RocketLabrador

I remember when I first all in-ed $RKLB at 4$ years ago my goal was to have enough money where I can buy a house cash or have enough in dividends to work easy part time jobs for the rest of my life I reached that goal today. Love all of you, OG $RKLB crew. Yall know who you are

@antibearthesis 😂

$SOFI is the next $NVDA

$NBIS is showing insane strength today. It doesn’t take a genius to see it can make another 15x from here over the next decade or so. Just look at how their 2026 contracted capacity target ramped up over time: Q2 2025: >1 GW Q3 2025: >2.5 GW Q4 2025: >3 GW Q1 2026: >4 GW This is 4x growth in a year. They have committed to deploy 5 GW by 2030. Even if we assume demand will stabilize over the next 5 years and deployed-to-contracted ratio will shrink from 1:4 to 1:2, we’ll be looking at +10 GW contracted capacity by 2030. Even if the contracted capacity ramp just stops there and it turns to fuly connected power by 2035, we are looking at $100 billion in revenue. Assuming 35% net margin (similar to AWS) and 25x exit multiple, we’ll have a $875 billion company. This is another 15x from here. We are still very early.

I don’t think we should continue to call $NBIS a neocloud. Their full stack AI infrastructure simply puts them in a class of their own. Here are some options, which one is the best option? Emerging AI hyperscaler AI native hyperscaler Full stack AI infrastructure platform AI factory operator AI compute hyperscaler in the making Next generation AI cloud platform Vertically integrated AI infrastructure company AI infrastructure hyperscaler The first AI native cloud hyperscaler Full stack AI cloud and infrastructure platform Any other ideas?

@JadeCole2112 $NVDA has a P/E ratio less than $WMT it’s not a bubble if the AI companies are undervalued and doing 1000%+ yoy profits

Not a bubble folks this is totally normal and sustainable.

$NBIS Is THE most undervalued stock on the stock market. People still think it’s a shitty data center stock like $IREN & $CRWV people are discovering it’s not, but is the hottest AI training center in the world, with customers like OpenAi using their click house.

Nebius is going to be a Trillion-dollar company! Twelve months ago, Nebius was trading near $18 per share with roughly $55 million in quarterly revenue. Today the stock trades above $225, quarterly revenue just came in at $399 million, up 684% year over year and the company has a contracted revenue backlog that would make most Fortune 500 companies envious. But the current market cap, sitting around $56 billion, prices in almost none of what is actually coming. The first reason Nebius reaches a trillion is the Meta deal alone. In March, Nebius signed a five year agreement with Meta worth up to $27 billion, one of the largest infrastructure contracts Meta has ever signed with any company under which Nebius will provide $12 billion in dedicated AI capacity across multiple locations, with Meta also having committed to purchase up to an additional $15 billion in third-party capacity over the same period. That contract barely starts until 2027, which means the revenue impact is not yet reflected in any trailing metric. The second reason is Microsoft, which is currently receiving its first deployment phases from Nebius and is expected to contribute at full annual run rate starting in 2027. Between Meta and Microsoft alone, Nebius has signed agreements worth more than $46 billion in total contracted value before a single additional customer is counted. The third reason is the ARR trajectory, which is the fastest revenue ramp of any infrastructure company in the public markets. Nebius ended 2025 at $1.25 billion in ARR and is guiding to $7–9 billion ARR by year-end 2026. Wall Street analysts project revenue growing 523% in 2026 and another 206% in 2027. One of the company's own institutional shareholders has already suggested the year-end ARR could come in more than twice the guided range if the Meta and Microsoft ramps hit their timelines. The fourth reason is Nvidia's direct involvement. Nvidia made a $2 billion strategic equity investment in Nebius and has given Nebius early access to the Vera Rubin platform, its next generation GPU architecture as part of the delivery commitments to Meta. The fifth reason is the capacity buildout, which is being funded by the revenue itself. Nebius invested $2.5 billion in capex in Q1 alone, CEO Arkady Volozh has guided for $16–20 billion in total investment for 2026, and contracted capacity is now on track to exceed 4 GW by year end with new owned sites in Pennsylvania at 1.2 GW and Finland at 310 MW now under development. The more capacity they build, the more they can sell and demand continues to outpace supply at every stage of the buildout. When you run the math on a business with $7–9 billion in ARR exiting 2026, a $27 billion Meta contract that begins in earnest in 2027, a Microsoft relationship at full run rate, 206% analyst projected growth in 2027, and a structural relationship with Nvidia that gives it hardware access no competitor can match, a trillion-dollar valuation within three to four years is not a moonshot. It is the base case if the compounding holds, and every data point so far suggests it is. Milk Road Pro called this one early. Our analysts added Nebius to the portfolio when it was still flying under the radar, and we are sitting on a massive gain on that position right now. If you want to see what else we are building conviction on before the rest of the market catches up, come join us at Milk Road Pro at the link in bio/below!

