Last 12mo stats

2.6k

mentions

317

tickers

995

posts

Jason Luongo

@jasonl_capitalLong Research50.6k followers

Jason Luongo

@jasonl_capitalLong Research50.6k followers

Past 12mo:2.6kmentions317tickers995posts

$NBIS· Nebius Group NV

11 calls since Jan 2026show all

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About this voice

@jasonl_capital posted 984 times across 317 distinct tickers over the past 12 months, accumulating 2635 cashtag mentions. $IREN led engagement with 210 mentions, followed by $AMZN with 182 mentions and $ONDS with 153 mentions. The voice's most recent activity on July 7, 2026 focused on infrastructure and cloud computing companies, with posts covering $BRUN, $GLXY, and $HIVE among others in a numbered series discussing AI and HPC infrastructure plays.

AI-generated from tracked posts · updated Jul 8, 2026

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Recent calls

11 calls

@jasonl_capitalJul 10, 2026 · 12:33 PM

7. $NBIS - Nebius Group $50B contracted backlog. Deals with Meta and Microsoft. NVIDIA invested $2B directly. Q1 revenue up 684% year over year. Building AI factories in Pennsylvania and Alabama with 1.2GW of secured capacity. https://t.co/WaVF1Z2Hl2

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@jasonl_capitalJul 7, 2026 · 12:56 PM

4. $NBIS - Nebius Group $50B contracted backlog. Deals with Meta and Microsoft. NVIDIA invested $2B directly. Q1 revenue up 684% year over year. Building AI factories in Pennsylvania and Alabama with 1.2GW of secured capacity. https://t.co/7ITl4C5iV1

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@jasonl_capitalJun 30, 2026 · 12:10 PM

3. $NBIS - Nebius Revenue up nearly 7x YoY to $399M in Q1 with nearly all revenue coming from AI cloud. NVIDIA made a $2B strategic investment. Secured 1.2 GW of power and land for a new AI factory in Pennsylvania. https://t.co/o8VCtYxRtO

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@jasonl_capitalJun 12, 2026 · 1:48 PM

2. $NBIS - Nebius Revenue $399M, up 684% YoY. $27B Meta partnership - $12B committed, $15B optional. $2B NVIDIA equity investment. Capex guidance raised to $20-25B. Core AI cloud ARR at $1.92B and growing. Current capacity is sold out. https://t.co/2g7oDHm7k7

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@jasonl_capitalJun 9, 2026 · 12:26 PM

7. $NBIS - Nebius NVIDIA invested $2 billion in Nebius in March. At Computex, Jensen called them one of a select group of "world-class AI clouds" and said "they're growing incredibly fast." Nebius hit an all-time high the following week. Revenue up 684% YoY with a $27B Meta partnership.

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@jasonl_capitalJun 5, 2026 · 12:50 PM

2. $NBIS - Nebius Group Revenue $399M, up 684% YoY. Core AI cloud ARR at $1.92B. Signed a $27B 5-year partnership with Meta. Secured 3.5+ GW of power capacity including a new 1.2 GW owned site in Pennsylvania. CapEx guidance raised to $20-25B for 2026. Current available capacity is sold out.

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@jasonl_capitalMay 20, 2026 · 12:53 PM

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 Group Q1 revenue $399M, up 684% YoY. AI cloud revenue up 841% YoY to $390M. Secured 1.2 GW of power for a new AI factory in Pennsylvania. Full-year 2026 guidance of $3-3.4B. Growing faster than almost any AI infrastructure company in the market right now.

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@jasonl_capitalMay 19, 2026 · 11:26 PM

@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 end. Which is only 10% of their power portfolio. If management can deliver (haven’t missed a deadline yet) , they have the highest upside out of all the neoclouds in my opinion. I own $nbis and $iren. But I’m more bullish on IREN especially at these prices.

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@jasonl_capitalMay 13, 2026 · 11:57 AM

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 operations hit $2.26B. Sold out through Q1 with a $46B contracted backlog anchored by $27B from Meta and $19.4B from Microsoft. Just secured 1.2 GW for a new AI factory in Pennsylvania. Investing $16-20B in AI infrastructure this year.

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@jasonl_capitalMar 11, 2026 · 12:04 PM

BREAKING: $NVDA and $NBIS Partner to Scale Full-Stack AI Cloud Nvidia to invest $2B in Nebius; Enables Nebius to Deploy More Than 5 Gigawatts of NVIDIA Systems by End of 2030 (Nebius Group NV) https://t.co/5RVxG43eFT

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@jasonl_capitalFeb 12, 2026 · 12:06 PM

$NBIS earnings are out. REVENUE: $228M ( Up 547% YoY ) ADJUSTED EBDITA: 24% margin 2025 ARR: $1.25B ( Well above guidance $900M - $1.1B ) https://t.co/5RCJfu6UkZ

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Who is Jason Luongo?

Jason Luongo (@jasonl_capital) is a FinTwit voice tracked on Surfaced in the Long Research category with 50.6k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @jasonl_capital mention most?

Over the past 12 months, @jasonl_capital's most-mentioned tickers are $IREN, $AMZN, $ONDS, $HOOD, $NVDA — $IREN leads with 211 mentions.

When did @jasonl_capital first mention $IREN?

@jasonl_capital's first tracked mention of $IREN was on Jan 21, 2026.

How active is @jasonl_capital?

In the past 12 months, @jasonl_capital posted 995 times carrying cashtag mentions, totalling 2646 mentions across 317 distinct tickers.