
JCFD trades
12.7K posts








Day 2 is Live: Watch humanoid robots Bob, Frank, and Gary running 24/7. This is fully autonomous running Helix-02 x.com/i/broadcasts/1…



UNPOPULAR OPINION: I don’t believe in 401(k)s, Roth IRAs, or traditional IRAs. I have none of them. If you’re a Roth millionaire, you’re basically a paper millionaire on hold. The money looks great on paper, but you’re still waiting for permission, waiting for retirement, waiting for “someday.” Me? I’m living life NOW. Making the moves NOW. Building freedom NOW. Let’s just say… I’m not on hold. 💃








Today, we announced our Q1 2026 financial results. Here are the highlights: - ARR grew 674% year-over-year; full-year guidance has been updated to ARR of $7-$9 billion and revenue of $3.0-3.4 billion. - Adjusted EBITDA margin in our AI cloud business nearly doubled quarter-on-quarter to 45%. - Contracted capacity now exceeds 3.5 GW, surpassing our 3 GW target; we now expect to have more than 4 GW of contracted capacity by the end of 2026. We also announced today that we have secured up to 1.2 GW of power and land for a new owned AI factory in Pennsylvania, bringing our total number of sites exceeding 100 MW to seven. Read more in our press release: nebius.com/newsroom/nebiu…


A gigawatt of AI compute is coming to Independence, Missouri. 🏗️ @nebiusai broke ground today on a 400-acre AI factory campus — its first gigawatt-scale project in the US — with Ned Finkle, NVIDIA's Vice President of External Affairs, on hand to mark NVIDIA's commitment to building America's AI infrastructure.










