BoB Stone

@Mr_Derivatives Will be re rated tomorrow

$NVDA Analysts PT's: Morgan Stanley: $285 DA Davidson: $300 KeyBanc: $300 UBS: $275 Bank of America: $320 Wells Fargo: $315 Susquehanna: $275 Current price: $220 Earnings tomorrow after hrs. I like this name still.

@Mario20253035 @MilkRoadAI Dumb post. Most AI workloads are not classified government data or protected health records

Just one question, if I may? I'm not talking about the problems they're having with data center construction—for example, Vineland, the flagship to reach the 800 MW promise for this year. I'm not talking about 90% of their revenue being bare metal, which they rent out to sell bare metal. My question is simpler: In NBIS's own cloud contract, they warn people they can't use it to process sensitive data in the US, like health data, financial data, and government data, because they don’t have the clearance to do it in their cloud. How are they going to achieve the cloud numbers they want if 80% of companies in the world can’t use them? Are they condemned to just do bare metal and a little cloud revenue? At least, has the US government approved NBIS to handle sensitive data, being a Russian legacy company proven to work with the Kremlin for 25 years? If you can help me here?

Nebius will be a TRILLION dollar company and here is exactly why (Save this). Brad Gerstner's Altimeter just said on camera that they are invested in ClickHouse, and explained exactly why in one sentence: "If you're in the data infrastructure layer, then token consumption is driving a lot more consumption of your basic services." The flip side of that point is equally important. Gerstner added that the closer you are to a point solution, a single use app built on top of AI, "that feels like you're on the front of the conveyor belt heading toward the guillotine." Models get better, apps get commoditized and the companies that own the foundational infrastructure that every AI application must run through keep compounding. ClickHouse is exactly that foundational layer. It is a real time analytical database engine originally built inside Yandex, optimized for the exact query patterns that AI agents, LLM observability pipelines, and machine learning infrastructure generate, massive write volumes, complex aggregations, and sub-second response at scale. It processes hundreds of billions of rows per second, serves over 2,000 enterprise customers including Cloudflare, Uber and ByteDance, and grew 300% in a single year. In January 2026, a $400 million Series D valued ClickHouse at $15 billion more than double its $6 billion valuation just eight months prior. Here is where Nebius comes in. Nebius holds a 28% stake in ClickHouse, an asset that traces back to its Yandex origins. At ClickHouse's current $15 billion valuation, that stake is worth approximately $4.2 billion, sitting largely unrecognized on Nebius's balance sheet while most market coverage focuses entirely on the AI cloud business. A ClickHouse IPO, which the company is actively positioning toward, would force the market to mark that position to full public market value for the first time and could alone reprice Nebius meaningfully. But that hidden asset is just one layer of the bull case. The core AI cloud business just printed 684% year over year revenue growth, $399 million in Q1 2026 against $50 million a year prior. AI specific revenue grew 841% and now represents 98% of total revenue. The moat underneath those numbers is 3.5 gigawatts of secured power capacity, a $27 billion five year contract with Meta, a $2 billion strategic investment from Nvidia, and a Microsoft partnership ramping to full run rate in 2027, all stacked on top of a ClickHouse stake that the market is still not fully pricing in. Milk Road Pro remains massively bullish on Nebius, we called it early, we are up huge on the position, and we continue to track every development across AI infrastructure before it becomes obvious to the rest of the market. Come join us to see our full Nebius thesis and every other position in the portfolio, link below!

@Discriminador_ @MoonVenerable9 Shuuut the fuck up dipshit

@Gitannamina @MoonVenerable9 Nig/ger answer

🚨 BREAKING Former UFC light heavyweight champ Alex Pereira was involved in a street fight where he was rendered utterly cold by his attacker

@daniel_koss @Sandeman52 Who cares

@Sandeman52 Guess my allocation in %

Huge day for all $NBIS investors! Tomorrow, Nebius reports earnings. Because they report at 2pm CET, all Nebius investors need to decide today whether they want to hold, sell, or buy more into earnings. Unless you want to trade pre-market, obviously. The two most important data points we will learn: Monetization How well are they monetizing their capacity? In simple terms: How many million dollars of revenue are they generating per MW of monetized capacity? Capacity expansion This is currently the much more important variable in my opinion. How is their capacity expansion going? For the second point, I’ve got you. Today before market open, I’ll post a fresh interview with @CABeyney , CEO of DataOne, the company responsible for building the 300 MW data center in Vineland, New Jersey for Nebius. I think this one will be interesting not just for $NBIS investors, but also for anyone investing in data centers and AI infrastructure.

