@microcp2mltibgr I keep saying this again and again. Rupee is not weakening, dollar is strengthening
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nithin
3.1K posts
Govt increasing petrol price by Rs 4, USDINR goes from 93 to 97😂
Tu daal daal… main paat paat… tank full rakho mitron kabhi bhi fatka lag sakta hai…
Take this as a buy and not a sell recommendation.
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@RisingStarXI Only bright spots for this season have been Hato and J. Pedro
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🇳🇱🤯 This 𝗧𝗔𝗖𝗞𝗟𝗘 from 𝗝𝗢𝗥𝗥𝗘𝗟 𝗛𝗔𝗧𝗢 (𝟮𝟬) was 𝗙𝗨𝗖**** 𝗜𝗡𝗦𝗔𝗡𝗘!
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🗣️ Chelsea’s leadership and directors acknowledge this season has “not met the standards, expectations or ambitions.”
“We are clear in our assessment of the campaign as a whole. It began in strong fashion, with the club crowned world champions at the FIFA Club World Cup.
While we are proud of that success, and what it represents for this group, we recognise that the season overall has not met the standards, expectations or ambitions that define Chelsea Football Club.
“We understand the disappointment that brings, and we share it. This is a club that measures itself against the very highest levels, and we know we must do better.
That responsibility is clear, and it is one we fully accept. The club's supporters expect more, and so do we.”
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Bond markets are flashing red.
Today, the US 30Y Note Yield officially hit its highest level since July 2007, at 5.19%.
This will soon become Americans’ biggest problem, yet the vast majority do not even know it is happening.
What is happening? Let us explain.
(a thread)
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Chelsea Football Club is delighted to announce the appointment of Xabi Alonso as Manager of the Men’s Team.
The Spaniard will begin his role on July 1, 2026, having agreed a four-year contract at Stamford Bridge.
Welcome to Chelsea, Xabi!
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Finally some light at the end of a miserable season…
David Ornstein@David_Ornstein
🚨 EXCLUSIVE: Agreement complete for Xabi Alonso to become Chelsea manager. 44yo Spaniard visited London early last week & accepted opportunity; 4yr contract now finalised - announcement imminent. Primary target throughout + wanted #CFC move @TheAthleticFC nytimes.com/athletic/72724…
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Jane Street built infrastructure so complex it needs liquid cooling to survive
Retailers join Telegram groups called “Alpha Club” & share PDF strategies
This is not the same game
Goshawk Trades@GoshawkTrades
Jane Street just showed the inside of their AI training data center in Texas. 4,032 GPUs. 56 racks. 8,000 km of fiber. liquid cooling running through every server because air cooling can't handle the heat anymore. but the part that got me was the origin story. Ron Minsky, who co-heads their technology group. said their first compute cluster was literally six Dell boxes stacked on top of each other at the end of a desk row. they called it "the hive." the trading systems sat out in the room with the traders because they wanted to be able to unplug them if something went wrong. at one point, someone vacuuming the office unplugged a live trading system in the middle of the day. from six Dell boxes and a vacuum cleaner incident to a liquid-cooled GPU data center processing trades in under 100 nanoseconds. that's a 20-year arc.
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🚨 Chelsea closing in on an agreement with Xabi Alonso to become head coach.
Club's full focus is now on the FA Cup Final, but talks have advanced and will resume following Saturday's game at Wembley.
#CFC want a quick appointment.
🤝 @alex_crook
talksport.com/football/42497…
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Not sure if people realized this but unless a thesis completely breaks, companies like $NBIS can keep growing.
Just look at $AMZN or $GOOGL over the past 15 years.
If people "trim" it often triggers taxes. And a lot of corrections are typically less than those taxes paid.
By the time a "50% crash happens", it's probably already compounded hundreds of even thousands of percent.
If people need to pay expenses, once you hit 7-8-9 figures, you can always borrow against those assets and keep letting them appreciate.
NFA, just personal opinion. You all do you, but it's highly, highly, dependent on the companies you pick.
Can't do this with something trash like $IREN. But I do believe $NBIS is positioned to be the next hyperscaler.
Andromeda@SebastianS79509
@aleabitoreddit $NBIS You gave me NBIS at 80 i made my biggest position on it like 100k i know you said its for you an 2-5 year play i dont know if i should trim now or hold . Thank you for this❤️ what is your way for NBIS ?
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@LeifInvests Are you stupid ? It’s not about revenue, it’s also about profits that go into servicing debt . Which coreweave has a lot of
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$NBIS vs $CRWV valuation doesn’t add up. 🤨
2026 rev: (midpoint est)
$CRWV ~$12.7B
$NBIS ~$3.4B
2027 rev: (midpoint est)
$CRWV ~$24.2B
$NBIS ~$10B
Nearly identical market caps.
So either:
$CRWV is massively undervalued
or $NBIS is being mispriced vs scale reality
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@FransBakker9812 @EndicottInvests Hey to be fair, your bitterness on the growth of another company has been nothing short of embarrassing: have a good look at your face in the mirror . Next time you talk about $nbis.
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@EndicottInvests Hey to be fair, you guys nailed this one.
I also have to delete a tweet since I said Nebius would never get over 200.
Now I know premarkets are fake, but I bet you guys will hold up.
Congratulations on a good quarter
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$NBIS mentioned their ATM program
"We have not used the program to date"
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$NBIS Q1 Earnings Report is out.
Revenue $399M vs. $388.6M est. (+684% YoY)
Adj. EBITDA $129.5M vs. $90.5M est.
ARR $1.92B (+674% YoY and +54% QoQ)
2026 outlook:
Year-end ARR of ~$7-9B (reaffirmed)
Raised contracted power from >3GW to >4GW
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INR at record low of 95.63 against US dollar
But if you look at it from the government’s perspective, it’s still at 1 against INR
Macroeconomics is about perspective
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As I said before $IREN is basically dogsht compared to $NBIS.
$NVDA didn’t give $IREN funding yet.
So IREN needs to figure out how to buy enough GPUs to monetize 5GW capacity through their 6B ATM and other means.
It’s an endless dilution machine just because they secured power.
I call $IREN holders 0 IQ because they just buy in it to get diluted without understanding nuances of financing.
Nvidia actually gave $NBIS funds.
While Nvidia got a free no-risk purchase agreement for allowing $IREN to use their logo.
$IREN is basically a marketing company at this point, while the other Neoclouds actually allow equity appreciation.
Serenity@aleabitoreddit
I still am bearish on $IREN. Algorithms/retail probably read $NVDA + $IREN partnership and bought it up. However, if you look at the realtity, it's just looks like brand agreement giving $NVDA risk-free convertible notes. So $IREN can continue selling their $6,000,000,000 ATM into retail investors. It's the equivalent of a startup using AWS and saying they have an Amazon partnership so give them $6B. This wasn't Nvidia directly funding $IREN yet, just a risk free option to. There's a "5 GW deployment" but I'd rather not be the one buying into the dilution to fund it.
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🚨 Chelsea exploring deal to appoint Xabi Alonso as next head coach. 44yo former #RMFC boss understood to be open to possibility, although nothing decided yet as process continues. Andoni Iraola also strong contender ahead of departing #AFCB @TheAthleticFC nytimes.com/athletic/69645…
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