do with that information…↗
Jul 2
SandemanStocks — The July 2 $NBIS options expiration is heavily skewed toward puts, not calls.
The biggest open interest sits at the $200 and $205 put strikes.
Are they actually trying to get i…↗
Jul 2
Alex A.C. — @NuttyCLD "Near term, this could be a bad signal for the large incumbent neoclouds."
I don't see it that way at all. An AI data center are infinite more things than GPUs/CPUs, and…↗
Jul 2
Jason Luongo — My 10 favorite stocks to sell options on right now:
- $IREN
- $TE
- $HOOD
- $RKLB
- $UUUU
- $NOK
- $SMR
- $PLTR
- $INFQ
- $NBIS
These stocks have been money printers for selling…↗
Jul 2
Black Panther Capital — If YTD is under SP500 YTD performance:
> Reconsider strategy and approach.
If YTD is higher than SP500:
> Congrats, better than average.
If YTD is higher than 35%:
> Know this…↗
Jul 2
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 11AM ET exclusively on the Futurum Equities YouTube channel covering:
• $META building “Meta Compute” to se…↗
Jul 2
Alex A.C. — 😂😂 less than 24h and MS comes to say that the Clownberg ""info"" about Meta was fud 🤣 What I told you guys? 😉
It's shocking the toxic nonsense that Media spreads; in Energy sp…↗
Jul 2
Daniel Koss — Former Head of Microsoft Azure, Middle East & Africa, and then VP Global Enterprise Sales at BrowserStack (if you don't know that name, it's huge, EVERY developer knows it) joins $…↗
Jul 2
Michael | Hypermarkets — South Korea's stock market crashed -8.5% overnight.
SK Hynix and Samsung led the bleed, hit by an AI semiconductor selloff and Korea's hottest inflation print since Dec 2023.
$U…↗
Jul 2
amit — Woah.
Nvidia $NVDA just created a new line of business for themselves.
So, all those neoclouds like $CRWV $NBIS $IREN $APLD $SPCX that have been getting deals with hyperscalers…↗
Jul 2
SandemanStocks — $NBIS Just waking up and seeing this. Morgan Stanley clarifying the Bloomberg article which was misleading FUD (no surprise) Read below, $META will most likely offer bare metal wi…↗
Jul 2
SandemanStocks — $NBIS great breakdown here on the potential creative financing NBIS teased. Makes total sense. $NVDA would have even more skin in the game and want neoclouds like NBIS to succeed…↗
InvestmentGuru — 10 Semiconductor & AI Infrastructure Stocks to Watch
$MU
$AMD
$INTC
$NBIS
$MRVL
$CRDO
$AVGO
$QCOM
$ARM
$AAOI
This group has seen increased selling pressure and profit-taking, bu…↗
Jul 2
Black Panther Capital — $IREN co-founders just got approved for a $1.14 billion pay package.
It lands a week after a $50 million a year Warriors jersey patch deal, and four months after a $6 billion ATM…↗
Jul 2
Damnang2 — AI related stocks, including semiconductors, fell sharply today after reports that Meta plans to sell its excess AI compute capacity to external customers. Was the market reaction…↗
Jul 2
Midas — I bought $NBIS at $20.
I bought $RKLB at $18.
I bought $ASTS at $23.
I believe $RDW and $OUST are next.↗
Jul 2
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 2
Midas — I found the next hidden AI bottle neck stock like $SIVE at $1 / $MU at $100 and almost no one is talking about.
Just like I called
- $NBIS at $20,
- $ONDS at $1,
- $ASTS at $20, a…↗
Jul 2
Dustin — $NBIS The Nebius selloff is one of the dumbest trades I've seen this year.
This is one of the only neoclouds actually making money. Real revenue. Positive net income. A backlog in…↗
Jul 2
Serenity — @DogUrineCapital This is pretty disgusting to see $MRVL down -11%, $AMAT down -11% to $NBIS down -18%
On the bright side a lot of the higher beta/smaller names like $AAOI frontran…↗
Jul 2
Daniel Koss — This could be the creative financing $NBIS was teasing!!
Personally, I really like this.
1/ $NVDA will use its massive profits to give selected and proven neoclouds, probably $NB…↗
Jul 2
Mike Investing — These 8 stocks are going to make many generational wealth in the second half of 2026….
1: Ouster ~ $OUST
2: ServiceNow ~ $NOW
3: One Stop Sys ~ $OSS
4: RobinHood ~ $HOOD
5: UiPath…↗
Jul 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Meta $META is reportedly developing a cloud business called Meta Compute to sell access to excess A…↗
Jul 1
SandemanStocks — $NBIS this is all you really need to know.
That, and Bloomberg has been printing AI FUD articles like clockwork over the last 9 months. Most if not all were proven false or misl…↗
Jul 1
InvestmentGuru — Today’s selloff in AI infrastructure stocks looks more like a rotation in sentiment than the end of the AI story.
Reports that $META plans to lease excess cloud-computing capacit…↗
Jul 1
CK Capital — $NBIS dropped 15% today because its biggest customer MIGHT someday compete with it.
Meanwhile there are four or more customers fighting over every single GPU cluster $NBIS brings…↗
Jul 1
Lando — Might have to mute $META $NBIS $IREN this shit is absurd↗
Jul 1
SandemanStocks — $NBIS Frenchie has the receipts.
The sell off is a total joke.
See below:↗
Jul 1
Daniel Koss — Actually how all $NBIS bulls feel right now 🤣🤣👌🏻↗
Jul 1
PhotonBull — Great point here
Invest for the long term and make use of the short term dislocations
Dips on $AAOI $NBIS $DRAM seem attractive to me here↗
Jul 1
Gaetano — Alright, let's hear your takes on the $META news
Mostly interested in thoughts around Neoclouds and co
$NBIS $IREN $WYFI $NUAI $CRWV etc.↗
Jul 1
Daniel Koss — Btw real talk friends - I will NOT buy $NBIS on margin. Even if we dip and panic more.
Please stay safe out there!
I see a lot of very young investors asking me about margin use.…↗
Jul 1
Daniel Koss — Eating dinner here while thinking about the fact that $NBIS is now a key capacity partner for 2 hyperscalers ($META & $MSFT) building their AI cloud and the market thinks it's…↗
Midas — Here are the stocks I found using @asymmetrix_xyz:
$NBIS
$IREN
$BE
$SHAZ
$TE
If this helped you out, follow me for more!↗
Jul 1
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 1
Midas — Here are the companies I found using @asymmetrix_xyz:
Robotics: $TSLA, $OUST, $BB
AI: $NBIS, $CIFR, $IREN
Space: $RKLB, $ASTS, $SPCX
Energy: $BE, $TE, $IMSR
Software: $NOW, $M…↗
Jul 1
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 1
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 1
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 1
SandemanStocks — $NBIS demand is infinite. And with that said, Arkady and his team eat and breath AI. Zuck and crew are pivoting from the failed metaverse and mid VR glasses.
Who do you think…↗
Jul 1
Frenchie — $NBIS semble sous-évalué
Pour revenir factuellement sur ce qui s'est passé et pourquoi le lézard Zuckerberg fait pump $META mécaniquement au détriment de $NBIS
1. Les 90 dernier…↗
Jul 1
Daniel Koss — Enjoying life today while being 100% in $NBIS knowing my financial future is completely aligned with this man 👨🏻 https://t.co/kjDVtbEcmK↗
Daniel Koss — Let me remind all $NBIS bulls that just a few weeks ago Nebius' CCO Tom Blackwell literally told me "demand from hyperscalers is INFINITE".
Nebius "only" makes 50% of their revenu…↗
Jul 1
Daniel Koss — Yes, it's real.
No, it's not a joke.
No, I don't have multiple portfolios.
Yes, it's my main portfolio.
I’m surprised so many of my followers are shocked by this or think it’s fak…↗
Black Panther Capital — Second half of the year starts with the market handing out a discount on names that didn’t change overnight.
$NBIS $AAOI $IREN 🫦
-BP
Not financial advice. https://t.co/hOI5hNG0…↗
Jul 1
CK Capital — Trimmed the top yesterday and added the bottom today.
$NBIS https://t.co/Poy7trGtct↗
Jul 1
amit — @smn_Lebam I like $CRWV as well. One could argue it is undervalued compared to $NBIS. I don’t think the debt argument us that relevant either.
I just REALLY like Nebius management…↗
Jul 1
SandemanStocks — $NBIS exactly! And higher margins selling to non hyperscalers. Remind me again, why the drop 😂😂😂↗
PhotonBull — @ak_dfranco I prefer $NBIS from management/execution standpoint, but the narrative feels similar for sure↗
Jul 1
PhotonBull — Why I would buy $AAOI over $NBIS here is purely sentiment (though I think both are a really good dip buy here!)
I think this $META news is interpreted wrong by the market. I don't…↗
Jul 1
amit — I bought $NBIS at $232.49.
I *think* the market is wrong for selling the neo-clouds here and it feels like an overreaction to the META news.
AWS just raised GPU rental prices b…↗
Jul 1
Daniel Koss — Based on today's $NBIS + $META news and people's interpretations you can quickly gauge who is a tourist and who gets the supply demand dynamics.
Will be fun to look back in 3-6 mo…↗
Jul 1
mon — $IREN -5%, $NBIS -14% & $CRWV -13%.
The market seems to be interpreting today's news that $META +10% plans to offer excess AI compute capacity as bearish, but I actually think it'…↗
Alex A.C. — I'm so sure about the bullishness of $NBIS and other neoclouds, that I'm stating publicly how wrong is Zephyr here
https://t.co/ZPmsGBGpAP↗
Jul 1
Daniel Koss — Holy shit this $NBIS -17% just now was the biggest gift ever.
Nebius down 17% on GOOD NEWS! 😂
First, here's why I think market dumped Nebius:
- $META own cloud = competition fo…↗
Jul 1
CK Capital — The market is overreacting to the Meta cloud news, and the irony makes it obvious.
Bloomberg reported $META might sell its excess AI compute, putting it in the same lane as neoclo…↗
Jul 1
Antonio Costa — $META $NBIS I think the algorithms are totally off. After this META news, the market should be reacting the complete opposite way. META is already way behind on this business.↗
Jul 1
Antonio Costa — I wouldn’t be surprised to see $NBIS and $IREN fully recover in the coming sessions. I don’t see the $META news as bearish it looks like a delayed reaction/play on the BZs.↗
Jul 1
Serenity — There’s a lot of disinformation going around about $META “cutting capex” because they “overbuilt”.
This is an “if” they have excess capacity.
And it looks like the opposite right…↗
Jul 1
Antonio Costa — Long some $NBIS 235 for a swing trade, thank you stupid algos....↗
Jul 1
Alex A.C. — This, sires, is Market Manipulation at its highest clown mode by the giga sh^tty media Clownberg 🤡
Enjoy the discount in $NBIS $MU $SNDK and other names.
If you really has consi…↗
Jul 1
Jose Najarro Stocks — $META TANKING THE WHOLE NEOCLOUD MARKET $NBIS $CRWV $IREN
Reports that Meta is developing plans for a cloud infrastructure business that will sell access to AI computing power an…↗
Serenity — Basically pre-market right now with the Neoclouds like $NBIS in simpler terms.
Costco: sells $5 chickens.
Walmart: mass buys those rotisserie chickens and sells excess as “Walmar…↗
Jul 1
Shay Boloor — Neo-cloud names are moving lower after reports that $META is developing “Meta Compute” a cloud business to sell excess AI compute.
The market is reading this as potential new hype…↗
Jul 1
Serenity — @Deebeeng10 The Neoclouds like $NBIS are probably the ones powering this offering lol.↗
Jul 1
Lando — $NBIS dragging $IREN down on the news this morning…
$43 now. Yikes, just yikes https://t.co/QbHTiAOh0M↗
Jul 1
TheValueist — $CRWV $NBIS $IREN $HUT HPC/neoclouds selling off on the $META news. The market can be so linear and one-dimensional in its thinking. I would actually take the Meta announcement as…↗
Jul 1
Chris Ray — $META is building an AI Cloud business to sell excess compute.
The neoclouds hate it… 😅
$NBIS $IREN $CRWV https://t.co/pXIodWe4DN↗
Jul 1
PhotonBull — $META building a cloud business to sell AI compute
Entire market seems to have dropped on this which seems odd to me. Datacenter stocks like $NBIS down on the headline but doubt t…↗
Jul 1
SandemanStocks — $NBIS guy I traded pharma stocks for a decade.
Often times a headline that would mean absolutely nothing could tank the stock 30%.
Those headlines only shook weak hands.
Sa…↗
Jul 1
SandemanStocks — $NBIS just dropped 5% because of this headline.
Anyone want to tell the people that META comes to NBIS for compute?
Nothing burger lol↗
Jul 1
Black Panther Capital — I’ve sadly been diagnosed with SOCD.
Stock Obsessive Compulsive Disorder.
