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🚨 JUST IN: $NBIS "The Art of AI Investing" The stock market is all about picking winners, but most importantly finding stocks who have the potential to transform the world & generate amazing ROI to shareholders. Its also important that they are within the infancy level, the curve of revenue growth is starting but nothing compared to the potential returns in the next few years. NEBIUS is at its infancy, as we await the opening of NJ Data Center with 300MW by Q4 we should have many more details about new Greenfield sites coming next in US, UK, Finland & Israel. We are aiming for 1GW by end of 2026 or x5 from where we are today, probably even more after the Microsoft $19.4B agreement. When I analized the revenue potential from NEBIUS I was amazed at what could happen in the next 10 years, understanding there is a $3.5 Trillion TAM up for grabs. There are Infrastructure Data Centers players but who owns the full stack? meaning Data Centers, Hardware, Supercloud platform, AI expertise & talented team of engineers only $NBIS does. Then we have the Startup ecosystem (the NEBIUS subs) Clickhouse, Toloka & AVRide which yesterday announced more than 100K Robot deliveries in just one campus. The Robotaxi brings another growth vertical with Uber & Hyundai partnerships. Combined TAM & sensitivity putting both together, the combined U.S. TAM (Robotaxi + AV delivery) might (in our base case) reach: ~ USD 3 B in 2025 ~ USD 21–25 B by 2030 ~ USD 70–80 B by 2035 If the market grows faster (more adoption, more use cases), the upside scenario just on Robotaxi + AV delivery might push the 2035 combined TAM to $100–120B or more. In a conservative (slow adoption) scenario, perhaps only ~$30–40B by 2035. These were the main reasons why after analizing all the pieces of the NEBIUS portfolio of assets I went in from 60% to +90% of my stocks portfolio. I anticipate the next 12-24 months will be ROI, speed & execution with many more catalysts that will accelerate our growth & position the company among the serious contenders in the AI field. $NBIS clearly represents a x10 investment (10 bagger) in next 10 years at a minimum. It is everything I research for in a stock, the massive acceleration of revenue from 2025 onwards will make many millionaires among their shareholders. Take your time review this DCF model from Northland that was published recently & let me know your thoughts. GLTA.

@Sandeman52 We need to organize a gathering in $NBIS HQ in Amsterdam to meet the team. A shareholders Day. Meanwhile let’s celebrate 🥳🎉🍾

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? 😬 🙏🙏🙏🙏🙏🙏

@MarketInvestorX Another IREN Troll? See ya

@TopTechStocksUS ITS A SOLID PLAN FOR WHEN THEY DEFAULT ON DELIVERY OF DATA CENTERS ⚠️

$NBIS ClickHouse growth is key for next funding round. Speed, strategic partnerships & 25% Nebius stake valued at tens of Billions in a few years. Currently valued at $3.75B. Databricks: $5.4B ARR | >65% growth | $134B valuation | 12 yrs ClickHouse: ~$160M ARR | >250% growth | $15B valuation | 4 yrs ClickHouse is laying the pipes for what comes next.

$NBIS Conviction plays will make you win. YTD +98.83% . Congrats to all shareholders.

$NBIS I like when Nebius is associated in same Tokens of Growth conference with Anthropic (Claude) not implying anything but… Session 1 is May 7. Leaders from @AnthropicAI, @togethercompute , and @nebiusai opening their laptops and walking you through exactly how they work

@WOLF_Financial The CEO was up on the moon. He should not have even connected in that state of mind

