Nebius Group NV. Every tracked FinTwit mention of $NBIS, newest first. 1000 mentions since the first on Jun 12, 2025. See the price chart.
June 2026 · 165 mentions
Jun 4
Daave “3 and 30” Tepper — Ima be honest. Portfolio is balls long ai and was +2 today. had no idea Soxx was -2. Concentrated with 25 points cash. that would score as massive jensen’s alpha (yes I own Nvda…↗
Daave “3 and 30” Tepper — What an absolute asshole of a commercial operator.
Genuinely scaring the world into duopoly lock-in.
I’d be scared too.
Open source coming.
$nvda $nbis↗
Jun 4
Black Panther Capital — You were warned…
$CIFR at $15 now $25✔️
$ONDS at $9 now $12⏳
$IREN at $40 now $61✔️
$NBIS at $88 now $258✔️
$ASTS at $82 now $110✔️
$RKLB at $66 now $121✔️
$KRKNF at $7 now $7.81⏳…↗
Jun 4
PhotonBull — $NBIS
Kind of a big amount of money combined with a relatively short amount of time and a risky strike price
After seeing @daniel_koss and @babyfolio speculate on a potential dea…↗
Jun 4
Daniel Koss — $NBIS
Someone knows something.
Who is someone and what do they know? 🤔↗
Jun 4
Black Panther Capital — Looks like the US & Iran conflict is about to come to an end.
Bullish.
$IREN $NBIS $CIFR $AAOI $RKLB $ASTS Lets go. Fire up the market again 😎
-BP
Not financial advice. ht…↗
Jun 4
Daniel Koss — @StbjergTro97997 have they heard of this small and rly cool company $NBIS ? maybe they could help with some capacity. heard they got another GW coming up soon↗
Chris Ray — Just started a very small position in $CRWV today (<1% of my portfolio).
I’d like more AI infrastructure exposure and will probably add to this position over time if conviction gr…↗
Jun 4
Alex A.C. — "The work that turns the file into fast, cheap tokens is cache-aware routing, disaggregated prefill and decode, speculative decoding shaped to your traffic, dedicated capacity, reg…↗
Jun 4
Daave “3 and 30” Tepper — SSM - not a sexual reference, it’s a nascent model architecture
Wake up
$nvda $nbis https://t.co/8sJVYgDDOP↗
Jun 4
Daniel Koss — @BottleneckFindr So I'm long $NBIS here because I have a specific Nebius related catalyst in mind, not because I wanna be exposed to high beta stocks.
In general I wrote pretty mu…↗
Jun 4
Gaetano — When I talk about Physical AI
I am talking about so much more than Humanoids.
In fact, I am not even thinking about humanoids a majority of the time.
Layer 1: Training and Model…↗
Jun 4
Black Panther Capital — My bet is:
> Some choppy periods, more up towards November 3, 2026 which is the date of midterm election.
> Trump is a business man, he will do whatever it takes to have market i…↗
SandemanStocks — $NBIS Broadcom bringing the entire AI trade down because of their guidance. (It wasn’t bad even!!)
Media likes to take a single company’s earnings and turn it into a macro event.…↗
Jun 4
Daniel Koss — Over the last 2 years I've seen like 20 post of people who said they are short $NBIS
I always save the posts.
ALL OF THEM are deleted when I check back later.↗
Jun 4
Daniel Koss — Great job highlighting this @zen_tropy
This is what I wrote multiple times.
A good project manager plans to be ahead of schedule to be on schedule.
Just like $NBIS plans to bui…↗
Jun 4
mon — The big 3 - $IREN / $NBIS / $CRWV
If you do not have compute, you do not have revenue. It is that simple.
This is exactly why Leopold has gone all in on the Neocloud thesis. AI d…↗
Jun 4
Wayne Liang — My theses on $AMD and $MRVL are getting pretty similar pushbacks to when I was charting $MU at ~$120, $PLTR at ~$30, $NBIS, $SNDK, and more.
Whether it's weeks from now or months…↗
Jun 4
Kevin Maro — I multiplied my portfolio going all-in on $NBIS last year, and I believe $BRUN can run even faster. Just read the FACTS:
1,233% year-over-year ARR growth. ARR tripled from $30M to…↗
Jun 3
Michael | Hypermarkets — Everyone is bullish right now. I'm not after June 15:
1. Large IPOs like $SPCX will trigger sell off.
$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — h…↗
Jun 3
Midas — The 10 Most Talked about Stocks on X Today:
1. $NVDA
2. $MU
3. $SIVE
4. $SNDK
5. $LITE
6. $NBIS
7. $MRVL
8. $DELL
9. $AAOI
10. $IREN
Using @asymmetrix_xyz - the easiest…↗
Jun 3
Kevin Maro — I believe $BRUN is a screaming buy on a ridiculous sell-off AH. I believe it is the second best Neocloud investment behind $NBIS. I have added to my position.
Why the sell off?
A…↗
Jun 3
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 3
Midas — All of Leopold Aschenbrenners positions are already up 100% or more since he bought them.
For example $SNDK $NBIS $INTC $IREN $BE
But there are also some positions that still ha…↗
Jun 3
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 3
Midas — 3 Undervalued stocks Leopold Aschenbrenner is indirectly telling you to buy through his latest 13F reports.
However, it's not $MU, $BE, or $NBIS but the following stocks: https://…↗
Jun 3
Mike Investing — I’ll say this once. These 8 stocks are going to make generational wealth for many by year end…
1. ServiceNow ~ $NOW
2. Cipher Digital ~ $CIFR
3. Nebius ~ $NBIS
4. CoreWeave ~ $CR…↗
Jun 3
Midas — My free discord has been making GENERATIONAL WEALTH this year:
1. $AMD at $191.62 (+164% gains)
2. $NBIS at $86.72 (+222.9% gains)
3. $IREN at $33.65 (+105.3% gains)
Our team o…↗
Jun 3
Midas — My FREE discord called the following 100%+ trades:
1. $AMD at $191.62 (+164% gains)
2. $NBIS at $86.72 (+222.9% gains)
3. $IREN at $33.65 (+105.3% gains)
Our team of 7-figure…↗
Jun 3
Midas — HOLY SHIT
One of our 7-figure traders in my FREE discord just printed on $NBIS for a 235% return.
We only alert the highest quality set ups and trades we personally are taking.…↗
Jun 3
Midas — I found the next $SIVE at $1, $NBIS at $20, $SNDK at $100, and $MU at $30 using @asymmetrix_xyz
This app can find AI bottlenecks in seconds (see below).
Don't miss out and join…↗
Jun 3
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 3
Midas — I called $NBIS at $20 and I found the next $SIVE at $1 using @asymmetrix_xyz.
It’s a huge bottleneck for photonics that’s under $5B market cap.
I'Il share it here once I enter…↗
Jun 3
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 3
Lando — @navborgen Exactly my thoughts Nav. Keep it simple. If I’ve learned one thing it’s keep the winners + average up
I watched the $NBIS run and truly believe IREN will have a similar…↗
Jun 3
Michael Sikand 🦑 — Pretty crazy $NBIS is contracting with $BRUN ($2.4B)
If exemplar status with $NVDA wasn't enough.
Now you've got the premier neocloud listed as a customer per yesterday's deck.…↗
Jun 3
Daniel Koss — Another indirect Claude x $NBIS connection!
Nebius is the primary AI cloud infrastructure provider and co-engineering collaborator for Higgsfield AI. Higgsfield relies heavily on…↗
Jun 3
Black Panther Capital — My dad doesn’t follow my portfolio, even tho’ he has access to it.
It cost him $466,890.
+200% in returns. Over 2 years. Gone.
Not because he didn’t have the money.
Because he…↗
Jun 3
KawzInvests 🦑 — $BRUN (~$2.2B) is guiding 1,233% ARR expansion to $400M+ by FY26 year-end
Anchored by a $1.4B TCV target that was $940M at listing May 11 and $1.45B as of June 1.
$30M ARR in FY2…↗
Jun 3
BULL OF BRITAIN — @Scriptehhh Anything that has had asymmetrically good news and has been sold-off because of overall market i.e:
$SIVE (Ayar Labs / NVDA + $GFS news)
$MRVL (Jensens comments / hes…↗
Alex A.C. — Remember my thesis about $NBIS Nebius guys:
an AI company in (great) expansion that will enjoy a short Payback Period thx. to the explosion in Inference, to become a FCF machine i…↗
Jun 3
Alex A.C. — @MB_Hogan We know more than this dude 😌 But glad to see big WS dudes joing the ship
And remember guys, I'm personally buying for its future FCF capacity, not for its current exp…↗
Jun 3
Daniel Koss — Nebius co-founder & Chief Business Officer Roman Chernin will take part in a fireside chat at the BofA Securities 2026 Global Technology Conference today at 10:20 PM CEST.
$N…↗
Jun 3
Daniel Koss — @Sandeman52 Shorting $NBIS https://t.co/dtTcwkkYZU↗
Jun 3
SandemanStocks — $NBIS is due for one of those pointless short attacks at the opening bell.
Go ahead and prove me wrong shorts.
Or are you as predictable as that?↗
Jun 3
Serenity — @EestiRadar Glad $NBIS turned out well, that drawdown after blowout earnings was pretty brutal.↗
Jun 3
Serenity — @BKCY314 Financing structure is much different, $CRWV is getting eaten alive by debt interest.
$IREN has little equity appreciation from excessive ATMs.
$NBIS is just right, and…↗
Jun 3
Daniel Koss — @aleabitoreddit are you still long $NBIS?↗
Jun 3
Serenity — Fun to see my highest conviction Neocloud pick in $NBIS age well.
I wrote a thesis last year on the Neocloud sector becoming a major theme.
And then picked the King.
-> Nebiu…↗
Jun 3
Daave “3 and 30” Tepper — MSFT MAI here to play
Disaggregating the model, inference software and GPUs; giving enterprise control over the post-training
A middle ground btw open source and close source fro…↗
Jun 3
Antonio Costa — $RUM The Most Undervalued AI Infrastructure Play Right Now?
Look at this comparison from Rumble’s official investor deck (Nov 2025, post Northern Data combo announcement):
Rumble…↗
Jun 3
Daniel Koss — @KizzyInvests 💯 I'm overall bullish $IREN but this is why I always liked $NBIS much more.↗
Jun 3
Dustin — $NBIS For me, the Nebius story is becoming clearer by the day. The market is starting to look beyond the idea of Nebius as just another GPU rental company, and is beginning to see…↗
Jun 3
Daniel Koss — $NBIS deal could also be OpenAI.
OpenAI CFO: "we work with Oracle, Coreweave AND OTHER NEOSCALERS"
Hmmmm↗
Jun 3
Michael | Hypermarkets — HYPERMARKET WATCHLIST for June 3, 2026
1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade.
2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infr…↗
Jun 2
Midas — $NBIS blew up 10x from $20 to $280 in 1 year.
Recently, Leopold Aschenbrenner announced a 6% stake in it.
These 5 stocks under $30 can also easily 10x: https://t.co/8M619oEKrO↗
Jun 2
CK Capital — Everyone is comparing $NBIS to CoreWeave like they are the same trade.
They are not.
One is built on a fortress balance sheet. The other is buried in debt. And that difference…↗
Jun 2
Michael Sikand 🦑 — I think $BRUN will end up on Leopold's 13F.
It only just went public so was inelligible for Q1.
With a $471M take or pay from a top AI lab (Mira Murati's Thinking Machines) it'…↗
Jun 2
Serenity — Okay yeah should have trusted Jensen more on $MRVL after what he did with $NBIS.
He actually gave a $1T price target this time with Marvell.
Marvell up 35% with one remark… http…↗
Jun 2
Midas — If you missed the INSANE pump in AI stocks like $SIVE at $1, $NBIS at $20, $SNDK at $30.
Don't miss the Cybersecurity Armsrace.
Here are 5 stocks that could explode: https://t.…↗
Jun 2
Midas — 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: ht…↗
Jun 2
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 2
Black Panther Capital — Welcome to no. 41.000 in the community.
We salute you, brother or sister.
Started this to document a portfolio and a process. 41.000 of you made it something bigger. I don’t take…↗
Jun 2
Midas — I called the following 10x stocks early:
- $NBIS at $20
- $CRWV at $40
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many others.
If you want to see the next trade…↗
Jun 2
Daave “3 and 30” Tepper — translation: anthropic and chat just put through a massive price increase
inures to the benefit of the cheapest model with capabilities for the job
running on nebius $NBIS
and…↗
Jun 2
Daave “3 and 30” Tepper — ai investors, this is the most important thing you'll read all day. internalize and project.
open source is fast becoming a huge opportunity.... hence @NVIDIAAIDev Nemotron 3
$n…↗
Jun 2
Black Panther Capital — Holy fk! +14,000 new followers in a single day.
I had to put my phone down and just sit with that for a minute. I genuinely couldn’t process what I was looking at. You don’t see a…↗
Jun 2
Wayne Liang — NGL, $NBIS sitting at ATH seems appealing...
Better late than never?
Structurally, it looks phenomenal:
> $44B+ contracted customer backlog
> $NVDA equity stake (~$2B via warra…↗
Jun 2
Alex A.C. — @HyperAICapital Yep, looks like this. Europoors are very r3t4rded, which one does first, the rest will follow
If $NBIS has capacity to expand, they will go with them (generally sp…↗
Jun 2
Lando — $IREN
REMEMBER every day that passes without a deal means we are that much closer to a deal
It’s only a matter of time
> the stock is near ATHs
> AI trade stronger than…↗
Jun 2
SandemanStocks — I was not the first person to find $NBIS.
But when I found it, I screamed from the rooftop how it was a generational buy.
Many thought the run was over at 100, 140, 200, 230,…↗
Jun 2
Antonio Costa — $NBIS new all time highs in pre-market. Eyes on $IREN symp play.↗
Jun 2
PhotonBull — "How far can this run go?"
Higher.
$NBIS https://t.co/I9fkiOEuGb↗
Jun 2
Shay Boloor — $NBIS JUST CROSSED $280 🤯 https://t.co/OwwuayYhV9↗
Jun 2
Michael | Hypermarkets — The easiest way to be a millionaire by 2031:
Is letting your money compound by buying and holding:
For example:
$NOW as demand for agentic AI goes up and token uses increase so…↗
Jun 2
InvestmentGuru — NeoCloud is emerging as one of the strongest sectors in the market.
The AI race isn’t just about chips anymore. The real bottleneck is compute, power, networking, storage, and dat…↗
Jun 2
The Assembly — We did it again.
$NBIS is up 54% since we covered it about two weeks ago.
Good job to everyone who got in.
Follow us with notifications on. That’s how you actually catch these e…↗
Jun 2
mon — At NVIDIA GTC 2026 on March 18, the NVDA CEO said “Nebius will take care of you.” Since then, $NBIS has outperformed other neocloud peers.
At Computex, he called $MRVL “the next t…↗
Jun 2
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 2
Midas — $IREN
$CIFR
$RDDT
$HIVE
$NBIS
Follow me for my analysis on each of these stocks.↗
Jun 2
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 2
Kevin Maro — I've initiated a position in $IREN in the overnight markets.
A few hours ago, Google just told the world something important:
Demand for AI compute infrastructure has reached a s…↗
Jun 2
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 2
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 2
Michael | Hypermarkets — In 1 year, $NBIS blew up 10x from $20 → $270.
Recently, Leopold owns 6% stake in it.
These 6 stocks under $30 can easily 10x:
1. $CIFR ~$23
$AMZN + $GOOG 15-year leases. $9.3B c…↗
Jun 2
Daave “3 and 30” Tepper — @TShirtnJeans2 @wallstengine Definitely good for $mu and $stx prob for $nvda and $nbis↗
Jun 1
Serenity — @JonahK44 $NBIS is $META and $MSFT.
$GOOGL has done a lot of Fluidstack deals with $CIFR to $WULF for more Colo. my guess is to plug in a lot more of their TPUS↗
Jun 1
Daave “3 and 30” Tepper — I retract all my positive comments about open source and this pending “tipping point” if nemotron 3 disappoints :) $nbis $nvda↗
Jun 1
Mike Investing — I’ve said this before, & I’ll say it again one last final time…
If you missed $NOW at $82.
Missed $NBIS at $63.
Or even missed $ARM at $130…
Then you cannot miss out on $CRWV a…↗
Jun 1
Gaetano — Layer 1: Training and Model Development
$TASK $NBIS $INOD $U $BKSY $PL etc.
Before any Physical AI system can work in the real world, it needs to learn.
That sounds obvious, bu…↗
Jun 1
Shay Boloor — @PolymarketMoney Incredibly bullish for $NBIS, $IREN, $CIFR and $CRWV↗
Jun 1
BULL OF BRITAIN — The SaaS rally doesn't look like its ending soon. We are currently in some weird liquidity war at the minute
> Space tanking, Small trims in Semi/Photonics -> SaaS catching bid.…↗
Jun 1
Shay Boloor — $NBIS has chosen France for a new AI cloud infrastructure project according to French President Emmanuel Macron.
The investment is expected to exceed ~$9B and target 240MW of capa…↗
Jun 1
SandemanStocks — $NBIS I go to my kids swimming lesson, come back and see this!!! Wow!!!↗
Jun 1
Serenity — Macron announces that $NBIS invests €8B to build out AI Cloud Infrastructure in France.
This was my favorite comment:
“What about the Water” https://t.co/nlTb37BgE3↗
Jun 1
Daave “3 and 30” Tepper — out of $hype - was nice, probably continues to work
however, don't love the market setup relative to some other concentrated / high beta risk i have on $acmr $nbis
21% cash http…↗
Jun 1
Midas — Leopold Aschenbrenner holds the following 10x AI stocks and I called them before he did:
- $HUT at $8 (+1447.56% gains)
- $NBIS at $20 (+1291.85% gains)
- $APLD at $5 (+833.65%)…↗
Jun 1
Mike Investing — Many doubted that $NBIS would be able to pull a $SNDK, or even $MU type move…
These last 4 weeks have proved those who doubted wrong, & I’m here to tell you this move is only begi…↗
Jun 1
Midas — I outperformed Leopold Aschenbrenner by calling all of his AI stocks early:
$NBIS at $20
$CRWV at $40
$HIVE at $2
$TE at $4
$APLD at $5
One trade is all you need to retire your…↗
Jun 1
Midas — I called the following 10x AI stocks before Leopold Aschenbrenner:
$NBIS at $20
$HIVE at $2
$TE at $4
$CRWV at $40
$APLD at $5
I frontran the neocloud armsrace / AI bottlenecks…↗
Jun 1
PhotonBull — "Now tell them to buy $NBIS"
Learning from the best https://t.co/Ld9OylMOMN↗
Jun 1
CK Capital — President of French posting about $NBIS.
Top signal??↗
Jun 1
Alex A.C. — $NBIS co-founder thinks we are still early 🔥🔥
See my post about the huge FCF potential of Nebius once the initial construction investment/first GPUs purchases are amortized↗
Midas — I called $NBIS at $20 and it just hit an ATH of $273...
How did I found $NBIS at $20?
I used @asymmetrix_xyz, the easiest way to find 10x stocks early.
Don't miss out and joi…↗
Jun 1
Midas — HOLY FUCK
$NBIS made me generational wealth when I called it at $20 for a +1291.85% gain.
Retired my bloodline with one trade.
Posting my next trade on my FREE discord.
Join…↗
Jun 1
Midas — THIS IS INSANE
I called $NBIS at $20 and absolutely printed today for a +1291.85% gain.
Just like I called $ONDS at $1, $OKLO at $6, $QBTS at $3 and many other 10x stocks early…↗
Jun 1
Midas — I called $NBIS at $20 for a +1291.85% gain.
One good trade is all you need to retire your bloodline.
Don't miss my next trade and follow me. https://t.co/99XE4x3RvH↗
Jun 1
Alex A.C. — Not sarcastically 😌
$NBIS
https://t.co/Jopnzv4x0q↗
Jun 1
Daniel Koss — @leginjo Ah I see. Then I'd probably pick shorts based on your longs. For example long $NBIS short $CRWV or $IREN always sounded good to me, but I won't do it cause I'm bullish the…↗
Jun 1
Daniel Koss — @MB_Hogan @itsalasdairmann other nerds 😂
today you make me look very stupid though I do not have enough $NBIS 😂✌🏻↗
Jun 1
Michael Sikand 🦑 — $BRUN is surging today.
I loaded this morning on my Asymmetrical Bets fund ($16M AUM following) on @joinautopilot with a 20% allocation at $34.50.
Shoutout @mkfilko for inspirin…↗
Jun 1
Black Panther Capital — Return since 2024: +206,98%.
I don’t short.
I don’t dont leaps.
I don’t do options.
I don’t use leverage.
I don’t charge anything.
I don’t have a subscription.
I don’t get paid by…↗
Jun 1
Daniel Koss — YTD is now at +315%.
Return since 2024 just passed +3,000%.
May MVPs: $NBIS $DRAM $OUST.
Life-changing money.
These crazy numbers give me a lot of psychological safety to keep t…↗
Jun 1
Serenity — @Anon1pvi Not a fan of $CRWV, debt interest too high.
As for $IREN, infinite ATMs structurally caps upside.
$NBIS is the Goldilocks player in neoclouds.↗
Jun 1
Serenity — Holy sht, plot armor confirmed with $NBIS https://t.co/1QwwKSRxSt↗
Jun 1
Daniel Koss — @ayzddzya Come on, I'm being nice here!
I thought all $IREN and $NBIS investors agreed that to each their own and let's just chill.
But in his post he's literally asking people t…↗
Daniel Koss — Ouch.
I don't understand why anyone would short $NBIS
There are so many actually great shorts out there today.