It shows up everytime I:
> Get petrol and instantly calculate that’s exactly two $IREN stocks at curren…↗
Jul 1
Daniel Koss — Over the last few days I got a ton of messages from $IREN shareholders who apologized to me via DM for calling me a retard or idiot over the last year because I made so many $NBIS…↗
June 2026 · 595 mentions
Jun 30
PhotonBull — Nice rallies so far, little later than I thought but still played out nice
$BE $SNDK $CRDO $NBIS↗
Jun 30
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 30
CK Capital — Wow, this post was insane looking back now.
$NBIS is now $278 and $BE is $338 https://t.co/X5jzLQZq6F↗
Jun 30
Daave “3 and 30” Tepper — Nebius = Hyperscaler 4
Except Better, Stronger, and Enabled by NVIDIA.
$nbis https://t.co/zqKrrdbz33
CK Capital — I remember all the hate I got for calling $NBIS a better stock than $IREN. https://t.co/Xo3x0rAfVy↗
Jun 30
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 30
Shay Boloor — $NBIS rose more than 175% in Q2 😳 https://t.co/eN686KI7BB↗
Jun 30
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 30
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Black Panther Capital — We are now up +175% since flagging $OUST at $22 on this post.
I was probably one of the first long-term bulls on X making $OUST a significant size in my portfolio.
It’s slowly a…↗
Jun 30
PhotonBull — Pretty nice day across the board
Many winners today like $ONDS $FCEL $OUST $NBIS $PENG
How is everyone doing today?↗
Jun 30
CK Capital — $NBIS and $CRDO both want $300 https://t.co/5b3CsbJ78S↗
Jun 30
SandemanStocks — @kpb458 You literally just described $NBIS↗
Jun 30
Jason Luongo — 3. $NBIS - Nebius
Revenue up nearly 7x YoY to $399M in Q1 with nearly all revenue coming from AI cloud. NVIDIA made a $2B strategic investment. Secured 1.2 GW of power and land fo…↗
Jun 30
InvestmentGuru — 10 Names Where Capital Is Flowing
Physical AI Core $PLTR remains the dominant capital magnet in the AI platform space, still showing leadership characteristics. $BB has emerged as…↗
Jun 30
Serenity — @EndicottInvests Good times, wasn’t too long ago back at 3K followers!
Discussion on $NBIS was fun back when there was a lot of debate on Neoclouds and it was still really early.…↗
Jun 30
Mike Investing — The U.S President has been quite literally telling you to buy these 5 sectors…
1. Robotics ~ $TSLA, $OUST, $CGNX, $BB, $SYM
2. AI Infrastructure ~ $NBIS, $APLD, $CIFR, $IREN
3. Sp…↗
Jun 30
Mike Investing — The U.S President has been quite literally telling you to buy these 5 sectors…
1. Robotics ~ $TSLA, $OUST, $CGNX, $BB, $SYM
2. AI Infrastructure ~ $NBIS, $APLD, $CIFR, $IREN
3. Sp…↗
Jun 30
Dillon Valdez — @GrindeOptions @grok $IREN has no moat, $NBIS is $66b
$NBIS and $DOCN are in two different businesses↗
Jun 30
Michael | Hypermarkets — BOOKMARK this and go back to it so you know which are the most important dates.
I shared with you my top 5 already! Make sure you wrote those down:
$MU $SNDK $WDC $BE $AMD $INT…↗
Jun 30
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅
Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅
Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected
🔴 Beat estimat…↗
Jun 30
Serenity — I've reached 900k followers, thank you everyone!
Just some reflection, it's actually a nightmare at higher counts...
Which is new to me, since I started at almost nothing earlier…↗
Jun 29
AlmaCap — Seeing a lot of investors valuing $SHAZ on a EV/EBITDA basis, whilst that is a useful sense check you should also compare them to peers on a EV per MW (ascribing more weight to whe…↗
Jun 29
Daniel Koss — Not a bad day when +8.6% is your lowest performing stock 😂
$NBIS
$ASTS
$CCXI
Closed the day up 15% 🤯
I assume everyone on FinX had some massive winners today?
So many stocks…↗
Jun 29
Daniel Koss — Correct ✅
You know what all the biggest $NBIS haters on X have in common?
They missed Nebius or even worse: owned the stock and sold waaaaaaay too early.
Then go on a FUD tour…↗
Jun 29
PhotonBull — Hope everyone is having fun right now
Enjoy the gains✅
$QQQ $AAOI $NBIS $ASTS https://t.co/KO8g1qGgQD↗
Jun 29
Jason's Chips — Morgan Stanley on Nebius ($NBIS): "Watt's New With The Neoclouds?"
MS says Nebius Inflection validated the AI Cloud thesis: not just GPU capacity, but a real platform between hype…↗
Jun 29
SandemanStocks — $NBIS are all the worry warts from this morning feeling better?↗
Jun 29
CK Capital — $NBIS is flying. https://t.co/czMhoKHrAH↗
Jun 29
Black Panther Capital — Great post from @BULLOFBRITAIN here.
If the Bloomberg read is right and AI sales start validating the spend, the next leg isn’t just Mag-7 multiples re-rating. It’s the supply cha…↗
Jun 29
mon — Every major economy is throwing capital at AI buildout at once.
Just now, South Korea unveils $1tn chip and AI investment plan.
"We must secure the core elements of AI faster t…↗
Jun 29
Dustin — I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6
$RGTI at $3…↗
Jun 29
Wayne Liang — Btw, neocloud isn't just a 2025-2026 trade. We're still early…
All the names we’ve covered will benefit… $NBIS, $CRWV, $CIFR, $IREN, $WYFI, and more.
(I’ll share additional, new…↗
Jun 28
Alex A.C. — @RihardJarc And neoclouds Rihard, and neoclouds 😌
$NBIS 🚀↗
Jun 28
PhotonBull — New peace talks according to Axios
They will always save the market when they have to, so thanks for that
Overnight action will be interesting here as some of the large winners t…↗
Jun 28
Alex A.C. — "Ultimately [...] the CSPs’ own revenue base will be expanded by AI, so even as CAPEX grows in absolute terms, the CAPEX to revenue ratio will decelerate, eventually setting off a…↗
Jun 28
Alex A.C. — Giga bullish summary of the recent Gavin Baker vid.
The summary of the summary is: mega giga bullish $MU and $NBIS , which, as it happens, I own as core holdings 😂😂👌↗
Jun 28
Shay Boloor — Here are the current 2030 revenue estimates for companies capitalizing on compute capacity as the AI overflow layer
• $CRWV ~$66.9B revenue w/ 68% EBITDA margins
• $NBIS ~$39.7B r…↗
InvestmentGuru — The market just handed us a masterclass in thesis validation.
The top performers of 2026 aren’t random. They’re a roadmap.
Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗
Jun 28
Daniel Koss — AI ROI is here, today.
"$500k instead of $50,000,000"
Just one example.
People who say "there's no ROI on AI" to me sound like people who say they are faster by foot than by car.…↗
Jun 28
Daniel Koss — $NBIS $600 end of 2027.
I'm actively trading, but if you're a buy and hold investor, wtf you even doing on X?
Just go enjoy life.↗
Jun 28
mon — Google said no, so $META signed a deal with $NBIS.
The Financial Times today reports that Google has limited Meta's use of its Gemini AI models.
Around March, Google told Meta it…↗
Jun 28
Serenity — Guess we finally found why $META signed massive agreements with Neoclouds like $NBIS back in March...
And why Gemini got super nerfed.
$GOOGL reportedly restricted Meta's capaci…↗
Jun 27
Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗
Jun 27
Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content so nearly two months ago we relaunched the Futurum Equities YouTube channel.
So far, we’ve covered:
•…↗
Jun 27
Daave “3 and 30” Tepper — If @romanchernin and @nebiustf aren’t signing Token Factory capacity deals and record levels, I’ve been wrong on $nbis since $20
This is nebius’ time to shine↗
Jun 27
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +781%
2. $AEHR +355%
3. $AXTI +329%
4. $MU +297%
5. $AAOI +289%
6. $INTC +248%
7. $WDC +240%
8. $PENG +218%
9. $TWST +215%
10. $MRV…↗
SandemanStocks — $NBIS Who remembers this dip? Who was worried? 😏↗
Jun 27
Daave “3 and 30” Tepper — Very clear articulation of an enterprise ai strategy that works
feels super bullish neoclouds but specifically nebius given they built this entire software stack 6-12 months ago…↗
Jun 27
Kevin Maro — @GlazCapital I like $NBIS much more than $CRWV, but I strongly believe there's more upside in $CRWV in the short-term. I also have a ton of $NBIS already 😂↗
CK Capital — @KevInvestingYT 1. $QCOM, $NBIS, $EOS.AX
2. $ADEA, $FCEL, $ZETA
3. $ONDS, $IREN, $SOFI↗
Jun 27
Kevin Maro — Would love everyone's opinion on 3 different types of stocks:
1. Your top 3 favorite long's in the entire market
2. Top 3 underrated stocks right now
3. Top 3 most overrated stock…↗
Jun 27
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 26
PhotonBull — Enjoy the well deserved weekend guys
Rough week but I think the worst is behind us for now.
Curious what everyone's dip buying strategies are here?
Personally I like to go for t…↗
Jun 26
Black Panther Capital — Something is not adding up here? 🤫
Don’t own US Stocks… Okay….
I’ll sell my $IREN $NBIS $AAOI $RKLB $GOOG $MU $META $AMZN $SNDK if you say so….
…But let me first check your por…↗
Jun 26
Black Panther Capital — The PMI Index just printed 54 points 🤯
The highest reading since May 2022.
That’s bullish as hell!
Quick version of what this actually is:
Every month, purchasing managers acr…↗
Jun 26
PhotonBull — I did warn you that the bottom was in overnight
> $ASTS now up 11% from red
> $AAOI green from down 5%
> $QQQ almost green from down 1.3%
> $NBIS has some catching…↗
Jun 26
Daniel Koss — @Funmentalist amazing job and probably the best resource that's freely available for new $NBIS investors↗
Jun 26
Daniel Koss — I guess out of all the $NBIS bulls on X, I'm the most "anti-X sentiment" guy.
I did sell at $284 because I thought it was short-term overheated: massive run, far above the 8EMA, d…↗
PhotonBull — This guy shares a lot of great charts and ideas for free
Love some of his picks like $ASTS, $NBIS and $SNDK
Make sure to give him a follow!↗
Jun 26
Daniel Koss — $FCEL up 25% after smart money finds out RJC is bearish "with high confidence".
Okay, I'll stop with these senseless posts, but I hope you guys realize the selection bias of showi…↗
Jun 26
PhotonBull — Thanks to everyone in the comments who doubted it
Keep it simple and just buy the dips🫡
$AAOI $NBIS $ASTS https://t.co/fPHLg8Li7A↗
Jun 26
Black Panther Capital — $AAPL just raised prices on the MacBook and iPad. The reason they gave, on the record, was higher component costs. Memory chips, specifically.
Sit with that for a second.
This is…↗
Jun 26
Michael | Hypermarkets — These companies here cuased the inflation:
$MU — Memory prices spiked as HBM demand outstripped supply for AI servers.
$SNDK — NAND shortage tightened as hyperscalers hoarded sto…↗
Jun 26
Daave “3 and 30” Tepper — $nbis is winning
Lowest GPU cost for highest token outputs
Serving China open source models
Hyperscalers need to drop pricing
Or Nbis extracts share and can raise price toward…↗
Jun 26
SandemanStocks — $NBIS great 2030 PT write up by @Funmentalist↗
Jun 26
InvestmentGuru — NeoCloud pullback = gift for those who missed the run
After an impressive YTD run, profit-taking is completely normal. This is how markets work. The thesis hasn’t changed.
What…↗
Jun 26
Michael | Hypermarkets — This sell off started exactly on June 15th and if $SPY sells off 10%-20%
Be patient and add these 8 super stocks:
1. $MU — Blowout Q3 (EPS $25.11 vs $20.28 est), HBM/DRAM supercy…↗
Jun 26
Serenity — @beauty_oe You've been supporting me from the very start, thank you so much!
I still remember your first translation post helped me get popular.
Before I was just able to wait…↗
Jun 26
Serenity — OFC I'm aware. But I'm personally sleeping comfortably since I have conviction in my hyperscaler mapping research with $SIVE.
And yes, I still have my million+ share position.
N…↗
Jun 26
PhotonBull — This is the bottom
Mark it
$AAOI $NBIS $ASTS https://t.co/NgONnsIRDI↗
Jun 25
Jason's Chips — Morgan Stanley on Nebius $NBIS: Real enterprise AI demand validated at Inflection 2026. Recraft (6x training speed), Brave (16M summaries/day), Shopify, Higgsfield all using it. Mo…↗
Jun 25
Jason's Chips — Morgan Stanley on Nebius $NBIS Inflection 2026:
Real enterprise/AI-native demand validated. Customer traction:
• Recraft: 6x training speed
• Brave: 16M AI summaries/day
• Shopi…↗
Jun 25
Jason's Chips — Morgan Stanley on Nebius (NBIS):
Nebius Inflection 2026 event validated the AI Cloud thesis beyond hyperscalers — real enterprise/startup demand for a full software stack, not jus…↗
Jun 25
Serenity — oh i think u misunderstand... I'm actually more bullish than ever as prices go down.