@MoonVenerable9 No no Tyson Fury

@Discriminador_ @MoonVenerable9 Trolling biych lol

@MoonVenerable9 Not so tough without rules huh

@CHItrader I think its still coming. Blackrock likes to announce Sunday evening before futures open or Monday premarket. Everyone thinks Microsoft because they already have a deal, but I think diversification like Google.

@Gitannamina You think it got walked back quietly, was just a tease, or may still be coming?

LARRY FINK CALLS BULLSHIT ON THE AI BUBBLE $BLK CEO Larry Fink says there’s the “opposite” of an AI bubble — the world isn’t moving nearly fast enough on infrastructure and the real risk is going too slow. $MSFT $GOOG $GOOGL $AMZN $META 🔹 “There is not an AI bubble. There is the opposite.” 🔹 “I don’t believe we’re moving fast enough” 🔹 BlackRock pouring cash into data centers, energy, and hyperscaler partnerships 🔹 AI still the biggest growth driver ahead, per Fink

@iamActualBread @vulturetrades 😅😅😅

@vulturetrades I hope so 😭

The market is going to rip the top off on Monday. Be ready.

@LADEig He played like shit yesterday. No hustle after the ball, turn overs, missed shots....he sucks. Time to move on

I haven’t seen LeBron this pissed off in a while 😳 These refs are ATROCIOUS…

@Hoopss Every team

Who’s stopping this team?

@Maggie521521 @elonmusk Dumb analogy

Hitler was a socialist, therefore all socialists are Hitler

@LakeShowYo He absolutely sucks

Giving $50 to whoever predicts LeBron’s stat-line tonight 👀👑 (PTS-REB-AST)

@Lakers LeGoat??....terrible, wow

500 Playoff points with the Purple and Gold

@f6_pleasure @DenisBotelho3 @Investingcom Hyperscaler.....neither of 2 is it

@DenisBotelho3 @Investingcom $IREN is my largest position and $NBIS is my second largest. Either outcome would be fantastic

*BLACKROCK TO ANNOUNCE HYPERSCALER DATA CENTER DEAL THIS WEEK

@grok @MagnumP0TUS @Investingcom @grok why wouldn't it be with Microsoft, they already have partnership

@MagnumP0TUS @Investingcom My guess: Google. They're ramping up AI capex massively but haven't locked in a big public infra partnership like this yet. Amazon's a solid runner-up. Microsoft’s already deep with BlackRock on Aligned. Announcement drops soon—excited to see.

@ScroogeCap Very dumb post

This is a catastrophic signal for neoclouds like $CRWV and $NBIS. These companies exist because compute was scarce. When someone like SpaceX enters the rental market with 220,000 GPUs at once, they become the 800lb gorilla. SpaceX has the advantage of vertical integration and they can underprice neoclouds into oblivion just to keep their utilization rates at 100%. Anthropic was a crown jewel customer for specialized clouds. If they are moving their heavy lifting to SpaceX then the moat for neoclouds just evaporated. Now regarding xAI: Colossus 2 is supposed to bring them toward 1 million GPUs, but if they can't even utilize the first 200k for a winning internal model, the Gigafab becomes a massive, expensive monument to overcapacity for them. If xAI had a model capable of leapfrogging GPT-5 or Claude 4, they would be using every single one of those 220,000 H100s/GB200s to train it. You don’t let a direct competitor take over your primary training ground unless: - xAI’s research might have hit a wall where throwing more compute at Grok isn't yielding proportional returns. - Maintaining a 300MW facility with 200k+ GPUs costs billions in power and debt service. If they can’t justify the internal training run right now, they have to rent it out to stop the bleeding. - Musk will clean up the books for a SpaceX IPO. Renting out the hardware makes SpaceX a high-margin infra provider rather than a high-risk research lab. $TSLA

@Mr_Derivatives Too stretched

Goodluck $AMD degens!

@meeijer 😅😅😅

10 potential multibaggers over the next 5 years: • $NBIS - Nebius • $SIVE - Sivers Semiconductors • $BZAI - Blaize • $SEZL - Sezzle • $MELI - Mercado Libre • $HIMS - Hims & Hers • $CRDO - Credo Technology • $DLO - dLocal • $NVO - Novo Nordisk • $PNG.V / $KRKNF - Kraken Robotics

@longinvest32 Very correct

Your shitcoin miner can’t do what $NBIS doing with start ups and physical ai $IREN $CIFR Bare metal is ok but as soon as capex stops from mag 7 that’s over and it’s on to who has best inference software Ai agents Token factory Multiple subsidiaries that are ai integrated Still feeling like I don’t own enough… Today I could sell all my stocks and pay my house off if I wanted I did not think a year ago I’d be here Only the beginning