Why pick one of the obvious winners at the heart of inference de…↗
Jun 1
Shay Boloor — $NBIS is now the latest multi-bagger in the family portfolio 🙃 https://t.co/XryqeCULoi↗
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
Jun 1
Alex A.C. — $NBIS 💘 $NVDA 🔥🔥🙌
Ppl. are focusing on the HUGE growth ahead for Nebius, but don't forget guys about the potential high IRR thx. to AI Inferencing.
Once the explosive grow…↗
Jun 1
Antonio Costa — $NBIS you short, you die 😀 just another breakout https://t.co/DhmARxd0W8↗
Daniel Koss — $NBIS now $260+
Only our feet hurt from running circles around the sector✌️ https://t.co/vsuLr6cvdQ↗
Jun 1
mon — $NBIS hits a new all time high.
Looks like the CEO Jensen Huang of NVDA was right: “Nebius will take care of you.” 😅
Beating the rest of the popular Neoclouds by over 100%. http…↗
Jun 1
Black Panther Capital — Seriously. I respect the confidence.
But to be clear, fair and simple. This is not advisable.
I’m positioned $NBIS myself. Conviction is high.
But this mentality is exactly why…↗
Jun 1
Daniel Koss — Happy $NBIS all-time high to everyone who celebrates!
I wish someone told me now is a great time to all-in again... oh, wait ;D https://t.co/5HmdNE7TfX↗
Jun 1
Black Panther Capital — If you entered $NBIS the day I made this post you’d be up +190% now.
-BP
Please remember; I never post anything I don’t own myself. Please always d lo your own research. This is…↗
CK Capital — $NBIS continues to fly to ATHs.
$300 soon. https://t.co/L7FYkLHDA8↗
Jun 1
Shay Boloor — @RetailKingsETF Feels inevitable that $NBIS will be a $100B company one day↗
Jun 1
Black Panther Capital — Port doing Semi OK today.
$NOK $NBIS $PNG.V $AAOI showing the way.
$ASTS $SIVE $RKLB getting hammered.
Leaves me at -0,59%.
Any news on $RKLB today? https://t.co/AApGUhQz5U↗
Jun 1
Daave “3 and 30” Tepper — Closed API LLM labs: we’Re GuNnA rEpLaCe NviDia GpUs!!!
NVIDIA: FAFO
the most cash rich, most leading edge AI company who controls the entire supply chain is bringing the fig…↗
Daave “3 and 30” Tepper — wow! Jensen called out $nbis Nebius by name with a heart on the slide “NVIDIA loves Nebius”. wait till he does the same for $IREN and $WULF its never gunna happen because they are…↗
Jun 1
SandemanStocks — $NBIS remember, there are still convertible note holders that will create mechanical shorting. Use that to your advantage if they do it today at the open or later today.↗
Jun 1
Serenity — @luckybibiw1p I think $NBIS has the power of Plot Armor no Jutsu↗
Jun 1
Serenity — $NBIS has anime plot armor!
Happy to hear Weebius has been outperforming the market and Neocloud basket ( $IREN / $CIFR ).
Last year post MSFT earnings, I gave a prediction after…↗
Jun 1
SandemanStocks — $NBIS This picture is becoming my reality 👀🙏↗
Jun 1
Daave “3 and 30” Tepper — Inference demand boom > CPU boom > $ARM boom > SoftBank boom > Masa San spending boom > openai capital raising boom > $nvda / $mu
Inference demand boom > CPU…↗
Jun 1
Jason Luongo — 10 stocks I wish I owned more of:
$TE - solar manufacturing
$ONDS - autonomous defense systems
$NBIS - AI cloud infrastructure
$NOK - telecom and networking
$MP - rare earth mater…↗
Jun 1
SandemanStocks — $NBIS this is spot on. Anchoring bias will be the reason thousands of people will miss the boat.
Daniel is spot on. At first I thought the risk reward isn’t as good as it was…↗
Jun 1
Daniel Koss — I know many people say the risk/reward for $NBIS here is not as good as it used to be, but I think that is a clear case of playing Captain Hindsight.
Everyone now knows Nebius is…↗
Jun 1
Daniel Koss — My latest $NBIS article is now live on X :)
Thank you for all the amazing feedback so far.
For those who have already read it: I’d love to know which parts you found most insight…↗
Jun 1
SandemanStocks — $NBIS
“Shares of Nebius jumped over 5% in early premarket trading on Monday after Nvidia CEO Jensen Huang praised the company during his keynote at the Computex conference in Tai…↗
Jun 1
SandemanStocks — I’ve had a dozen people ask me what the next big stock is.
I keep telling them I’m not leaving $NBIS. Why would I?
They get mad and say, “I missed it, I need the next 10x, wh…↗
Jun 1
SandemanStocks — $NBIS Jensen gives Nebius another shout out. Gotta love it.↗
Jun 1
KawzInvests 🦑 — $NVDA Vera CPU partner list from GTC Taipei.
Early Adopters: OpenAI, Anthropic, SpaceXAI
Cloud: $NBIS $ORCL $CRWV
Manufacturing: $DELL $HPE $SMCI $SNX
Taiwan ODMs: Foxconn, Qua…↗
Jun 1
CK Capital — That candle is absolutely nuts. $NBIS↗
Jun 1
Kevin Maro — @coldharbor88 More in $NBIS , but both are great long-term investments IMO, I just think $CRWV has a very compelling "catch-up" trade for reasons listed above.↗
Jun 1
Kevin Maro — Incase anyone thought I was exaggerating about being full-port $NBIS, I'd like to share my port the day the $MSFT deal was announced, September 2025: https://t.co/VXvra16whD↗
Jun 1
Shay Boloor — $NVDA CEO Jensen Huang praised $NBIS during his keynote.
Nebius is positioning itself as a cloud utility for the agentic AI era built to deliver inference and AI compute efficien…↗
Jun 1
Kevin Maro — I've initiated a position in $CRWV in the overnight markets.
After being full-port $NBIS for a year, here's why I believe $CRWV is going to skyrocket in price over the next few mo…↗
Jun 1
InvestmentGuru — 15 stocks with bullish setup, I’m watching closely in this market.
$IBM — Legacy giant quietly reinventing itself around AI and hybrid cloud. Consulting + watsonx is a sleeper com…↗
Jun 1
InvestmentGuru — AI Trade Continues to Power Higher in Overnight Trading
The AI infrastructure and software rally is showing no signs of slowing down:
AI Server Makers
$DELL +3%
$IBM +13%
$HPE +9…↗
Jun 1
CK Capital — $NBIS HITS NEW ALL TIME HIGH IN OVERNIGHT TRADING!!! https://t.co/Me3sOlojP8↗
May 2026 · 622 mentions
May 31
Lando — Looks like they need somewhere to plug in all those chips right $IREN??
I’m sure most Neocloud/Colo will do well as well. Question is who will be the best?
$NBIS $CRWV $IREN got…↗
May 31
SandemanStocks — @JUST_KAWS Bro, $NBIS is his largest position by FAR. You didn’t even mention it.↗
May 31
Midas — That company is $NBIS.
If this helped you out, follow me for more.↗
May 31
CK Capital — My favorite names in every sector right now. The full conviction list.
Satellite & Space
$ASTS
$RKLB
$OPTX
AI Infrastructure
$NBIS
$PENG
$HLIT
Defense
$EOS.AX
$KRKNF
$OP…
April 2026 · 213 mentions
Apr 30
mon — Really great day today.
- $IREN +6% is hiring non-stop. 👀
- $CIFR +5%, $NBIS & $CRWV -2%, $WULF +8%.
- The big 4 HS Capex is not slowing down.
- $META & $MSFT 🔴. $AMZN &…↗
Apr 30
mon — $IREN, $NBIS, $WULF, $CIFR, $CRWV
One thing that stood out to me after going through the latest earnings from Microsoft, Amazon, and Alphabet is that the constraint is "time to co…↗
Black Panther Capital — $AMZN reported EPS: $2.78 vs $1.64 expected. AWS grew 28%, fastest in over three years.Fine.
But here is what the financial media is not saying:
CEO Andy Jassy said AWS revenue w…
Midas — 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.…↗
May 31
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…↗
May 31
Midas — I called $ASTS at $30 for a +289.66% gain.
Just like I called:
- $NBIS at $16
- $ONDS at $1
- $OKLO at $6
and many other 10x stocks early.
This is what you call Asymmetric Inves…↗
May 31
Midas — I called $RKLB at $16 for a +793.75% gain.
Just like I called:
- $NBIS at $16
- $ONDS at $1
- $OKLO at $6
and many other 10x stocks early.
This is what you call Asymmetric Inv…↗
May 31
Midas — Called $NBIS at $20 and it just hit $231 (+1038.4% gain).
I posted this call for FREE.
Don't miss my next trade and follow me. https://t.co/zZQHRcx74b↗
May 31
Black Panther Capital — Welcome to no. 26.000 in the community.
We salute you, brother or sister.
Started this to document a portfolio and a process. 26.000 of you made it something bigger. I don’t take…↗
May 31
Black Panther Capital — @TacticzH Yeah, I have some target. Without doubt. Such as $NBIS $4-600. $IREN $200. $OUST $100. I like beta stock, but only with a real thesis behind it - for my long-term port.…↗
May 31
Black Panther Capital — MAY 2026 PORTFOLIO UPDATE:
Numbers first. Then the breakdown.
MONTHLY PERFORMANCE:
> Long-Term Port: +43.99%
> Short-Term Port: +63.54%
YTD PERFORMANCE:
> Long-Term Port: +81.13…↗
May 31
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 F…↗
May 31
CK Capital — I think $NBIS is a $600 stock by the end of the year, and the math is pretty simple.
Start with where it sits. A company growing revenue 684% year over year with $7 to $9 billion…↗
May 31
Daniel Koss — Why @GavinSBaker thinks there might not be an AI bubble.
$NVDA sees the demand.
$TSM ok buddy, you get +5% hehe
I think: Demand > Supply (for at least a decade)
Image from my…↗
May 31
Shay Boloor — Jim Cramer on Leopold Aschenbrenner’s $NBIS stake “When this man touches something, it turns to gold.”
The next AI bottleneck is efficient inference at scale which is why Nebius T…↗
May 31
Michael | Hypermarkets — It's September 2026, stocks I bought under $20 and they exploded 1000%
1. $KEEL – Former Bitfarms. 2.2 GW pipeline. Hyperscaler leases incoming. Cheapest GW-scale AI land play (Le…↗
May 31
SandemanStocks — $NBIS great write up here. All investors or potential investors should read. Well done!↗
May 31
Midas — I called the following 10x stocks early:
•$NBIS at $20
•$ONDS at $1
•$OKLO at $6
•$QBTS at $2
•$RGTI at $3
and many more
If you want to see the next trade I make, join my FREE dis…↗
May 31
Midas — I called the following 10x stocks early:
•$NBIS at $20
•$ONDS at $1
•$OKLO at $6
•$QBTS at $2
•$RGTI at $3
and many more
If you want to see the next trade I make, join my FREE dis…↗
May 31
Midas — I called the following 10x stocks early:
•$NBIS at $20
•$ONDS at $1
•$OKLO at $6
and others…
If you want to see the next trade I make,
join my FREE discord:
https://t.co/RmuXXkP…↗
May 31
Midas — $TE (already have a position in the low 4s)
$CIFR
$NBIS (already have a position in the low 20s)
If this helped you out, follow me for more.↗
May 31
Midas — I called the following 10x stocks early:
•$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 FREE di…↗
May 31
Midas — I called $NBIS at $20 for a 1000% gain.
Just like I called
•$ONDS at $1,
•$OKLO at $6 and more.
This is what you call Asymmetric Investing: minimal floor with infinite upside.…↗
May 31
Midas — I called the following 10x stocks early:
•$NBIS at $20
•$ONDS at $1
•$OKLO at $6
•$QBTS at $2
•$RGTI at $3
and many more
If you want to see the next trade I make, join my FREE dis…↗
May 31
Midas — I called the following 10x stocks early:
•$NBIS at $20
•$ONDS at $1
•$OKLO at $6
and many more…
Don’t miss my next trade and follow me.↗
May 31
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…↗
May 31
Frenchie — Je vais pleurer le timing est trop bon
"Masayoshi Son annonce 75 Md€ d’investissement en France, dont 45 Md€ d’ici 2031 dans les Hauts-de-France, principalement pour des infrastru…↗
May 31
Midas — Called $NBIS at $20 for a +1038.4% gain.
Follow to see my next trade. https://t.co/CRZTwR3QPD↗
May 31
InvestmentGuru — 10 Best Stocks to Own Right Now
A conviction list built for this market. AI infrastructure. Memory supercycle. Fintech re-rating. Photonics bottleneck. Every name here earns its s…↗
May 30
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 F…↗
May 30
Midas — IVE BUILT AN APP TO FIND STOCKS LIKE $SNDK at $30, $SIVE at $1, and $MU at $90.
The app already helped me PRINT on:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
This app will help…↗
May 30
Midas — I've built an app that found $SPCE at $2 before it ran up 120% in 5 days.
The app helped me PRINT on:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
This app is going to make gener…↗
May 30
InvestmentGuru — NEOCLOUD IS EMERGING STRONG
Neocloud stocks have become the purest public-market way to bet on the AI compute shortage — companies packaging GPUs, data centers, power, and cloud s…↗
May 30
Wayne Liang — Always wondered why $NBIS and $IREN investors butt heads with each other...
Both are riding the same Neocloud wave with legitimate theses, and run simultaneously.
They serve diff…↗
May 30
BMSInvests — For everyone that’s new, I also help to run an investment discord server (for a very small fee - £5pm).
The discord is full of subject matter experts and great stock picks.
I fou…↗
May 30
Jason Luongo — Every correction is a buying opportunity if you have a plan. Here's my watchlist:
$NOK - Nokia
$TSLA - Tesla
$TE - T1 Energy
$AMZN - Amazon
$MP - MP Materials
$NBIS - Nebius Group…↗
May 30
InvestmentGuru — The Market Just Sent a Clear Signal. Are You Positioned?
THE MARKET MADE NEW ALL-TIME HIGHS
The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…↗
May 30
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +614%
2. $AXTI +531%
3. $AEHR +357%
4. $AAOI +354%
5. $NVTS +273%
6. $MU +240%
7. $DELL +234%
8. $BE +228%
9. $DOCN +224%
10. $ARM…↗
Shay Boloor — @fiscal_ai I currently own a 4% position in $NBIS in my Family Portfolio: https://t.co/VjefIO93x4↗
May 30
Shay Boloor — $NBIS is on pace to grow revenue more than 20x while generating nearly $35B across the next three years:
• 2026: $3.4B (+550% YoY)
• 2027: $10.9B (+219% YoY)
• 2028: $20.4B (+85%…↗
SandemanStocks — @YabbaDabba1x I get a free advisor from scwab with my large account. He calls once a year to see if I need anything. I say no, I’m good. He did t even know what $NBIS was. 🤣↗
May 30
Daniel Koss — Preview of my coming "Should You Buy $NBIS" article on Substack.
What the Company Does (Part 1/13)
Today, Nebius is building a vertically integrated AI cloud.
But I don’t like t…↗
May 30
Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…↗
May 30
SandemanStocks — @KhalidIshaq85 $NBIS is 99% of my portfolio. Been in since the $40s↗
May 30
Serenity — > markets went from doubting $SIVE customers ($150m MC)
Turns out it’s likely companies eg. $JBL, Ayar, $AAPL, Defense Primes, $MRVL celestial.
> to doubting their execution ($6…↗
May 29
SandemanStocks — Goes to show you these talking heads know little to nothing.
Cramer bashed $NBIS multiple times. Now he’s singing its praises.
Goes to show you these talking head “experts”…↗
May 29
Daniel Koss — $NBIS actually recovers from -6% to closing green...
Congrats to everyone who bought the dip!
Will use the weekend to write my $NBIS Substack article and 2027 price target (just…↗
May 29
SandemanStocks — $NBIS what a crazy day!
Congrats everyone who held through the volatility today (and the last 6 months!)
Rolled my covered calls today on the dip from $280 to $320. Gives me s…↗
May 29
Daniel Koss — IMPORTANT UPDATE ‼️
I will clearly separate X and Substack.
Podcasts like the coming interviews with AI infra insiders (CEOs & Founders, other Investors or executives at top tie…↗
May 29
CK Capital — Everyone thinks they missed $NBIS.
This is just the start.
Yes the stock has run. 684% revenue growth will do that. But step back and look at where this company actually is in i…↗
May 29
Black Panther Capital — Here’s the pattern that kills more retail portfolios than any bad stock pick:
You do the work. you buy the position. you hold through the noise.
The it works.
And instead of sta…↗
SandemanStocks — $NBIS I hope you guys didn’t get taken out this morning with a stop loss set. Stop losses are not your friend.
Or worse yet, sold on the dip? 👀↗
May 29
Daniel Koss — Update: they finally did raise their $NBIS PT to $380↗
May 29
Daave “3 and 30” Tepper — Druckenmiller - friend of my namesake - says invest to what the market will discount in 18 months from now
My specific view is frontier labs will have new closed sourced AND open…↗
May 29
Daniel Koss — @Sandeman52 They can get half a $NBIS share each 😂↗
May 29
SandemanStocks — Guys, I promise you this, if I become a billionaire I’ll throw a massive party for all my followers.
$NBIS holders get VIP access.
Just tell me what we need to have at the pa…↗
May 29
Daniel Koss — The main bottleneck in AI is the team!
A supercycle of this magnitude will create infinite new bottlenecks.
The biggest long term winners will not be the companies that own the m…↗
May 29
Kevin Maro — An incredibly important stock market lesson (#2)
The most expensive mistake in investing isn't a bad trade.
It's listening to the wrong people.
Some people charge $200/month to…↗
May 29
Dustin — Power is the bottleneck.
$KEEL: 2.2 GW pipeline across PA, WA, Quebec (~771 MW energized/secured, plus 750 MW Scrubgrass study with FirstEnergy). Powered shell colo focus = cleane…↗
May 29
Gaetano — Tomorrow I am presenting my first investment
In the Physical AI thematic
My process is this:
1) Research the layer
2) Research the companies
3) Present the company thesis + weig…↗
May 28
PhotonBull — If @ChairmansLedger recommends following someone, you already know it's worth it
@chinoalemano with a great read into the Leopold buys on $NBIS and $IREN
Highly recommend followi…↗
May 28
SandemanStocks — $NBIS well, that was a great day. We are still early.
Crazy bullish calls were bought by whales today.
I hope my conviction during those draw downs a few months ago helped a…↗
SandemanStocks — $NBIS Y’all know the closest thing you can compare ClickHouse to is $SNOW right?↗
May 28
SandemanStocks — I’m in a pretty zen place right now. If $NBIS keeps going up, awesome. If it dips, I’ll probably sell 2000 shares and roll my calls way higher with the $$$.↗
May 28
Daniel Koss — Why I Think $NBIS Nebius x Anthropic Is Happening
I believe Nebius and Anthropic will soon make a deal, or already have a deal and will soon announce it.
Quick disclaimer: this i…↗
May 28
Black Panther Capital — One thing has become clear to me lately:
We are so EARLY in this build out.
$IREN will be a $200 stock someday.
$NBIS will be a $400 stock someday.
$CIFR will be a $100 stock som…↗
May 28
Daniel Koss — @Tomer_Danel currently focused on my $NBIS post. will review later in detail. I honestly don't understand the selloff at first glance. Earnings looked good to me. Maybe just macro.↗
May 28
SandemanStocks — $NBIS I see a dozen people asking me if it’s still good to enter here. Instead of repeating myself, here is what I say:
I keep saying this, and I said it to people asking the sam…↗
May 28
Dustin — $NBIS
Leopold 13G filing
12,410,060 Class A shares
5:6% of the float
Best In Class
I bought 3,000 shares this AM for the Leo Aschenbrenner halo effect trade.↗
SandemanStocks — @BillforTravel He’s definitely smarter than Cathie now that his biggest position is $NBIS↗
May 28
SandemanStocks — So, the young gun, Leo Aschenbrenner decided to make $NBIS his biggest position and people are going nuts.
Sandeman did this a long time ago 😉. Some listened, some didn’t. Al…↗
May 28
SandemanStocks — @RosannaInvests I like this chart. Did you make it? Where is $NBIS though? 👀↗
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…↗
May 28
Black Panther Capital — Holy fk…
Leopold just disclosed ownership of 12.41M shares in $NBIS.
Date: 05/19/26.
The guy that got world famous for his AI infrastructure bets STILL picks $NBIS after the rec…↗
May 28
Daniel Koss — "I can't believe he missed $NBIS so badly".
Turns out he didn't 👌🏻
Also turns out he didn't turn bearish, most likely his 13F just showed his backward looking view about the sh…↗
May 28
Daniel Koss — $NBIS hit $240 overnight 📈 https://t.co/HaClRnIp3j↗
May 28
Mike Investing — Leopold Aschenbrenner just bought 12.4M shares of $NBIS, which represents a 5.6% stake of the company.
I’ve been saying this for months, but it’s now more clear than ever that $NB…↗
May 28
InvestmentGuru — THE NEOCLOUD SUPERCYCLE IS ACCELERATING
The smartest money in AI just made its move — and the signal is impossible to ignore.
Leopold Aschenbrenner’s Situational Awareness fund —…↗
CK Capital — Leopold in $NBIS.
When will the $IREN to $NBIS rotation happen.
I think tomorrow. https://t.co/HlEDZZfFlH↗
May 28
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗
May 28
Serenity — Look who joined team $NBIS.
5.6% is a pretty massive stake, maybe he realized by now it’s miles better than the dumpster fire that is $IREN.