$SIVE at ~$1.9B MC you have:
- $GFS reference laser
- laser for Ayar and others in $NVDA NV…↗
Jun 25
Serenity — @CryptoBankz_65 $NBIS has anime protagonist armor and an OpenAI hedge fund guy diamond handing the stock.↗
Jun 25
Alex A.C. — Very interesting article to understand that "raw tokens", even if it's a cascade of them, it's not the final goal. Infrastructure is always the limiting factor, and even if you can…↗
Jun 25
PhotonBull — $NBIS might be the strongest stock on the market besides memory↗
Jun 25
SandemanStocks — @ren_stocks DM’d me 6 months ago about $SNDK. He told me it’s a screaming buy and I ignored him. Probably one of the biggest mistakes of my investing career. His other plays lik…↗
Jun 25
Kevin Maro — @Docofgothm Because it’s cheap in comparison and just got a $250 PT - I think it’s a fantastic trade right now and I’ll end up keeping 20% or so in the investing account - I have a…↗
Jun 25
Michael | Hypermarkets — BOOKMARK this so you know when the NEXT massive earnings plays are.
$AEHR Jul 21
$ASML Jul 15
blockstack:native Jul 16
$TSM Jul 16
$TE Aug 18
$INTC Jul 23
$AMKR Jul 27
$GEV Jul 29…↗
Jun 25
InvestmentGuru — 11 stocks- my positioning in 11 layers of AI infrastructure.
Layer 1 — Substrate
$AXTI — The raw crystal foundation. InP & GaAs wafers that power the photonics revolution.
Layer…↗
Jun 25
Mike Investing — While others panic on pullbacks this is when you should be buying…
These 8 stocks are no brainers that can easily 10x:
1. Nebius ~ $NBIS
2. Cipher Digital ~ $CIFR
3. CoreWeave ~…↗
Jun 24
Alex A.C. — @FundaAI "Nebius raised H100 PAYG pricing from $2.95/hour to $3.85/hour from 2026-06-01" 👀
Bullish $NBIS 🔥↗
Jun 24
Wayne Liang — Market is in limbo waiting for $MU today.
97% chance it’ll beat earnings. $MU itself might see the same pattern as $SNDK / $AMD. Beat, dip, rally.
But the rest of the market most…↗
Jun 24
Antonio Costa — $NBIS Daily setup. Still trading within an ascending channel pattern. https://t.co/pTQiYDWomx↗
Jun 24
Daniel Koss — @SMASIMHO cant market into enterprises, they will always pick rationally $NBIS
everyone who has done enterprise sales knows that facts win. not like selling insurance to grannies↗
Jun 24
InvestmentGuru — Smart Money Scoreboard — 250D Returns
Who’s winning the long game?
📊 Tracking the big names:
➡️ Leopold’s Portfolio — +250.43% 🔥 ($NBIS newest add)
➡️ Soros Portfolio — +127.3…↗
Jun 24
Shay Boloor — $NBIS launched Nebius AI Cloud Aether 3.6 with an AI agent for cloud infrastructure control plus stronger enterprise governance and major storage improvements.
Nebius is pushing t…↗
Jun 24
SandemanStocks — $NBIS I know the feeling Kizzy. That risk vs reward ratio is insane.↗
Jun 24
SandemanStocks — $NBIS It seems every other day a new stat, comparison or metric comes out that solidifies them as top tier. The fact the management team wants to improve every day while also impr…↗
Jun 24
Dustin — I found the next hidden Al bottle neck stock like $SIVE at $1 and no one is talking about it.
Just like I called $NBIS at $20, $ONDS at $1, $RGTI at $3, and many others.
It's und…↗
Jun 24
Dustin — $HLIT
For reference, I called these 10x stocks early:
- $ONDS at $1
- $NBIS at $20
- $OKLO at $6
Follow me to see other 10x stocks I like.↗
Jun 24
Dustin — Everyone on X is saying this is the next $NBIS at $20 and $SIVE at $1:
Could be a generational wealth play.
Here it is: https://t.co/Ngivzb5Tml↗
Jun 24
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 24
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 24
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 24
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 24
Midas — HOLY SHIT
$WEN Wendy is up 20% overnight as the ticker is trending on the subreddit r/WallStreetBets.
This was the posted thesis that pumped the stock:
“My fellow regards. We n…↗
PhotonBull — $NBIS holding up even stronger than memory names like $MU $SNDK
Generational stock/business↗
Jun 23
PhotonBull — Just got off the phone with the witch doctor
He told me the bottom was in
Time to ride it back up
$MU $SNDK $AAOI $ASTS $DRAM $NBIS $CRDO↗
Jun 23
mon — These are my favourite stocks across the themes I believe have the strongest tailwinds over the next decade:
Nuclear: $SMR
Robotics: $OUST
Rare Earth: $UAMY
Copper: $COPX ETF
Memo…↗
Jun 23
Ben Pouladian — @AnalysisOp $NBIS Mona Lisa https://t.co/wmW10LAEm2↗
Jun 23
Black Panther Capital — Be unemotional.
$IREN -4%
$AAOI -13%
$OUST -5%
$NBIS -3%
$RKLB -5%
I don’t care.
Sky is still blue.
Grass is still green.
Wife still got a nice an ass.
It’s a new day tomorrow.…↗
Jun 23
Wayne Liang — One of you made a solid point...
While most focus on training compute capacity (like $NBIS, $CRWV), $WYFI was built specifically for AI inference.
And inference can be better tha…↗
Jun 23
InvestmentGuru — NeoCloud continues to be one of the strongest sectors in the market.
$CIFR
$KEEL
$BTDR
$NBIS
$IREN
$CRWV↗
Jun 23
Daniel Koss — RJC really wants to keep yapping 🤪
Fine, I'll play along.
His new slam dunk is that I sold $NBIS at $284 and told Subscribers I expect a short correction back to the 8EMA because…↗
Jun 23
Wayne Liang — Tbh, I don't think you can go wrong with betting on most Neocloud names...
Regardless if it's $WYFI that handles colocation/hosting, $NBIS that has multiple verticals, or all the…↗
Jun 23
PhotonBull — $NBIS does not concern itself with a red market https://t.co/Zb0KsTEcX4↗
Jun 23
BULL OF BRITAIN — @YabbaDabba1x $NBIS is in a different world of its own. Unstoppable↗
Jun 23
CK Capital — $NBIS flips green after down over 9% pre market.
Wow. https://t.co/yyzrjavQz4↗
Jun 23
Antonio Costa — $NBIS -10% in pre-market... lovely pullback.↗
Lando — And you’re bearish Neoclouds?? $IREN $NBIS $CRWV↗
Jun 23
Dustin — 1) $NBIS
2) $TE
3) $INFQ
4) $RDDT
Follow me if you want to know when I enter these companies.↗
Jun 23
Dustin — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
I’ve been on a generational run.
M…↗
Jun 23
Serenity — @JJJJJ_66666 Because I’m comparing thesis timeframes when I said $IREN was dogsht after endless dilution and a GPU pivot from Colo.
I had $IREN last year and sold it for $NBIS and…↗
Jun 23
Serenity — @Starter9191 Yeah not looking much better last year either for $IREN.
When everyone kept trying to trash talk $NBIS that ended up compounding another 3-4x. https://t.co/QDz5RqYoEv↗
Jun 23
Serenity — I wonder how it feels to miss out on the AI supercycle run…
With photonics, memory,
and even Neoclouds like $NBIS.
Because you’re busy bagholding into the endless $6,000,000,000…↗
Jun 22
Midas — $NBIS is up 51% since Leopold Aschenbrenner bought it just a month ago but there's another neocloud stock that is under 1.5B market cap that almost nobody is talking about:
Multi…↗
Jun 22
Midas — $NBIS is on the path of becoming the world's largest AI data centre.↗
Jun 22
Midas — 5 Stocks that I believe can potentially 10x in 5 years.
1) $NBIS
2) $RKLB
3) $CIFR
4) $IREN
5) $MRVL
Save this post for later.↗
Jun 22
Midas — The 7 Most Popular Stocks on X in 2026:
1) $NBIS
2) $SIVE
3) $SNDK
4) $MU
5) $TSLA
6) $NVDA
7) $AMD
Save this post for later.↗
Jun 22
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 22
Midas — High risk high rewards stocks that I can see going up 2-3x in the next few months:
1) $SNDK
2) $AAOI
3) $NBIS
4) $AEHR
5) $SIVE
Save this post for later.↗
Jun 22
Alex A.C. — Super bullish $NBIS Nebius 🔥 https://t.co/uREDESw2UL↗
Jun 22
Midas — The biggest sectors in the stock market 5 years from now will be the following.
You are missing out on generational wealth by not positioning early and letting time do the work.…↗
Jun 22
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 22
Midas — These 5 companies are extremely undervalued and can potentially 10x in a few years:
1. $RKLB
2. $CIFR
3. $NBIS
4. $CRWV
5. $ASTS
If this helped you out, follow me for more.↗
Jun 22
Antonio Costa — $RUM RUM is now legitimately an AI compute infrastructure play not just hype, with a market cap of just $3B Rumble trades at a valuation discount to peers like $NBIS If the Quake A…↗
Jun 22
Wayne Liang — People made millions when I called the entire AI/HPC run last year...
$CIFR at ~$3 to now ~$30
$IREN at ~$6 to now ~$60
$NBIS at ~$40 to now ~$280
And now I think Neocloud is hea…↗
Jun 22
Black Panther Capital — 12 months ago people hesitated.
9 months ago people hesitated.
6 months ago people hesitated.
3 months ago people hesitated.
Meanwhile $MU went up +850%
$SNDK went up +4.800%
$AXT…↗
Jun 22
Jason's Chips — Neoclouds are a tough business to value.
- Use forward P/E and realize they are massively GAAP unprofitable.
- Use forward EV/Revenue and realize they are deceivingly cheap becaus…↗
Jun 22
Wayne Liang — $WYFI breakout level. Oddly similar to $NBIS just before it rallied... https://t.co/WhGIJ3EV9L↗
Jun 22
PhotonBull — This guy was one of the first on X to publicly buy:
$IREN at $6 before it went to $75+
$CIFR at $3, now at $30
$NBIS at $39, now at $290
He's calling $WYFI next.
Probably not…↗
Jun 22
Wayne Liang — $WYFI is definitely early in its run. Great chart comparison with Nebius and $IREN.
But IMO the $WYFI / Nscale anchor reminds me more of an early stage $NBIS or $CRWV with $MSFT a…↗
Jun 22
CK Capital — @optionscjp Yup, that's what I did with $NBIS.
Bought in the 90s and DCA all the way down when it went in the 70s and now look where we are at.↗
Jun 22
SandemanStocks — @AhliShaheen You’d be surprised. The guys at Charles Schwab still look at $NBIS as a risky start up. I know because I tried to get a SBLOC off my position and they only offered 1…↗
Jun 22
SandemanStocks — @RafaelBragana6 I’m 99% $NBIS. When I buy something I post here.↗
Jun 22
Black Panther Capital — $NBIS joins the Nasdaq-100 this morning.
So does $RKLB, $CIFR’s neighbors $CRWV, $ALAB and $TER, in the same rebalance.
I’m still long $NBIS, and I want to be honest about what…↗
Jun 22
CK Capital — In the last 4 months I gave you all these plays and you still aren't following???
$CRDO $95 to $270
$NBIS $80 to $290
$PENG $34 to $72
$AMPG $3 to $9
$KEEL $3 to $6.50
$DRAM $30 t…↗
Jun 22
Chris Ray — 🚨 $RKLB, $CRWV, $NBIS, $ALAB, and $TER all join the Nasdaq-100 this morning prior to market open.
This means ETFs that track this index, like $QQQ, will be forced to buy these na…↗
Jun 22
InvestmentGuru — My focus remains on the long-term winners across AI infrastructure, semiconductors, optical networking, foundries, robotics, space, energy, and digital assets.
Names like $MU, $AA…↗
Jun 22
Black Panther Capital — $IREN has the MOST secured power.
$NBIS has A LOT of secured power.
$CIFR also has secured power.
That’s all I need to know.
-BP
Not financial advice.↗
Jun 22
Midas — HOLY FUCK
I finally created a way to repeatedly find potential 10x stocks early like $SIVE, $MU, and $SNDK.
I’ve already found
- $NBIS at $20,
- $ONDS at $1,
- $RKLB at $16,…↗
Jun 22
Midas — Many people missed out on generational wealth with $SIVE, $NBIS, $RKLB, etc
That's why I built @asymmetrix_xyz.
An app that can find potential 10x stocks and AI bottlenecks in s…↗
Jun 22
Midas — IVE BUILT AN APP TO FIND 10x STOCKS LIKE $SNDK at $30, $SIVE at $1, and $MU at $100.