GAMESTOP $GME CEO RYAN COHEN JUST WENT ON CNBC TO ANNOUNCE A $56 BILLION OFFER FOR EBAY $EBAY AND COULD NOT EXPLAIN HOW HE WOULD FUND IT The exchange with CNBC anchors Andrew Ross Sorkin and Melissa Lee: Sorkin: "The market cap of GameStop is, call it $11 billion. You have $9 billion on your balance sheet. You have this letter from TD, that's another $20 billion. We're now at $40 billion, but we're still off by call it $16 billion." Cohen: "Half cash, half stock." Sorkin: "I hear you, I'm just saying that math doesn't get you to the price that you're offering. Where is the rest of the money coming from?" Cohen: "I don't understand your question. We're offering half cash, half stock and we have the ability to issue stock in order to get the deal done." The structure of the offer: • Total deal value: $56 billion • 50% cash, 50% stock • Confirmed financing: ~$40 billion ($11B GameStop market cap + $9B GameStop balance sheet cash + $20B TD "highly confident" letter, which is not locked financing) • Funding gap: ~$16 billion, to be covered by issuing additional GameStop stock Cohen's vision for the combined entity: "There's an opportunity to build a much larger business, to make the business much more efficient, and to accelerate revenue growth. eBay is a very strong business, but it could be in a much stronger position. It could be a much larger business than what it currently is."

@romanchernin Hi Roman, congrats on your superb team. I must admit I am a big fan of @marcboroditsky for all the strategic GTM wisdom & positive energy he brings to $NBIS. All the best

One thing I think is underappreciated is building the field: covering the market, being proactive with customers, and giving both AEs and Customers Facing Engineers (CSAs, FDEs) more time with customers. This is extremely important if we want to build a diversified cloud business. @marcboroditsky @waqasmakhdum and the rest of the large team are doing a great job

@ValuePlay52109 NBIS already acquired it...you mean the added value they bring to Token factory + R&D research team in USA

@TopTechStocksUS We need to add EiGen.ai now, thanks.

$NBIS One pager for all the X users who still have not discovered this beauty

@RayT168 You are welcome! All the best

@TopTechStocksUS 💙 💚 thank u @TopTechStocksUS

@SauvageSa97563 Thats a nice x8! Lets goooo

@TopTechStocksUS Long until 1000$

$NBIS New ATH 🚀

@noegrs_research Its a 25% stake not 28%.

OpenAI is now transitioning from Datadog $DDOG to ClickHouse, in which Nebius $NBIS owns a 28% stake. Now through its main business and subsidiaries, $NBIS is now interacting directly or indirectly with : •Microsoft $MSFT (direct multi year Nebius AI infrastructure customer + Toloka customer). •Revolut (uses Nebius AI compute) •Meta Platforms $META (direct long term Nebius AI infrastructure customer, ≈27 B USD over 5 years). •NVIDIA $NVDA (2 B USD strategic investor and AI cloud hardware/software partner of Nebius). •Uber Technologies $UBER (commercial AV and delivery partner of Avride) •IBM (Tavily enterprise customer). •Cohere (Tavily). •Groq (Tavily). •Amazon.com $AMZN (Toloka AI data/annotation customer) •Anthropic (Toloka customer; also a major ClickHouse customer). •Shopify $SHOP (Toloka customer; Bezos Expeditions–led investment round co exists with Nebius’s stake). •Poolside (Toloka AI data/labeling customer). •AliExpress (Toloka AI infrastructure customer) •D Market Elektronik Hizmetler ve Ticaret A.S. $HEPS (Toloka AI infrastructure customer). •Chatfuel (Toloka AI infrastructure customer). •Bezos Expeditions (strategic investor in Toloka alongside Nebius). •OpenAI (ClickHouse Cloud customer for petabyte scale observability) •Anthropic (ClickHouse customer; Nebius exposure via its ClickHouse stake). •Meta Platforms $META (ClickHouse customer; Nebius exposure via its ClickHouse stake). •Tesla $TSLA (ClickHouse customer; Nebius exposure via its ClickHouse stake). •Sony Group Corp 6758.T (parent of SonyLIV; ClickHouse customer exposure via Sony group). •Cursor (ClickHouse Cloud customer + uses Nebius AI compute) •Deutsche Bank (ClickHouse customer). •Royal Bank of Canada $RY (ClickHouse customer). •Bloomberg (ClickHouse customer). •PayPal Holdings $PYPL (ClickHouse customer). •Capital One Financial $COF (ClickHouse customer). •Airwallex (ClickHouse customer). •Ramp (ClickHouse customer). •Cyera (ClickHouse enterprise customer). •Hewlett Packard Enterprise $HPE (ClickHouse enterprise customer). •Insider (ClickHouse enterprise customer). •Laravel (ClickHouse customer) •Masorange (ClickHouse customer) •Qualified (ClickHouse customer) •Shopmonkey (ClickHouse customer) •Supabase (ClickHouse customer) •Canva (ClickHouse customer) •Harvey (ClickHouse customer in legal AI) •LangChain (ClickHouse customer) •Perion Network $PERI (ClickHouse customer) •SonyLIV (ClickHouse customer in streaming; part of Sony Group 6758.T) •Sierra (AI native ClickHouse customer) •Vercel (ClickHouse customer for observability/analytics) •Weights & Biases (ClickHouse customer used in the Weave product and owned by $CRWV) •Lovable (ClickHouse customer) •Decagon (ClickHouse customer) •MercadoLibre $MELI (ClickHouse enterprise customer •Memorial Sloan Kettering (ClickHouse customer in healthcare; non profit) •Lyft $LYFT (ClickHouse customer) •Instacart / Maplebear Inc. $CART (ClickHouse customer) •Poolside (also a ClickHouse customer in AI) •Polymarket (ClickHouse customer in prediction markets)