That being said: Nebius is now up ~3…↗
May 27
Lando — I think it’s going to be an awesome summer for $IREN and $NBIS 😏↗
May 27
InvestmentGuru — Leopold Aschenbrenner disclosed ownership of 12.4M Class A shares of $NBIS https://t.co/S3yTg6B9TV↗
May 27
Midas — I've built an app which found $NBIS at $20 and it just gave me the next 10x stock like $SIVE at 1.
Absolutely no one is talking about it.
The company solves a huge bottleneck fo…↗
May 27
Shay Boloor — $NBIS is pushing to fresh all-time highs and nearing $240 after Leopold disclosed a 5.6% stake. https://t.co/sRey6MpKck↗
May 27
The AI Investor — Leopold Aschenbrenner’s Situational Awareness LP disclosed a 5.6% stake in Nebius Group ($NBIS) through a 13G filing, reporting ownership of 12.41 million Class A shares as of earl…↗
May 27
Midas — I called $NBIS at $20.
Leopold should be more like Midas.↗
May 27
PhotonBull — Seeing @leopoldasch casually adding a couple billion dollars in market cap to $NBIS
What a day↗
May 27
Midas — I built an app that found $SIVE at $1, $NBIS at $20, and $AAOI at $30:
It can spot AI bottlenecks before they run up 20% like $HLIT.
Say goodbye to manual research, this app is…↗
amit — @AlphaOwlTrading Yeah honestly was confusing for him to have $CRWV and $IREN but not $NBIS, looks like he has the big 3 for neoclouds now↗
May 27
Daave “3 and 30” Tepper — lets go baby. even a broken clock is right twice a day (talkin bout leo, not me)
$nbis↗
May 27
Midas — I called $NBIS at $20 and I think | just found the next $SIVE / $HLIT.
It’s a huge bottleneck for photonics that’s under $5B market cap.
I'Il share it here once I enter.
Foll…↗
May 27
Shay Boloor — Leopold Aschenbrenner disclosed ownership of 12.4M Class A shares of $NBIS.
That represents a 5.6% stake in Nebius. https://t.co/dER5t5NV9D↗
May 27
Daniel Koss — Let's go!! $NBIS
2 insights
1) Leopold is a buddy of Dylan Patel who is super bullish Nebius.
2) His girlfriend is Chief of Staff at Anthropic.
🤷🏻♂️↗
May 27
amit — LEOPOLD ASCHENBRENNER'S SITUATIONAL AWARENESS LP, KNOWN FOR IT'S EARLY CALLS ON $BE, $SNDK, & $INTC DISCLOSES A 5.6% STAKE IN NEBIUS $NBIS.
Leopold has been a big believer in…↗
May 27
CK Capital — Thank you Leopold. $NBIS https://t.co/7Spp6e4Cmc↗
May 27
PhotonBull — Leo is riding $NBIS with us
Is this even a surprise to anyone?↗
May 27
SandemanStocks — @BatonRougeBorn Example: $NBIS low risk because of META And MSFT contracts, partnership with NVDA, tons of subsidiaries including ClickHouse. So low risk. Potential 20 bagger by…↗
May 27
Daniel Koss — @ImStereotypic honestly, yes. but people don't understand that you can be long-term bullish a stock and trade it on the way up, expecting pullbacks.
they think bullish posts + sel…↗
May 27
Daave “3 and 30” Tepper — @tweetmaster153 what you're describing is the commoditization process
no one will serve models at negative margin
low cost provider wins
$nbis↗
May 27
CK Capital — Seems like i’m getting a ton of hate today because of $ADTN which is deserved but people are now saying and acting like Ive done nothing in the last 6 months.
Let’s not forget i h…↗
May 27
Daave “3 and 30” Tepper — OpenSource LLMs are 1-1.5 generations away from taking meaningful share from the frontier. What I mean is, useful agentic applications have emerged, but only on the current frontie…↗
May 27
SandemanStocks — $NBIS I bet some new investors don’t even realize they are sitting on a gold mine in the 25% ownership of ClickHouse. One day that 25% will be worth than NBIS current market cap.…↗
May 27
Black Panther Capital — > Short-term portfolio: +200% YTD.
> Long-term portfolio: +75% YTD.
+1K new followers since yesterday.
We just hit 25K followers. Amazing!
This 2-minute post will save you from…↗
May 27
Kevin Maro — Great post about a potential $VIVO and $NBIS partnership - I recommend following @saso_capital 👍↗
May 27
SandemanStocks — $NBIS guys, the hedging won’t last forever. Once it stops it’s the equivalent of pushing a beach ball underwater and letting it go.
Just watch.↗
May 27
Antonio Costa — $NBIS $340 calls Jul17 DTE51 https://t.co/sOxOwDM722↗
May 27
CK Capital — A major hyperscaler may have just bid on $VIVO's Norway data center. And the announcement could come before June 30.
VivoPower just shortlisted AI tenants for their 41.5MW Norway…↗
May 27
SandemanStocks — $NBIS $342 price target sounds reasonable to me. Are we good with that, guys?↗
May 27
Daniel Koss — There's only ONE reason why people should consider my picks or follow me!
I have a publicly verifiable track record of making people money.
Nothing else matters for investors.
M…↗
SandemanStocks — With 65,000 shares of $NBIS, you would think I would feel disappointed with the drop from $224 pre market to $205.50 in a matter of hours. About $1.3million in paper loss intraday…↗
May 26
mon — This year’s biggest YTD winners are all “physical” sectors (semiconductors, memory, energy, robotics, space), while software, cybersecurity, and financials are the year’s biggest l…↗
May 26
Mike Investing — The literal White House is telling you to prioritize these 5 sectors amongst your portfolio…
1. Space ~ $RKLB, $ASTS, $RDW, $PL
2. Neo-Cloud ~ $IREN, $NBIS, $APLD, $CIFR
3. Rare E…↗
May 26
Daniel Koss — Anthropic is on track to become the world's most valuable company.
X doesn't yet understand why that's giiiiiga bullish Nebius $NBIS
Here's the short version: Anthropic obviousl…↗
Daniel Koss — In case anyone wonders why I record so many interviews with $NBIS executives (spoiler: more coming)...
It's really simple. I'm 100% convinced $NBIS is the AWS of AI and the next h…↗
May 26
Daniel Koss — Anthropic only got H100 from Elon apparently.
$NBIS will give them that new hot shit.
"Nebius will take care of you."
When are we getting a nice deal announced? 🤔
GPUs are st…↗
May 26
Daave “3 and 30” Tepper — if coding models have no switching cost **for humans**,
other than u/x familiarity (we're all midwits)
will ** coding agents ** care which model they use?
once the open source…↗
May 26
Daniel Koss — It's pretty silly that $NBIS is flat today.
All the Physical AI stocks are pumping like crazy.
Market probably doesn't understand yet that Nebius will make more profits from Phys…↗
May 26
SandemanStocks — If you are concerned about a massive $NBIS dip at the open, on no news, you need to control your emotions. This is nothing.↗
May 26
Jason Luongo — These 10 companies will make millionaires by 2030:
1. $IREN - IREN
2. $AMZN - Amazon
3. $TE - T1 Energy
4. $MP - MP Materials
5. $NBIS - Nebius Group
6. $UUUU - Energy Fuels
7. $O…↗
Daniel Koss — I've hinted at this many times, often half joking, but I just want to write this down for the record:
It looks very possible that $NBIS and $IREN will partner in the future.
The…↗
Midas — I called $NBIS at $20 and I think | just found the next $SIVE at $1.
I'Il share it here once I enter.
Follow for more. https://t.co/luaDq2qx3M↗
May 25
Midas — 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 othe…↗
May 25
Mike Investing — Renowned billionaire Stanley Druckenmiller has long advocated:
“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.”…↗
May 25
InvestmentGuru — THE AI COMPUTE ECOSYSTEM
Neoclouds + Mining-to-HPC Pivots | Full Watchlist
The bigger opportunity may be the infrastructure layer underneath it all:
⚡ Power
🏗️ Data centers
☁️ G…↗
May 25
InvestmentGuru — PORTFOLIO holdings UPDATE — May 2026
$PLTR — AI operating system with government + commercial compounding. The original conviction hold.
$CLS — Advanced packaging demand accelera…↗
May 25
Shay Boloor — THREE LAYERS BENEFITING FROM AI COMPUTE REPRICING
Compute pricing is starting to reset higher with long-term contracts being locked in at premium prices, spot markets are firming…↗
May 25
CK Capital — Pov Life soon when war is over and:
$ASTS hits aths of $150
$PENG doubles to $100
$HLIT hits $25
$NBIS hits $300
$DRAM hits $80
$INFQ hits $25
We are so close. https://t.co/…↗
Black Panther Capital — I wrote a letter to my future self today. Sealed it.
Wrote: “Open during the next bad week” on the envelope.
Here’s what it says.
“You hold $IREN, $NBIS, $CIFR, $ONDS, $RKLB, $…↗
May 24
Serenity — AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections.
You're not bullish enough.
And it might be a good idea to stay exp…↗
May 24
Kevin Maro — @moninvestor why do you think it hasn't moved like $NBIS↗
May 24
Black Panther Capital — I’ve gotten several request to do a post on how my portfolio setup is.
New here? All content and analysis are free. 100% transparency on the path to $2M.
So here’s a breakdown:…↗
May 24
Midas — It’s $SIVE at $7.
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.↗
May 24
Mike Investing — Generational Wealth will be made over these next 6 months…
If you’re looking to do such then you NEED to be invested in these 7 stocks:
1. Rocket Lab ~ $RKLB
2. AST SpaceMobile ~…↗
May 24
Michael | Hypermarkets — Top 12 winners for 2026 with catalyst
1. $AXTI +761%
Catalyst: $632M equity raise to double indium phosphide capacity. Pure-play AI optical infrastructure InP substrates are the…↗
May 24
AlmaCap — 10k Starship launches per year is what enables $SPCX S-1 goal of 100GW per year of orbital compute deployment from 2028
.
It's worth doing some napkin math on what that's worth, us…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
May 23
Midas — $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.↗
May 23
Midas — 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/DVDb9jFe5i↗
May 23
CK Capital — This month has been insane for callouts.
We are big green on.
$BB
$NOK
$PENG
$KEEL
$AMPG
$INFQ
$OPTX
$HLIT
$DRAM
$NBIS
All of these are up anywhere from 10% to over 100%.
This…↗
May 23
Serenity — I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out mul…↗
May 23
Shay Boloor — One of the biggest requests I’ve gotten was for more short-form video content so we launched a new FE YouTube series with 5-10 minute earnings breakdowns & company deep dives.
So…↗
May 23
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +761%
2. $SNDK +523%
3. $AAOI +421%
4. $AEHR +371%
5. $NVTS +310%
6. $BE +248%
7. $DOCN +229%
8. $INTC +225%
9. $WDC +181%
10. $ARM…↗
May 23
Shay Boloor — @CryptoBankz_65 I own $NBIS in the family portfolio 🙃↗
May 23
SandemanStocks — @oncetravelled Haha. Sometimes I wonder what would happen to tickers like $NBIS↗
Midas — I found the next hidden Al bottle neck stock like $SIVE at $1 and it could print generational wealth:
Just like I called $NBIS at $20, $ONDS at $1, $RGTI at $3, and many others.…↗
May 23
Midas — $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.↗
May 22
Mike Investing — The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze…
1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR
2. AI Infrastructure ~ $CRWV, $NB…↗
AlmaCap — Loads of my picks having record days. Diversify across a basket and you'd have banked 5+ years of S&P 500 gains in a few weeks: $WOLF, $IQE, $LPK, $SOI, $ASTS, $FLY, $SIVE
We're a…↗
May 22
Serenity — @realstockfox Yep, I'm pretty sure $INTC, $RKLB, and $NBIS will be around in 2029...
Don't need to keep entering new/different US positions, just let the ones you have compound o…↗
May 22
Serenity — People keep asking:
Hey why do have new longs with Taiwan/EU stocks recently like $LPK or Foci?
And not much with new US ones?
It's partly because the list of US stocks I've lik…↗
May 22
Daniel Koss — $FCEL trades at only 9.1% of $BE Bloom Energy’s valuation per gigawatt of guided 2027 annualized capacity.
If FuelCell got Bloom’s multiple, it would be ~$15.3B, or an ~11x from t…↗
May 22
Shay Boloor — Neocloud revenue is forecast to grow at a ~60% CAGR reaching nearly $400B by 2031 across cloud, SaaS and data centers.
The winners will be the companies that control the physical…↗
May 22
Daave “3 and 30” Tepper — i call it informed prompting. you may call it slop. this is gold either way.
$nbis https://t.co/ByyVYnvf72↗
May 22
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering:
• $NVDA earnings & why Jensen’s AI factory thesis just got another major validation
•…↗
May 22
Shay Boloor — $IREN CEO Dan Roberts just explained why vertical integration is the edge in AI cloud:
• Framed IREN in three layers: physical infrastructure, compute infrastructure & software/op…↗
May 22
Midas — 1) $TE (already have a position in the low 4s)
2) $CIFR
3) $NBIS (already have a position in the low 20s)
If this helped you out, follow me for more.↗
May 22
Dustin — 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
$IREN at $2.80
$KEEL at $1.2…↗
May 22
SandemanStocks — @Morteza_Esteki My risk management for $NBIS is its subsidiaries.↗
May 22
SandemanStocks — $NBIS I think by 2032 the NBIS stake in Clickhouse alone will equal NBIS market cap of today. Roughly $50B
Never mind Avride and the other subsidiaries.
Could be sooner too.↗
May 22
InvestmentGuru — NeoCloud is another strong sector today as AI infrastructure names continue to attract buyers, strong AI demand and growing need for compute power are keeping momentum alive in dat…↗
May 21
Daniel Koss — Best performing stocks in my watchlist today:
$FCEL up 31%
SK Square up 14%
$NBIS up 14%
$OUST up 12%
4 of the 5 stocks I recommended the most to subscribers.
Hmmmm almost as if…↗
May 21
IvanaSPEAR — Neo-cloud investors liked the SpaceX S1!
Maybe GPU rentals are not the worst business model?
$APLD +22%
$NBIS +15%
$IREN +10%
$WULF +6%
$CRWV +6%
Great post on the Anthropic/Co…↗
May 21
SandemanStocks — $NBIS I think they will announce 2-3 more mega deals by year end.
I think one of those will be Anthropic
I think they will increase their eoy ARR numbers
I think their project…↗
May 21
Midas — I found the next hidden Al bottle neck stock like $SNDK at $40 and no one knows about it.
Just like I called $NBIS at $20, $ONDS at $1, $RGTI at $3, and many others.
It's under…↗
May 21
Black Panther Capital — Can $NBIS $IREN $ASTS $AAOI even go further up?
Positive news. Lets see how market react.
-BP↗
May 21
Midas — 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’…↗
May 21
Midas — 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…↗
May 21
Midas — I called:
$ONDS at $1
$NBIS at $20
$OKLO at $6
Don’t miss my next trade and follow me.↗
May 21
Serenity — @Lucha_Stocks I was having a lot of debates with the 0 IQ $IREN community last November.
You would have been flat to negative on $IREN. While $NBIS close to tripled in the same ti…↗
May 21
Dustin — $NBIS Attached is page 1 of a Citizens analyst report regarding NBIS issued yesterday.
If this helped you out, follow for more. https://t.co/BvKoatke5E↗
May 21
Serenity — And now… $NBIS is $224, around triple prices from last year.
Did you listen anon? https://t.co/WVFKh8d3vy↗
May 21
Midas — I called the following 10x stocks early:
1) $NBIS at $20
2) $RKLB at $16
3) $OKLO at $6
4) $QBTS at $2
5) $RGTI at $3
Follow to see my next trade.↗
Daniel Koss — My Autopilot portfolio is now up 109%.
$FCEL $NBIS
But if it ever crashes and burns, just know I will blame it on $IREN. https://t.co/PfUowMU7Lv↗
May 21
Jason's Chips — Yesterday, $NBIS and $BE signed an agreement worth up to ~$2.6B.
Bloom will install, operate, and maintain fuel cell power supply systems for Nebius. The agreement is expected to…↗
May 21
Ophir Gottlieb — $NBIS @nebiusai Seems like an email was sent to customers with price increaeses. I cannot confirm authenticity so take this as a "hmm, possible" not as "this is fact."
I have con…↗
May 21
Daniel Koss — @ParadisLabs Dude come on, very unfair take...
It's a bit like sexual preferences. Some people, typically $NBIS investors, like high returns. Other people, you might call them $IR…↗
May 21
Midas — I called the following 10x stocks early:
1) $RGTI at $2
2) $QBTS at $3
3) $NBIS at $20
Follow to see my next trade.↗
May 21
SandemanStocks — $NBIS I feel bad for the people telling me this was over extended even when it was in the $180s 2 days ago. I said it’s better to buy now than miss the train.
Y’all asked me what…↗
May 21
CK Capital — $SPY is down half a % and here how my port is doing.
$ASTS up 5% 🟢
$NBIS up 15%🟢
$OPTX up 10%🟢
$AMPG up 10%🟢
$VIVO up 6%🟢
$DRAM up 1%🟢
$PENG up 1%🟢
All it takes is a few h…↗
May 21
Shay Boloor — $NBIS is up over 11% after sending new customers a $NVDA GPU price hike starting in June.
AI compute scarcity is giving Nebius pricing power with H100s moving from $2.95/hr to $3.…↗
Midas — Investing $1000/month in the S&P500 in your 20s will be the WORST financial decision someone will ever make.
Learn to pick stocks with asymmetric upside - minimal downside and inf…↗
May 21
Daave “3 and 30” Tepper — Nebius raising prices on all GPUs 30%
what happens when a 40% ebitda margin business raises prices 30% ?
Margins to 53%
and operating cash flow?
Moon
massive operating lever…↗
May 21
Mike Investing — If you’re looking to create generational wealth in 2026 then look no further than these 8 stocks:
1. Iren ~ $IREN
2. Oklo Inc ~ $OKLO
3. Rocket Lab ~ $RKLB
4. ServiceNow ~ $NOW
5.…↗
May 20
SandemanStocks — $NBIS can’t believe I just found this account a few minutes ago. Saw one of his NBIS posts, liked it…then scrolled down on his other posts and saw this one. Good stuff Penguin!↗
May 20
Shay Boloor — $NVDA just disclosed H100 rental prices are up ~20% in 2026 even though the H100 launched in 2022 and is now three GPU generations old.
That makes contracted capacity at $CRWV, $N…↗
May 20
Jose Najarro Stocks — THE $NVDA DIVIDEND RAISE AND BUYBACK ANNOUNCEMENT MIGHT BE THE MOST BULLISH AI SIGNAL OF THE NIGHT. LET ME EXPLAIN.
For years, Jensen invested Nvidia's cash into AI labs, neocloud…↗
May 20
SandemanStocks — All numbers look good for $NVDA. AI full speed ahead. $NBIS
Just as expected.↗
May 20
Daave “3 and 30” Tepper — token factories will continue to extract value as tokens per watt rise and capacity comes online too slow to meet the demand
$nbis↗
May 20
Ophir Gottlieb — $BE $NBIS
Nebius and Bloom Energy partner to power AI infrastructure build-out
https://t.co/ZWV6AccVYs↗
May 20
CK Capital — $FCEL is a baby $BE.
This just made that thesis a lot stronger.
Hidden in a Fairfax County government filing. T5 Data Centers, one of the largest data center operators in the wo…↗
May 20
Midas — I personally believe investing in the S&P 500 when you are under 30 is the DUMBEST financial situation you can do.
Why bother with a 10% YOY return when you can buy 10x stocks li…↗
May 20
Midas — Investing $10,000/month in the S&P500 when you are under 35 years old will be the WORST financial decision someone will ever make.
Learn to pick stocks with asymmetric upside.
F…↗
May 20
Midas — Top 5 stocks i’m buying when the market CRASHES:
1) $ONDS
2) $NBIS
3) $CRCL
4) $RDDT
5) $CIFR
Generational wealth is not built when the market is at all time highs but when th…↗
May 20
CK Capital — Two of my favorite stocks just announced a $2.6 billion partnership and I genuinely could not have scripted this better.
$NBIS and $BE just signed an agreement for Bloom Energy to…↗
May 20
Daniel Koss — Let's goooo!!!
Bloom Energy x Nebius deal done! Worth up to $2.6B
Freaking huge for Bloom $BE
Bloom’s 2026 revenue guidance is $3.1B to $3.3B
This one single Nebius deal is wort…↗
May 20
Shay Boloor — $NBIS and $BE signed an agreement worth up to ~$2.6B for Bloom to install, operate and maintain fuel cell power systems for Nebius.
The deal is expected to provide ~250MW of guara…↗
May 20
Daave “3 and 30” Tepper — @BeantownHQ canceled order yesterday to add $nbis.. prob exit goog to fund . but want the cash bc bonds.
market doesn't get how superior nebius is to every neocloud inc $crwv. ev…↗
May 20
Jason Luongo — @MoMoMacro $nbis could eventually turn into a hyper scaler in the future↗
May 20
Jason Luongo — Jensen Huang just said AI will create more millionaires in 5 years than the Internet did in 20.
Here are ten stocks that could create millionaires by 2030:
1. $NBIS - Nebius Grou…↗
May 20
Shay Boloor — The $GOOGL & $BX neocloud news validates how tight AI compute supply still is with the new platform reportedly targeting 500MW by 2027.
If Google is contributing TPUs, software &…↗
May 20
Serenity — Majority of US capital as well as US investors can't access $SIVE right now.