The app already helped me print on:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
My goal is to…↗
Jun 22
Midas — @asymmetrix_xyz Top stocks I'm buying after using @asymmetrix_xyz:
$INFQ
$IONQ
$TSLA
$NBIS
$OKLO
If this helped you out, follow me for more.↗
Midas — @asymmetrix_xyz Top stocks I'm buying according to @asymmetrix_xyz:
$NBIS
$MU
$SNDK
Follow me if you want to know when I enter these companies.↗
Jun 22
Midas — Yo I'm Midas,
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QB…↗
Jun 22
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 22
Midas — @asymmetrix_xyz Here are the top 5 stocks I'm buying using @asymmetrix_xyz:
$NBIS
$ONDS
$RDDT
$INFQ
$MU
If this helped you out, follow me for more.↗
Jun 22
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 21
Michael | Hypermarkets — Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing...
Here's 6 steps to follow:
1. Open a tax-free investing account like a Roth IRA.
2. P…↗
Jun 21
Wayne Liang — @RJNavarrete For $NBIS and $CRWV, yes. For $WYFI, less so as it's still relatively early, and not early enough to be too risky.↗
Jun 21
Wayne Liang — $NBIS / $CRWV Nasdaq-100 inclusion takes effect starting tomorrow.
In brief, there'll be forced mechanical buying from every fund tracking the index. Direct validation of the AI i…↗
Jun 21
CK Capital — Four of the hottest names in AI and space officially join the Nasdaq 100 before the open tomorrow. Most people have no idea what that actually unlocks.
The four are $NBIS, $CRWV,…↗
Jun 21
CK Capital — Are there any better high growth stocks you can comfortably buy and “let it ride” without touching for years than these 3?
$NBIS
$ASTS
$BE
These high growth stocks are some of th…↗
Jun 21
Shay Boloor — @CKCapitalxx Totally agree and whats not being talked about enough is that the recent $BE agreement is another HUGE sign $NBIS is building for a much larger demand curve with a 10…↗
Jun 21
CK Capital — I think $NBIS is still in its early stages.
This is the start of something huge.↗
Jun 21
Shay Boloor — MY 2030 $NBIS TARGET PRICE
I initiated a position in Nebius last year around $30 as one of my favorite ways to play the next stage of AI where the focus shifts from scaling comput…↗
Jun 21
Black Panther Capital — Respect the chart work. Every leg of this market looked impossible right before it ran. 2009, 2016, 2022. Same story each time.
If this cycle really has 2 more years, the move isn…↗
Jun 21
Shay Boloor — 15 OF THE MOST IMPRESSIVE FOUNDER LED COMPANIES IN PUBLIC MARKETS
1. $NVDA | Nvidia
2. $RKLB | Rocket Lab
3. $ASTS | AST SpaceMobile
4. $PLTR | Palantir
5. $META | Meta
6. $CRWD…↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 21
Midas — I called $NBIS at $20, $RKLB at $16, $CRWV at $40, and many other 10x stocks early.
How did I do it?
I spent hours looking through X and Reddit threads, analyzing stocks and mac…↗
Jun 21
Midas — Here are the 5 stocks that I found using @asymmetrix_xyz:
$IREN
$CIFR
$RDDT
$HIVE
$NBIS
If this helped you out, follow me for more.↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QB…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 21
Midas — If you missed the INSANE pump in AI data centre stocks like $NBIS, $CRWV, $CIFR, etc.
Don't miss the Space Armsrace.
Here are 5 stocks that could explode:↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QB…↗
Jun 21
Midas — How to find the next $SIVE, $MU, or $SNDK?
Use Reddit + X.
That's how I found the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
and many others.
You ca…↗
Jun 21
Wayne Liang — Shower thought... China released GLM-5.2 last week. Open-source, MIT license, freely downloadable.
Pretty much equivalent to Claude Opus, beats GPT on some benchmarks, cheaper per…↗
Midas — Yo I'm Midas,
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QB…↗
Jun 21
Midas — I called $NBIS at $20 and believe it could one day be a $1000 company.
A truly generational wealth AI play.
Here's my in-depth analysis on $NBIS using @asymmetrix_xyz.
TLDR:…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBT…↗
Jun 21
Midas — I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6
$RGTI at $3…↗
Jun 20
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6…↗
Jun 20
Shay Boloor — Truly unreal to be nearing 10K subscribers less than two months after relaunching Futurum Equities YouTube and the support has been genuinely humbling.
So far, we’ve covered
• Eve…↗
Jun 20
SandemanStocks — $NBIS but but but so many people feel late to the game 🤷↗
Jun 20
Mike Investing — There is quite literally generational wealth awaiting in front of you right now…
If you invest $200K correctly then you will never have to work again.
This is what you need to be…↗
Michael | Hypermarkets — Leopold Aschenbrenner also owns 6% stake in $NBIS.
The chart is setting up for an explosion towards $400+ by end of 2026 then $700 by 2028.
$NBIS has secured multiple multi-bill…↗
Jun 20
PhotonBull — @goingtobillions Fair take, I love $NBIS too :)
Just wondering if the disconnect between $IREN $CRWV and $NBIS is too big here
For example that NBIS would double again from here…↗
Jun 20
Daniel Koss — Great read for $NBIS investors. What an amazing community that puts in so much work and shares so much alpha.↗
Jun 20
PhotonBull — @WWTorell Not passing on them. I like $KEEL but $IREN $NBIS $CRWV are the big 3 in FinX for the last year, so wondering if there is an opportunity in IREN with NBIS tripling this y…↗
Jun 20
Shay Boloor — Here are the current 2030 revenue estimates for popular growth stocks:
• $CRWV ~$86.4B
• $SPCX ~$43.8B
• $PLTR ~$40.2B
• $NBIS ~$39.7B
• $IREN ~$13.8B
• $HOOD ~$9.6B
• $SOFI ~$8.…↗
Jun 20
SandemanStocks — $NBIS the only question I have is will the stock split or not.↗
Jun 20
Black Panther Capital — The entire research team (me), taking the weekend off too.
Market’s closed. Sun’s out. Beer’s cold. Kids are running around.
The black panther (sitting on rocks, looking unimpres…↗
Serenity — I think u must be new here.
Many of my ideas get intense backlash at the start, especially the more original they are.
$AXTI - endless hate to the point I got banned from the $R…↗
Jun 20
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 20
Midas — HOLY SHIT
The CEO of $NBIS is on X
Hello Arkady @AV75919 https://t.co/o9UXa2nrnn↗
Jun 20
PhotonBull — @Arthur_Bogos90 I think in terms of entry right now, $ASTS > $DRAM > $NBIS↗
Jun 19
PhotonBull — Trying to find a few new stocks to look into over the weekend
It feels like X has already found everything lately
If you had to go all in on ONE stock that is not popular on X (…↗
Jun 19
Kevin Maro — @YodaFett_007 I say all this as someone who was full-port $RKLB in 2024 until I went full-port $NBIS lmao↗
Jun 19
PhotonBull — This guy put out a great basket with a simplified introduction to the thesis for some AI stocks
If you are bullish AI and not sure where to start in terms of investing
Make sure…↗
Jun 19
Kevin Maro — After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in:
1. Neoclouds: The GPU & Compute landlords. Whoever owns the comput…↗
Jun 19
Wayne Liang — So speculation for Anthropic / OpenAI IPOs is towards Q4... this is great for our neocloud thesis.
We just witnessed the $SPCX precedent, where proxies/adjacent names rallied hard…↗
Jun 19
BULL OF BRITAIN — Round 2 of high sentiment AI trades with retard explanations at the end.
In my opinion these are the greatest companies in their respective sectors, I genuienly don't think you c…↗
Jun 19
Alex A.C. — @TheRayMyers $NBIS a hold. I'm not saying more 😌↗
Jun 19
Shay Boloor — $NBIS, $ALAB, $RKLB and $CRWV officially join the Nasdaq 100 on Monday. https://t.co/IKrTln1SEN↗
Jun 19
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 19
Wayne Liang — I am grateful Grok can verify my claims!
I in fact did nail the entire AI/HPC run last year... $IREN (at ~$6) and $CIFR (at ~$3) were very early stage, and $NBIS was still the lea…↗
Jun 19
Black Panther Capital — Something looked broken when $RKLB fell 30% off its May high running into the $SPCX IPO.
Nothing broke...nothing...
$SPCX went public. Priced at a historic valuation. And for abo…↗
Jun 19
Mike Investing — These 7 companies are trading below their fair values right now, & remain obvious buys:
1. Rocket Lab ~ $RKLB
2. Cipher Digital ~ $CIFR
3. Qualcomm ~ $QCOM
4. CoreWeave ~ $CRWV
5.…↗
Jun 19
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +820%
2. $AEHR +471%
3. $AXTI +417%
4. $AAOI +364%
5. $WDC +333%
6. $ARM +302%
7. $MU +297%
8. $BE +278%
9. $MRVL +265%
10. $INTC +…↗
Jun 19
Shay Boloor — What $10,000 became over the last two years:
• $SNDK $604,690
• $RKLB $247,990
• $BE $246,020
• $RGTI $236,090
• $AXTI $225,670
• $QBTS $224,130
• $AAOI $188,820
• $PL $158,090
•…↗
Jun 19
Black Panther Capital — @Kidkolas1 @danroberts0101 I’ve paired it with $CIFR and $NBIS 😎↗
Jun 19
Shay Boloor — @fiscal_ai Wild to see how quickly $NBIS has scaled since I first initiated a little over a year ago. https://t.co/rUd4ruLcFI↗
Jun 19
Shay Boloor — $NBIS understood the next AI cloud architecture better than almost anyone.
Nebius built natively for a world where demand is driven by tokens and AI compute with owned racks, netw…↗
Jun 19
Serenity — I think something to highlight also is not all my ideas are green, especially on short term timeframes!
My core three themes are Neoclouds (Energy), Memory, and Photonics.
And I…↗
Jun 19
Daniel Koss — Mark gets it!
I literally just made a short-term trade for slightly better expected risk/reward and all hell breaks loose😂
If you follow me you REALLY need to understand that my…↗
Jun 19
Black Panther Capital — Day 170/365.
Me and my daughter made a deal almost a year ago. Post every single day for 365 days. See if we could hit 50,000 followers together.
We’re almost there. Wtf.
195 da…↗
Daave “3 and 30” Tepper — Counterpoint:
any Neo “desperate to get other chips” is clearly running bare metal and just doesn’t have a viable business model
Jensen feeds the winners and cuts the losers
th…↗
Jun 19
Nezih Gökay — Gençlerin Portföyü - Hafta Özeti
Portföy Değeri: 120.068$
Haftalık Performans: +6.600$ (+%5,82)
🔵 Haftayı %5,82 oranında, yaklaşık 6.600 dolar karla kapattık. Cuma günü Amerikan…↗
Jun 19
InvestmentGuru — NeoCloud — THE AI COMPUTE LAYER ISN’T SLOWING DOWN
The “neocloud” trade — power + GPUs + data centers monetized as AI compute — keeps printing fresh catalysts. Here’s why the sect…↗
Jun 19
InvestmentGuru — Neocloud strongest sector in the market.
$NBIS $IREN $CIFR $CRWV $WYFI↗
Jun 19
SandemanStocks — $NBIS will hit 1 trillion market cap and I have zero doubts. Back home but gonna miss this place https://t.co/yfIcoPSmdy↗
Jun 19
SandemanStocks — $NBIS will eventually surpass most AI and DC names. Just a fact.↗
Jun 19
InvestmentGuru — New ATHs:
• $INTC
• $MRVL
• $MU
• $SNDK
• $TSM
Tech & Semis Continue to Lead the Market Higher
Today’s rally was another reminder of where the money is flowing. Several semicondu…↗
Jun 18
PhotonBull — Important lesson to buy winners when there is a dip
Stronger stocks before the dip will likely outperform on the comeback too
No reason to buy laggards in a dip
Shown by $NBIS $…↗
Jun 18
Alex A.C. — @BenBajarin $NBIS strongly placed after the Big Guys 🙌↗
Jun 18
mon — New stocks are joining the Nasdaq-100 on June 22, 2026.
Five companies: Astera Labs $ALAB, CoreWeave $CRWV, Nebius Group $NBIS, Rocket Lab $RKLB and Teradyne $TER are being added…↗
Jun 18
Mike Investing — $SNDK is one of the most parabolic names ever seen in the history of the stock market…
It has ran +4,500% in the past 12 months alone.
That is $10,000 into $450,000.
You may now…↗
Jun 18
Black Panther Capital — YTD back to 82.89%.
Go touch some grass the next 4 days.
I’m still overall bullish for rest of the year.
But I also expect some choppy weeks to come around.
