Dan

@BehaviorMoney What QXO podcasts did you listen to?

Rode up to Tarrytown Lakes Parks Listened to a few podcasts on $NET and $QXO

@romanchernin Hi Roman, I would really appreciate it if Nebius could add some information about the Token Factory either to the Q4 report or the Q4 call. I'd be curious to learn a little bit more about usage/growth. Thank you!

Avride video from Dallas. $NBIS dallasnews.com/video/2025/12/…

@daniel_koss @itsalasdairmann Not sure if Marc is the best person for these questions. However, I'm curious to hear their opinion on the depreciation of GPUs. The whole 4 year vs 6 year debate. I'm also interested in learning a little more about the Nebius Token Factory.

Recording a podcast with the amazing $NBIS CRO Marc Boroditsky and @itsalasdairmann next week, most likely Tuesday. What questions do we have for him? - no lazy questions (stuff you can find out by just doing your own research...) - no stupid questions he obviously can't answer (what hyperscaler deal is next)

Nebius business unit Avride getting a shoutout from Nvidia.

@JeraldLie @lpces99 This would've been from 3 months ago then. So you could make the argument the deal they were hinting at would've been the Microsoft one.

@lpces99 Earnings call. The rest are my guess haha!

$NBIS Nebius management just hinted that a frontier AI lab or hyperscaler deal is likely coming. This could be their most important catalyst since the $17.4B $MSFT contract. Here are the top 3 candidates and the odds in my opinion.

I had not heard about this lawsuit against Avride. I would assume that Avride would have video of the alleged incident. kxan.com/news/local/aus…

@mvcinvesting @jiahanjimliu @MB_Hogan From the annual report. It looks like they cancelled about half of those so maybe Nebius owns around 97%. It's a little confusing.

@jiahanjimliu @MB_Hogan I’m not saying it doesn’t make sense, I just can’t confirm or deny it.

JUST IN: Avride, 100% owned by $NBIS, has officially completed 100,000+ autonomous deliveries at The Ohio State University. 🔥 "This is the largest robot deployment in the United States, and we’re proud to be shaping the future of autonomous delivery together with The Ohio State University and Grubhub."

@mvcinvesting $QXO. I had not heard of this until recently, but Brad Jacobs certainly has a good track record.

Which stock have you been accumulating most recently that you view as offering an asymmetric risk-reward profile? Please, no more of the same 20 tickers over and over. Surprise me with something off the radar.

Jim Cramer saying to buy $QXO. finance.yahoo.com/news/jim-crame…

$QXO getting a mention on CNBC. youtube.com/watch?v=mNlXFw…

@mvcinvesting @mvcinvesting what is your opinion on Nebius competing with the Mag 7? Their 2-3 billion is nothing compared to what other companies can invest.

$NBIS is up ~7% after hours following Mark Zuckerberg's statement on $META's CapEx: "We plan to invest hundreds of billions in AI infrastructure over the long term." Why is this bullish? Because it essentially invalidates all the drama caused by DeepSeek. Long $NBIS.

@elonmusk Hi Elon, two questions: has Tesla thought about making Cybertrucks in the Metaverse? Do you think there is 'Production Hell' in the Metaverse?