So if they get listed on NASDAQ, it's just a massive new inflow of capital. Especially if institution…↗
May 20
InvestmentGuru — AI infrastructure
$NBIS
$IREN
$CIFR
$CRWV
$WYFI
$HIVE
$KEEL
$DGXX
$SLNH
$BTDR
AI infrastructure is starting to look like a multi-layered trade, not just a single “AI chip” stor…↗
May 20
Black Panther Capital — 🇪🇺 🇺🇸 Mornings’ EU. While US sleeps, then let me remind you of this:
I was at a investor meetup in the city last month. Twenty people in a room. Drinks. Pitches.
Every name d…↗
May 20
Black Panther Capital — @pepemoonboy @JasonL_Capital Agree here @pepemoonboy I also own both. Same % allocation in port. Or $IREN is 12% now and $NBIS 18% after its run. $IREN will easily become the bigge…↗
SandemanStocks — @EagleEyes1300 Mostly $NBIS. But little bit $RKLB and ASTS↗
May 19
SandemanStocks — @LarryAn51061316 Sure! I’m heavy in $NBIS. I also would buy $ALAB
Long term winners. NBIS especially.↗
May 19
Jason Luongo — @pepemoonboy If you believe Leopold that electricity is the biggest bottleneck, $IREN has the largest grid connected portfolio of assets. 5gw
And they are guiding 3.7b arr by year…↗
May 19
Antonio Costa — $NBIS Interesting close today... Is a new leg up coming? https://t.co/z2IldsouJN↗
May 19
CK Capital — Let me show you the path to $500 billion for $NBIS. And I think it is more realistic than most people realize.
This would be a 10x from here.
Start with where they are today.
$5…↗
May 19
SandemanStocks — $NBIS Whoa! Someone is bullish…but why? Hmm let’s brainstorm…
Short timeframe means they may expect:
A major contract announcement
Earnings blowout
Hyperscaler partnership new…↗
May 19
Black Panther Capital — I just shipped the new Blackbox Market Health.
Since yesterday I’ve been building a Market Health that tries to give a more complete picture than traditional breadth indicators.…↗
Antonio Costa — $NBIS buyers stepping into the $260C for 9/18, loading up with over $3.2K in premium https://t.co/rXamJwbIN9↗
May 19
Antonio Costa — $NBIS back over $200 Wow !! What a bounce !! Next $IREN ?↗
May 19
Black Panther Capital — Here’s probably why Leopold has $IREN in his portfolio and not $NBIS:
Substation transformer lead times in 2026: more than 160 weeks.
That’s OVER THREE YEARS to power a single ne…↗
May 19
mon — "data center builders do not care about sustainability; they just want power at any expense, reliable power. They say they will think about sustainability later."
The demand is no…↗
May 19
Midas — THE STOCK MARKET CRASH HAS BEGUN.
$IREN down 7%
$CRWV down 8%
$NBIS down 7%
This is why you don’t invest in high beta stocks in a bear market.
Few understand why it’s happenin…↗
May 19
Midas — Top 5 stocks i’m buying when the S&P crashes 20-30%:
1) $ONDS
2) $RKLB
3) $NBIS
4) $RDDT
5) $INFQ
I have a HUGE cash position ready to deploy on a market crash.
Many will…↗
May 19
Serenity — @ryansfinance Think you’re forgetting $NBIS went from $90 -> $235 -> $180.
$AEHR went from $25 -> $110 -> $77
While $IREN went from $45 -> $70 -> $45↗
May 19
Antonio Costa — $NBIS Net positive premium while is falling 7% 😉 You sell in panic, they buy your fear https://t.co/PHZzQ1PSJa↗
May 19
Serenity — $IREN back down -34% from $70 to $46.
I wonder if one of the dumbest communities on X finally learned to read?
$NBIS is objectively the better Neocloud, with actual financing.
-…↗
May 19
Antonio Costa — $NBIS worth watching here. MACD Hist is displaying a positive divergence. https://t.co/UHdDUtezjh↗
May 19
SandemanStocks — $TE this is a screenshot from Stocktwits. It shows the frustration people have with FUD and manipulation.
My answer to this is: if you believe in a company, ignore the FUD. Do…↗
May 19
SandemanStocks — $NBIS The cadence of news will become something like this:
Large anchor customer announcements every few months (Meta size contracts)
Followed by incremental expansion announceme…↗
May 19
Shay Boloor — $NBIS CEO Arkady Volozh says the spread between 6% and 10% financing can impact margins by ~20% over a five-year AI infrastructure contract. https://t.co/xftpC9Ug7n↗
May 19
Antonio Costa — It sounds like another gap down…… but a potential green close today $NBIS $IREN anyone ?↗
May 19
BMSInvests — @bennybigbull Let me know once you’ve posted it mate would love to have a read.
$NBIS is a great shout, one of the lads in the discord highlighted it at $20, safe to say he’s happ…↗
May 19
Dustin — $NBIS still at the high end of the current flag. We know she is volatile, so all you can do is hunker down.
I’m seeing 175 as support. Feel free to follow me — I’ll keep you all p…↗
May 19
Daave “3 and 30” Tepper — @RHouseResearch Nebius debt is sustainable - simple as that. $nbis run by Russians who built the Google of Russia and survived sanctions and a falling out with Putin. not finance c…↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
May 18
Jason Luongo — I generate thousands of dollars each week buying and selling options
Here's the entire framework:
➡️ Hold a base portfolio of high conviction names -
$NVDA $AMZN $NBIS $IREN $RKL…↗
Antonio Costa — $NBIS another potential bounce name from current levels. https://t.co/JWiuUlGsa9↗
May 18
Black Panther Capital — a friend told me he sold everything today because he was “too stressed watching the market every day.”
i asked what he will do with the cash.
he said he was going to put it back…↗
Serenity — Just your normal Monday correction in the AI space from $NBIS to $LITE to $AAOI? https://t.co/5g3HCAlcA4↗
May 18
SandemanStocks — $NBIS if anyone is concerned about the price movement, just remember after it hit $140 in October. Multiple violent down days in no news.
This is normal. It’s up massively in…↗
May 18
CK Capital — Data center stocks just hit The Rug.
$NBIS down 7%
$IREN down 5%
$CRWV down 5%
$CIFR down 6%
Buying opportunities.↗
May 18
SandemanStocks — Both my kids $RKLB positions are up 420%. It’s actually outpacing their $NBIS positions.
Wishing I bought them more! Oh well.↗
May 18
mon — Leopold’s Situational Awareness 13F is out.
TLDR:
> Added to $IREN.
> But still no $NBIS position. https://t.co/KYJA6HynNf↗
May 18
Daniel Koss — Leopold Aschenbrenner's 13F finally dropped and X is already full of the DUMBEST interpretations possible!
Please read this.
1. The 13F shows what the fund held as of quarter-end…↗
May 18
InvestmentGuru — $NBIS $IREN $CIFR $CRWV $KEEL $SLNG $DGXX $BTDR
NeoCloud / AI infrastructure could be the next massive sector to concentrate on. Everyone talks about AI software, but the real bot…↗
May 18
Serenity — @johnoao The more I talk about something… generally the more I think it’s unknown/underpriced in current timeframes.
They all have turned out well directionally though? Like $LIT…↗
May 17
CK Capital — Let me tell you the $NBIS growth story because it is one of the most remarkable in the market right now.
Two years ago most people had never heard of Nebius. It was a spinoff from…↗
Daave “3 and 30” Tepper — @boymanrobshit Agree with this, but pushback on open source. The problem is addressable by harnesses for open source models, in which the models are interchangeable with a “tool se…↗
May 17
Kevin Maro — @TheProfInvestor Huge $NBIS bull but $MU is too obvious right now↗
May 17
Mike Investing — The $NVDA CEO literally just told you what to invest in for 2026…
In 2025 he called out to buy Neocloud & Semiconductor names which have since rallied hard:
$NBIS at $21 & is now…↗
May 17
Shay Boloor — One of the biggest requests I’ve gotten was for more short-form video content so we launched a new series on the FE YouTube channel where I share 5-10 minute earnings breakdowns.…↗
May 17
InvestmentGuru — $CORZ $NBIS $VRT - AI infrastructure
$CORZ — Bitcoin Miner Turned AI Data Center Operator
Core Scientific made one of the boldest pivots in the market — from crypto mining to hi…↗
May 17
Wayne Liang — $NVDA drops earnings on May 20th after close, and as usual, it's carrying the entire market on its back...
$SNDK reports reaffirmed the memory layer of the supercycle. $AMD valida…↗
May 17
Serenity — Lot of people on X are talking about AI/startup billboards.
Just a shower thought:
Can’t I just buy a bunch of SF billboard space for fun?
But instead of something like $NBIS (n…↗
May 17
Midas — I called $NBIS at $20 and I think I just found the next $SIVE at $1.
I’ll share it here once I enter.
It’s under 5B market cap.
Follow for more.↗
May 17
Midas — I called $NBIS at $20 and it made me generational wealth.
I called this out to my followers for free.
This is what you call asymmetric investing.
Follow to see my next trade.↗
May 17
Midas — I just found the next $SIVE at $1.
Just like I called $NBIS at $20, i’ll share it soon.
Many will regret not following me sooner. https://t.co/AdHTRxEDKi↗
May 17
CK Capital — My 2030 price targets. These are mine. Not financial advice. DYOR.
$ASTS — $77 today. Every US carrier now on board. 3.3 billion addressable subscribers. 60% of consumers willing…↗
May 16
Mike Investing — If your looking to make generational wealth in 2026, then buy & hold these 8 names…
1. ServiceNow ~ $NOW
2. Nebius ~ $NBIS
3. Iren ~ $IREN
4. Rocket Lab ~ $RKLB
5. AST SpaceMobile…↗
May 16
InvestmentGuru — One AI Supercycle -
10 Layers. 10 Tickers.
Layer 1 — Power | $BE
A single AI data center can consume 100–500MW. The US grid wasn’t built for this. Bloom Energy sits at the inter…↗
May 16
The Future Investors — You have $100,000 to invest 💰
Two AI infrastructure players are on the table — but you can only choose one for the next 5 years: $NBIS or $IREN
Which do you pick, and why? 🤔👇…↗
Shay Boloor — $NBIS co-founder Roman Chernin explained why the next AI bottleneck is running inference efficiently at scale.
That’s why Nebius is building Token Factory around model optimizatio…↗
May 16
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +657%
2. $SNDK +493%
3. $AAOI +446%
4. $AEHR +393%
5. $DOCN +222%
6. $BE +218%
7. $NVTS +199%
8. $INTC +195%
9. $VIAV +189%
10. $WD…↗
May 16
SandemanStocks — @fedex774 I post about the best stock though, $NBIS.↗
mon — $IREN & $NBIS deal with $NVDA
IREN deal: NVIDIA is the customer paying IREN $3.4B over 5 years ($680M/yr) for managed GPU cloud services on 60MW Blackwell systems ($11.3M/MW/yr r…↗
Midas — IVE BUILT AN APP TO FIND STOCKS LIKE $SNDK at $30, $SIVE at $1, and $MU at $90.
With this strategy I already found:
$NBIS at $20
$ONDS at $1
$RKLB at $16
This app will help every…↗
May 16
Midas — I found the next hidden 10x Al bottleneck stock like $SNDK $30 and no one is talking about it.
Just like I called $NBIS at $20, $ONDS at $1, $OKLO at $6, $ASTS at $20, and many o…↗
May 15
SandemanStocks — Just in: Holding $NBIS would have outperformed all these guys.↗
May 15
Daave “3 and 30” Tepper — listen to @benthompson and @andrewsharp discuss the inference demand of agentic workflows
If you don’t see how nebius $nbis is 3 steps ahead of competitors - and 180 degrees diff…↗
May 15
Serenity — @beauty_oe I forgot $NBIS and $MU too, that would be #25. I'm losing count.↗
May 15
Dillon Valdez — $NBIS — Nebius
Revenue was $399.0M, +621.5% YoY, and beat expectations of ~$375.1M by 6.4%. EPS was -$0.23 vs -$0.77 expected. Stock rose 15.7% on report day and is still +2.6% th…↗
CK Capital — Market taking a shit…
$NBIS doesn’t care. https://t.co/jHa2EWzZ4Q↗
May 15
CK Capital — 684% revenue growth. $52 billion market cap. And I still think $NBIS is undervalued.
Q1 revenue came in at $399 million. Up 684% year over year. Beat estimates. Raised 2026 ARR gu…↗
May 15
SandemanStocks — I don’t think we should continue to call $NBIS a neocloud. Their full stack AI infrastructure simply puts them in a class of their own. Here are some options, which one is the b…↗
May 15
Midas — IVE BUILT AN APP TO FIND THE NEXT $SNDK and $MU.
With the app I already found:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
You will be able to find 10x stocks in seconds wit…↗
May 15
Midas — I’ve built an app to find 10x stocks early like $MU, $NVDA, and $SNDK.
The strategy that I used to find $NBIS at $20, $ONDS at $1, $RKLB at $16.
This app will also find AI bott…↗
May 15
Midas — IVE BUILT AN APP TO FIND THE NEXT $SNDK and $MU.
This software already helped me find $NBIS at $20, $ONDS at $1, $RKLB at $16.
When it releases i’ll drop the link here.
Fol…↗
May 15
SandemanStocks — $NBIS another price target raise. Citi raises from $169 to $$287.
That’s a $118 increase. Massive!↗
May 15
Black Panther Capital — @elonnotificati2 Well. Not really. Worked out fine for $NBIS and $RKLB right?↗
May 15
Black Panther Capital — ⚡️JUST IN: Citi just assigned a Buy on $NBIS.
Price target: $287.00
That’s not a reiteration. That’s a fresh call.
And they’re not alone.
→ Northland Securities, Buy, $248
→ Ci…↗
May 15
Midas — I found the next 10x stock like $SNDK, $MU, and $SIVE.
Just like I called:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
I still believe a market CRASH is coming so i’m waiting to…↗
May 15
Midas — i called $NBIS at $20 and i’m posting my next banger here.
It’s going to be bigger than $SNDK, $MU, $SIVE, etc.
A truly asymmetric play.
Many will regret not finding me sooner…↗
May 15
Serenity — Not sure if people realized this but unless a thesis completely breaks, companies like $NBIS can keep growing.
Just look at $AMZN or $GOOGL over the past 15 years.
If people "tr…↗
May 15
Midas — I called these 10x stocks before everyone:
- $ONDS at $1
- $NBIS at $20
- $RKLB at $16
- $OKLO at $6
This is what I call asymmetric investing.
Sharing my next trade here.
M…↗
May 15
Midas — 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 others.
It’s under $1B m…↗
May 15
Midas — I just found the next $NBIS at $20 and everyone is sleeping on it.
The next 10x play.
Using my app to analyze it.
Many will regret not following me sooner.↗
May 15
SandemanStocks — Today I saw $NBIS bulls post about selling because they needed to “protect” their gains.
I respect that.
But this is also the mindset that stops people from being ultra wealt…↗
May 15
Mike Investing — If you missed $INTC at $32.
Missed $SNDK at $183.
Or even Missed $RKLB at $37.
Then buy these 4 stocks, & thank me later:
1. Nebius ~ $NBIS
2. Iren ~ $IREN
3. CoreWeave ~ $…↗
May 15
SandemanStocks — Gun to head. Someone asks me if $NBiS will ever hit $Trillion market cap….
What do I say?
What do I think?
Answer: Zero hesitation, I say:
Yes
I’m not pumping.↗
May 15
SandemanStocks — Listen guys, $NBIS is volatile. We all know this. Tomorrow it could hit $180 or $250. But who cares. This is going to be in the thousands. Short term means nothing. Don’t ove…↗
May 15
SandemanStocks — Guys, I was gone all day because I decided to sell…
Zero shares of $NBIS. I think I’d cut off a pinky toe before doing that. I dont need a pinky toe….but I need my NBIS 🙌↗
May 15
InvestmentGuru — $NBIS $CIFR $IREN $CRWV $VIVO $SLNH $KEEL
NeoCloud has quietly become one of the strongest sectors in the market over the last 2 days. The amount of bullish call flow printed tod…↗
May 14
Mike Investing — I’ve said this before, & I’ll say it again one last time…
If you’re looking for the next $SNDK then look no further than $NBIS.
Nebius has grown its revenues +684% YoY, built $50…↗
May 14
Black Panther Capital — $ONDS is up 31% today. Here’s my next bet trading at a discount right now:
Most people on X missed $ONDS today.
Not because they didn’t know about it.
Because they SOLD it.
I w…↗
May 14
Black Panther Capital — 🚨THE BEARS HAVE BEEN WRONG ABOUT THE SAME THING FOR THREE YEARS.
And they’re about to be wrong again.
Morgan Stanley just raised their S&P 500 target to 8,300.
Year-end 2026 ta…↗
Shay Boloor — $NBIS is up another 10% today and crossed $225 for the first time ever 🤯 https://t.co/qRcRjRIuVo↗
May 14
Daniel Koss — I sold $CGEH
I wanted to be 100% in $NBIS into earnings. But now after earnings, I will still not buy $CGEH back.
Here's why & what I found while researching them.
I want to be…↗
May 14
Midas — I called $NBIS at $20 for a 600% gain.
I feel bad for everyone who missed out on this insane rally.
Follow to see my next trade.↗
May 14
Midas — I called the following 10x stocks early:
$ONDS at $1
$NBIS at $20
$OKLO at $6
Finding these stocks early is
Many will regret not following me sooner.↗
May 14
Black Panther Capital — ⚡️JUST IN:
Northland Securities just reiterated their price target from $215 to $248 on $NBIS.
Citizens just reiterated their price target from $175 to $270 on $NBIS.
Both insti…↗
May 14
Midas — If you missed out on my $NBIS call at $20 for 600% gains, you don’t want to miss the next one.
Many will wish they followed me sooner.↗
May 14
mon — $IREN, $NBIS, $CRWV, $CIFR
It is estimated that roughly 30% to 50% of data center projects planned for 2026 in the United States are facing cancellation or significant delays.
A…↗
May 14
Jose Najarro Stocks — $AMD $NVDA $MU $NBIS $CRWV AI SEMICONDUCTOR INVESTORS THIS IS A CRUCIAL MESSAGE!
If you are serious about AI and Semiconductor Investing, I 100% would recommend @fiscal_ai. It's a…↗
May 14
Daniel Koss — @DeepValueBagger Many smart people seem to love that name, but I hate hate hate such corporate 0 soul in the game execs. The entire structure, ownership, management, I dislike all…↗
May 14
Shay Boloor — $NBIS revenue is expected to go from $51M to $2.4B in just over two years showing how violent AI compute shortage can be for companies that can actually bring capacity online.
Thi…↗
May 14
Black Panther Capital — $NVDA x US x China agreement.
My thesis is; this is probably in exchange for Iran peace.
If I expect market to fly, and my strategy will be to take some profit, before a dip.
Le…↗
May 14
Dustin — $NBIS More upgrades coming in tonight and they are massive. 👀
Citizens: $175 -> $270
Compass Point: $150 -> $260
DA Davidson: $175 -> $250
Cantor Fitzgerald: $129 ->…↗
May 14
Dustin — $NBIS $240 PT, / BoA
BoA put out a bullish note on NBIS Key highlights from today’s report:• 1Q revenue +68% YoY (beat Street +63%)
• Adj. EBITDA margin hit 32% (well ahead of Stre…↗
May 14
InvestmentGuru — NeoCloud is one of the strongest sector today.
$NBIS leading the sector https://t.co/NTHPOCrlGV↗
May 14
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $NVDA Nvidia CEO Jensen Huang joined President Trump’s China trip after receiving a last-minute invita…↗
May 14
SandemanStocks — I full port $NBIS and literally feel zero emotion or fear. Please lecture me. I’m ready.↗
May 13
Mike Investing — Over the last few weeks generational wealth has been made for many.
Some of my most notable callouts include:
$NBIS at $68 & ran to $217+
$RKLB at $37 & ran to $127+
$C…↗
Shay Boloor — $NBIS one year ago was a speculative AI infrastructure story worth $8B with a ~$200M revenue run-rate.
Today, it has more cash ($9.3B) than its entire market cap a year ago and ge…↗
May 13
Shay Boloor — @FuturumEquities $NBIS officially became a top 10 position in my family portfolio today 🙃↗
May 13
Black Panther Capital — 🤯WOW!
I actually think this might be my best day across both my portfolios.
Long-term: 10%
$NBIS $AAOI $OUST $CIFR $RKLB $IREN $PNG.V $ONDS
Short-term: 20%
$PENG $SIVE
Here’s…↗
May 13
Daniel Koss — I started my first business at 18. I funded it with my own money that I made as a gaming YouTuber from 13 to 18.
For the first 3 years it only lost money and I had no savings left…↗
May 13
The AI Investor — $NBIS is almost as big as $CRWV
Does it make sense? https://t.co/wN8WozmVPF↗
SandemanStocks — $NBIS you know what’s funny? ClickHouse could have a market cap of $100B in 2030. Bull case goes all the way up to $150 to $250B.
$NBIS owns about 28%. Do the math.
This…↗
May 13
InvestmentGuru — $NBIS
$CRWV
$SLNH
$KEEL
Neocloud look good https://t.co/TCV0dTbQ0b↗
May 13
Midas — If you didn’t make money on $NBIS.
You are a bum and should not invest.↗
May 13
Midas — 600% gains on $NBIS.
Many will regret not following me sooner.↗
May 13
Midas — 600% returns on $NBIS.
Investing is so easy.↗
May 13
Jason's Chips — $TSEM and $NBIS had massive beats today.
Nebius raised their contracted power guidance by a whole gigawatt to 4 GW and increased their CapEx from $18 billion to $22.5 billion, due…↗
May 13
Daave “3 and 30” Tepper — @RHouseResearch you hallucinating?