Vix is showing a fe…↗
Jun 18
amit — Doug O'Laughlin, President of SemiAnalysis, joined the market open today to give his thoughts on all sectors of the semiconductor stack including neoclouds, memory, CPUs, and much…↗
Jun 18
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6…↗
Jun 18
Antonio Costa — $RUM Still long and strong on this name way too cheap to ignore after the Northern Data deal. Expect analyst price targets next week. Keep in mind $NBIS has a market cap of $70B Ru…↗
Jun 18
Midas — @asymmetrix_xyz $NBIS
$AAOI
$NVDA
$AVGO
$TSM
Follow me if you want to know when I enter these companies.↗
Jun 18
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6…↗
Jun 18
Midas — @asymmetrix_xyz $IREN
$NBIS
$NVDA
$AAOI
$INFQ
Follow me if you want to know when I enter these companies.↗
Jun 18
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 18
Black Panther Capital — Four days until $NBIS and $RKLB join the Nasdaq-100.
Passive funds have no choice but to buy.
-BP
Not financial advice.↗
Jun 18
Wayne Liang — $WYFI reminds me of an early-stage $NBIS.
> Both serve the structural AI compute demand thesis
> Both have major contracted backlogs (relative to size)
> Both validated by smart…↗
Jun 18
Wayne Liang — @sunxliao $WYFI really reminds me of $NBIS early on… 👽↗
Jun 18
Shay Boloor — $NBIS is up nearly 500% over the past year 😳 https://t.co/jfGUq07ho9↗
Jun 18
Wayne Liang — If you missed my calls last year on...
$IREN at ~$6 (ran to $70+)
$CIFR at ~$3 (now at ~$29)
$NBIS at ~$39 (now at ~$290)
And many more…
Don't miss $WYFI this year. https://t.co…↗
Jun 18
Wayne Liang — Before Neocloud rallies hard...
Here's what I like about:
$BTDR - ~3.0 GW global power portfolio with $69M+ AI Cloud ARR and Norway data center conversion
$CIFR - Nearly $10B in…↗
Jun 18
Antonio Costa — $RUM just announced it’s rebranding to RUM Group effective today, following the closure of its major acquisition of Northern Data AG. They’re launching Quake AI as a new AI/cloud i…↗
Jun 18
Shay Boloor — $IREN initiated at Buy with a $79 PT by Jefferies.
The firm says IREN’s 6GW powered land bank and vertically integrated GPU cloud model can support ~$3.1B of ARR.
The note also h…↗
Jun 18
Daniel Koss — Wait, RJC who wanted to sell $NBIS at $125 is calling me a retard for selling at $284?
@RJCcapital, I hope you aren’t mad because I blocked you. I do think you make some funny pos…↗
Jun 18
Antonio Costa — 👇 Good luck shorts 👇 see you +$10 very soon. $NBIS +$70B and $RUM +$3B ? 🤔↗
Black Panther Capital — $NBIS up 5% in PM.
How sold yesterday?
-BP
Not financial advice. https://t.co/tAK0d2tGQA↗
Jun 18
Black Panther Capital — Bear case on $NBIS again. Feels like the same thread gets recycled every earnings season or whenever chart goes parabolic without anyone actually opening the report.
Q1 numbers: $…↗
Jun 18
Antonio Costa — CEO of $RUM 👇 Huge potential here: AI infrastructure demand is exploding, and this deal positions them as a serious player in the agentic AI era with US/Europe footprint and Tethe…↗
Daniel Koss — $NBIS is up 481% over the last 12 months.
I'm up 643% over the same time period.
Nebius has often been my biggest position and is now by far my most traded one.
Actively trading…↗
Jun 18
InvestmentGuru — $NBIS in one year almost 7X return. https://t.co/IGAVEoOXEd↗
Jun 17
Midas — I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS at $2
- $NVTS…↗
Jun 17
Wayne Liang — Dot plot panic selloff towards market close... typical reaction. Market's already recovering AH.
> $QQQ is nearly back to flat
> $WGMI flipped green
> $NBIS is already climbing to…↗
mon — Great day today.
- It's plain sailing for $ASTS from here.
- I'm expecting $100 soon.
- $IREN probably hitting the ATM. 😅
- Not worried. Still holding.
- $NBIS hit ATH again. Con…↗
Jun 17
Daave “3 and 30” Tepper — @renstocks_ @Sandeman52 gross
difference between me and @sademan25 is he's full of shit selling subs and i'm posting trades and position size for free
$nbis at $20 https://t.co/4…↗
Jun 17
Midas — This is how I found 10x stocks early like: $NBIS at $20, $ONDS at $1, $SIVE at $1, etc:
I'll be sharing my entire strategy for FREE on @asymmetrix_xyz tomorrow.
One HUGE trade is…↗
Jun 17
Antonio Costa — $RUM is now a serious AI Cloud player
Rumble just closed the Northern Data acquisition 22,000+ NVIDIA GPUs
200+ MW unmonetized power
85% ownership secured Northern Data hiked 20…↗
Jun 17
SandemanStocks — Wait, the market was red? I didn’t realize!
$NBIS must be in the middle of a rerating.
Carry on https://t.co/9QbX8zJS0S↗
Jun 17
BULL OF BRITAIN — @daniel_koss All good home boy. $NBIS to 100B is coded. Time to ride↗
Jun 17
PhotonBull — Holy shit
$NBIS is the next $SNDK if this plays out↗
Jun 17
BULL OF BRITAIN — @daniel_koss I only wrote "Well"
You have loaded a message with your own assumption.
If you really thought I was engagement farming, you wouldn't have replied to give me engage…↗
Jun 17
Midas — @asymmetrix_xyz $INFQ
$RDDT
$MSFT
$CRCL
$NBIS
Follow me if you want to know when I enter these companies.↗
Jun 17
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 17
CK Capital — $NBIS wants $300 so badly.
Just do it already. https://t.co/RVM6DzJpY3↗
Alex A.C. — Other Win for $NBIS 😌 Pricing power 📈↗
Jun 17
Black Panther Capital — People often assume I’m a multi-millionaire because of this account.
I wish.
I’m just a dedicated dad. Work a management job. Pay a mortgage. Pack school lunches before work.
So…↗
Jun 17
PhotonBull — Or before FOMC it seems like
$NBIS https://t.co/MZ1Z8VGM90↗
Jun 17
Wayne Liang — Btw, $WYFI's contracted backlog is almost as much as its current market cap...
Nscale Global: $865M TCV, 40 MW at NC-1
Paris investment-grade customer: $160M (signed a few weeks…↗
Jun 17
Ben Pouladian — @labubu_trader Need $NBIS https://t.co/dbglutckDh↗
Jun 17
Shay Boloor — $NBIS JUST HIT A NEW ALL-TIME HIGH https://t.co/cU1NymxEsf↗
Jun 17
PhotonBull — Mixed day in the market
AI seems to be the hot theme again
Best performers for me today are $TRT $FCEL $NBIS
Expected a bit more from $ASTS after the launch success but long ter…↗
Daniel Koss — Happy new $NBIS all-time high to everyone! :)
When the stock crashes, I like it more.
When it pumps, I like to think about the risks.
So on a day like today, it's great to think…↗
Jun 17
Serenity — And 7 months later... $NBIS is all time highs.
While $IREN bagholders are still funding the $6,000,000,000 ATM and stuck at the same price back in November.
Guess this settles…↗
Jun 17
PhotonBull — Generational call by @TW_trades_
Quick 30% gain on a great stock $NBIS
Probably worth a follow↗
Jun 17
SandemanStocks — I’ve been telling my wife since Monday that $NBIS hits $300 by Friday.↗
Jun 17
Wayne Liang — Recently started a longer swing position in $WYFI.
Seems like a smaller cap version of $CRWV or $IREN?
$1.4B MC vs $64B / $20B
(also reminds me of an earlier stage $NBIS)
Nasda…↗
Jun 17
CK Capital — $NBIS New All Time High. https://t.co/tJryc4I28i↗
Jun 17
PhotonBull — $NBIS going for $300 if FOMC is not bad👀 https://t.co/wMpooM6riL↗
Jun 17
Michael | Hypermarkets — No one thinks $SPY can crash 5%-10% from here.
But, it will if Kevin Warsh is HAWKISH at FOMC.
These 16 stocks will be on sale ONE LAST TIME:
$DRAM — Buy Zone: $40-$45
Memory bo…↗
Jun 17
Daave “3 and 30” Tepper — not important but been saying this a while
open source and SLM are “good enough” for many agentic activities
$nbis↗
Jun 17
InvestmentGuru — NeoCloud could be one of the defining growth themes of 2026.
$NBIS $CRWV $APLD $IREN $CIFR $DGXX $HIVE $KEEL
Demand for AI compute, cloud infrastructure, and high-performance n…↗
Jun 17
Daniel Koss — There is exactly ONE $NBIS risk that I'm genuinely worried about.
I think in a worst case scenario it would lead to the stock droping up to 67%.
Will write a Substack article abo…↗
Jun 17
Serenity — I’m not sure why many folks are super bearish on my high conviction $AAOI long…
Ever since $30, then on the way up to $170. (Yes I do think every bear is wrong, we’ll see who’s r…↗
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$OKLO at $6
$QBTS at $2
$RGTI at $3
and many more
If you want to see the next trade I make, join…↗
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 16
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 16
Midas — I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I make, join my…↗
Jun 16
Midas — @asymmetrix_xyz $DRAM
$MU
$SNDK
$NBIS
Follow me if you want to know when I enter these companies.↗
Jun 16
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 16
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 16
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 16
Daniel Koss — 🚨 Just in: Nebius $NBIS just got third-party validation that its AI cloud can deliver world-class performance on NVIDIA’s latest AI systems.
For investors, this matters because M…↗
Jun 16
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Trade Whisperer — @snowblue75 Seems like my story with $MRVL and $NBIS. lol.
Congrats your profit though :)↗
Jun 16
Antonio Costa — $NBIS Setting up to new ATH imho https://t.co/LaYgGuvZU8↗
Jun 16
CK Capital — With $NBIS officially joining the Nasdaq 100 next Monday and most people do not realize what that actually unlocks.
Here is the fun part. The Nasdaq-100 is the foundation for more…↗
Jun 16
Antonio Costa — $RUM from November investor presentation
$NBIS worth now more than $70B and Corewave $63B
Rumble market cap still at $3B with more than 22K+ GPUs and 9 DataCenters.....
Keep s…↗
Jun 16
InvestmentGuru — NeoCloud remains one of the most compelling growth sectors in the market.
$NBIS
$CRWV
$CIFR
$IREN
$HIVE
$KEEL↗
Jun 16
Shay Boloor — $NBIS completed its acquisition of Eigen AI for ~$643M strengthening Nebius Token Factory as a frontier inference platform.
Eigen helps Nebius get more tokens out of each $NVDA ch…↗
Jun 16
Serenity — @88magalhaes Lmfao actually $SPCX uses $NBIS now. Did not think of that angle.
Don’t think it’s anything newly material though for Nebius, just a fun connection.↗
Jun 16
mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗
Jun 16
InvestmentGuru — 10 STOCKS BUILT FOR THE LONG GAME
Not hype. Not momentum. Structural positioning.
$MU — Memory is the new oil. HBM3E demand from AI accelerators is just getting started. DRAM supe…↗
Jun 16
InvestmentGuru — Invest in leader
$SPCX will lead Space Economy
$NBIS will lead NeoCloud
$IONQ will lead Quantum
$NVDA will lead AI / semiconductor
$MU will lead memory / storage
$OKLO will l…↗
Jun 16
Dustin — I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
Follow me if you want to see the next trade I make.↗
Jun 16
Dustin — If you missed the HUGE pump in AI data centre stocks like $NBIS at $20, $CRWV at $40, and $CIFR at $5.
Don't miss the Nuclear Armsrace.
Here are 5 stocks that could explode:…↗
Jun 16
Dustin — I found the next hidden 10x AI stock like $SIVE at $1 and no one is talking about.
Just like I called
- $NBIS at $20
- $ONDS at $1
- $ASTS at $20
and many other stocks early.…↗
Jun 16
Daniel Koss — $NBIS $CRWV
"Those are equipment leasing businesses, right?"
No, wrong.
What if shorts sometimes just straight up don't get the business case and product?↗
InvestmentGuru — NeoCloud remains one of the most compelling growth sectors in the market.
As AI adoption accelerates, demand for cloud infrastructure, GPU compute, data centers, networking, and p…↗
Jun 16
Lando — Just watched the video @amitisinvesting clipped on Jim Chanos being short neoclouds $NBIS $IREN $CRWV
"What's special, and what's a commodity" - Jim Chanos
Is Jim not aware that…↗
Jun 16
amit — Jim Chanos is short the neoclouds.
"It gets back to the point that we've made to clients that anybody that's just a middleman in this chain, like the data center guys are either a…↗
Jun 15
InvestmentGuru — $MU $CRDO $MRVL $INTC $NBIS
check this out↗
Jun 15
Midas — I believe @asymmetrix_xyz will find the next $SIVE, $SNDK, and $MU.
Buckle up.
I'm unveiling the asymmetric investing strategy that called:
- $NBIS at $20
- $ONDS at $1
- $OKL…↗
SandemanStocks — A $NBIS ripper and coastal vibes. Cheers everyone. https://t.co/O1UfN52fbn↗
Jun 15
Midas — $NBIS wants $300 this week or might get $310.↗
Jun 15
SandemanStocks — Ok ok Citron is cool in my book now. $NBIS↗
Jun 15
Wayne Liang — Neocloud rally incoming...
