DShadow204

@GuessAgain2525 @RealJamesWoods Bunch of boner killers.

@RealJamesWoods Why are democrats so good at UGLY???

She’s gone, too.

Mr. Bezos: Let's have that debate. Under my 5% billionaires wealth tax, we'd: -Give $12K to a working family of 4 -Expand Medicare for dental, vision, hearing -Guarantee universal childcare -Raise starting teacher pay to $60K And you'd still be worth $269 billion after taxes.

@BasedMikeLee They’re lucky it wasn’t my church is all I have to say. If it was, it would be their time to find out.

What should be the punishment for setting a church on fire?🔥⛪️ 👨‍⚖️

Something is deeply wrong

This is not fixable, and we all know why.

@penguinvesting Guess I am bullish at $2,000 a share in 2030.

🚨EVERYBODY underestimates $NBIS YE 2027 ARR It's okay to be conservative but from what I've seen even $NBIS bulls struggle to believe what's coming let alone the broader market. That's why I remain extremely bullish because I believe the market will be shocked again. 👉Let's see facts from the Q4 2025 earnings call: "The main idea, the main strategy is to have the portfolio of sites, so we are not dependent on any specific single data center project to achieve our guidance and deliver our plan." This indicates that the $7-9 billion ARR is a very conservative estimate. If we can take this word by word, this should mean guidance is independent of even the largest site. "(Capex) It will enable us to meet our $7-$9 billion ARR in 2026, but more importantly, it will also put the foundation for our hypergrowth in 2027 and beyond." Look? $NBIS will be in hypergrowth in 2027. 👉Then in Q1 2026 they said: "Well, the increase in this spending is driven by visibility into 2027, and our need to invest ahead of capacity that we expect to bring online. We'll add much more capacity in first half of 2027 than this year" As I mentioned, the YE 2026 ARR is sandbagged, because possible delays are accounted for. But that doesn't change their "capacity building" roadmap. So if x amount of capacity can do $7-9 billion without the largest site coming online, it's feasible to assume this capacity is capable of $10 billion if everything goes online. If they add "much more" capacity in H1 2027 then that puts as ABOVE $20 billion just by MID 2027. Sounds crazy right? And that's just by doubling, not accounting for the "much more". I don't want to be overly bullish but this should mean at least $20 billion by mid 2027. And that's only H1 2027. Do you think they will slowdown execution and barely bring anything else online in H2? I don't believe that. Once again, I don't want to be overly bullish, but I have to assume they'll bring online at least half the amount they did in H1 indicating my prediction is between $25-30 billion ARR by YE 2027. ✅Summary: While there is no guarantee for anything, I believe $25-30 billion ARR is on the table by YE 2027 and I believe that will exceed everybody's expectation including mine. My initial $840 target for 2030 assumed $24 billion revenue for 2028. If they come in at $25 billion ARR then that's already crushed and revenue for 2028 will be at least $30 - 35 billion. Honestly it's hard to believe these numbers but this is what I see and I believe this word class management team has the "surprise" factor in them. If we only get a 5x multiple on 2027 ARR that will put us between $125-150 billion market cap, if we get a 10x multiple, that puts as to 250-300. Crazy numbers. Crazy.

@MatrixMysteries The student is obviously financially and mathematically ignorant. You’re given scenarios of how long it will take to pay off a loan at a certain payment. She chose that term. Not even predatory at that low rate. Teach people math & finance, not how to be victims.

An American checks her student loans. She borrowed $49,548.74. After 120 payments, she’s paid $25,558.36. Her current balance? $50,121.33. After PAYING $25k… she now owes MORE than she originally borrowed. This isn’t aid — it’s legalized USURY.

@Magstoritches @hodgetwins Don’t be so emotional about it. It needs to be an enemy of my enemy is my friend mentality. It’s not a marriage.

@DShadow204 @hodgetwins So sad that so many Americans think our “biggest ally” cares at all about what happens to the average American. We serve at their pleasure, not the other way around. Watch the interview with the former prime-minister on Tucker. They think we’re idiots, and are happy to say it.

Thought this was a conspiracy theory? 🤣

@caposantin0 @hodgetwins No, that’s Spurs fans.

@Krympto @hodgetwins 👌🏿

@DShadow204 @hodgetwins Bot

@TheoVon @RepThomasMassie Goodbye to that loser. Republicans need to be united and get things passed, not held back by RINOs. Eliminate the filibuster, expand SCOTUS and pack it with conservatives and pass all the Republican bills before Dems get power and do it first. Save America🇺🇸

Lets gooo @RepThomasMassie

@ComicDaveSmith Bahahahaha. So he can come in 22nd place?! 😂

If Massie loses tonight, he should run for President. If Massie wins tonight, he should run for President.

