𝙆𝙞𝙙𝙑𝙞𝙘𝙞𝙤𝙪𝙨

@ChrisCamillo Not if they break the laws of physics

One of the people I admire most in the world told me something this weekend that validated a belief I’ve always had: Technically, anything is possible.

@FunOfInvesting @HyperAICapital IREN’s data centers are designed to mine bicoin, nebius would not want them.

DataOne CEO saying $NBIS will be above $300 and will buy out $IREN 😅

@compoundturtle_ IREN is a bitcoin miner and NBIS is the aws of AI

$NBIS or $IREN — who outperforms over the next 10 years? $NBIS — Nebius Mcap: ~$54B Secured power: 3+ GW Owns 75%+ of its infrastructure $IREN — Iris Energy Mcap: ~$20B Secured power: 5 GW 100% owned infrastructure (land, power & data centers) Which are you picking?

@Leo_Traydes A 20 year old would more likely be $200k in debt with student loans.

You can put $100,000 into $VOO at the ripe age of 20 and do nothing for 45 years and retire with 7 million dollars Why aren’t more people doing this?

@AdityaInvests90 Michael Burry

Can someone please tell me why $NVDA is down after posting almost 100% revenue growth?

@DeepValueBagger Not selling low is the same as buying low

The hardest thing about selling is knowing when to buy back in. I noticed there were some $NBIS holders that sold in the $200 range or even lower. Now they are watching $NBIS hitting $224, about 10-20% missed gains. I doubt those people ever buy back at the higher price. The higher the price goes, the harder it is to come back. Hence people tend to find the next hot stock. This is one of the most underrated thing about psychology of selling that no one talks about. If you experience it, you know what I mean. Long term, despite it looks inefficient, wins over the long run.

@EndicottInvests If they are acquired for $500 Billion I’m good with that.

Throwback to when $NBIS was an “acquisition target” These analysts crack me up sometimes

@Dream5728363541 Let your dogs run

If you have a large $NBIS position, I honestly don’t see much reason to rotate into something else or overtrade your portfolio over the next 4 years. Most likely, you’ll just lose money trying to be too clever. And in the best-case scenario, you may only end up matching what $NBIS could deliver by simply holding.

@RocketLabrador A pro poker player would say he’s got a decent hand.

$NBIS 👀👀 this gotta mean good earnings lol. What do you guys think?

@EndicottInvests They must have some aces in the hole for tomorrow.

What is happening?!! 🔥🔥 $NBIS news is unstoppable Tomorrow might be insane.. nebius.com/newsroom/nebiu…

@etienne_breton Net Retention of 150%. Palentir’s customers disagree with Burry.

$PLTR "I would argue this is not just overvaluation. I am shorting the business model. I am shorting the entire premise upon which the company rests. I am shorting the CEO" - M. Burry Jealous. 💥💥🚀

@RealMattMoney No doubt, 5 years from now will it really matter if you bought at $100 or $90? No

Unpopular opinion - If I believe a stock will 5x from here in the next 10 years… I’d rather buy it today, even if it is a little bit expensive - so it guarantees I own it am along for the ride… Than to wait for a 5-10% pullback in price which may never come.

@Para_Capital IREN is retrofitting their data centers for AI. It’s like putting a spoiler on a Dodge Neon.

This is such buffoonery it’s hard to take serious. $NBIS formerly Yandex operated 5 data centers in Russia including a 63MW site in Kaluga. Vladimir, Sasovo, Ivanteevka, Mytishchi, Kaluga. Those assets stayed with Russian Yandex after the split, but the engineering leadership that designed and ran them went to Nebius with Arkady. Large scale was absolutely part of Yandex history. Mäntsälä hosts ISEG, a 46.54 petaflops supercomputer running Nvidia H100 GPUs, ranked top 25 globally for energy efficiency with PUE as low as 1.1. That is HPC at scale. $IREN’s bitcoing mining operations in British Columbia, Canal Flats, Mackenzie, and Prince George are ASIC warehouses. Different cooling, different networking, different PUE targets. IREN had 1.9k NVIDIA GPUs in all of FY25. NBIS has operated tens of thousands for years. Saying a rebranded Bitcoin miner is 4 to 5 years ahead of NBIS in HPC buildout experience is completely backwards and couldn’t be more opposite.

@EndicottInvests Who hurt you?

Saturday $NBIS

@YodaStockInvest Nvidia went 2 Billion in. That’s all I need to know.

My $NBIS 2030 base case projections: my SECOND BIGGEST position In my base case they get to 2650 connected MWs in 2029 with an average of $14M ARR per MW. That’s 37B ARR to start 2030. Considering equity raised / dilution and a multiple of 5x sales, we get to 185B MC with 275M shares we get to $672 share price. Making educated calculations on $NBIS 2030 is tough, as there are multiple pillars outside of just GWs connected at play here: dilution, ARR per GW, performance of their other businesses and investments. With a business like $NBIS, it's important to keep track of valuation and make rough guesses, but also to let the company execute and surprise you.

@HolySmokas Double down while it’s low. Sell it all when you break even.

What should I do?

@mkstanley117 @michaeljburry Burry is trying to convince people that he’s not ths most boring person on earth.

@michaeljburry What's your sound system, and what do you generally listen with?

Kicks. youtu.be/SHYK96uGirM?si…

@iamtomnash The late night infomercial over-the-top hype is not helping at all.

Palantir sitting on $11.2B backlog, a $10B Army deal and 61% growth forecast, and people still debating the story tells you everything. $PLTR

@michaeljburry @CNBC @Bloomberg @WSJ @barrons You didn’t silence anyone, you are boring. That’s all.

@Sandeman52 Nvidia did the research for us, Nebius is a rock solid bet.

Only a few of you are bullish enough for $NBIS. Do you understand what happens when the big boys realize they are going to hit $9B ARR and then guide for EOY 2027?