It'll be even more aggressive this time.
> Just had a reasonable (and healthy) pullback the last couple of weeks
> Received many more catalysts, inclu…↗
Jun 15
BULL OF BRITAIN — @Remzztrades Loaded on $MRVL and $NBIS bank or bust idgaf↗
Jun 15
Black Panther Capital — These are probably my best long-term entries this year:
$AAOI > $92
$OUST > $22
$NBIS > $86
$RKLB > $67
-BP
Not financial advice. https://t.co/xLvfsSP7L2↗
Jun 15
PhotonBull — People are clearly looking for undervalued AI stocks right now after the Iran conflict seems to have ended again
I believe that the current winners like $SNDK $MU $NBIS $AAOI will…↗
Jun 15
Shay Boloor — $NBIS UP OVER 10% TODAY https://t.co/eQxrlX6s63↗
Jun 15
BULL OF BRITAIN — All my favourite names up
$IQE - 20%
$AAOI - 11%
$Kioxia - 11%
$NBIS - 10%
$DOCN - 7%
$Hynix - 6.5%
$MRVL - 6% https://t.co/TVakMa0JRn↗
Jun 15
CK Capital — Sneak peak of a few positions me and the subs are up huge on today.
$AAOI up 12%🟢
$NBIS up 8%🟢
$HOOD up 8%🟢
$DRAM up 7%🟢
If you want full access to the other stocks drops sub…↗
Jun 15
Serenity — I’ve written a thesis on these 3 themes early on:
Neoclouds, Photonics, and Memory.
Now, it’s fun to sit back and watch all my thesis ideas play out from $AAOI to $EWY to $NBIS.…↗
Jun 15
SandemanStocks — $NBIS not a coincidence Leopold and I both have it as our heaviest position. Just I beat him to it by 1 year 😉↗
Daniel Koss — Why do so many seemingly smart people go 40%, 60%, 80% or even 100% into $NBIS?
This level of concentration seems quite crazy to all non-degens. So I thought it's worth exploring.…↗
Jun 15
Daniel Koss — Interview with Tom Blackwell, CCO @ $NBIS
Also live on my YouTube channel.
We discussed Nebius’ growth strategy, demand visibility, capacity expansion, financing, customer mix,…↗
Jun 15
InvestmentGuru — AI INFRASTRUCTURE LEADERS — EVERY DIP IS AN OPPORTUNITY
$MU
HBM memory leader, critical bottleneck supplier for AI accelerators
Pricing power improving as AI memory demand outpace…↗
Jun 15
mon — People message me all the time about $IREN, and one of the most common questions is whether I'm happy with the stock's performance so far this year.
Compared to $NBIS, the answer…↗
Jun 15
InvestmentGuru — NEOCLOUD AI INFRASTRUCTURE — TOP 5 WATCHLIST
$NBIS
Former Yandex spin-off, pure-play AI cloud/GPU infra
Aggressive datacenter buildout across Europe + US, key NeoCloud re-rating…↗
Jun 15
Dustin — I found the next hidden Al bottle neck stock like $SIVE at $1 and no one is talking about it.
Just like I called $NBIS at $20, $ONDS at $1, $RGTI at $3, and many others.
It's und…↗
Jun 15
Dustin — IMPORTANT 🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $…↗
Jun 15
InvestmentGuru — NeoCloud is one of my highest-conviction themes for 2026.
$NBIS
$IREN
$CIFR
$CRWV
$HIVE
$KEEL
$DGXX
As AI workloads explode, demand for power, compute, data centers, and cloud in…↗
Jun 15
Wayne Liang — If you missed my $NBIS call at $39.60, or my $IREN call at $6.30... it's okay.
The entire Neocloud theme is heating up again. I'll share a couple undervalued names this week.
Don…↗
Jun 15
InvestmentGuru — AI trade is back in full force.
Semiconductors and AI infrastructure names are leading overnight:
📈 $NVDA +2%
📈 $MU +5%
📈 $INTC +5%
📈 $CRWV +5%
📈 $NBIS +6%
📈 $LITE +3%
At t…↗
Jun 14
Alex A.C. — @MB_Hogan $NBIS concentration https://t.co/alUO2Padxu↗
Jun 14
InvestmentGuru — NeoCloud next biggest sector to concentrate on.
$NBIS – Pure AI infrastructure play
$CRWV – Fast-growing hyperscale cloud provider
$IREN – AI/HPC data center expansion
$BTDR – Sca…↗
Jun 14
Wayne Liang — My opinion on the U.S government putting restrictions on Anthropic's Fable 5 and Mythos 5...
Two common questions in my DMs:
1. Does this break the thesis?
2. How does this affec…↗
Jun 14
Black Panther Capital — I believe the probability is higher that:
$NBIS goes to $400 than stays at $232.
$AAOI goes to $400 than stays at $170.
$RKLB goes to $250 than stays at $102.
$OUST goes to $100 t…↗
Jun 14
Mike Investing — I’ve said it before, & I’ll say it again.
The Neo-cloud theme will soon have breakout rally’s exactly to those seen in $MU or even $SNDK.
$NBIS trades & $230 & will soon be $500+…↗
Jun 14
SandemanStocks — @Funmentalist only joined X in May. I’m starting to realize all of his $NBIS posts are bangers.
Following↗
Jun 14
SandemanStocks — $NBIS Take with a grain of low liquidity salt but… https://t.co/hke3Em4p9t↗
Jun 14
Black Panther Capital — I second this from @investingluc.
The theme structure is half the equation.
The other half is HOW MUCH you put in each one.
Most people get the picks right and still destroy the…↗
Jun 14
SandemanStocks — I’ve been saying that by 2030 $NBIS stake in ClickHouse will be worth more than today’s NBIS market cap. Meaning, for people who go heavy in this stock have a huge safety net that…↗
Shay Boloor — $NVDA CEO Jensen Huang praised $NBIS at its Inflection event saying it rebuilt its platform for the AI era & scaled “from one data center to gigawatt scale AI factories in just two…↗
Jun 14
Antonio Costa — $NBIS showing a clean bull flag breakout. Watching for continuation next week following its upcoming Nasdaq-100 inclusion. https://t.co/yUYwFkgAJR↗
Jun 14
SandemanStocks — $NBIS getting ahead of this is great.
The biggest takeaway: the ban didn’t reduce the need for AI. It increased the need for independent AI infrastructure. The winners may not j…↗
Jun 14
Alex A.C. — "A backup option where an enterprise controls the [AI] model layer is a must now" 👀
Zephyr is answering a fren a question about AI demand.
What I see is Zephyr is getting inde…↗
Jun 13
Alex A.C. — $NBIS
Dylan posts always are worth reading. I only want to highlight these ideas:
- "It most [the current ban of certain frontier AI model] likely reduces timelines on building P…↗
Jun 13
SandemanStocks — $NBIS wait….whaaaattt..
Is this real? Did Leopold actually like this comment?↗
Jun 13
Mike Investing — This recent market wide pullback has created many generational dip buying opportunities.
These are the best 8 names to buy now:
1. $IREN at $59
2. $NOW at $102
3. $ASTS at $82
4.…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $Q…↗
Jun 13
Black Panther Capital — If you invested $500/month starting at 25.
And averaged 15% annual return.
By 55 you have $3.3 million.
Not because you’re lucky.
Not because you picked the perfect stock.
Bec…↗
CK Capital — I remember when half of X hated on me for saying $NBIS was better than $IREN.
$NBIS 158% YTD
$IREN 39% YTD https://t.co/3Lox8wuaFH↗
Jun 13
SandemanStocks — @MaxiRude3 @Micro2Macr0 First I don’t care what happens to Anthropic. Second, yeah they will need NVDA GPUS, third, companies like $NBIS that specialize in building sovereign AI d…↗
Jun 13
Alex A.C. — The $NBIS CCO: "Attracting new and creative sources of highly efficient capital (news soon)"
News soon..... I bet he's referring to this concept of "partner ecosystem" 🧐
Compani…↗
Jun 13
Wayne Liang — So the entire space sector had massive turbulence from $SPCX IPO... exactly what we've been preparing you for, for months!
And remember, IPO volatility does not change the fundame…↗
Jun 13
Ben Pouladian — The US just made the case for sovereign AI.
Friday it ordered Anthropic to cut foreign access to Fable 5 and Mythos 5. Both dark overnight.
A frontier model Washington can switch…↗
Jun 13
SandemanStocks — Another way to think about the US government controlling AI models is to think of it as electricity:
Closed frontier AI world: A few giant power plants sell electricity to everyon…↗
Jun 13
Alex A.C. — What I told you guys? 😌 Two days later and the AI Open Model thesis has skyrocket to Saturn 🪐 due to this new Anthropic announcement
Giga bullish for $NBIS Nebius https://t.co/…↗
PhotonBull — $BTC trading higher today as the peace deal comes closer to being signed
OPEN THE MARKETS!!!
$SPY $QQQ $SNDK $ASTS $AAOI $EOS.AX $KRKNF $NBIS https://t.co/IeuanYqexP↗
Jun 13
Alex A.C. — @RihardJarc Giga bullish $NBIS and some Hyperscalers↗
Jun 13
Shay Boloor — We’re now one month into the relaunch of the Futurum Equities YouTube channel and the support has been genuinely humbling.
So far, we’ve covered:
• Everything you need to know abo…↗
Jun 13
Lando — IREN x RAISE Summit 2026
Just finished up writing this article, hope it's helpful for all $IREN investors!
The core ideas also apply to $NBIS, $CRWV, Crusoe, and many more infras…↗
Jun 13
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +734%
2. $AXTI +494%
3. $AEHR +437%
4. $AAOI +385%
5. $DOCN +254%
6. $ARM +248%
7. $MU +244%
8. $INTC +238%
9. $MRVL +229%
10. $NVT…↗
Daniel Koss — Nebius $NBIS fell 40% when the market panicked during the DeepSeek moment.
The same week, while the market was panicking, Nebius had their best week in sales ever.
Something simi…↗
mon — Invest in - "sovereign AI".
As the US keeps tightening export controls on advanced AI chips, technology and recently new frontier models (Fable 5), governments outside the US are…↗
Jun 13
Daniel Koss — Shortlist of countries I think are very likely future sovereign AI clients & partners for $NBIS
Europe
- France (strong ties)
- UK (strong ties)
- Germany (via EU ties)
- Netherl…↗
Jun 13
Daniel Koss — Now the world knows with 100% certainty: EVERY single country will need sovereign AI.
AI is more powerful than nuclear weapons. Every country who will not secure their access to f…↗
Jun 13
Daniel Koss — I'll actually say bullish $NBIS because the smaller the gap between frontier model and open-source, the more it comes down to pure raw control and cost choices.↗
Jun 13
BULL OF BRITAIN — @babyfolio TLDR -> Buy Memory and $NBIS. Rest you can click randomly and prob make money↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 13
Midas — What's your "Bro, I'm telling you this is the next big thing" stock?
Me: $NBIS↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$OKLO at $6
$QBTS at $2
$RGTI at $3
and many more
If you want to see the next trade I make, join…↗
Jun 13
Midas — How I found $NBIS at $20, $ONDS at $1, $OKLO at $6, and other 10x stocks early:
I'll be sharing my entire strategy for FREE next week on X.
This same strategy was also used to fi…↗
Jun 13
Midas — $INFQ
$IONQ
$IREN
$CIFR
$NBIS
$CRCL
Follow me if you want to know when I enter these companies.↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 12
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 12
Midas — @asymmetrix_xyz $IREN
$NBIS
$ONDS
$RDDT
$RKLB
If this helped you out, follow me for more.↗
Jun 12
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 12
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 12
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 12
Black Panther Capital — I have one simple goal by being here:
Become a multi MILLIONAIRE.
If that’s your goal too, keep reading.
Here's the honest version of "escaping the matrix."
You don't quit your…↗
Jun 12
Antonio Costa — $NBIS Setting up. https://t.co/u0H5aMCT7j↗
Jun 12
Daave “3 and 30” Tepper — Big year, but 37% cash now. Nvidia next to go.
Could def miss a big Hormuz reopening bounce. but will capture plenty in this book.
May add to $cenx here
$acmr $nbis $stx continue…↗
Jun 12
Daniel Koss — @itsalasdairmann is so ridiculously underfollowed on X (1M on YouTube is kinda enough lol).
Follow him for regular $NBIS insights 👌🏻↗
PhotonBull — How funny would it be if this went in the money
$NBIS to $310↗
Jun 12
Alex A.C. — Investors have no idea about the Neocloud potential. I didn't have clear the pricing model until recently, though I could see a potential that was worth to invest there.
After the…↗
Jun 12
Daniel Koss — $NBIS ARR this year will be 50% hyperscaler deals, 50% own AI Cloud.
This is by choice. Hyperscaler demand is "infinite".