@Para_Capital @MB_Hogan LOL... come on!

@TopTechStocksUS @MB_Hogan Tom Lee is a dipshit lol.

$NBIS just too much winning. I don’t know if I can take it anymore

$NBIS We know $NVDA CEO is a great friend of Elon Musk... could there be a real opportunity here for Nebius? The story definitely matches their expertise

@absface You are correct. I see Q1'26 revenue at $400–450M. Fingers crossed for some surprises.

@TopTechStocksUS Not true, payments are still bound per tranche as the cash flow statement will tell you 😶‍🌫️

🚨 $NBIS recent report shows a massive $6.95B or 40% of $MSFT contract has been paid already 🟢

@MB_Hogan @Para_Capital Not planning on going anywhere soon... but my conviction is solid. We might be entering soon as Tom Lee (Fundstrat) mentioned 18-24 months of very bullish market which could definitely be a plus on top of execution by $NBIS.

@Para_Capital 😆🤝 yea my risk tolerance is not something I can generally recommend

Smart move by CEO getting strategic stake in ClickHouse being used as leverage to decrease dilution to shareholders. Avride is being mentioned to be on the lookout for a partner that could acquire control ownership so they are looking at pocketing on that sub & letting ClickHouse grow much more which makes all the sense as it could be worth $10-20B in a few years.

$NBIS already net income profitable?? lol (its clickhouse equity appreciation)

Spot market pricing is the asymmetric Q1 surprise factor MS Research's call that $NBIS could continue outperforming given greater exposure to spot market pricing is the single most actionable point for the Q1 print. If even half of the $550M ARR base reprices at the +50% ASP increase mgmt cited, that's an incremental $30–50M of run-rate that flows into Q1 reported revenue depending on contract roll timing.

As I posted previously, $NBIS has the most exposure to the spot market amongst the neoclouds, and thus stand to benefit the most from the surge in GPU/hr pricing. Morgan Stanley finally catching on...

@Candyman1551319 @EndicottInvests @grok Doubt it

@TopTechStocksUS @EndicottInvests All the growth is priced in for the next 20 years @grok remind me in three years to come dunk on this guy when the shares are down 75%

$NBIS is only a 40B company that will be doing 8B+ in revenue in 2027 Their Clickhouse stake will be worth 6-10B too

@jwp626391 That’s impressive & could catch up to Databricks in 5-7 years if it continues at this pace

@TopTechStocksUS The growth rate of CH is basically consistent with Anthropic, reaching Arr250 million in January this year and may have reached arr$320 million at present. Currently, after the launch of Open Ai, it will accumulate to aroundArr $600 million fast