$nbis '26 arr guide $8bn vs. $crwv at $18bn. 2.3x the rev.
$crwv $90bn net debt and operating leases forecast end '26
nebius $10bn net
same…↗
May 13
Daave “3 and 30” Tepper — @RHouseResearch dude, based on what? nebius has more contracted power and owns 75% of theirs. coreweave leases it all.
built different
$nbis is 0% net debt / market cap
$crwv is…↗
May 13
Shay Boloor — Full $NBIS video can be found here:
https://t.co/mZH3QoKvsR↗
May 13
Michael | Hypermarkets — In 2026, $NVDA put $15,000,000,000 in 7 AI super companies so far.
Here's exactly why they partnered with these companies:
$MRVL Marvell → AI scaling is now bottlenecked by netwo…↗
May 13
Shay Boloor — $NBIS is becoming one of the biggest winners in the new AI economy because it can deliver compute efficiently at scale.
The number that mattered most to me was Nebius seeing four…↗
Black Panther Capital — PORTFOLIO UPDATE
If you followed me this year, your short-term portfolio is up 125%.
Your long-term book is up 55%.
I don’t use options, calls, leap, short e.g.
The $SPX has sp…↗
May 13
Kevin Maro — @BitcoinAIGuy I am starting to think you’re trolling and are a huge $NBIS bull 😂↗
May 13
CK Capital — $NBIS just dropped one of the most bullish earnings prints of 2026.
684% revenue growth year over year. $399 million in Q1 revenue. Beat estimates by $20 million. EPS of negative…↗
May 13
Shay Boloor — I was told I was getting into $NBIS too late after stock had already tripled but I thought it was worth the risk in a world that will likely stay compute constrained for years.
Th…↗
May 13
Daniel Koss — $NBIS okay, so the ONE negative / bearish takeaway from the call for me was that they have not used the ATM YET to dilute.
So this will obviously and inevitably happen at some poi…↗
May 13
SandemanStocks — $NBIS is now a 4 bagger for me in less than a year. 🙏🙏🙏↗
May 13
SandemanStocks — $NBIS customers are fighting over the GPUs!!!↗
May 13
TheValueist — $NBIS KEY READ-THROUGHS FROM NEBIUS GROUP Q1 2026 EARNINGS CALL
Nebius’s Q1 2026 call is a broad positive read-through for the AI infrastructure complex, but the most important im…↗
May 13
Daniel Koss — Thank you! @joinautopilot
I did very aggressively go 70% $NBIS into earnings Yesterday in the AP portfolio :) https://t.co/EiE1JXNpgi↗
May 13
SandemanStocks — $NBIS great point Alasdair makes. They don’t even count the massive $10B+ hyperscaler deals in their pipeline!!!! That is mind blowing 🤯↗
May 13
SandemanStocks — $NBIS okay so the account that holds my $NBIS shares with covered calls tied to them is now rolled to March $280 calls. I’m done rolling. If I get called at that strike, so be it…↗
May 13
TheValueist — $NBIS EXECUTIVE CALL SUMMARY: NEBIUS GROUP NV (05/13/26)
Nebius delivered a materially positive Q1 2026 earnings call on demand, pricing, capacity visibility, and underlying AI cl…↗
Wayne Liang — I'll make this super clear for people wondering if $DGXX or $SLNH is more asymmetric:
They serve two completely different purposes, in different layers of the same supercycle. Bot…↗
May 13
Daniel Koss — VERY important bit from the $NBIS call and the MAIN reason why they increase capex, don't ignore this!
"we are building for 2027 demand, where we have customer commitments ALREADY…↗
May 13
Daniel Koss — $NBIS said their main goal for subsidiaries like Avride is to find "strong partners and consolidate them".
My interpretation is they see tremendous value in them, but want to focu…↗
May 13
tae kim — This is for the innumerate clowns who actually still believe there are GPUs sitting in warehouses somewhere $NVDA :
“We are typically seeing 4 or more customers competing for eve…↗
May 13
Daniel Koss — $NBIS raised 2026 capex guidance to $20B - $25B (from $16B - $20B).
The big question is WHY?
NOT because of materially higher input costs, which I and many others expected, but b…↗
May 13
Daniel Koss — $NBIS Arkady: "we're quickly becoming a magnet for top talent"
-> very obvious if you look at the hires and acquisitions.
2 insights
1) many top hires come from competitors -> th…↗
May 13
Black Panther Capital — @philipp317 Yeah. And $CIFR. Im well diversified into this sector. We are still in the innings. And some will also fail on deadlines and projects.
But my top 3 is $NBIS $IREN $CIF…↗
May 13
SandemanStocks — Selling all my $HIMS. Need the cash to roll my $NBIS calls. Probably will close out my $MRNA calls too, though I don’t really want to,↗
May 13
Daniel Koss — $NBIS Arkady: "Our OWNED contracted capacity now accounts for more than 75% of our total power".↗
May 13
Daniel Koss — Today $NBIS announced a NEW 1.2GW site in Pennsylvania that they will OWN.
-> MORE capacity
-> FASTER than analysts expect
-> HIGHER margin
big middle finger to all the…↗
May 13
Daniel Koss — Last quarter $NBIS said they are targeting more than 3GW of contracted power by end of 2026.
3 months later (today) they have ALREADY CONTRACTED 3.5GW!
-> no matter what happe…↗
May 13
Dustin — $NBIS ABSOLUTELY DESTROYED THEIR EARNINGS
• Revenue $399M vs. Est. $389M
• EBITDA $130M vs. Est. $91M
• ARR $1.92B vs. Est. $1.81B
• AI Cloud Revenue: $390M (+841% YoY)
20…↗
May 13
Daniel Koss — Just finished listening to the full Nebius $NBIS Q1 2026 Earnings Call.
Will now go over it step by step (tweet by tweet) and share all the highlights, insights and my personal in…↗
May 13
Puru Saxena — $NBIS crushed earnings 🔥
EPS: $(0.33) vs $(0.77) est
REV: $399.00M vs $371.40M est
Adjusted EBITDA: $129M vs $(53.7M) prev year
Net Income: $621M vs $(104.3M) prev year
$NB…↗
May 13
Daniel Koss — $NBIS CRO said
1. They increased pricing AGAIN
2. Still fully sold out (easily)
3. Prepayments are increasing!
-> Insane demand "customers competing for EVERY GPU we bring online…↗
May 13
TheValueist — $NBIS (Bloomberg) -- Nebius Group reported revenue for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
•Revenue $399.0 million, estimate $391.6 mill…↗
May 13
Daniel Koss — Too much to digest $NBIS
Will finish the call then share all thoughts. Holy bullishness.↗
May 13
SandemanStocks — $NBIS after this report, if this dips at open, consider it a gift.↗
May 13
Shay Boloor — $NBIS CFO said its $MSFT and $META contracts should unlock significant asset-backed financing.
He expects the financing to come at attractive terms because it is backed by Microso…↗
May 13
Shay Boloor — $NBIS raised its 2026 CapEx guidance to $20B-$25B.
That is up from the prior $16B-$20B range as Nebius continues scaling its AI infrastructure buildout.↗
May 13
Daniel Koss — $NBIS Q1 numbers 🤩
world class execution meets supercycle.
generational company. the AWS of AI.
$1T WHEN, not IF https://t.co/t4aPrKwfB0↗
May 13
Antonio Costa — $NBIS $IREN fresh highs in pre-market 😃↗
May 13
Jason Luongo — 3. $NBIS - Nebius Group
Just reported this morning. Q1 revenue $399M, up 684% year over year. Beat the $375M estimate. Turned profitable with $621M in net income. Cash from operat…↗
May 13
CK Capital — I tried to tell y’all.
$NBIS clears $IREN https://t.co/PpPZDll5G7↗
May 13
Daniel Koss — $NBIS earnings call in 5min.
I will listen and live-tweet everything!
Turn on post notifications if you don't want to miss it.↗
Daave “3 and 30” Tepper — nebius great quarter
If you think $nbis is remotely similar to $crwv $iren https://t.co/lMWTatNpWW lambda or any other trashco neoclouds, watch this interview
Different level↗
May 13
Serenity — $NBIS earnings were stellar and it’s now trading $200+ premarket.
Reiterated $7-9B ARR in 2026. 40% adj. EBITDA margin projections, which is vastly outperforming expectations.
4…↗
May 13
Shay Boloor — $NBIS BROKE ABOVE $200 FOR THE FIRST TIME IN HISTORY https://t.co/NdRU5Kswbp↗
May 13
InvestmentGuru — $NBIS is showing why AI infrastructure remains one of the strongest themes in this market.
Q1 revenue came in at $399 million, up an incredible 684% YoY, and now the company has…↗
May 13
SandemanStocks — $NBIS
- Contracted capacity now exceeds 3.5 GW, surpassing our 3 GW target; we now expect to have more than 4 GW of contracted capacity by the end of 2026.
“We also announced to…↗
May 13
Daniel Koss — Did you listen anon? 😄
Told Subscribers I'm 100% all-in $NBIS into earnings.
Numbers so far confirm all of predictions.
Now freaking pumped for the earnings call.
Do we get
1…↗
May 13
Shay Boloor — $NBIS secured up to 1.2 GW of power and land for a new owned AI factory in Pennsylvania.
The deal adds another major U.S. infrastructure site as Nebius scales its AI compute footp…↗
May 13
Shay Boloor — Should I also do an Earnings Edge breakdown on $NBIS for the FE YouTube channel today?
After seeing these numbers from the print, I really don’t think enough people understand the…↗
May 13
InvestmentGuru — $NBIS +434% in my portfolio now https://t.co/xrU9ILsmTm↗
May 13
Black Panther Capital — Wow. $NBIS just hit $200 for the first time ever. https://t.co/n74cEfbZgW↗
May 13
Shay Boloor — $NBIS ABSOLUTELY DESTROYED THEIR EARNINGS
• Revenue $399M vs. Est. $389M
• EBITDA $130M vs. Est. $91M
• ARR $1.92B vs. Est. $1.81B
• AI Cloud Revenue: $390M (+841% YoY)
2026 Guid…↗
May 13
Antonio Costa — $NBIS Breaks the $200 mark following the earnings report 🤗 https://t.co/nsnWBfblyM↗
Daniel Koss — $NBIS new earnings numbers look good at first glance!! https://t.co/wnAtvoZCYu↗
May 13
Dustin — $NBIS I hope everyone is just as excited for the next 10 years of this company as they are for this quarter … wealth is not created by scalping 8% off an earnings beat … it’s findi…↗
May 13
SandemanStocks — $NBIS probably drops there quarterly numbers around 7 with the earnings call at 8 am eastern. I’m honestly good with whatever direction this goes today.↗
May 13
Black Panther Capital — PM looks insane! 🤯
Its only a couple of days since I posted my thesis on $PENG and took a position.
$PENG is smashing +20% in PM 🟢 And Wall Street is about to wake up.
Credit…↗
May 13
Daniel Koss — $IREN shares good news before earnings, pumps to the moon and then horrible results.
Now $NBIS shares 2 good news before earnings...
oh oh, the narrative is dramatic.
A lot of pe…↗
May 13
Daniel Koss — Will share my $NBIS 2026 (EOY) price target AFTER earnings.
Obviously have to update my numbers and interpret what they are saying.↗
May 13
Daniel Koss — $NBIS earnings in 6h.
What's the X vibe right now?
Funny enough most bulls I talked to yesterday said they expect a great earnings then dump.↗
May 12
Mike Investing — The $NVDA CEO, Jensen Huang has been literally telling you to buy these 2 sectors before they boom:
Data Centers - $IREN, $NBIS, $CRWV
Software - $NOW, $ADBE, $DDOG
If you misse…↗
May 12
Shay Boloor — $NBIS is bringing in Clarifai’s core engineering & research team while licensing its inference & compute orchestration technology.
The move strengthens Nebius Token Factor…↗
May 12
Daave “3 and 30” Tepper — $nbis has bought not 1 but 2 firms based on jensen's bar charts at gtc. jensen is a king's king maker↗
May 12
Daniel Koss — Let's go! Has $NBIS intentionally kept a few good news for us to be announced tomorrow? I wouldn't mind :P↗
May 12
SandemanStocks — $NBIS great news. Stacking MW by MW and GW by GW. Well done $NBIS team. 👏🙌↗
May 12
Shay Boloor — $NBIS broke ground on a gigawatt-scale AI factory in Missouri across a ~400-acre campus.
The $NVDA backed buildout reinforces that winners in the new AI economy will be the ones t…↗
mon — Stocks don’t move in straight lines and the market is proving that today.
Memory Stocks:
$SNDK -9.54%, $MU -8.21%, $DRAM -10.60%
AI Data Centers:
$NBIS & $WULF -4%, $CIFR -3…↗
May 12
Black Panther Capital — Let me remind you of this today:
There’s no bubble.
Stop whining and being a 🐱.
We are going higher when retail 🐱 is out.
$IREN is a $200 stock.
$NBIS is a $400 stock.
$CIFR is…↗
May 12
CK Capital — Bloody day for the markets.
Stocks i’m looking to add on this dip.
$ASTS down 13%
$NBIS down 5%
$CRWV down 9%
$DGXX down 6%
$PENG down 6%
$HOOD down 5%
All seem like good discou…↗
May 12
SandemanStocks — @JJGoesLong I’m holding for exposure to peptides, as I said when I entered. I dont care about earnings that happened last quarter. My focus is mostly on $NBIS because that is by F…↗
May 12
Black Panther Capital — Higher, higher, HIGHER! 😎
Let’s go bulls!
Sadle up $IREN $NBIS $AAOI $PENG $OUST $RKLB.
-BP
Not financial advice.↗
May 12
SandemanStocks — $NBIS about to watch this interview with DataOne CEO @CABeyney done by @daniel_koss and @itsalasdairmann 👀👊↗
May 12
Daniel Koss — Full Interview with Charles-Antoine Beyney "CAB" (@CABeyney) - Founder & CEO of DataOne and @itsalasdairmann
As always - please share this interview, so we reach as many $NBIS (…↗
May 12
SandemanStocks — $NBIS for the record, I have about 65k shares. I’m not trimming any shares into earnings. I’m not hedging for downside risk. If it drops at all it’s my chance to roll my covered…↗
May 12
Daniel Koss — Huge day for all $NBIS investors!
Tomorrow, Nebius reports earnings.
Because they report at 2pm CET, all Nebius investors need to decide today whether they want to hold, sell, or…↗
May 12
Serenity — Ouch, Towa (6315) down 20% on earnings.
Good lesson learned that I do get some ideas wrong.
Especially on short term timeframes.
Same thing with $NBIS back in Dec/Jan…
But it…↗
May 12
Mike Investing — If you’re looking to create generational wealth in 2026 then you must have these 8 stocks in your portfolio…
1. Rocket Lab ~ $RKLB
2. Nebius ~ $NBIS
3. Tesla ~ $TSLA
4. Nokia ~ $N…↗
May 11
Serenity — Not sure why people ask these types of questions across every single stock from $AAOI to $LPK under every post?
I've already said multiple times, I have positions after $FLNC ear…↗
May 11
InvestmentGuru — Lots of runners in my portfolio today
$NBIS
$TSLA
$QS
$MU
$AAOI
$RKLB
$DGXX
$KEEL
and many more. When you stay patient with high conviction names, the market eventua…↗
May 11
Serenity — As I said before $IREN is basically dogsht compared to $NBIS.
$NVDA didn’t give $IREN funding yet.
So IREN needs to figure out how to buy enough GPUs to monetize 5GW capacity th…↗
May 11
mon — What a day...
- $IREN went from -14% to green to -8% now.
- Incredible recovery mid day.
- Market dumped towards the end of the day.
- $NBIS +5%, $CIFR & $WILF -1%.
- $SATL +15…↗
May 11
CK Capital — Just a reminder.
“ $NBIS will take care of you” https://t.co/d8vR36pxgq↗
May 11
Jose Najarro Stocks — THE AGE OF AGENTIC AI IS DRIVING A MASSIVE CPU SHORTAGE $AMD $INTC $NVDA
Both AMD and Intel stated during their earnings call that there could be a chance that the CPU-to-GPU rati…↗
May 11
SandemanStocks — $NBIS could not agree more with this statement 👊↗
May 11
Black Panther Capital — Wall Street haven’t figured $PENG role out yet.. when they do, it will explode.
Here’s everything you need to know and why $NVDA $AAOI $MU $SNDK will need to rely on them, at one…↗
May 11
Daniel Koss — @Yeah_Dave 100% spot on
The issue is not Cerebras it's $NBIS being undervalued.↗
May 11
Dustin — $NBIS Nebius price target raised to $205 from $175 at BofA https://t.co/XQ95CS2Jy3↗
May 11
Daniel Koss — Grilling @CABeyney 😂😂
$NBIS earnings in 2 days, with all the FUD, someone has to ask these tough questions 🤷🏻♂️↗
Daniel Koss — 🧐
Is the market going risk-off and rotating into quality?
$NBIS $IREN https://t.co/xoEQh8EdLi↗
May 11
Black Panther Capital — this market is so f.. strong.
from red to green.
every major AI infrastructure deal in 2026 will look cheap in 2028. I’m not even optimistic. that’s just how this infrastructure…↗
May 11
CK Capital — The great rotation has started.
$IREN to $NBIS
I feel for $IREN holders but tried to tell y’all and many didn’t care to listen.
Glad for the ones who swapped their $IREN for $N…↗
Black Panther Capital — JUST IN ⚡️
Bank of America just raised their $NBIS price target.
$175 → $205
Rating: Buy - Reiterated
10 Wall Street analysts covering $NBIS right now.
→ 8 Buy
→ 2 Hold
→ 0 Se…↗
May 10
InvestmentGuru — 5 Small Caps with Large Cap Potential
1. $RKLB — Rocket Lab
The clearest space infrastructure compounder. Q1 2026 revenue hit a record $200.35M, up 63.5% YoY, with a $2.2B backlog…↗
May 10
Black Panther Capital — @5xCap $177 is $NBIS. Typo mate. Relax. And answer is simple. NBIS and RKLB are just beside each other in my portfolio overview. https://t.co/aasrxNh5y6↗
May 10
BULL OF BRITAIN — $DGXX just signed $1.1B with $CBRS for 10% of its power pipeline. Market cap is $475M.
The math doesn't add up.
> $1.1B base contract, $2.5B with renewals (10yr term)
> 40MW Cere…↗
May 10
Black Panther Capital — I did the calculation last week.
Not the sexy version. The boring version.
What does patience actually cost? What does it return?
The typical retail investor makes 3-4 moves per…↗
Black Panther Capital — Most investors LIKE to think they have rules.
Very few actually have.
What most investors have is a 'mental note.' But very few have rules, that they actually follow when market…↗
May 10
Shay Boloor — $NVDA has committed more than $40B to equity investments this year alone:
• OpenAI $30B
• $GLW ~$3.2B
• $IREN ~$2.1B
• $MRVL ~$2B
• $LITE ~$2B
• $COHR ~$2B
• $CRWV ~$2B
• $NBIS ~$…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 10
Shay Boloor — $NBIS CEO Arkady Volozh saying “whatever is built is consumed” is the cleanest explanation of this AI cycle.
Every incremental watt, GPU and data center gets absorbed because inte…↗
May 9
Mike Investing — The $NVDA CEO has been literally telling you what to buy…
In 2025 Jensen called out:
$NBIS at $21 & is now up 840%
$APLD at $3 & is now up 1,400%
$TSM at $180 & is now up 135%
$MU…↗
May 9
Serenity — Just a TLDR of recent semi developments:
1. $TSM pushing hard CoPoS - VisEra/others might go brrr earlier than expected.
2. $AAPL goes with $INTC for semi production, which is a…↗
May 9
Black Panther Capital — My wife's dad from UK is here during the weekend.
He asked me at dinner tonight what I invest in.
I listed them. All nine.
$IREN. $NBIS. $CIFR. $ONDS. $RKLB. $AAOI. $AMPX. $PNG.…↗
May 9
Black Panther Capital — I’ll only say this once:
The next 1 to 4 years will determine whether you build generational wealth or spend the rest of your life watching other people live the life you could ha…↗
May 9
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +612%
2. $SNDK +558%
3. $AEHR +382%
4. $AAOI +327%
5. $DOCN +241%
6. $INTC +238%
7. $BE +200%
8. $VIAV +187%
9. $WDC +179%
10. $MU…↗
May 9
Mike Investing — The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!
Many who know & capture the next phase cycles will become millionaires.
Phase 1 is offici…↗
May 9
SandemanStocks — @XroadsTrader I don’t trade every day. But if you really need to I’d
Put 1/2 in $NBIS and if it keeps running congrats….just hold it
Then on NBIS earnings Wednesday, if it goes…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 9
SandemanStocks — @ermin_h Sell if the thesis changes. But dips like $NBIS recently had probably shook many out↗
May 9
SandemanStocks — @carlotrades Always a caveat. If the thesis changes get out. I’m talking about dips like $NBIS from $140 to $80 for zero logical reason↗
May 9
The Future Investors — Next week: more big earnings are on the calendar 📅🚀
Monday: $HIMS, $ASTS
Tuesday: $SE, $OKLO
Wednesday: $NBIS, $BABA
Thursday: $NU
Which one are you watching most closely? 👀 h…↗
May 8
mon — Great day overall.
> $IREN ended the day +7.65%. +100M volume. 🔥
> While $CRWV -11%. $NBIS -4%. $WULF -2%.
> Trump just said - "Go out and buy a $DELL ". 🧐
> $RKLB +34% Congrats…↗
May 8
CK Capital — These are my 3 biggest positions and ones that I believe will generate generational wealth over the coming years.