I’ve said this before, & I’ll say it again one last time… If you’re looking for the next $SNDK then look no further than $NBIS. Nebius has grown its revenues +684% YoY, built $50B worth of backlog (2027-2031), & has over $10B in cash. I can guarantee AI infrastructure names will boom over the next 6 months. $NBIS is currently $220, & will be $360+ before the end of the year. I’ve been telling everyone to buy since $63. Don’t miss out…

@LeifInvests $CRWV is a data center stock, $NBIS is a AI training company with a bunch of subsidiary’s and some data centers. Not the same business

$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

@Getting_Bucketz @WheelieInvestor Is it though? P/E ratios are low, AI which is posting record profits are driving the market

@WheelieInvestor The market is due for a reset soon - stock bear market soon hopefully

Why is the market dumping right now?

Anyone doubting the capabilities of @nebiusai needs history lessons. 2025 May - $8B Market cap 2026 May - $50B Market cap 2027 May - ??? 2028 May - ???

This is how much revenue Nebius $NBIS has brought in each of the last 7 quarters Sep 2024: $32.1M Dec 2024: $61.2M Mar 2025: $50.9M Jun 2025: $105.1M Sep 2025: $146.1M Dec 2025: $227.7M Mar 2026: $399M

Agentic inference isn’t a token speed race. It comes from optimizing the whole loop: model, memory, orchestration and compute That's where @Eigen_AI_Labs + @clarifai + @nebiustf come in!

AI needs builders. Builders need scale. We’re building the platform for it. 4GW coming soon!

@longinvest32 With how the other AI stocks $MU & $SNDK got when it got discovered, I wouldn’t be surprised if we did hit 500$

$NBIS could hit 500$ tomorrow and I’m not selling

I want to re-iterate More PROFIT this quarter than last years full REVENUE $NBIS has received 10s of billions of cash from the Mag7 in the last few months the. This is about to get fucking crazy when people discover this like $SNDK

@galevin Lots of $IREN holders are selling to buy $NBIS I don’t blame them.

@RocketLabrador What really sux is that there are quite a few of us out there that had both NBIS and IREN and decided to devote solely to one. Yeah, wrong decision but I chose IREN and paying dearly. Now NBIS has made big bux for the shareholders while we stagnate in the mud and wait and wait…

Just like $MU $SNDK $NBIS will continue to run for the following months after today’s earnings. It’s been validated via earnings it is a real AI play. With tens of billions worth of growth and over 1000% YOY revenue growth. Watch the big run happen, it’s already starting.

@retailkosta @retail_mourinho Bro you got conned and your a bag holder now

@retail_mourinho Giving us more time to load up before the inevitable

$ASTS short sellers getting exhausted The short sellers:

@LEADER_TRADING Surprised it’s still holding up to be honest. Lots of people taking profits to $NBIS

Pretty annoying day for $IREN today (and yesterday). Just dull.

@NohbdyNohbdy @Peter_J_Beck It’s cheap and falling behind for a reason Trust me youngin, I was 18 trading as a new investor too Invest in quality management. Ignore the stock price. It can and will always go lower. The $ASTS of my time was $NKLA Fake hype Drone companies have been around for ages $UAVS etc

@RocketLabrador @Peter_J_Beck There’s people with the same story but with asts rklb and ondas they are all good in my opinion I will be buying rklb I wish I bought nbis under 100 but I didn’t and I’m not chasing nothing not even a good company like rklb and nbis im not going to ignore asts and ondas value tho

Drinking right now in celebration of having money. $RKLB fuck it might jack off to Peter beck @Peter_J_Beck . Not even gay but that dude has done so much for me. I will never have to worry about money ever again

@HeeraniPK Is this a game of 2 truths, 1 lie? Because I know the lie, it’s $ASTS

I am happy with the earnings of my top 3 largest positions: $NBIS $RKLB $ASTS