Mark

Kevin O'Leary: "I have a tremendous amount of respect for AOC. I buy her T-shirts for $39.95, 'Tax the Rich'... She has an 82% margin on that, proving that inside of every socialist is a capitalist trying to get out."

@longinvest32 Fools. Invest for the long term.

Who selling $nbis here ?

@_LEAPOptionsCP_ @danielisdizzy Great plan. I am with you, people don’t understand this company.

I already have a lot of exposure to $NBIS. I do not want to add more unless its $85 or below. At that level I deem it as extremely oversold. At $85 $NBIS would have a market cap of around 21.5 billion. At that price your buying... - $27b of backlog from $META - 17.4-19.4b of backlog from $MSFT - all their subsidiaries = approx 7-8b I think its already undervalued and a good buy at $92 but I already have a lot of exposure. The ideal buying level is in the 70s. That would be a gift.

Neo cloud stocks today: • $NBIS −10% • $IREN −11% • $CRWV −9% • $CIFR −13% be honest… buying or waiting?

@Gubloinvestor I might just watch. I want to run my numbers again.

@PresMcCormack you will get it below $7 next week. Feel free to pay me cut Marky.

Below $8 $ONDS..

@_LEAPOptionsCP_ @danielisdizzy May I ask why?

@danielisdizzy Waiting to add to me $NBIS position. My first buy level is $85.

@danielisdizzy Buying, also bleeding. I have bought $NBIS every month since about $26 a share. I am $2 Millon in my position minus today 😂😂😂

@CKCapitalxx This is load up time. Do you research on this company but this is a no brainer.

Two weeks ago $NBIS signed a $27 billion deal with Meta. The company’s market cap right now is $22 billion. Meta just committed $27 billion to a company you can buy the entire thing for $22 billion. The contract is worth more than the stock. And that is not even the full picture. $NBIS also has a $19.4 billion deal with Microsoft. Signed in September. Nvidia made a $2 billion strategic investment in March. So in the last six months alone: $27B Meta deal. $19.4B Microsoft deal. $2B Nvidia investment. That is nearly $50 billion in contracted commitments and strategic backing from three of the most powerful companies on earth. The market cap is $22 billion. This is not a valuation debate. This is a market that is panicking and selling everything indiscriminately. $NBIS guided $7 to $9 billion in ARR by end of 2026. Q4 revenue was up 503% year over year. They are not missing demand. They are supply constrained. Every available rack is sold out. The CEO built Yandex into a $30 billion company. Lost it to Putin. Rebuilt from zero. Landed the three biggest AI companies on earth as customers within two years. $22 billion market cap. $27 billion Meta deal alone. The market is being completely irrational even with current macro conditions.

No single piece of advice works for every person in every season, and nobody has it all figured out (including me). The game is progress, not perfection. Show up consistently as the person you want to be, starting today, not “someday” when conditions are ideal.

Laugh often, create more than you consume, and leave things (people, places, projects) a little better than you found them.

Never stop learning, but apply what you learn. Knowledge without action is just entertainment.

@LEAPTRADER_ Great breakdown of the company, this will run again because it’s a great company.

$HOOD closed at ~$66 on Friday, down over 55% from its October 2025 peak around $153. That’s a brutal pullback after the stock more than tripled in 2025. 𝗕𝘂𝘁 𝗵𝗲𝗿𝗲’𝘀 𝘁𝗵𝗲 𝘁𝗵𝗶𝗻𝗴 𝗺𝗼𝘀𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝗮𝗿𝗲 𝗺𝗶𝘀𝘀𝗶𝗻𝗴: 2025 was a record-breaking year 
✅ Revenue: $4.5 billion (+52% YoY)
✅ Diluted EPS: $2.05 (first truly profitable full year)
✅ Funded customers: 27 million (+7% YoY)
✅ Investment accounts: 28.4 million (+8% YoY)
✅ Robinhood Gold subscribers: 4.2 million (+58% YoY)
✅ ARPU: $191 (+16% YoY)
✅ Net deposits: $68 billion
✅ Platform assets: ~$314–324B (+68% YoY) 𝗤𝟰 𝘀𝗵𝗼𝘄𝗲𝗱 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲 𝗺𝗼𝗺𝗲𝗻𝘁𝘂𝗺: revenue +27% to $1.28B, EPS beat at $0.66, and Gold exploding as the sticky, high-margin engine. 𝗦𝗼 𝘄𝗵𝘆 𝗶𝘀 𝘁𝗵𝗲 𝘀𝘁𝗼𝗰𝗸 𝗴𝗲𝘁𝘁𝗶𝗻𝗴 𝗰𝗿𝘂𝘀𝗵𝗲𝗱? ❌Crypto revenue dropped 38% in Q4 (volatility + lower trading activity)
❌Slight revenue miss vs. Street estimates
❌Valuation compression after the insane 2025 run-up (stock went parabolic on hype)
❌Broader macro rotation…higher-for-longer rates, crypto selloff, and risk-off sentiment hitting high-beta names. The market is pricing $HOOD like it’s still the 2021 meme-stock version. It’s not. This is now a mature, diversified fintech with recurring Gold revenue, strong equities/options growth, exploding user monetization, and real scale. Analysts still have average targets ~$118–120 (nearly 80–85% upside from here) and the vast majority rate it Buy. The fundamentals haven’t just “gotten better”, they’ve transformed the business. The stock price simply hasn’t caught up. Long-term, this looks like one of the most glaring mispricings in fintech right now.

Manage expectations, especially your own. Life isn’t fair, and it won’t feel balanced every day. Some seasons demand imbalance (grinding a skill, raising kids, recovering from loss). Chase meaning and contribution more than constant “happiness”—the latter is often a byproduct of the former, not a direct target.

Act before you’re ready. Done at 80% beats perfect and never shipped. Start the project, send the message, have the awkward conversation, build the skill through repetition. Competence kills fear over time. You only get good at things you do for a long time.

Do the boring fundamentals relentlessly: Move your body every day (walk, lift, play). Eat mostly real food. Sleep 7–8 hours. Limit mindless scrolling. These aren’t glamorous, but they compound into massive advantages in energy, mood, and resilience. Most “complex” problems (anxiety, low motivation, regret) improve dramatically when basics are locked in.

“Avoid people who feel like victims” —Charlie Munger

Take radical responsibility for your own life while treating other people with genuine kindness and curiosity.

@Gubloinvestor I am excited to follow you.

Friendly reminder to all the people on here who follows me Feel free to inbox me in case if you are not understanding something on X or in Stock side. i love making friends, sharing ideas, i am student on X so i will be learning and teaching too. Meeting likeminded friends on here is the goal.

@Gubloinvestor This is a very good point

Stop chasing your favorite stocks. Lose the emotional attachment. Stocks are for trading, not for marrying

@CGInvesting10 $NBIS $MSTR $PLTR, very safe stocks with massive upside. Great companies with leadership and vision.

What stocks are you buying tomorrow?