$ASTS. The only space based cellular network that connects direct…↗
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 8
SandemanStocks — @ironimmigrant I’m heavy in $NBIS. You can search my past posts about it. Too much to post in one post 🫡↗
May 8
Daniel Koss — Recorded the podcast with @CABeyney, CEO of DataOne, and @itsalasdairmann.
They are building a 300MW+ data center for $NBIS, potentially 1GW+ in the future!
Will share my thought…↗
May 8
Black Panther Capital — @YoYInvestor Great neutral post mate 👊 From a $NBIS and $IREN investor.↗
May 8
Mike Investing — Rotation within the markets is silently happening…
Money is flowing from Semis, Memory, & Photonics into:
AI infrastructure ~ $IREN, $CRWV, $NBIS
Rare earths ~ $USAR, $MP, $UUUU…↗
May 8
Jason Luongo — @WheelieInvestor @ZeekTyt My man @jiahanjimliu explains it perfectly.
“Takeaway 3 - Nvidia Option to Invest Instead of Immediate Investment
Market sees this the reason to sell $I…↗
May 7
amit — @Couch_Investor That’s why it seems more bullish than not.
$IREN needs to execute to get the $NVDA investment but if they do, $NVDA gets an asset worth much more than $70.
Differ…↗
May 7
SandemanStocks — $NBIS had a $20+ swing from top to bottom today. I have about 65,000 shares. Do you think I felt an ounce of emotion?
Nope. I literally felt nothing.
-We just had ATH
-$CR…↗
May 7
amit — @1Santova yup, difference is $NVDA directly invested into $NBIS so they do have more faith in Nebius
which likely also explains why Nebius has landed more deals and has seen their…↗
May 7
SandemanStocks — For the $NBIS newbs, $CRWV earnings takes us down almost every time without fail. It’s just part of the process.↗
May 7
amit — $IREN $NVDA
IREN PARTNERS WITH NVIDIA.
Iren signed a $3.4B, 5-year AI Cloud contract with Nvidia entering into a 5GW strategic partnership.
I am not a huge $IREN investor, but…↗
May 7
Black Panther Capital — Don’t say I didn’t warn you.
A lot of great profiles on X, shared the potential in $IREN.
A lot of $NBIS and $IREN noise were made.
A lot of people missed out on $IREN lately du…↗
May 7
Serenity — $NVDA hasn't invested anything. They got a completely risk-free purchase agreement without committing anything.
This is different than a convertible note where they would loan $IR…↗
May 7
Shay Boloor — @RetailKingsETF The 5 GW commitment puts $IREN in the same operational tier as $NBIS & $CRWV now↗
May 7
Black Panther Capital — Today’s dip got to me…
Portfolio got wrecked today!
I freaked out, hit the panic-mode:
$AMPX down -27%. $OUST down -17%
$AAOI down -14%. $IREN down -8%
$NBIS down -6%.
Almost c…↗
Serenity — @AorakiTrading Yeah, I wouldn’t have taken positions if they didn’t get 2 hyperscaler agreements.
One large $MSFT contract as seen with $NBIS would likely cause a massive rerating…↗
May 7
Black Panther Capital — Colleague at lunch today going on about how he finally bought $NVDA .
Said it like he discovered fire.
I nodded. Asked how it was going. He said he was up a bit, felt good about…↗
May 7
SandemanStocks — Wait what? I took a shower and $NBIS was down like 8 bucks. I come out it’s green. The strength!!! 💪↗
May 7
Shay Boloor — @FuturumEquities We absolutely crushed the $INTC, $MU and $NBIS thesis↗
May 7
SandemanStocks — $NBIS Thanks for the heads up @Bios4L
That’s awesome Roman tweeted that! I actually tweeted this 3 days ago. Spacex and $NBIS are a match made in heaven/space 🫡 https://t.co/Z…↗
May 7
SandemanStocks — I wish $IREN and $CRWV all the best today. Don’t want them bringing down my $NBIS with them. BUT, if that happens, I’ll just roll my 240 calls to something higher.
I see $NBIS…↗
May 7
Daniel Koss — Posts like this add 0 value and speak to the worst, most emotional parts of your brain.
Block such accounts immediately. They will make you a significantly worse investor, increas…↗
May 7
Daniel Koss — Accurate 💯
If you didn't outperform just holding $NBIS (adjusted for taxes!) you should just hold and only time your entries, not your selling.
I know this sounds like a double…↗
May 7
The AI Investor — My portfolio just hit a new all-time high today.
YTD: +49.32%
1Y: +191.96%
The craziest part? Just over a month ago, it was still red YTD. While the YTD return is not as high as…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 7
CK Capital — After the huge run up from many of these stocks, $KEEL is still insanely undervalued compared to peers.
$KEEL is up 35% this week and is still the cheapest AI infrastructure play…↗
May 7
InvestmentGuru — $NBIS 400% up in portfolio now https://t.co/MPnbr6gIRA↗
May 7
InvestmentGuru — NeoCloud another strong day
$IREN +11%
$DGXX +22%
$CRWV +8%
$NBIS +10%↗
May 6
Mike Investing — I’ve warned everybody once & I’ll say it again, one last final time…
AI infrastructure is the next theme to breakout in 2026:
$NBIS will be $330+
$CRWV will be $360+
$CIFR wi…↗
May 6
Kevin Maro — @MB_Hogan Likewise! I trade a ton of the smaller names, but whenever I hold them long-term $NBIS just ends up steamrolling them in gains↗
May 6
Kevin Maro — @MB_Hogan haha I just think $IREN is going to crash and burn - still very long $NBIS↗
May 6
Black Panther Capital — My wife asked me why I keep a list of numbers in my phone.
I told her: because the market needs to know where I expect to be. Not the other way around.
Here's the scoreboard.
$O…↗
May 6
CK Capital — $NBIS up 9% today and up 40% in the last week and sitting at $192.
The market is slowly realizing what this company actually is.
The world needs more AI compute than it can physi…↗
May 6
SandemanStocks — $NBIS I posted this April 28. This is why I didn’t care one bit. Up $3.9 million in a few days since posting. Never panic. Always know what you own.↗
May 6
Daniel Koss — Incredibly strange bed fellows.
Here's what Elon said about Anthropic:
•AI is “misanthropic and evil”
•“Your AI hates Whites & Asians, especially Chinese, heterosexuals and men”…↗
May 6
SandemanStocks — Let’s party $NBIS fam!!! https://t.co/cctoVWf68X↗
May 6
Shay Boloor — $NVDA is up over 5% today as the market finally rewards Jensen’s AI infrastructure dealmaking.
These deals are basically a roadmap for where shortages are getting worse and which…↗
May 6
Daniel Koss — I got MASSIVE alpha for all $NBIS investors this week.
I will record a podcast with the CEO of one of the world’s leading data center firms, who is actively working on building 1G…↗
May 6
Wayne Liang — How to become a millionaire in 2026...
Just follow the right traders on X.
Last year, I called out:
$ONDS at $0.83 (ran ~1700%)
$IREN at $6.30 (ran ~1100%)
$CIFR at $3.01 (ran ~…↗
May 6
Mike Investing — The recent Iran-U.S. war crash was indeed just another generational wealth making opportunity like predicted…
Just a little over a month ago, I shared my top dip-buys to take.
Si…↗
May 6
SandemanStocks — @raja_babu_ji 12 years out is really hard in today’s day and age. Things change quickly. $NBIS is my current long term hold. AI right now is the play. Robotics will be huge. S…↗
May 6
SandemanStocks — @sedonaroxx I’m not chasing anything here. Simple plan for me is $NBIS. I don’t get fomo. I don’t chase. I don’t care about shiny objects…but that’s just my method. Doesn’t me…↗
May 6
SandemanStocks — $NBIS hits all time highs premarket. Above $180↗
May 6
SandemanStocks — @grok @camolNFT Mostly let $NBIS ride. Almost there↗
May 6
Daave “3 and 30” Tepper — 10,000%
who does the recurring profit margin and efficiency gains accrue to?
First order installed compute
$nbis $crwv $orcl $msft $goog anthro and oai
second order the companie…↗
May 6
SandemanStocks — @therogueoracle $NBIS is my heaviest and highest conviction↗
May 5
Mike Investing — Over these last few weeks generational wealth for many has been made…
I’ve called out here on X:
$NBIS at $68 & ran to $179+
$AMD at $188 & ran to $404+
$CIFR at $11 &a…↗
May 5
SandemanStocks — $NBIS FUD was just a ploy all along. Hopefully anyone following me did not fall for it and held tight.↗
May 5
CK Capital — March 30th really gave us some generation dip opportunities.
$BE was $120 and is now $300
$CIFR was $12 and is now $22
$NBIS was $70 and is mow $175
$CRWV was $70 and is mow $130…↗
Black Panther Capital — 🤯DO WE COOL HUMANS OR DO WE COOL COMPUTE?!?
Ha! We are not bullish enough…
$IREN $NBIS $CIFR $WULF $DGXX $AAOI $SIVE $AMD $NVDA
China is adding a nuclear reactor every two mon…↗
May 5
Mike Investing — @amitisinvesting + Neo clouds ($NBIS, $CRWV, $CIFR)↗
May 5
SandemanStocks — $NBIS this situation reminds me of the movie Labyrinth from the 80s. This girl gets stuck in a giant maze and has to reach the castle. The original path she saw lead her straight…↗
May 5
SandemanStocks — I remember owning ARRY. It was a 5x or something like that for me, maybe more. It was a game changer for me. I remember that its pipeline was very robust and every metric on vir…↗
May 5
SandemanStocks — Thinking of selling $700k worth of puts in something and take the premium to roll the rest of my $NBIS calls. No reason to use my own money to roll calls. Can use premium to do i…↗
May 5
Mike Investing — @EndicottInvests Been on $NBIS since $70, now it’s hit $179+
Up +160% since initial callout here on X.↗
May 5
Daniel Koss — @tomsirois I have a private portfolio where I go full degen and trade. Then there's the Autopilot public profile where I'm way more risk-averse (because people copy it) and just bu…↗
May 5
Daniel Koss — What do the current top 3 Autopilot portfolios all have in common?
Simple.
1. Strong focus on AI infra.
2. All very bullish AI Cloud.
My current holdings on AP are
34% $OUST
33…↗
May 5
Daniel Koss — @StonkShepherd $NBIS was the only option because wanted to hold $OUST into earnings and Korean market was closed.↗
May 5
Daniel Koss — Exciting day ahead!
1. $OUST reporting earnings today. The bulls expect a strong beat. The new product they announced yesterday is a freaking game changer. 30% position for me, gu…↗
May 5
Mike Investing — $NBIS will be the next stock to have a $SNDK like run…
With a 5 year $50B backlog, 547% YoY revenue growth, & $4B in cash you cannot be bullish enough on $NBIS.
Over these next f…↗
May 5
InvestmentGuru — Nice move across this play today
$IREN +8%
$NBIS +14%
$CRWV +5%
$CIFR +5%
$KEEL +5 %↗
May 5
CK Capital — @BobbyAnalytix $NBIS been winning much longer than $IREN has. $NBIS is up 750% all time and $IREN is up 70% all time↗
May 4
Mike Investing — The White House alongside Congress have quiet literally been telling you what sectors to buy:
Rare Earths ~ $USAR, $MP, $UUUU
Neo-cloud ~ $NBIS, $CRWV, $IREN
Memory ~ $MU, $SNDK…↗
May 4
Mike Investing — While everyone has been sleeping on the neo-cloud sector, I’ve been warning everyone to aggressively load…
These names are already up massively since my post just 4 days ago:
$NB…↗
May 4
SandemanStocks — Blessed 🙏🙏
Account at ATH
Was gonna share my updated 12 year CAGR but nahh…it doesn’t look real.
Congrats to my fellow $NBIS holders
Should I celebrate? 😬
🙏🙏🙏🙏🙏🙏↗
CK Capital — Rough day for most stocks in my portfolio but these few are holding it up.
$NBIS up 16%
$DRAM up 6%
$KEEL up 5%↗
May 4
SandemanStocks — $NBIS this was an understatement to the nth degree.↗
May 4
Wayne Liang — So we all know fundamentals will tell us what stocks to buy, and technicals can tell us when to buy...
Here's a mix of Neocloud Infrastructure updates using technicals (1D) & fund…↗
Serenity — Glad to see $NBIS finally return 100%+ since my original thesis post back at ~$87.
I covered Nebius a ton late last year and at the start of this year.
Focusing on sum of parts…↗
May 4
Black Panther Capital — Nobody told the norm this:
The best investments of the next 5 years won’t appear on CNBC.
They won’t have celebrity endorsements.
They’ll be in SEC filings.
In DoD contract an…↗
May 4
BULL OF BRITAIN — Example of an extremely solid portfolio till 2030.
$DRAM - 25% > Memory cycle.
$NBIS - 25% > AI-native cloud infrastructure.
$LITE / $MRVL / $TSEM - 25% > Lasers, optical DSPs,…↗
May 4
Daniel Koss — Added a new 30% position today!
Been obsessed with this company the entire weekend. Listened to earnings calls and industry reports. Think it can 10x easily.
Haven't been this ex…↗
May 4
Daniel Koss — This was your sign to buy the dip ;) $NBIS
Sold the top at $168 and bought the dip pretty perfectly at $136.
The goal is always the same: get more Nebius shares.
Nebiusmaxxing.↗
May 4
Black Panther Capital — Dear me in 2029,
I hope you held $IREN when it was in the $40s.
I hope you held $NBIS when it was around $90.
I hope you held $CIFR when it was near $12.
I hope you held $RKLB…↗
May 4
Daniel Koss — Happy $NBIS all-time high to those who celebrate! https://t.co/etfFRXCAje↗
May 4
CK Capital — $NBIS is sitting at ATHs while $IREN sits 35% below ATHs.
$NBIS is clearly the better company, happy for those who rotated from $IREN to $NBIS recently. https://t.co/wkIdNE2ZMk↗
May 4
CK Capital — NEW ALL TIME HIGHS FOR $NBIS https://t.co/xOb16BkfX9↗
May 4
CK Capital — Will it ever stop?
$NBIS https://t.co/Bxp8fPWI9f↗
May 4
SandemanStocks — @Docofgothm I’m glad you are part of the $NBIS universe. Just wait until 2030 👀↗
May 4
SandemanStocks — Ok!
I did the math ✍️
If $NBIS hits $167 I’m at 25,000% gains from my original $50k I started with 12 years ago.
To celebrate, if it hits that number this week, I’ll give $100…↗
May 4
Daave “3 and 30” Tepper — if you’re suddenly concerned about MFU, nebius is your huckleberry $nbis↗
May 4
mon — If you’re a long term investor, it’s unlikely you’ll lose money betting on AI Infrastructure sector.
$IREN, $NBIS, $CIFR, $WULF↗
May 4
CK Capital — Lots of talk around $NBIS over this weekend.
Opens up almost 4% in overnight trading. https://t.co/6epHXKSvcR↗
May 4
SandemanStocks — $NBIS up about $4 dollars in the overnight after a flurry of news snippets hit today…most notably the $MSFT pre payment of 40% and Opens AI pivoting to ClickHouse.
$NBIS may mak…↗
May 3
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
May 3
SandemanStocks — @HyperTechInvest Maybe @elonmusk needs to give $NBIS a call. 👀↗
May 3
SandemanStocks — @SFWTrades Yeah I got out last year. Loaded most of my money into $NBIS↗
May 3
InvestmentGuru — THE NEOCLOUD SECTOR
$CRWV $IREN $NBIS $CIFR
AI demand is exploding, but hyperscalers still can’t build fast enough. That gap is creating one of the biggest opportunities in the…↗
May 3
Midas — The largest market CRASH in history is coming.
But buying the right stocks during the CRASH is how generational wealth is made.
That’s why i’m building a software to find 10x s…↗
May 3
Midas — IM BUILDING THE MOST PROFITABLE TRADING SOFTWARE ON X
An app to help you find potential 10x multibaggers early.
With my strategy I’ve already called $NBIS at $20, $ONDS at $1,…↗
May 3
Midas — IM BUILDING AN APP TO MAKE TRADING EASY AF
An app to help you find potential 10x stocks early.
With my strategy I’ve already called $NBIS at $20, $ONDS at $1, $RKLB at $16, and…↗
May 3
Midas — I called:
- $ONDS at $1
- $NBIS at $20
- $OKLO at $6
and many other 10x stocks.
These were generational wealth plays that you missed out on.
That’s why i’m building a software…↗
May 3
CK Capital — People on X have been digging through the $NBIS 20-F and what they found is hard to overlook.
Great find from @zen_tropy
The Microsoft deal details are more bullish than the hea…↗
May 3
Midas — I found a way to find 10x stocks like $ONDS at $1, $NBIS at $20, $RKLB at $16, and many more before everyone.
That way is something a software that will change trading forever.…↗
May 3
Frenchie — Voici un panier d'une vingtaine d'actions que je regarde systématiquement en ce moment :
1. $AAOI - Optical infrastructure play. Si la demande en bande passante pour les data cent…↗
May 3
Daniel Koss — Life of a $NBIS investor: scroll X and randomly learn
1. Microsoft pays them 40% upfront
2. They delivered the second tranche in time, in February
3. OpenAI now uses ClickHouse…↗
Midas — IM BUILDING SOFTWARE TO FIND 10x STOCKS EARLY
Using this software I found:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
I'm working with 5+ developers from Meta on this product.…↗
May 3
Midas — The largest market CRASH in stock market history is coming.
Warren Buffett has now dumped stocks for 14 consecutive quarters, the longest selling streak in its history.
In prep…↗
May 3
Midas — HERES HOW TO FIND 10x STOCKS EARLY!
Ever wished you found $SIVE, $AAOI, $AXTI, etc that have run up 100% or more before everyone on X?
Well I’m building a software to automate t…↗
May 3
Midas — THERE WILL BE NO STOCK MARKET CRASH!!!
is what an idiot investors thinks like.
That’s why I’m preparing for the stock market CRASH by building an app to find 10x stocks early.…↗
May 3
Midas — IM SICK AND TIRED OF NOT MAKING MONEY IN THE STOCK MARKETS!!!
is what the average beginner investors
feels like.
That’s why i’m building an app to find 10x stocks early.
I’ve…↗
May 3
Daave “3 and 30” Tepper — great find Sean!
Clickhouse for the win
$nbis https://t.co/tmU909bGjY↗
May 2
Midas — I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
Now I'm building an investing software to find AI bottlenecks like $SIVE, $AXTI, $AAOI, etc bef…↗
May 2
Midas — Buying AI stocks are going to make millionaires but NOT now.
Once the stock market CRASHES.
That's why I'm building an investing software to find 10x AI stocks like $SIVE, $AXTI…↗
May 2
Midas — You should be concerned that the stock market has not CRASHED yet.
When it does I'm prepared.
That's why I'm building an investing software to find 10x multibaggers early.
The…↗
May 2
Midas — Imagine an investing software that called $NBIS at $20, $ONDS at $1, $RKLB at $16, etc.
I'm building that software.
Follow me to be the first few users to try it out.↗
May 2
Midas — The largest market CRASH in stock market history is coming.
To prepare for the crash, i’m building a software which helped me find the following 10x stocks early: $NBIS at $20, $…↗
CK Capital — Just 1 year ago:
$ASTS was $18
$NBIS was $20
$BE was $18
$KRKNF was $2.50
$EOS.AX was $1.20
$AAOI was $10
$COHR was $55
$NOK was $4
What stock is next?↗
May 2
Midas — The largest stock market CRASH is coming.
In preparation, i’m building a software which helped me find the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16…↗
May 2
Midas — IM BUILDING AN APP TO FIND 10x STOCKS EARLY
This software helped me find $NBIS at $20, $ONDS at $1, $RKLB at $16.
When it releases i’ll drop the link here.
Many will regret…↗
May 2
Midas — I’m building an app that helped me find $NBIS at $20, $ONDS at $1, $RKLB at $16.
This app will also find AI bottlenecks like: $SIVE, $AXTI, $AAOI, etc.
I have completely autom…↗
May 2
Midas — I called the following 10x stocks:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
Now, I’m building a software to hunt AI bottlenecks like $SIVE, $AXTI, $AAOI, etc.
A completely n…↗
May 2
Midas — I shared all these 10x stocks for FREE:
- $NBIS at $20
- $ONDS at $1
- $ASTS at $20
- $OKLO at $6
and more
I’m building something that will completely revolutionize 10x asymmetri…↗
May 2
BULL OF BRITAIN — The big 3 most stable compounders in AI-Semiconductor infastructure.
$NBIS - Full-stack AI data centre infrastructure with ~$50B in contracted backlog from Microsoft and Meta, sc…↗
May 2
Black Panther Capital — By 2028, one of these will be the sentence you regret:
“I knew about $IREN and didn’t buy.”
“I heard about $ONDS and said I’d wait.”
“I researched $NBIS and got cold feet.”
“I…↗
Mike Investing — If you’re looking to create generational wealth in 2026 then look no further than these 8 stocks:
1. Nebius ~ $NBIS
2. CoreWeave ~ $CRWV
3. Ondas ~ $ONDS
4. One Stop Sys ~ $OSS
5.…↗
Black Panther Capital — In exactly 1 year, I’m going to be the first millionaire among my brothers.
And when they ask how I did it, I’ll tell them the truth.
I bought what the norm wasn’t talking about.…↗
May 1
Black Panther Capital — ⚡$NBIS just agreed to acquire Eigen AI for $643M.
MIT's HAN Lab researchers. Custom CUDA kernels. Post-training quantization. KV-cache optimization.
