Tom Cunningham

@bennybigbull You should be called Benny the Bear

$NBIS second attempt rejected not helping the case for this potential scenario...

@Danielson0199 if you are looking to go from 10k-100k you need to more risk on with your sizing. If you have 10 positions that may be good for long term diversified compounding - like in a SIPP. depends what you are looking to achieve, if its a 10x then size up IMO

@T_Manwich I was thinking 10% per allocation was pretty heavy? Would make sense to allocate heavy whilst small.

First investment of the £5K → £100K journey. I've just put £500 into $SIVE. That's 10% of the portfolio committed on day one. Could it go against me? Absolutely. Could it be a great decision? Time will tell. The point of this account isn't to pretend every pick is a winner. It's to document the journey, the mistakes, and the lessons along the way. Position #1: $SIVE Portfolio: £5,000 Invested: £500 Let's see how this plays out. 🇬🇧📈

@EndicottInvests @KtTrades Looks pretty good to me

@KtTrades Not at all!

$NBIS AT ALL TIME HIGHS 🔥🔥 $279 📈

Interview with Tom Blackwell, CCO @ $NBIS Also live on my YouTube channel. We discussed Nebius’ growth strategy, demand visibility, capacity expansion, financing, customer mix, monetization, profitability, guidance philosophy, and valuation framework. Small note: I’ve been trying to improve the podcast quality: new 4K webcam, better lighting, and even replacing my comfortable but squeaky gaming chair. Then I made the dumbest mistake possible. Because we pre-discussed the episode on Google Meet, Riverside picked up my webcam mic, so my audio is lower quality than usual and sounds a bit robotic after cleanup. Tom’s audio and answers are crisp though. Timestamps 00:00 Introduction 02:55 Demand visibility and CapEx strategy 05:53 Long-term contracts vs short-term market risk 08:54 Financing strategy and debt 11:47 Customer segments and revenue split 14:55 Collaborations with major tech companies 17:56 Co-opetition in AI infrastructure 20:53 Capacity and revenue dynamics 23:59 Future capacity goals 26:50 Capacity monetization and pricing 29:49 Adjusted EBITDA and profitability 32:01 Site announcement strategy 34:55 Guidance philosophy and market expectations 37:15 Valuation framework 39:23 ARR as the key growth metric 40:40 Dreaming big: the future of Nebius 42:10 Closing thoughts

@daniel_koss awesome interview, thanks daniel

@unusual_whales NBIS still up

A semiconductor day. unusualwhales.com/heatmaps

@babyfolio 611 shares at 150$avg im in it for the long haul!

@T_Manwich hes a degen like us

My new prediction: By EOY 2027, $NBIS will be at $1,056. Bookmark this and check back on December 31, 2027. Thank me later.

@JayJayTVee Smashing it!

The absolute insanity when I zoom out to 1 year on my Trading212 ISA portfolio. I'm at a loss for words; nothing more to do but keep stacking! 💪

@retail_mourinho When i start screenshotting it usually signals the top

My portfolio hit a new all-time high intraday, but I’ll keep the screenshot in my gallery. I hope you’re eating well today too.

@unusual_whales Bullish for $NBIS

Canadian Prime Minister Mark Carney has said that US restrictions on new Anthropic AI models show danger of relying too much on American providers

@isamillionaire But the disruptors not the disrupted

$ADBE is trading at multi year lows. I'm currently researching the stock and would love to know people's genuine thoughts on this company. If you're here to add value to 𝕏 here's your chance 👇

@2147mill NASDAQ 100 inclusion, LFG!

$NBIS looking primed for a blast off

@Gubloinvestor I don’t need to imagine…

Imagine loosing 24% on $NOW in 7 trading days. $138 to $104 😱

@Nenaozdogan @aleabitoreddit @IBKR_Europe The only way I can buy it is through Hargreaves Lansdown, my IG and IBKR do not allow it. It’s $SIVE unless you are looking to buy silver

@aleabitoreddit Hey, which platform i can buy $SIVR @IBKR_Europe dont support it ?

I like $SIVE

@NoleTrading @unusual_whales We get a mention of a peace deal every day, until he says he’s going to bomb them to hell again

@unusual_whales Just one mention of a peace deal and this flips around

Call your semiconductor.