Their own AI Cloud is however where they'll make more pr…↗
Jun 12
Daniel Koss — $NBIS new "big chart" feature looking good today! :)↗
Jun 12
Jason Luongo — 2. $NBIS - Nebius
Revenue $399M, up 684% YoY. $27B Meta partnership - $12B committed, $15B optional. $2B NVIDIA equity investment. Capex guidance raised to $20-25B. Core AI cloud…↗
Jun 12
Antonio Costa — $NBIS Nasdaq 100 baby !!! Keep shorting .... Institutions will need to buy shares boys.... ETFs 😉↗
Shay Boloor — Last night nearly 20% of my Family Portfolio was added to the Nasdaq 100.
Its surreal seeing $RKLB, $NBIS and $ALAB reach this milestone after first buying Rocket Lab at $3B marke…↗
Jun 12
SandemanStocks — My kids accounts only have 3 different stocks. Two were added to the Nasdaq 100. $RKLB and $NBIS 🙌↗
Jun 12
InvestmentGuru — 🚨 NASDAQ 100 JUST GOT AN AI & SPACE UPGRADE 🚨
Nasdaq announced the June 2026 quarterly rebalance — and the additions tell you exactly where the market is going.
Effective June…↗
Jun 12
Daniel Koss — The new Nebius $NBIS is live!
You can actually learn a TON as an investor about a company, their attention to detail, design & UX skills and positioning, all just from the website…↗
Jun 12
Antonio Costa — $NBIS Huge News : Nebius Group N.V. an AI cloud/infrastructure company (formerly Yandex N.V.), is being added to the Nasdaq-100 Index effective before the market open on June 22, 2…↗
Jun 12
Dustin — $NBIS institutional ownership is starting to curl up again... now at 119M shares.
• 712 long. 6 short.
I think they know something I don't, and I think my position in $NBIS will…↗
Jun 12
The Future Investors — Nasdaq-100 Rebalance 📊
Nasdaq announced its quarterly index changes, effective June 22.
✅ Added: $ALAB, $CRWV, $NBIS, $RKLB, $TER
❌ Removed: $CHTR, $CTSH, $INSM, $VRSK, $ZS http…↗
Daniel Koss — $NBIS added to the NASDAQ 100
OH BABY, WHAT A HEADLINE TO WAKE UP TO! 🤩
Good morning to the shorts. https://t.co/9lBujN08FD↗
Jun 12
Serenity — Just some reflection, my core high conviction ideas from 2025 aged super well!
From
$ALAB: $97-> $372
$LITE: $330 -> $904
$AAOI: $30 -> $175
And others like $NBIS, $RKLB, and $T…↗
Jun 12
Serenity — @pepemoonboy Yep, $NBIS in specific looks like the next hyperscaler! excited to see its growth↗
Jun 12
Serenity — Woah, $NBIS, $ALAB, and $RKLB got added to Nasdaq 100!
Fun to see both Astera, Rocketlab and Weebius grow up from being small companies…
Into the largest ones on Nasdaq https://t…↗
Jun 12
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #45
Daniel and I will be live today at 1PM EST exclusively on the Futurum Equities YouTube channel covering:
• What the market is missing about $…↗
Jun 12
unusual_whales — BREAKING: Nasdaq will add $ALAB, $CRWV, $NBIS, $RKLB, and $TER to the Nasdaq-100 effective June 22, 2026, while removing $CHTR, $CTSH, $INSM, $VRSK, and $ZS as part of its quarterl…↗
Jun 12
Lando — $IREN please don’t let me down. There’s never been a better time to sign another deal
$NBIS and $CRWV added to $QQQ, they’re all leased out, come on brotha 🙏🏼😭↗
Jun 12
SandemanStocks — $NBIS pour some out for the homies that got shook on that dip. SMH https://t.co/z43qR4S9jM↗
Jun 12
TheValueist — $NBIS $ALAB $CRWV $RKLB $TER JOIN $QQQ
I’m long calendar NBIS -1/15/27 c410 || +12/15/28 c410.
Club Valueist - get involved. It will be the best $1/month you will ever spend.…↗
Jun 12
SandemanStocks — $NBIS so why is joining the NASDAQ 100 a big deal? Here is the answer (AI):
When a stock joins the Nasdaq-100 Index, it is usually a significant positive event because it means t…↗
Jun 12
InvestmentGuru — $NBIS, $RKLB, $ALAB and $CRWV just joined the Nasdaq 100.↗
Chris Ray — 🚨 $RKLB ADDED TO NASDAQ-100
Along with $ALAB, $NBIS, $CRWV, and $TER.
Funds like $QQQ and others will now be forced to buy.
Huge news! 🥳🎉 https://t.co/6W9PFayJ5O↗
Jun 12
PhotonBull — $NBIS almost back at $240 overnight👀 https://t.co/oeEX5Uo8n3↗
Jun 12
amit — NEW COMPANIES JUST ANNOUNCED TO JOIN THE NASDAQ 100 $QQQ:
$NBIS $RKLB $CRWV $TER $ALAB↗
Jun 12
Alphatica — BREAKING NEWS:
Index changes: Nasdaq-100 quarterly rebalance, effective prior to open on 22-Jun
Additions:
Astera Labs
CoreWeave
Nebius Group
Rocket Lab Corporation
Terady…↗
Jun 12
Shay Boloor — $NBIS IS JOINING THE NASDAQ 100 https://t.co/kdmuJ16TqX↗
Jun 12
Ben Pouladian — On @MTSlive with @JackFarley96 and @maxwiethe today.
We got into what I saw firsthand at Nebius Inflect, why their custom, full-stack build stands apart from the neocloud pack,…↗
Jun 11
PhotonBull — Nicee now we don't have to take screenshots anymore
$ASTS $AAOI $NBIS
Really cool feature imo↗
Jun 11
SandemanStocks — $NBIS Fear is the enemy.
Fortune favors the bold.
To everyone who didn’t sell…
Let’s ride.↗
Jun 11
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 11
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$OKLO at $6
$QBTS at $2
$RGTI at $3
and many more
If you want to see the next trade I make, join…↗
Jun 11
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 11
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 11
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 11
Midas — I found the next hidden AI bottle neck stock like $SIVE at $1 and no one is talking about.
Just like I called
- $NBIS at $20,
- $ONDS at $1,
- $ASTS at $20, and many other 10x sto…↗
Jun 11
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 11
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 11
Black Panther Capital — To my kids, when you’re old enough to understand this:
I didn’t buy $IREN because I wanted to get rich.
I bought it because I did the work and believed in it.
I didn’t post on X…↗
Jun 11
Black Panther Capital — the wealth gap isn’t mainly about income.
it’s about how long different people can wait.
someone with $50,000 in savings and no cushion needs liquidity. they need returns now. th…↗
Jun 11
Black Panther Capital — Welcome to no. 45.000 in the community.
We salute you, brother or sister.
Started this to document a portfolio and a process. 45.000 of you made it something bigger. I don’t take…↗
Daniel Koss — Podcast with $NBIS CCO Tom Blackwell recorded!
Just like all other members of Nebius management, he is a super articulate and smart leader!
I will share some insights and things…↗
Jun 11
Alex A.C. — @citrini I give it a year until we see $NBIS at ¿x2? under this business model, but the own companies will come to them for tuned open models↗
Jun 11
Alex A.C. — @kevinsxu no need of that bc the own companies will do that with the help of the $NBIS guys (it's its business model for the layer 4 as they call it)↗
CK Capital — Two years ago $NBIS was a forgotten spinoff trading under $10. Nobody wanted it.
Today it is sitting on $46 billion in signed contracts and growing revenue 684% a year. I am not…↗
Jun 11
Ben Pouladian — I wrote the NeoCloud Hypothesis in March and mapped CoreWeave and Oracle
I missed the third name
Tuesday I spent the day inside it. Nebius is the second species of neocloud, and…↗
Jun 11
mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand.
Keep in mind that Fable 5 and GP…↗
Jun 11
Kevin Maro — @DeFi__Ab Short term I believe $CRWV has a lot more upside. Long term $NBIS is likely to grow the most... but things can change very quickly.
I own both.↗
Jun 11
Michael | Hypermarkets — When $SPY crashes 10%-20% this summer, I'd BUY ONLY bottleneck AI stocks.
Without them there is no AI:
$MU — Micron Technology
Current: ~$879 | Buy Zone: $680–$700
HBM demand flo…↗
Jun 11
Gaetano — Today I bought 3 New Positions
In my Physical AI Portfolio
They were all software stocks (I know, shocking!)
But it's nice to have some exposure to software these days.
Even as…↗
Jun 11
Serenity — Basically this… and it’s how cycles work.
Retail was early and completely frontran institutions on next architectural shifts.
There was close to 0 US institutional ownership on $…↗
Jun 10
Kevin Maro — @jjcda77 Fun question! I have absolutely zero idea. My gut says $NBIS but I could very well be wrong.↗
Jun 10
Kevin Maro — Do not lose your shares.
$NBIS . $CRWV. $IREN. $AAOI. $CRDO . $LITE. $COHR. $NVDA. $AMZN. $GOOG. $RKLB. $ASTS. $HOOD. $SOFI.
Every single one of these will be dramatically highe…↗
Jun 10
mon — Great news for the big 3.
$NBIS, $CRWV & $IREN.
> "Customers are prepaying for GPUs before the datacenters are even built."
> "Prepaid and customer-supplied hardware n…↗
Jun 10
Daniel Koss — Here's what's going on in AI right now and how it affects $NBIS:
1. People are realizing AI is expensive af
2. They're also realizing AI is insanely useful
3. And they're starting…↗
Jun 10
TheValueist — $NBIS Nebius Group: Scaling the AI Infrastructure Hyperscaler. Investment Thesis. New: 6/10/26.
Nebius Group, formed from the restructuring of Yandex, has rapidly scaled into a pu…↗
Jun 10
AlmaCap — $AAOI, everyone posting that they are adding, I already have a healthy position so why am I getting mimetic desire for more?!?
Literally the bull cases for everything are insane,…↗
Jun 10
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 10
Black Panther Capital — Most people are one decision away from a COMPLETELY different financial life.
That decision is where to put your attention.
I am building toward seven figures.
Publicly.
In rea…↗
Jun 10
Midas — $IREN
$NBIS
$CIFR
$WULF
$GLXY
Follow me if you want to know when I enter these companies.↗
Jun 10
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 10
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 10
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 10
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$OKLO at $6
$QBTS at $2
$RGTI at $3
and many more
If you want to see the next trade I make, join…↗
Jun 10
Black Panther Capital — A lot of people are going to look at this cpi print today and decide the market is too complicated.
Too many variables. Too much macro. Too much uncertainty.
And then they are go…↗
Jun 10
PhotonBull — I am a big fan of $NBIS, and also like $DGXX and $IREN
Reposting this to point something out that I agree with
Ignore the tickers here and focus on the perspective
The best com…↗
Jun 10
Alex A.C. — @aleabitoreddit Buying more $AAOI and $NBIS 🙌↗
Jun 10
Alex A.C. — My fren Ben with Arkady, the $NBIS Tzar 🤩🤩🙌 To Saturn guys 🚀↗
Jun 10
Alex A.C. — Anthropic: "Using Claude to develop competing models already violates our Terms of Service"
LOOOL 😂😂😂 Giga bullish AI Open Models and giga bullish the Neoclouds able to tune t…↗
Jun 10
Alex A.C. — And still there is more growth ahead for $NBIS , looking all the time for more GWs 💪
https://t.co/CXLq2CjUqM↗
Jun 10
Alex A.C. — $NBIS business plan, simple as, by its co-founder 👌
Layer 4, where the greatest margin is: tuned AI open models serving in the most efficient way a myriad of users↗
Jun 10
Michael | Hypermarkets — Biggest generational buying opportunity for $SPY is in June.
When $SPY crashes 10%-20% buy these:
1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still p…↗
Jun 10
SandemanStocks — $NBIS this customer list speaks volumes.
Remember, not everyone that wants space in the Nebius ecosystem can get in.
Demand exceeds supply.
And they are building at a rapi…↗
Jun 10
SandemanStocks — $NBIS why does CPI today mean so much in the long run of the AI revolution? Answer: long run, it doesn’t.
So why is everyone freaking out? A few powerful psychological forces a…↗
Jun 10
SandemanStocks — $NBIS so Jim can’t “speculate” on Nebius because the market got a little volatile.
Tell me, what is there to “speculate” about?
It boggles my mind people listen to him.↗
Jun 10
InvestmentGuru — My watchlist for the next meaningful pullback:
$CRDO
$AAOI
$GOOG
$MU
$NOK
$MRVL
$NBIS
$OKLO
$RKLB
$IONQ
Not chasing strength here.
Patiently waiting for volatility to create bet…↗
Jun 10
Daniel Koss — $NBIS wtf, read the comments.
It seems pretty obvious that every post with Nebius / $NBIS is currently getting a lot of FUD / Bot accounts? I've already deleted some, but the pat…↗
Jun 10
Daniel Koss — Tomorrow I'll be interviewing Tom Blackwell, CCO of Nebius $NBIS.
This will be Nebius' last interview before their silent period into next earnings.