In plain English: the team th…↗
May 1
Daniel Koss — @Orangeman1992 @ClickHouseDB $CRWV already has Anthropic as a customer and someone always knows. I think $NBIS has very high chance of getting a deal from Anthropic, as they want t…↗
May 1
Daniel Koss — 1 day in AI really does feel like 1 year.
Just 4 days ago I published this $NBIS valuation article.
Read the comments. People said my $ / MW assumptions are unrealistic.
I thoug…↗
May 1
Daniel Koss — @RonenHayempour @EndicottInvests Just to be clear, the acquisition is the news that ACTUALLY matters to those who understand $NBIS because that might help them increase their effic…↗
May 1
Daave “3 and 30” Tepper — i aped back into nebius this morning like you degenerates
i was smart enough to have vision about future of ai datacenter inference... instead i just trust this team and their com…↗
May 1
Daniel Koss — Guys, how do I tell you this.
$NBIS is probably NOT up 12% because of the acquisition they announced today.
The most likely reason is the leak of Anthropic -> $44B ARR.
Anthropi…↗
May 1
CK Capital — I really don’t see why people bother buying $IREN when you can just buy the better company in $NBIS
Both $IREN and $NBIS have a Microsoft contract.
That is where the comparison…↗
May 1
Daniel Koss — (he's probably not kidding 😂)
ok jokes aside, do you guys realize how huge this $NBIS acquisition is?
talent density beyond good and evil↗
May 1
Daniel Koss — Seems like my timing of selling $NBIS at $168 and buying it back at $136 was pretty good?
Funny, because when I announced exactly what I was gonna do and my reasoning, everyone to…↗
May 1
CK Capital — Another day as big bro. $NBIS https://t.co/zNisnCoyOT↗
May 1
The Future Investors — $NBIS Nebius is acquiring Eigen AI for approximately $643M to strengthen its AI inference platform, adding top-tier optimization technology and elite research talent 🚀
The deal s…↗
May 1
Daniel Koss — It's confirmed! $NBIS earnings May 13! :) https://t.co/m6iK7gFuIY↗
May 1
Daniel Koss — My April Performance Report: +72.9%
-> everything 3rd party verified and publicly tracked.
📈 April return: +72.9% (Autopilot)
📈 YTD: +113.6% (personal portfolio)
My benchmark,…↗
May 1
Daniel Koss — 🚨HUGE NEWS for $NBIS investors!
Facts first:
@nebiusai to acquire @Eigen_AI_Labs for ~$643M in cash and Class A shares.
- Deal strengthens Nebius Token Factory as a managed inf…↗
May 1
Mike Investing — If you missed $INTC at $30.
Missed $AMD at $68
Or even missed $GOOGL at $140…
Then you do not want to miss out on $NBIS.
The rotation from Photonics into data centers is only j…↗
Black Panther Capital — Here’s a full breakdown on our monthly economy and what we use:
For context we are 2 adults and 3 kids. Tax around 38-50% depending on income. Top 1% national income.
Monthly hou…↗
Apr 30
Dustin — $NBIS Yesterday was the equivalent of Armageddon for the shorts. Hyperscalers confirmed massive increases in data center spends while GPU costs were confirmed to be skyrocketing…↗
Apr 30
Mike Investing — 1. Nebius ~ $NBIS
They’ve captured a $50B approaching backlog for (2027-2031) consisting of…
- $27B contract from $META for AI compute capacity.
-$19B GPU compute deal from $MSFT…↗
Apr 30
Mike Investing — Your next chance to get rich is here…
If you missed the recent squeeze in Photonics or Memory names then pay close attention to this sector.
AI infrastructure is next.
This brea…↗
Mike Investing — If you’re looking to create generational wealth then these are the stocks to hold:
1. CoreWeave ~ $CRWV
2. AMD ~ $AMD
3. Rocket Lab ~ $RKLB
4. Ondas ~ $ONDS
5. Amazon ~ $AMZN
6. N…↗
Apr 29
mon — Very impressive numbers from AWS/Azure/Google.
But it is worth remembering they are still capacity constrained. The core bottleneck is still power and land.
Google - “Our cloud r…↗
Apr 29
mon — - $GOOGL Cloud +63% YoY
- $MSFT Azure +40% YoY
- $AMZN AWS +28% YoY
More demand drives more capex.
More capex unlocks more capacity.
More capacity enables new use cases.
And th…↗
Apr 29
Midas — I called $TSLA at $248 and it just hit $480.
I also called $ONDS at $1, $NBIS at $20, $RKLB at $16, $ASTS at $20, and more.
Follow to see my next trade. https://t.co/Pcq0IEFmwY↗
Apr 29
mon — Nearly half of US data centers planned for 2026 canceled or delayed.
With an estimated 12-16GW of planned capacity, only 5GW is currently under construction and many projects rema…↗
Apr 29
CK Capital — Rotating from $IREN to $NBIS
Can $IREN holders tell me 1 good reason to own it over $NBIS other than “ $NBIS is near ATHs and $IREN isn’t”
Maybe there’s a reason why that is, why…↗
Apr 29
Daniel Koss — Moved my last 10% cash into $NBIS today at $136 and have now reached degen levels of concentration again.
Nice!
77% $NBIS
8% Towa (6315)
8% $HIMS
7% $OUST
If you go back and…↗
Apr 29
CK Capital — If you are building a long term portfolio today here is exactly how I would allocate it across the most important themes of the next decade.
This is not trading. This is building.…↗
Black Panther Capital — What I've read this week:
1. Oil prices increase after Iran doubles down on Strait of Hormuz closure
Summary:
Brent crude rose above $107 on Sunday after Iran warned the Strait w…↗
Apr 29
Daniel Koss — Interview with Nebius Co-Founder Roman Chernin
Please like & share this video so that all $NBIS investors on X will see it! :)
If you prefer watching on YouTube: https://t.co/lGw…↗
Apr 29
Daave “3 and 30” Tepper — don’t own nebius or coreweave at the moment but this is bullish installed xpu’s
$nbis $crwv↗
Apr 29
Daniel Koss — Today is the day!!!
$GOOGL
$MSFT
$AMZN
$META
all have earnings.
I'm super pumped and feel like all my favorite movies are coming out all at once haha
Who's excited? I probab…↗
Apr 29
Daniel Koss — $NBIS earnings are NOT today. Fake news from sites that only send out estimates (not confirmed dates).
Then got further amplified by platforms like IBKR that share the ESTIMATED d…↗
Apr 28
mon — If a move like this is stressing you out, the issue isn’t the market. You’re either sized too large, using leverage, or you don’t fully understand what you own.
$IREN -9.03%
$NBIS…↗
Apr 28
Daniel Koss — this guy explained it perfectly.
also why does anthropic now suck? NOT ENOUGH COMPUTE
entering a world where compute is scarce is good for $NBIS
so obviously the stock is *chec…↗
Daniel Koss — Was pretty obvious market would dump on some stupid news like today. Here's what I wrote 3 days ago:
"Overall market looks completely overvalued to me. Generally I think now is a…↗
Apr 28
Daniel Koss — $NBIS Product Deep Dive with @romanchernin (Co-Founder & CBO) finally recorded!
We talked about their product, roadmap, Tavily and many strategic long-term oriented questions!
I…↗
Apr 28
Black Panther Capital — What’s wrong with the market?
Did somebody die?
$IREN $NBIS $CIFR $SIVE $AAOI $OUST $HIMS $RKLB $AMPX $ONDS $PNG.NE https://t.co/jsZwNbnfd0↗
Apr 28
Daniel Koss — Excited to share that my portfolio had the highest performance (+63%) on @joinautopilot over the last month!
Hah, take this @OpenAI @claudeai @GeminiApp ! For now, human investors…↗
Apr 28
Daniel Koss — Aaaaaand another awesome hire for $NBIS 💪
Coming in hot from Fireworks AI!
For those who don't know, Fireworks was founded by the original PyTorch team from Meta. They’re the on…↗
Apr 28
Mike Investing — The White House is quite literally telling you to buy these 5 sectors…
Rare Earths ~ $USAR, $MP, $CEG
Space ~ $RKLB, $PL, $ASTS, $LUNR
Chips ~ $AMZN, $AMD, $GOOGL, $TSM
AI Infr…↗
Apr 27
Black Panther Capital — This is the week the AI trade either gets extended or gets questioned.
$GOOG, $AMZN, $META, $MSFT all report Wednesday night.
$AAPL Thursday.
Five companies. One week. Combined…↗
Apr 27
Daniel Koss — My $NBIS 2030 valuation for those who haven't seen it yet!
Thank you for all the great feedback so far!
Reactions are funny.
"I find all of your estimates widely unrealistic and…↗
Apr 27
Daniel Koss — Some really good insights and additions here, especially point 2 is VERY underrated in my opinion for the long-term success of building AI factories! $NBIS
Build sustainably and a…↗
Apr 27
Mike Investing — Investing into these 10 stocks will set you up to be rich before 2030:
1. AMD ~ $AMD
2. CoreWeave ~ $CRWV
3. Nebius ~ $NBIS
4. One Stop Sys ~ $OSS
5. Rocket Lab ~ $RKLB
6. Amazon…↗
Apr 26
Midas — Just like Serenity called many 10x stocks early like $SIVE, $AXTI, etc
I called:
- $NBIS at $20
- $ONDS at $1
- $ASTS at $20
- $RKLB at $16
- $OKLO at $6
and more
I will becom…↗
Apr 26
Midas — I shared all these 10x stocks for FREE:
- $NBIS at $20
- $ONDS at $1
- $ASTS at $20
- $RKLB at $16
- $OKLO at $6
and more
I’m now hunting new asymmetric 10x stocks which will be…↗
Apr 26
Midas — I called the following 10x stocks:
- $NBIS at $20
- $ONDS at $1
- $ASTS at $20
Now, I’m hunting AI bottlenecks like $SIVE, $AXTI, $AAOI, etc.
Again, I’ll be sharing these plays…↗
Apr 26
Midas — I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $ASTS at $20
I’m hunting the next hidden AI bottleneck stocks like $SIVE at $1.
Going to share them all…↗
Apr 26
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 others.
It’s und…↗
Apr 26
Black Panther Capital — I don’t expect a deal from $IREN around the corner or at earnings.
On the other hand I expect some kind of delays. I also expect to see the a drawdown in the stock due to sentimen…↗
Apr 26
Mike Investing — If you missed the recent breakout on Photonics & Memory names like $AAOI, $MU & $SNDK…
Then don’t make this same mistake twice, as this next sector is setting up to squeeze.
Data…↗
Apr 26
Black Panther Capital — The world is trying to feminize men.
1-day on X, you’ll see it’s working.
I’ve never seen so many bitching over $IREN & $NBIS.
Run, eat some meat, workout, meditate.
Get y…↗
Apr 26
Daniel Koss — Pure speculation and I have no insight on this, but if I were Nebius I'd announce earnings on April 29 (pre market).
Why? To clearly position $NBIS next to the other hyperscalers…↗
Apr 26
Daniel Koss — @JustusFult99485 $NBIS CEO: the only reason $META only made a $3B deal is because we didn't have more capacity. For comparison.↗
Apr 26
Daniel Koss — $NBIS Nebius CEO Arkady:
(when asked what Nebius' main language is) "broken English" 😂😂😂
He's actually so funny. What's also my highlight every earnings call is hearing how pis…↗
Apr 26
Daniel Koss — @nanalyzetweets 1. You did. I definitely remember you recently covered $OUST and said something along the lines of you wouldn't buy here. Maybe you worded it more carefully, but th…↗
Apr 26
Daniel Koss — $NBIS with another amazing hire, this time from $CRWV!
I believe a lot of the big CoreWeave customers want to a) compare CoreWeave with other providers
b) become less dependent on…↗
Apr 26
Daniel Koss — Damn he's getting a lot of hate, but I like the video!
Just some thoughts:
1. Author is generally very skeptical and risk averse. Has covered a ton of stocks like $OKLO $OUST etc…↗
Apr 26
Daniel Koss — A few important corrections! $SHMD
1. The InfinityLine H+ system is for PLP on organic substrates, not glass. Which means...
2. The customer is probably SpaceX (not $INTC)!
a) "…↗
Apr 26
Daniel Koss — @RikardVevang My explicit recommendation for all my followers for many reasons is to just hold $NBIS (less stress, lower trading fees, no realized cap gains taxes).
But personally…↗
Apr 26
Mike Investing — The $NVDA CEO quite literally has been telling you what to buy…
In 2025 Jenson called:
$NBIS at $21 & is now up 680%
$APLD at $3 & is now up 1,200%
$TSM at $180 & is now up 130%…↗
Apr 26
Midas — I found the next 10x stock like how I called $OKLO at $6:
Just like I called $NBIS at $20, $ONDS at $1, $ASTS at $20, and many others.
It’s under $5 market cap and completely u…↗
Apr 25
Midas — I called $NBIS at $20 for another easy 10x.
Just like I called $ONDS at $1, $OKLO at $6 and more.
This is what you call Asymmetric Investing: minimal floor with infinite upside.…↗
Apr 25
Midas — I called $ONDS at $1 for an easy 10x.
Just like I called $NBIS at $20, $OKLO at $6 and more.
This is what you call asymmetric investing.
Minimal floor with infinite upside.…↗
Apr 25
Serenity — @coreyagonzalez I mentioned 30 US names that I liked recently.
A lot of my thesis posts talk about Japanese or Taiwanese names, but I talk about US stocks a lot like $AMSC, $ARM…↗
Apr 25
Midas — I called $ONDS at $1 and it just hit $10.
I also called $NBIS at $20, $ASTS at $20, $OKLO at $6, and more.
Follow to see my next trade. https://t.co/OnvykeyaPf↗
Apr 25
KaizenInvestor — $IREN & $NBIS investors now vs both in a couple of years when they finally realise they both served an extreme bottleneck.
Hyperscalers are buying all the power available. So…↗
Apr 25
Black Panther Capital — @babyfolio And that’s HOW it should be. But people ‘fighting’ the constantly $NBIS $IREN is getting embarrassing after all. And what shock me the most is they all think they are be…↗
Apr 25
Black Panther Capital — Seriously. Stop.
The $IREN vs $NBIS debate is getting embarrassing.
A few things worth saying out loud:
1. A stock is not a religion.
Marry a thesis, until it’s broken. Not a t…↗
mon — This is exactly why I’m bullish on $IREN. Power is being politicized, and as electricity prices rise, AI data centers are becoming the perfect scapegoat.
A clear example of this…↗
Apr 25
Daniel Koss — Yesterday was pretty great!
Strong moves for all my positions
$HIMS
$LPF / $LPFK
$OUST
$SHMD
and finally a juicy dip in $NBIS below 8ema which allowed me to add it back!
Ove…↗
Apr 25
Midas — I found the next 10x stock like how I called $ONDS at $1:
Just like I called $NBIS at $20, $RKLB at $16, $ASTS at $20, and many more.
It’s under $1B market cap…
Guess what sto…↗
Apr 25
Midas — I called $OKLO at $6 and it ran up to $170.
Just like I called $ONDS at $1, $NBIS at $20, $ASTS at $20, and many more.
Follow to see my next trade. https://t.co/hHjHODMzAx↗
Apr 25
Mike Investing — If you missed $AMD at $67.
Missed $NBIS at $68.
Or even missed $INTC at $32…
Then I’m telling you here first that you do NOT want to miss $CRWV.
Within the next 5 years $CRWV w…↗
Apr 25
Midas — $NBIS has more asymmetric upside than $IREN.
I called $NBIS at $20 and now it's at $160.n
Follow to see my next trade. https://t.co/UEAWuGHVux↗
Apr 24
Daniel Koss — $NBIS just made another great AWS hire! https://t.co/FX82BYdiAV↗
Apr 24
Daniel Koss — Massive Nebius $NBIS & Macro Update
I highly recommend reading the full post, even if it's a bit longer! Tried to share as much alpha and full thoughts as possible.
Once you're d…↗
Apr 24
KaizenInvestor — @daniel_koss The only return that matters is the return since you started investing in the company. Don’t like the win-loose debate but ok, see where you going.
$NBIS had a $5.2b…↗
Apr 24
KaizenInvestor — @daniel_koss Why are you comparing a company since
2021 and one since 2024. Agree that $NBIS is a different company since relisting but $IREN in 2021 was a bitcoin mining company.…↗
Apr 24
Daniel Koss — Remember when @DeepValueBagger swapped his $IREN shares for $NBIS and massively outperformed all of them?
Guess what, the mob came for him.
On X you're either bullish $IREN or th…↗
Apr 24
Daave “3 and 30” Tepper — if true, why are $nbis and $crwv down? i'm genuinely confused. feels technical - fast money selling to buy semis hardware....
have to revisit my economics book, but expect this al…↗
Apr 24
Daniel Koss — @Sandeman52 @BLKSMlTH I own all 3. Just added $NBIS today. It's now at a level where I love to add again!↗
Apr 24
Daniel Koss — @Agrippa_Inv It's sad to see how dishonest and factually incorrect your takes are getting.
Claiming Nebius is Yandex is a nice way of trying to weasel your way out of IREN's under…↗
Apr 24
Black Panther Capital — I’ve posted everyday for 114 days straight now.
Here’s how it looks:
> +20.117 new followers.
> +18M impressions.
> +62K bookmarks.
> +11K repost.
> +116K likes.
251 days left.…↗
Apr 24
Daniel Koss — $NBIS: 300% CAGR since its 2024 relisting.
$IREN: 15% CAGR since 2021.
-> a 20x difference in annualized returns.
A part of the equation is timing, but certainly not the full 20…↗
Apr 24
Daniel Koss — @GrumpierBTDay @DeepValueBagger I was 1.3x leverage in $NBIS when the stock dumped 20% after earnings lol. That was one of the worst days of my life xD↗
Apr 24
Black Panther Capital — $INTC up 51% the past month.
$POET 93%
$AAOI 43%
$IREN 23%
$NBIS 37%
$SIVE 150%
And people are still asking if the AI trade is over.↗
Apr 24
Daniel Koss — @DeepValueBagger Let's fking goooo! Haha I felt that way when I was like 60-100% in $NBIS and they pumped something like 40% on MSFT deal 😂 ridiculous feeling when you realize you…↗
Apr 24
Daniel Koss — $NBIS guys I need your help!
Who on X has THE BEST model, insights or tracker of how much capacity Nebius will have ready by end of year?
Looking for someone who tracks all the d…↗
Apr 24
Midas — $NBIS is a $200 stock trading at $150.
I called $NBIS at $20.
Follow to see my next trade. https://t.co/gr9mC5qLOK↗
Apr 24
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
Apr 24
Mike Investing — Expected revenue growth over the next 5 years:
Nebius $NBIS: +564%
Intuitive Machines $LUNR: +473%
Iren $IREN: +363%
Palantir $PLTR: +325%
Rocket Lab $RKLB: +320%
Nvidia $NVDA: +2…↗
Apr 23
Midas — I called $RKLB at $16 and it just hit $90.
I also called $ONDS at $1, $NBIS at $20, $ASTS at $20, and more.
Follow to see my next trade. https://t.co/NWzzz1VALy↗
Apr 23
Michael | Hypermarkets — On November 30, 2022, ChatGPT launched. SPY was at $390 and now up 80% at $712.
Since then, AI has changed our world.
$APLD $1 -> $42 (4100%)
$IONQ $5 -> $84 (1580%)
$ASTS $2…↗
Apr 23
Black Panther Capital — My boss doesn’t know I’m planning to leave him.
Not for another employer.
For compounding.
At 40% annual returns, capital can grow roughly 10x in about 7 years.
Most people unde…↗
Apr 23
mon — What a great day so far.
- $IREN +9%. Smashed through $50.
- $NBIS +5%, $CIFR +5%, hit $20.
- $VELO incredible strength +12%.
- The stock was up 30% just a few days ago.
- Very dis…↗
Daniel Koss — @GrumpierBTDay I'm not complaining. Got the massive $NBIS run with 75% of my portfolio + Calls, $AEHR, $MU and big run with $OUST. $AEHR is hella speculative and went up over 100%…↗
Apr 23
Midas — I called the following 10x stocks:
- $NBIS at $20
- $OKLO at $16
- $ONDS at $1
Follow to see my next trade.↗
Apr 23
Midas — Just found a stock with $55 million in insider buys and no one has caught onto it.
Just like I called:
$ONDS at $1
$NBIS at $20
$OKLO at $6
I’ll share it soon. Many will regret…↗
Apr 23
Midas — I found the next 10x stock like $NBIS at $20:
It’s under $1B market cap…
Guess what stock I’m talking about. https://t.co/pe2uIVwUD2↗
Apr 23
Midas — I may have found the next 10x stock like $NBIS at $20 and no one has talked about it.
Just like I found:
- $ONDS at 1
- $RKLB at $16
- $OKLO at $6
I’ll share it here. https://…↗
Apr 23
Midas — I called $SATL at $3 and it just hit $7.
Another 2x play using my asymmetric investing strategy.
I also called $ONDS at $1, $RKLB at $16, $ASTS at $20, $NBIS at $20 and more.…↗
Apr 22
Mike Investing — You can create generational wealth simply by scrolling on X…
Over the last few weeks I’ve calls out:
$NBIS at $68 & ran to $170+
$CRWV at $63 & ran to $125+
$LUNR at $1…↗
Apr 22
Daniel Koss — @MktMavPro You know why he's mad? Cause he sold $NBIS early 🤭 true story↗
Apr 22
mon — What a great day today.
- $IREN my largest position up +7.13%.
- The stock is getting more popular than ever.
- $NBIS down -0.26%. $CIFR +7% & $WULF +3%.
- I bought a new stock tod…↗
Apr 22
BMSInvests — @Vinnakin $NBIS is hot rn, overbought levels IMO.