@Eutychus411 @hodgetwins Jesus Christ is my Lord & Savior, bro! God Bless America! God Bless Israel! God Bless Donald J. Trump!

@DShadow204 @hodgetwins You’re a crypto Jew “Mike D” lol hardly unbiased. MIGA Beastie Boys

@w_terrence Good. Kick the anti-MAGA to the curb. Trump haters said this primary would be an indication of how Republicans really feel, well it is. You don’t want to support the MAGA, take a hike.

What was the first thing that came to mind when you heard Thomas Massie lost?

@narrow_road_2 @w_terrence

@w_terrence The pedophile protectors and the Israel first billionaires won. Kentucky lost. America lost.

If Thomas Massie pulls off a win in the Kentucky primary tonight — as I believe he will — it will be a hugely embarrassing loss for Trump.

$NBIS CATALYSTS THAT COULD PUSH THE STOCK SIGNIFICANTLY HIGHER OVER THE NEXT 12 MONTHS 2027 ARR guidance announcement. Widely expected in Q2 or Q3 this year. If that number aligns with or exceeds analyst consensus, it forces a fundamental repricing of the long-term revenue model. This could be a larger stock event than any individual earnings print. Q2 earnings and the Q3 setup. Management guided for margin compression in Q2 as infrastructure investment runs ahead of revenue. Don’t be shaken by the August numbers. Margins are expected to recover to Q1 levels in Q3 before pushing higher in Q4. Q2 is a check-in, not the destination. Asset-backed debt raise. Mid-single-digit billions expected in the near term against the Meta and Microsoft contracts. Clean execution validates the financing strategy, removes the dilution overhang from the at-the-market equity program, and confirms capital markets are treating Nebius contracts as bankable assets. Q3 and Q4 capacity ramp. Management flagged Q3 as the significant inflection point for connected megawatts. Missouri broke ground in May, New Jersey and multiple EMEA sites are live or progressing, and the Meta and Microsoft volume ramps are scheduled for H2. Each megawatt online converts contracted backlog into recognised revenue. New hyperscaler deals. Meta, Microsoft, and NVIDIA are already anchored. Adding Google, Amazon, or Anthropic as a contracted customer would be a material valuation re-rating event. Several customers are already competing for every GPU cluster Nebius brings online, which is the backdrop against which the next hyperscaler deal lands. Further international data center announcements. Nebius already has EMEA presence across Finland, France, Iceland, Israel, and the UK. New site announcements in additional geographies strengthen the sovereign AI angle and signal that the buildout is broader and more durable than the current US-heavy narrative suggests. Eigen AI integration into Token Factory. The $643M acquisition brings elite inference talent and a proven optimisation stack. Watch for Token Factory performance benchmark announcements on Artificial Analysis. Inference efficiency improvements flow directly to customer unit economics and platform competitiveness. NVIDIA Vera Rubin in H2 2026. As an $NVDA Exemplar Cloud Partner, Nebius will be among the first to offer Vera Rubin NVL72 clusters. If Nebius is deploying Vera Rubin while competitors are still transitioning off Blackwell, that is a genuine differentiation event with real pricing power implications. Alabama and Pennsylvania milestones. Alabama and the first Missouri phases come online in early 2027, Pennsylvania targets its first 250-300MW by end of 2027. Execution pace, not announcement pace, is what the market will reward. The contracts are signed, the sites are breaking ground, and the demand is outstripping supply. The next 12 months will show whether Nebius can convert all of that into recognised revenue at scale. Based on everything we have seen so far, the evidence says they can.

@JesseBWatters Show us the other 3 species!

🚨WOAH! RESEARCHERS SAY DOZENS OF CRASHED UFOS HAVE BEEN RECOVERED — WITH FOUR DIFFERENT ALIEN SPECIES ON BOARD 🛸👽 TWO ARMS, TWO LEGS… LONG TAILS LIKE A LIZARD! 7 FEET TALL! 👾 SOURCES ARE TOO SCARED TO TALK… SAYING AN INTERVIEW COULD “FORFEIT THEIR LIFE” 😳💀

Citi raised its Price Target on $NBIS from $169 to $287 and keeps a Buy rating. "Nebius' demand is strengthening while GPU pricing is increasing."