We'll cover all the announcem…↗
Jun 10
シバイヌおやびん（投資系VTuber） — $SKM SKテレコムが興味深い
韓国最大の通信事業者だが、AnthropicなどAIベンチャーに投資、 $NVDA と協力してAIクラウドを構築してる。
韓国ソブリンAIの中心に位置してそうで、韓国の $NBIS みたいな立ち位置になるかも。
3%前後と比較的高配当で、P/E（NTM） x18.7 とバリュエーションも低い。
I have a positi…↗
Jun 10
Ben Pouladian — NEBIUS WILL TAKE CARE OF YOU! $NBIS https://t.co/N1ayJ5SWGR↗
Jun 10
InvestmentGuru — NeoCloud remains one of the most important sectors to watch for the rest of the year.
$NBIS $IREN $CRWV $APLD $CIFR $KEEL $HIVE are all positioned around the same core theme — AI…↗
Jun 9
Shay Boloor — Jim Cramer says he is pulling back on $NBIS after the market turned ugly saying Nebius no longer has the right setup for speculation.
He was even more blunt on $ONDS calling it a…↗
Jun 9
Ben Pouladian — Nebius CEO Arkady Volozh: we will continue to build and raise capital till we achieve a target of over 4GW of Compute capacity
$NBIS https://t.co/CXz0N5I5Gz↗
Jun 9
Ben Pouladian — Here with @stevehou at Nebius Inflection is about to kick off $NBIS https://t.co/Cz4tASq6Y1↗
Black Panther Capital — I’ve beaten most hedge funds past two years.
+163.67% in return.
Nobody knows my name.
I don’t sell a course.
I don’t have a podcast.
I don’t have a finance degree.
I don’t have…↗
Jun 9
Midas — 1) $NBIS
2) $TE
3) $INFQ
4) $RDDT
Follow me if you want to know when I enter these companies.↗
Jun 9
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 9
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 9
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 9
PhotonBull — To everyone saying the market was running hot, what did you add today?
A lot of quality AI related names are at a nice discount here
$AAOI $NBIS $DRAM $SNDK $MU
Not to mention…↗
Jun 9
Antonio Costa — $NBIS bounced nicely from a major support. https://t.co/OMSJAu8Itr↗
Jun 9
Black Panther Capital — Insane dips during this correction! 🤯
I’m watching these stocks right now:
Save the list.
$OUST
$AAOI
$NBIS
$IREN
$CIFR
$WULF
$ASTS
$RKLB
$ONDS
$NOK
$PENG
$SATL
$ADEA
$SIVE
$AM…↗
SandemanStocks — $NBIS pop premarket and drop at open…
Until it doesn’t…
And just continues to climb.
Rope a dope
You will get lulled to sleep and then KO 💥
Today or tomorrow….or next wee…↗
Jun 9
Jason Luongo — 7. $NBIS - Nebius
NVIDIA invested $2 billion in Nebius in March. At Computex, Jensen called them one of a select group of "world-class AI clouds" and said "they're growing incredi…↗
Jun 9
Daave “3 and 30” Tepper — Ofc OAI and ant want to slow ai dev
Not from goodness
From competitive concern and capital constraint
they’re entering the flat slope of the technology s-curve
economic gain is…↗
Jun 9
Serenity — Names like:
- $ASX
- Sumitomo Electric
- $JBL
- $VICR
- $GFS
- $AAOI
- AlChip
- $TSEM
- $FN
- Furukawa Electric
- $CLS
- $NBIS
- $NOK
- $AMKR
- $LITE
- $COHR
Off the top of my…↗
Jun 9
Lando — And you’re bearish names like $IREN $CRWV $NBIS ??↗
Jun 9
SandemanStocks — $NBIS price action is always played with for a period of time, like a cat toying with a mouse…then eventually it will rip 6 days in a row.
This has been the pattern since I got i…↗
Jun 9
PhotonBull — Let's look at the stock performances from this tweet a few months ago
From when I mentioned them as my favourites to their peak since then:
$ASTS: $87 > $133
$SOI: 64 > 200
$GHH:…↗
Jun 9
InvestmentGuru — Best Top 10 stocks in market, IMO
🔹 $MU – Memory & HBM leader
🔹 $MRVL – AI networking and custom silicon
🔹 $AAOI – Optical connectivity beneficiary
🔹 $CRDO – High-speed AI in…↗
Jun 9
Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR JUNE 9, 2026
1. $MU — Post-selloff bounce setup; HBM still sold out, earnings June 24 catalyst ahead. [BUY]
2. $MRVL — Custom AI silicon demand acceler…↗
Jun 9
SandemanStocks — $NBIS Nebius has launched a Physical AI Living Lab in partnership with NVIDIA to help robotics startups across the UK and Europe build and deploy AI powered robots using NVIDIA’s s…↗
Jun 9
Shay Boloor — $NBIS launched a Physical AI Living Lab with $NVDA to help European robotics startups move AI-powered robots to real-world deployment.
Startups will get access to Nvidia’s Physica…↗
Jun 9
Daniel Koss — Kristy Brackett, a Senior Sales Leader with 12+ years of experience at AWS joins $NBIS !
Definitely not going to bring a ton of clients with her. No chance people still talk to ea…↗
Jun 9
Daniel Koss — 🚨 Just in: Nebius $NBIS launches a Physical AI Living Lab for UK and European robotics startups built with NVIDIA technologies.
The six-month program gives robotics startups acce…↗
Jun 9
Dustin — I found the next hidden AI bottle neck stock like $SIVE at $1 / $MU at $100 / $SNDK at $3 and no one is talking about.
Just like I called
$NBIS at $20
$ONDS at $1
$ASTS at $20…↗
Jun 9
CK Capital — With $AMPG now being a multibagger from when I called it out here are a few more from this year.
$NBIS
$KRKNF
$AAOI
$PENG
$BE
$LWLG
$CPSH
$ALMU
More to come.↗
Jun 8
PhotonBull — This guy kept pounding the table on $NBIS
Also bought $ONDS at $5 and $ASTS at $20 last year and heavily multiplied his $ASTS position in the $60s last month
It seems like he kn…↗
Jun 8
Dillon Valdez — $NBIS had 40% of FY2025 revenue from two disclosed 10%+ customers.
Meaningful concentration, but 60% still came from everyone else.
As an owner of NBIS, I want to see this concen…↗
Jun 8
BULL OF BRITAIN — My favourite asymmetries right now:
> $AAOI - Raised FY26 guidance to $1.1B+ with demand outrunning supply into mid-2027 on the 800G and 1.6T ramp, then sold off 12% on the prin…↗
Jun 8
Antonio Costa — $NBIS is falling 4% on low volume. B of A Securities raised price target today to $280 from $260 https://t.co/tWjyH07o7A↗
Jun 8
Daniel Koss — Great new podcast with Roman!
Thx Harry ✌🏻
$NBIS↗
Black Panther Capital — The Anthropic IPO math literally breaks the stock market 🤯
2 years from now. 2028. Anthropic could potentially be bigger than SP500 and Nasdaq combined.
Read that again. COMBINE…↗
Jun 8
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 8
Antonio Costa — $NBIS Just in: B of A Securities analyst Tal Liani maintains Nebius Group with a Buy and raises the price target from $240 to $280.↗
Jun 8
Mike Investing — President Trump has literally been telling you to buy AI themed names…
These are the 5 layers of AI that you need to be invested in:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2.…↗
Jun 8
Alex A.C. — According to $NBIS Dylan, the constrained AI Hardware (and related) will remain the King:
"The [AI] model stopped being a moat, and you can't charge moat prices for a commodity wh…↗
Jun 8
Shay Boloor — $NBIS signed a 10-year deal with Kao Data for 22MW of AI infrastructure at its UK Harlow campus.
The capacity will support Nebius AI Cloud and Token Factory forming part of its ~$…↗
Jun 8
Ben Pouladian — Heading to San Francisco for Nebius Inflection: AI Expert Forum on June 9.
If you’re around and want to talk AI infrastructure, compute, GPUs, or the next wave of the stack, let’s…↗
Jun 8
Alex A.C. — I can't agree or disagree with this $NBIS PT ; I'm long-term bullish with great expectations. But would be giga nice if this happens 😅🙌↗
Jun 8
Serenity — @soulbiri1 I think only $IBIT / $XLU / $META / $CRCL are red since that mention.
Maybe like 1-2 flat like $HOOD
But 25 for 30 like $NBIS green, and many by triple digits is prett…↗
Jun 8
Daave “3 and 30” Tepper — @TheStalwart gets its
It’s not just “routing”
It’s routing to optimally hosted models at the GPU
$nbis↗
Daniel Koss — New interview with one of $NBIS Nebius’ top executives coming this Thursday!
I know there are many great companies to cover, but right now, especially with the rise of agents and…↗
Black Panther Capital — Trump and Jensen pumping market. People can’t comprehend the complexity of AI valuations.
In 3 years time most will look back and say:
I wish I bought more.
PM Overview:
🟢 $NU…↗
Shay Boloor — $NBIS is investing ~$2.3B to expand AI infrastructure in the UK including three new $NVDA powered AI factory deployments.
The sites will reach 65MW of capacity by 2027 as Nebius e…↗
Jun 8
Daniel Koss — The people who should be freaking out after a -15% day like Friday are really short-term traders like me.
It makes zero sense to me that long-term $NBIS (or AI infra in general) i…↗
Jun 8
Dustin — $NBIS Nebius dropped a massive £1.7 billion bet on the UK, firing up three new NVIDIA-powered AI superclusters that’ll push their British capacity to 65 MW by 2027.
The AI arms r…↗
Jun 8
Daniel Koss — 🚨 Just in: Nebius $NBIS is investing approximately £1.7B to build out UK AI infrastructure capacity.
- Nebius announced 3 new UK deployments of NVIDIA infrastructure, in addition…↗
Jun 8
Kevin Maro — @agenthropic They said the same thing about $NBIS↗
Jun 8
Midas — I called $NBIS at $20 and I think | just found the next $SIVE using @asymmetrix_xyz.
It’s a huge bottleneck for photonics that’s under $5B market cap.
Follow me if you want to k…↗
Jun 8
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$OKLO at $6
$QBTS at $2
$RGTI at $3
and many more
If you want to see the next trade I make, join…↗
Jun 8
Midas — 1. $NBIS
2. $IONQ
3. $INFQ
4. $CIFR
5. $TE
If this helped you out, follow me for more.↗
Jun 7
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 7
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many more
If you want to see the next trade I…↗
Jun 7
CK Capital — @ParadisLabs I like a lot of photonics and memory names, favorite ones being $AAOI, $LITE, $CRDO and $DRAM.
Also long $NBIS and $PENG↗
Jun 7
Black Panther Capital — Day 158/365 of The 365-Day Pact
Status:
> Long-term portfolio up 65% YTD.
> Short-term portfolio up 149% YTD.
> +41.793 new followers YTD.
I started this challenge with my daugh…↗
Jun 7
Wayne Liang — Wednesday, June 10
CPI Report at 8:30 AM ET. April came in at 3.8% headline / 2.8% core, both above the Fed's 2% target. Above consensus pressures high-beta names, below consensus…↗
Jun 7
SandemanStocks — @JRichy6406 Exactly. And I bet out of 300 people I doubt ANY of them heard of $NBIS↗
Jun 7
Mike Investing — Last Fridays “flash crash” is the exact type of pullback that many make generational wealth on…
Following this; just yesterday President Trump announced he’ll buy equity stakes in…↗
Jun 7
PhotonBull — President Trump to invest in AI companies
$NVDA CEO Jensen Huang confirming that the memory shortage will last for several more years
If we are somehow still red tomorrow premark…↗
Jun 7
Shay Boloor — 12 STRONGEST EARNINGS PRINTS THIS CYCLE
1. $PLTR | Palantir
2. $DOCN | DigitalOcean
3. $BE | Bloom Energy
4. $SITM | SiTime
5. $RKLB | Rocket Lab
6. $TE | T1 Energy
7. $AMD | AMD…↗
Jun 7
Serenity — Sure, #1 thing is toxic financing structure/float dynamics.
Best example is current Neoclouds landscape:
- $IREN is basically trash, since they have $6,000,000,000 ATMs and virt…↗
Jun 7
Damnang2 — I think I saw like 10 ads for this company on the way to SFO
$NBIS https://t.co/QOyH7pnqwJ↗
Jun 7
Kevin Maro — My top 5 best AI stocks to invest in long-term:
These are my biggest positions, and I believe each of these will 10x or more over the next 5 years:
$NBIS: The man who built Russi…↗
CK Capital — My favorite names in every sector right now. The full conviction list, three deep in each.
Humanoid Robotics
$AMBA
$OUST
$VPG
AI Infrastructure
$NBIS
$PENG
$CRDO
Defense
$EOS…↗
Black Panther Capital — Attn. President Donald J. Trump
Retail investors have purchased every dip.
We are out of money now.
With beloved support,
-Retail
$IREN $NBIS $RKLB $OUST $AAOI $MU https://t.c…↗