Can’t buy $SIVE w/ my broker!↗
Apr 22
Daniel Koss — @MarkosAAIG But what makes you so sure it's over now on a day where the stock is up another 18%.
I remember with $NBIS everyone was calling bubble at $100 and I did and still beli…↗
Apr 22
Black Panther Capital — 🤯I’M SO FK BULLISH THE NEXT 5 YEARS!
The Nasdaq just had its longest winning streak since 1992. The AI buildout is not over. The picks-and-shovels companies with real backlog are…↗
Apr 22
Midas — I called $NBIS at $20 and it just hit $160.
I also called $ONDS at $1, $RKLB at $16, $ASTS at $20, and more.
Follow to see my next trade. https://t.co/RzCCxEIMmN↗
Apr 22
Daniel Koss — @FunOfInvesting GPU shortage while users grow massively = less compute / user. $NBIS 🤑↗
Apr 22
Daniel Koss — Added 2 new stocks today!
Both very high risk, but very high reward as well.
Thesis & investment ideas:
AI data centers are hitting a power wall. $NVDA racks now pull so much el…↗
Apr 22
mon — $IREN, $CIFR, $NBIS & $CRWV
So OpenAI targeting 30GW of compute by 2030.
Add in demand from Anthropic, Google, Microsoft, Meta, Amazon, and Tesla, and total required capacity mov…↗
Apr 22
Daniel Koss — I see a lot of confusion and really bad takes on X because $IREN shows up in SemiAnalysis's "not recommended" bucket, yet IREN serves top-tier clients like $MSFT Microsoft (Azure)…↗
Apr 22
Daniel Koss — @sunny21704 Are you trolling?
For $NBIS the right metric is ARR in my view because they are in hypergrowth. Full year revenue doesn't make sense for a company growing 600-800% yea…↗
Apr 22
Daniel Koss — @Sandeman52 @TopTechStocksUS @kryptofoo21 That's actually a cool idea. But with our shared $HIMS and $NBIS positions, our portfolios might do quite similar haha↗
Apr 22
Daniel Koss — So many absolute noobs posting the dumbest takes about this.
This is completely normal language to disclose every single risk and minimize all legal risks.
It has exactly 0 meani…↗
Apr 21
Daniel Koss — @DeepValueBagger Nailed it. For a while many thought I'm the 100% $NBIS guy and when I sold (just for a trade) I noticed how bad it was. My own followers and fellow Nebius investor…↗
Apr 21
Daniel Koss — @mvcinvesting Nice! Very happy to see you didn't trim $NBIS.
I think the fundamentals are outperforming the stock price, so despite the massive run, I feel like there's zero need…↗
Apr 21
Black Panther Capital — → PORTFOLIO UPDATE & REFLECTIONS:
The numbers first.
YTD: +40% 1 Year: +157% Max: +129%
The $SPX is 'almost' flat on the year. The Nasdaq just snapped a 13-day winning streak. M…↗
Apr 21
Daniel Koss — Chat with @michaelsikand about:
- current market
- $KRKNF / $PNG.V earnings and outlook
- the AI trade ( $NBIS $MU $AEHR etc.)
- defense, drones, etc. ( $OUST )
- chasing hot stoc…↗
Apr 21
Black Panther Capital — First time I invested 10 years ago. I lost a shit-ton of money.
Second time. I was lucky. Plain luck. I did not understand anything.
Third time. Bull trap and bear market ripped…↗
Apr 21
Daniel Koss — $HIMS looks incredible bullish to me right now.
Should I write down my quick thesis today?
It's very short, concise and much simpler than my $NBIS thesis, promise lol.↗
Apr 21
Daniel Koss — @Agrippa_Inv Your 3 points confirm exactly what I said, just in your words.
But first, I have to call out the hypocrisy of claiming SemiAnalysis is biased.
Dylan Patel runs SemiA…↗
Apr 20
Mike Investing — I’ve said this before, & I’ll say it once more…
If you missed:
$RKLB at $30.
$NBIS at $60.
$SNDK at $200.
$AEHR at $30.
Then you CANNOT miss out on $ONDS here at $10.
On…↗
Apr 20
Serenity — How are there people still long on an F-tier Neocloud like $IREN.
Amid a $6,000,000,000 dilution?
When $NBIS is up there with $ORCL and $MSFT looking derisked? https://t.co/vIdz…↗
Apr 20
mon — SemiAnalysis published new rankings.
Platinum: $CRWV
Gold: $NBIS
Not Recommended: $IREN
Not even Silver or Bronze. 😂 https://t.co/ghW7Z90Vma↗
Apr 20
mon — What a day.
- Space stocks took a hit today.
> Except $RKLB 5%. Not surprised due to BO fail.
- Great recovery by $ASTS -15% to -5%.
- $IREN & $NBIS +1%. Pretty much flat.
- $SLNH…↗
Apr 20
mon — First $SOFI vs $HOOD
Then $NBIS vs $IREN
And now $ONDS vs $AVEX
This is never going to stop. 😅↗
Apr 20
Daniel Koss — Honestly? If you're a $NBIS or $IREN investor I think you should take 10min to read both sides. It will help you a ton to understand which thesis you want to underwrite and what th…↗
Apr 20
Daniel Koss — @lngtermcapital See prev portfolio update.
Rn $NBIS $OUST $KRKNF↗
Apr 20
Daniel Koss — Many of you do NOT want to manage your investments full-time.
Realized capital gains taxes, stress, time.
Message received!
So here's a list of stocks I think you can easily buy…↗
Apr 20
Daniel Koss — @Sandeman52 I like $MU $OUST and $NBIS all at the current prices. All of them very easy doubles. Would I like them more with 150-200% upside in 12 months as a little compensation f…↗
Apr 20
Black Panther Capital — I’ve just created a free group on X.
No paid access. No guru nonsense. No signals. No sales funnel.
The goal is simple:
A serious space for like-minded investors to discuss mark…↗
Apr 20
Daniel Koss — Will finally have time to continue my $NBIS deep dive this week!
Please don't get confused:
Yes, the stock had a massive run recently.
No, it's not overvalued.
Yes, there's still…↗
Apr 19
Serenity — Frontrunning 1.6T/CPO within the broader photonics supercycle is the most compelling investment to me.
I have high conviction in that statement.
Which is why I'm long the entire…↗
Apr 19
Mike Investing — 2026 is your turn to become a millionaire…
Over the last few weeks I’ve called out many generational opportunities like:
~ $PL at $17 & ran to $40+
~ $LUNR at $14 & ran to $28+…↗
Apr 19
Serenity — Wow, majority of these 30 stocks I’ve liked are up a lot in just two weeks (just a recap to new folks)
By the way, my long term opinion doesn’t change on any of them from $MRVL, $…↗
Apr 19
Daniel Koss — Random $NBIS fun fact:
After GITEX in Dubai I joined a Nebius after party.
I was very surprised by how many people there were Japanese.
Talked to one Japanese guy who's company b…↗
Apr 19
Mike Investing — Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon…
These 5 layers include:
1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO
2. Chips ~ $NVDA, $AMD,…↗
Apr 19
Daniel Koss — A lot of $IREN investors got triggered when I said it's not YET proven that IREN can build and operate data centers at Nebius level. Why?
That's not my opinion, it's a fact you ca…↗
Apr 19
mon — @grok @JoeGreenUSF @TheTechInvest @grok what about $NBIS & $CRWV?↗
Apr 19
Daniel Koss — @JasonL_Capital @ilzmcfly wrong. only 60mw is monetized right now. that's 7% of ther overall active power. $NBIS is at 300MW live today. 5x bigger.↗
Apr 19
Daniel Koss — I’ve bought and sold $NBIS countless times.
Here’s why that’s actually the most bullish thing I can do.
I model and track many stocks. $NBIS is still by far my best risk/reward.…↗
Apr 18
Daniel Koss — Update on my $IREN view
Changed:
- I'm way more certain that a pure Infrastructure business "baremetall" can actually become insanely attractive for 5+ years. I do think that the…↗
Apr 18
Daniel Koss — Pretty happy that I removed all leverage yesterday lmao
... repeat playbook?
Need a $NBIS dip. Ty Mr. Trump?↗
Black Panther Capital — One thing has become clear to me lately:
We are so EARLY in this build out.
$IREN will be a $200 stock someday.
$NBIS will be a $400 stock someday.
$CIFR will be a $100 stock so…↗
Apr 17
Black Panther Capital — Added $HIMS to my portfolio today.
Smashed my workout. Hit 10h shift. 5 one-to-ones. They were happy.
Past week on the market: 2 months salary.
Kissed wifey goodnight. 2 beers i…↗
Apr 17
mon — Very successful week.
+£27,411.91 🔥
- $IREN relatively flat today.
- $NBIS down 4% while $CIFR up 11%.
- $NUAI -7%, $SATL -7%, and $ASTS -5%.
- $HIMS just had its best week.
&g…↗
Apr 17
Mike Investing — These things are next to happen:
Space Sector names like $ASTS, $RKLB, $PL & $FLY squeeze into the $2T SpaceX IPO.
$GOOGL & $TSLA lead the MAG7 for the next 4 months.
$HIMS will…↗
Apr 17
BMSInvests — Not a bad list so far.
$ONDS $NBIS $KRKNF $ASTS $UAMY $XTIA $AMZN especially.↗
Apr 16
Black Panther Capital — 20,000 followers.
i'll be honest. mixed feelings.
not because i'm not grateful. i am. but because i'm also tired.
tracking markets, a portfolio, a career, a family, two kids in…↗
Apr 16
InvestmentGuru — Neocloud is quietly shaping up to be one of the most important emerging themes in this market — the next phase of AI infrastructure beyond hyperscalers. Unlike traditional cloud, n…↗
Apr 16
Dustin — $NBIS Nebius Stock Price Forecast - NBIS at $165: The $40B Deal Stack and 3GW Power Moat Pointing to $300
The argument for $300 a share👇
https://t.co/8pVMgC3RSK↗
Apr 15
AlmaCap — Be me:
100s of hours researching photonics supply chain, RF engineering, rockets, space systems, datacenters etc only to be outperformed by a shoe intelligence company $BIRD
$AS…↗
mon — $BIRD is selling off the footwear business and raising $50M in convertibles to buy GPUs and move into AI infrastructure.
That’s the level of demand in the space right now, even a…↗
Apr 15
InvestmentGuru — NeoClouds & AI Infrastructure — The Backbone of the AI Revolution
$IREN
$NBIS
$CIFR
$DGXX
$KEEL↗
Apr 15
Mike Investing — Over the last few weeks generational wealth has been made…
I’ve called the bottoms on:
$NBIS at $73 & ran to $166+
$CRWV at $63 & ran to $119+
$PL at $20 & ran to $…↗
Apr 14
Mike Investing — Index funds are made for you to stay wealthy, but not create generational wealth…
If you’re looking for aggressive 10x growth stock investment opportunities then you should focus…↗
Apr 14
mon — What a great day.
- $IREN +9%, $NBIS +4% while $NUAI -6%.
- $OUST smashed it +7%.
- Space sector took a hit today.
- $VELO also had an amazing recovery.
- $SATL was down by almost…↗
Apr 14
Jason Luongo — Every industry has an incumbent that stopped innovating.
These companies are coming for their lunch:
$HOOD - brokerage
$SOFI - banking
$OSCR - health insurance
$PLTR - enterprise…↗
Apr 14
BULL OF BRITAIN — What I'm looking for in the upcoming earnings season of AI/Photonics/Space/Cloud servicing
$ASML - Apr 15: Do orders confirm the AI capex cycle is accelerating or decelerating
$T…↗
Apr 14
Black Panther Capital — My biggest mistakes this year so far;
Not selling $OSS and adding more to my $NBIS position at $85.
Not selling $OSS and adding more to my $AAOI position at $86.
Not selling $OS…↗
Apr 14
Dustin — $NBIS no one ever cried taking profits!
Remember that capital preservation is number 1 priority.
I only sold my a portion of my profits just to secure them. Still have about 12…↗
Apr 14
Jason Luongo — The companies building AI data centers, ranked by market cap:
$CRWV $115.25 - ~$55B
CoreWeave. GPU cloud king. Acquired Core Scientific. The largest pure-play AI compute company o…↗
Apr 14
Black Panther Capital — The market just erased every loss from the Iran war.
People who sold are buying back in. People who held are up. This is how it always goes.
While the panic was loud, a few names…↗
Apr 14
InvestmentGuru — 25 Growth Stocks Poised to Be Big Winners -
$IREN – AI infrastructure backbone
$IONQ – quantum computing leader
$RKLB – next-gen aerospace launch
$ASTS – space-based connectivity…↗
Apr 14
mon — When a stock you own is underperforming a peer in the same sector, it becomes a major focus. People compare them side by side and the narrative writes itself. $NBIS going up while…↗
Apr 14
Dustin — $IREN I really do believe management is being strategically quiet. If anyone remembers the earnings call before last, it was clear they solidified themselves as a company with a re…↗
Apr 13
Serenity — @demian_ai Love the $NBIS ads, stopped by one today! https://t.co/cULR1DkIpN↗
Apr 13
mon — $IREN A lot of people panicked over the $6 billion ATM and sold.
When $NBIS hit all-time highs, I was genuinely happy. Companies executing well in the same sector validates the d…↗
Apr 13
mon — @amitisinvesting @BitcoinAIGuy @peterjwolff Amazing price right now.
Only matter of time before it surpasses $NBIS. https://t.co/LSC3KfkXIP↗
Apr 13
mon — What a day.
After all that hate, $IREN has caught up to $NBIS.
This is just the start. https://t.co/t7HxjkH7IO↗
Apr 13
Black Panther Capital — 👀The CEO of Anthropic, Dario Amodei:
“Training one frontier model will soon need gigawatts. US AI sector requires at least 50 GW new capacity in coming years. Industry compute/p…↗
Apr 13
Serenity — They’re still there.
It’s just hard to say anything….
When all my recent thesis posts from $HPS.A, $IQE, $AXTI, $SIVE, $AAOI, $LITE, $NBIS, Win, Shunsin, $AEHR, $TSEM, $SOI, and…↗
Apr 13
Serenity — @mwallacegreen3 Glad to hear it… yeah it’s like a weight lifted off your shoulders that you’re not buying into a $6B ATM printed and sold into rallies with $IREN.
With other stock…↗
Apr 13
Serenity — @ruth_capital Yeah, people also forget $NBIS is scaling Sum of Parts through Clickhouse, Avride, and others alongside their Neocloud business at the same time.↗
Apr 13
Serenity — Glad to see my $NBIS thesis from last year finally start to play out now.
Got the short term 2-3M timing wrong last December.
Directionally it ended up right 6 months later. ht…↗
Apr 13
Black Panther Capital — ten picks, ten green lights.
f… love this game man.
$OUST $AAOI $OSS $IREN $NBIS $CIFR $AMPX $RKLB $ONDS $PNG.V https://t.co/G1XchmCJfx↗
Apr 13
Dustin — $NBIS For NBIS,I hope for your sake that that dip occurs although not for my sake lol my theory is that NBIS is getting repriced from GPU play to major AI infrastructure play. In t…↗
Apr 13
Dustin — $NBIS Nebius price target raised to $175 from $150 at BofA
BofA analyst Tal Liani raised the firm's price target on Nebius (NBIS) to $175 from $150 and keeps a Buy rating on t…↗
Black Panther Capital — ⚡️JUST IN:
Analyst Alexander Duval from Goldman Sachs just upgraded his PT on $NBIS to $205, implying an upside on +41%.
Alexander has a 86% succes rate on his $NBIS ratings.
-B…↗
Apr 13
Black Panther Capital — the consensus is that us-iran negotiations are about nuclear de-escalation or regional "peace."
if you're following the actual flow of industrial commodities, that framing is a DI…↗
Apr 13
Dustin — $NBIS Goldman Sachs Maintains NEBIUS With Buy Rating, Raises Target Price to $205. https://t.co/Xe49AzZlfv↗
Apr 12
mon — If you are investing in companies like $IREN, $CRWV, or $NBIS, your entire thesis sits on capturing part of this hyperscaler-driven expansion.
The Big Four (Amazon, Google, Meta a…↗
Apr 12
Serenity — @flo_aspinall Like... It’s the same thing on repeat, they create new accounts and new stocks every time with excessive ATMs.
You point that out? Endless harassment, death threats,…↗
Apr 12
mon — JUST last year, $IREN was being compared to $CLSK, $MARA, and $RIOT, which made sense when the market viewed it as just another Bitcoin miner.
As the market started to understand…↗
Apr 12
Black Panther Capital — Wall Street talks about the hyperscalers: $AMZN, $GOOG, $META, $MSFT. That is where the headlines are.
But the money flows through the supply chain. Capex is tracking above $1 tri…↗
Apr 12
Black Panther Capital — This might be the biggest "tell" of 2026 so far. So please, sit with this for a second:
I was at Easter lunch yesterday with my father-in-law.
This guy has been a investor for 30…↗
Apr 12
KaizenInvestor — Some key catalysts I'm looking forward to in 2026-2027.
Q2 2026
- $POET: high-volume light source scaling.
POET unveiled its next-generation Starlight and Blazar hybrid external…↗
Apr 12
InvestmentGuru — 10 Stocks That Have Nearly DOUBLED in 2026 YTD. While the market bleeds, these names are printing
$SNDK
Pure-play NAND flash powerhouse spun off from Western Digital. Revenue up…↗
Apr 11
Mike Investing — These stocks are expected to over 3X their revenues within the next 5 years:
$NBIS - Nebius: +6400%
$ASTS - AST SpaceMobile: +5471+
$ONDS - Ondas: +3188%
$IREN - Iren: +1547%
$CRW…↗
Apr 11
Black Panther Capital — $NBIS has $46 billion in contracted revenue from $MSFT and $META.
> $2 billion investment from $NVDA.
> 310MW breaking ground in Finland.
> A Missouri GW campus just approved.
> R…↗
Apr 11
AlmaCap — $FLY, people keep asking me about dilution. In short, not worried.
FY25 year-end cash sits at c.$800m.
They acquired Scitec in an accretive share deal when $FLY was trading c.$5…↗
Apr 11
Serenity — @nickthehodler Financing structure is what matters.
$NBIS diluting $2B for an $NVDA investment off a much larger MC. Or convertible notes 20%+ above current strikes.
Is structu…↗
Apr 11
Serenity — @nickthehodler It's backed by the logic of how a $6,000,000,000 ATM that gets printed and sold into the open market works.
The performance disparity between 61%+ with $NBIS and -8…↗
Apr 11
Serenity — @Sandeman52 Yeah, I genuinely don't understand, there's 0 chance they can monetize 4GW+ capacity without financing.
And they chose ATMs over convertible notes + $NVDA investment l…↗
Apr 11
Serenity — There's a reason $IREN is down -7.9% YTD.
While $NBIS is up 61.1% YTD.
The amount of delusion buying into a $6,000,000,000 ATM is unreal.
Even after this, IREN AMC bagholders s…↗
Apr 11
Black Panther Capital — back at +16% YTD and 90% all time.
here’s the simple rules I follow:
- no leaps.
- no shorts.
- no options.
- no leverage.
- always complete due diligence
- always maintain a cle…↗
Apr 10
Mike Investing — You can make generational wealth in 2026 with space sector names alone as we head into the $2T SpaceX IPO…
Last year some of my most notable callouts were:
$ASTS at $35
$RKLB at…↗
Apr 10
Serenity — I feel like I've called out the most triple digit stock returns YTD...
Out of anyone in history? Hence why I have 150k+ followers now!
In just a short timeframe:
$AXTI -> 5x+
$…↗
Apr 10
Daave “3 and 30” Tepper — Goodness gracious lawyers and analysts are so cooked
$nbis $dram $stx $acmr↗
Apr 10
Black Panther Capital — $NBIS ripped 50% last month.
Another wave of finance bros just got paid.
Finance bro starter pack.
Now richer. https://t.co/akM9RrQWDn↗
Dustin — $NBIS new highs, friends! It’s been a hell of a ride. Thanks for joining me 👊↗
Apr 10
Black Panther Capital — seeing another trader go from $300 to $300k back to $10k on $SPY.
most people see a tragedy. i see the default outcome for 99.4% of investors on this platform.
making money is a…↗
Apr 10
Dustin — $NBIS Just hold for the long term with a set and forget attitude. This past quarter already had them doing big things:
1. Contracted power raised to more than 3GW
2. ARR at $1…↗
Apr 9
Mike Investing — The S&P 500 is just -2% off all time highs.
Meanwhile many individual tech & growth stocks are still down 50-70%.
You need to focus on these 5 name ONLY as this next market cycle…↗
Apr 9
Black Panther Capital — @CKCapitalxx Sentiment is wrecked at the moment. But zoom out. $NBIS 1 year up 110%, $IREN only 33%. 5 years $NBIS 500% $IREN 50%. A deal and some progress from management. $IREN w…↗
Apr 9
Dustin — $NBIS My fav part is how anyone that’s shorted in the past 10 days is underwater.
Many will regret not follow me sooner.↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 9
BULL OF BRITAIN — Decent month considering the Trumpcoaster.
No margin or options. Just naked share holding.
Mainly down to huge sizing on
$EQR.AX - 320% YTD
$VNP.TO - 90% YTD
$TSEM - 70% YTD
M…↗
Apr 9
Midas — $NBIS will go back to $90. It's inevitable.↗
Apr 9
Midas — HOLY SHIT
I may have just found the next 10x stock like $IREN / $ONDS and no one has talked about it yet.
Just like I found:
- $ONDS at $1
- $NBIS at $20
- $RKLB at $16
I’ll s…↗