Doshane Capital ๐Ÿฆ

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Doshane Capital ๐Ÿฆ

Doshane Capital ๐Ÿฆ

@cryptospeed05

not a single post is a financial advice dyor, cloud engineer by day and degen by night. $NBIS lover and believer since $20 RWA/STOCK/CRYPTO enthusiast

Sweden ๊ฐ€์ž…์ผ Ekim 2021
419 ํŒ”๋กœ์ž‰375 ํŒ”๋กœ์›Œ
Doshane Capital ๐Ÿฆ ๋ฆฌํŠธ์œ—ํ•จ
Nebius
Nebius@nebiusaiยท
Announcing the results of our MLPerfยฎ Inference v6.0, a peer-reviewed industry benchmark suite for AI cloud performance. The results of our submission demonstrate Nebiusโ€™ ability to maximize efficiency for modern AI inference workloads on the latest NVIDIA Blackwell and Blackwell Ultra platforms. From single-node systems to the full-rack GB300 NVL72 configuration, these benchmarks highlight the capability of our global infrastructure to support demanding large language and multimodal models. Learn more: nebius.com/blog/posts/mlpโ€ฆ
Nebius tweet media
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Strateg 1x
Strateg 1x@1xStrateg1xยท
@cryptospeed05 Still $IREN deals will announce soon, $NBIS already deals announced, so $IREN have bigger upside in short term๐Ÿ‘Œ
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Nate Endicott
Nate Endicott@EndicottInvestsยท
I am out of $NBIS Moving it all to $IREN, much better company IMO
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Doshane Capital ๐Ÿฆ ๋ฆฌํŠธ์œ—ํ•จ
M. V. Cunha
M. V. Cunha@mvcinvestingยท
Excerpt from my Q4 Earnings Preview on $NBIS published last month.
M. V. Cunha tweet media
M. V. Cunha@mvcinvesting

๐Ÿšจ JUST IN: $NBIS to construct 310 MW AI factory in Finland. The first capacity isย expected toย beย available toย customers inย 2027, and itย will beย one ofย Europeโ€™s largest dedicated AIย factories when fully deployed. This follows Nebiusโ€™ recent expansion ofย its first Finnish data center inย Mรคntsรคlรค upย toย 75ย MW, completed earlier this year. The company plans toย expand further inย Finland inย future asย itย continues its global capacity build-out. Sustainability will beย aย key design principle for the Lappeenranta AIย factory, building onย Nebiusโ€™ track record Mรคntsรคlรค, where its data center design ranks among the most energy-efficient facilities globally. Electricity sourcing will reflect Nebiusโ€™ predominantly low-carbon energy mix. Servers will beย cooled using aย closed-loop liquid cooling system, eliminating the need for the AIย factory toย rely onย water intake from local supplies and thus keeping water consumption toย aย minimum. Asย inย Mรคntsรคlรค, the cooling system will beย designed toย integrate aย heat recovery system, opening the opportunity for excess server heat toย beย donated toย the local district heating network. Inย Mรคntsรคlรค, this approach avoided approximately 4,000 tonnes ofย COโ‚‚e emissions associated with heat production inย 2025ย and reduced heating costs for connected households byย around 10%.

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Cash Maxii
Cash Maxii@CashMaxiiยท
Stacking $neet over the rest of 2026 will be the most profitable strategy in the market 1 billion is where the real fun starts..
Cash Maxii tweet media
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Nate Endicott
Nate Endicott@EndicottInvestsยท
I have never seen a more beautiful image $NBIS back at $100
Nate Endicott tweet media
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Doshane Capital ๐Ÿฆ ๋ฆฌํŠธ์œ—ํ•จ
CNBC
CNBC@CNBCยท
Nebius unveils plans to build one of Europe's largest AI factories as region scrambles for compute cnbc.com/2026/03/31/nebโ€ฆ
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MarketMaverick
MarketMaverick@MktMavProยท
$NBIS is becoming undeniableโ€ฆ
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Doshane Capital ๐Ÿฆ
Doshane Capital ๐Ÿฆ@cryptospeed05ยท
@longinvest32 Thesis hasn't changed, contract backlog haven't changed - @nebiusai executing and gathering more and more contracts. Price is merely noise unless you're a trader. Long $NBIS
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matt
matt@longinvest32ยท
$27B Meta deal. $19.4B Microsoft deal. $2B Nvidia investment. And you are selling $nbis ๐Ÿ˜ญ๐Ÿ˜‚๐Ÿ˜‚ Hope itโ€™s no one on here
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Stocker-Man
Stocker-Man@TheStockerManยท
@cryptospeed05 Same here. The more I dig, the more it feels like one of those rare names where the opportunity is obvious but people are still stuck on near-term noise
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Stocker-Man
Stocker-Man@TheStockerManยท
$NBIS under $95 while the company is guiding to a $7B-$9B ARR exit rate by the end of 2026 is exactly the kind of disconnect I look for. Youโ€™re talking about a company that just expanded its $META deal to up to $27B over 5 years and also landed a $2B strategic investment from $NVDA. That kind of revenue visibility and partners like thatโ€ฆ yeah, this is an easy buy for me. Iโ€™ll keep adding under $100.
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Doshane Capital ๐Ÿฆ
Doshane Capital ๐Ÿฆ@cryptospeed05ยท
starting to see all the $NBIS bears coming out the cave since this months highs. ill be there when the inevitable happens
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MarketMaverick
MarketMaverick@MktMavProยท
Time to full port $NBIS?
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Ashton Invests
Ashton Invests@Ashton_1nvestsยท
Whatโ€™s your highest conviction stock right now?
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