J. Invest

Bon c’est presque ça $DELL

Arete Research raised its Price Target on $NBIS from $291 to $380 and keeps a Buy rating. Source: Bloomberg Terminal

BREAKING: President Trump releases a statement on crypto. “Trump will never let crypto down,” he says.

J’ai une intuition comme quoi les US vont prendre une participation dans $DELL

Should I just sell my house and put it into $IREN

*MICRON SHARES SURGE 19% TO SURPASS $1 TRILLION IN MARKET VALUE

BREAKING: Micron stock, $MU, officially hits $1 trillion in market cap for the first time in history. 12 months ago, this stock was worth just $70 billion.

$MU va se retrouver à 1000$ en un claquement de doigts, elle n’est toujours pas pricé à sa juste valeur mais les fervents défenseur d’AT attendent qu’elle respire mdr.

President Trump and Iran are closing in on a major agreement to end the conflict, per Axios.

China's chip exports are surging: China's chip exports jumped +100% YoY in April, to a record ~$31 billion. This figure has TRIPLED over the last 2 years. At the same time, overseas sales of laptops, tablets, and their components jumped +47% YoY. Goldman Sachs and Nomura estimate that semiconductors, computers, and other AI-related products accounted for ~50% of China's export growth last month. In total, Chinese exports rose +14% YoY in April, to $359 billion, the highest monthly reading on record. Put differently, Chinese companies were generating ~$500 million in export revenue every hour on average last month. China's economy is evolving with AI.

Nebius [ $NBIS ] at $86.69 is the purest Neocloud and AI-infra asymmetry left. This is the highest revenue Neocloud untouched by $CIFR | $WULF and colo providers that has no: - Plaguing uncertainty that $IREN, $ORCL face from full-stack execution. - High interest debt that $CRWV, $APLD, and others face. - Revenue uncertainty at scale with Hyperscaler contracts that $CLSK, $BITF, $WYFI, $SLNH, and others lack. After the market-wide drop with the AI sector overrun by fear: Nebius is going forward with: $8B midpoint ARR next year, $4.7B+ in cash, diversification in enterprise clients from ( $META, $MSFT, $ACN, $SHOP, Governments), hyper-growth portfolio companies, and a proven full-stack high-margin business. With extreme demand, execution uncertainty (margins), and isolation from current issues plaguing the markets with OpenAI contract dependency and credit tightening: Nothing even comes close to Nebius in terms of asymmetrical upside. You are simply just waiting for company execution.