Flying Tiger Strategies

$NBIS - I wouldn't be surprised if Nebius is part of the consortium that Nokia assembles for Finland's bid as a EU AI gigafactory. A AI gigafactory in Finland is compelling. Massive sources of energy to be tapped. Finland is sitting on a geothermic reserve that has been reported as enough energy for "20 million years" - not even an exaggeration! Nebius seems in a good position here with their Finnish center, NVIDIA partnership, and expertise 👀👀

I think the market is also finally re-rating structurally for AI Sovereignty based on the fable 5 precedent, with inference demand scaling, and tokenomics clearly benefiting platforms like tokenomics. There is now a huge incentive for shifting to specialized open sourced agents trained and deployed instead of frontier models, and benchmark testing supports these models being just as efficient for defined tasks than as the frontier models. I expect a summer full of international headlines about this, of which $NBIS will positioned for. Sure, macros will keep NBIS volatile in the short term, but I have never been more bullish on NBIS, and I've been buying since last Feb.

@Lazarus_Capital I don't know about rotating unto CRWV, but short term profit taking on NBIS could work out because this week's pump is clearly the Nasdaq index bump being front-run prior to Monday. Could be a huge sell-off afterwards.

Sold out of $NBIS amazing company but $CRWV seems more attractive at these prices. Probably going to be the same mistake as when i sold it in March 2025

Happy $NBIS ATH day. Concentrated conviction can be life changing. Total portfolio: 253% return 1 Year

@Lazarus_Capital You remember when Jim was ranting about how no one would ever use NBIS AI cloud and he wrote essays about this confidently and this month it was confirmed that 50% of $NBIS revenue is going to come from AI cloud instead of hyper scalers 😄 good times

honestly not even fun anymore. I enjoyed talking fundamentals but nearly every $IREN bull has blocked me after they couldnt address the structural issues at IREN. Instead they hid in their subscription required group chats. Even enjoyed the trash talk but with one red day, all the bulls are missing. Forget the price action, what exactly do bulls see in this company? Pretend its trading at $100 or something if it helps you make a bull case.

@Edge_Bolt No crying in the casinooooo

$IREN Anyone else genuinely hate the stock as this point that’s been in all of 2026? I know that it’s about time based on how I feel for a deal.

MLPerf® Training 6.0 results are in: Nebius posted the #1 single-node NVIDIA HGX B300 times for Llama-3.1-8B and GPT-OSS 20B pre-training, and came within 3.1% of the fastest NVIDIA GB300 NVL72 results on all three benchmarks at 72 GPUs. nebius.com/blog/posts/mlp…

$ONDS $AVAV I've been saying this since last summer: CUAS news cycles start as distant international headlines Then they get more frequent, but still feel at arms length Then one day, the news cycles will be on our door step. It's only a matter of time before society understands that CUAS is critical infrastructure, in this new world. Be ahead of the wave.

@LandoInvests You might find this article I wrote a few months ago interesting. I am very bullish on what ONDS is trying to build long term. The entire ecosystem comes together @flyingtigerstrategy/note/p-192065863?r=37f0i6" target="_blank" rel="nofollow noopener">substack.com/@flyingtigerst…

Initiated a starter position in $ONDS lets ride

@__Con_ As long as you don't buy Adobe 😂

I can't believe people are still missing this. It's so clear AI will benefit these companies (but people don't think so, yet). Let me explain: Some companies help the AI buildout (think $IREN, $NBIS, $CRWV), while others benefit from AI improving. What I'm focusing on is the 2nd type of company. Think SaaS companies ($TEAM, $SOFI, $NOW, $PLTR, $ZETA, $RDDT, $DUOL, etc.). These companies, all have their earnings growing tremendously; just look at the financial reports. All of their earnings look like this: Total Revenue -> Increasing Net Income -> Increasing Gross Profit -> Increasing. Meaning, with the use of AI getting more powerful, they have found a way to increase their total sales, and decrease how much it costs to get those sales. It sounds so bullish, yet investors are fearful. They're still scared. Scared that these AI models will spew out a vibe coded product that will take over these companies. But they don't realize that's not why people use these products. Or not fully. That's like saying going out to eat will become obsolete when people can cook (through the invention of Grocery Stores). Clearly humans like view of being seen in public with a certain device, app, or perhaps even agency. So, I think people will still be using these tools. The technicals seem to agree with me. We got some of the best looking charts I've seen in a while (for the long-term). Most of these companies are going into their wave 3 higher (some into their wave 1), but none are in a retracement wave anymore. That's why I'm buying these stocks for the long-term. Maybe I'm missing something tho, as 99.9% of investors are still undervaluing these like crazy. Or maybe I'm early. What do you guys think?

@longinvest32 There is a sell button on our $NBIS positions? 🫪

Selling here proves you didn’t research $NBIS

@saso_capital No sive? :p

A either or mentality has caused many people to miss great opportunities for generational wealth. Both have different fundamental thesis and are not apple to apple comparisions. You can appreciate $NBIS as the strongest contender to build a full stack AI cloud and token factory, is the best opportunity for exposure to European sovereign AI, and with exposure to Clickhouse, AV ride, etc, while also appreciate that 50% of DCs planned have been cancelled and delayed, and that $IREN contracted multi gigawat power pipeline captures structural demand in this phase of the AI build out. There has been great opportunities to buy both, at different times, to build synergistic exposure. I will continue to hold and aquire more shares of both, at the best levels, while others continue to argue over which one is "better" 😄

@TW_trades_ I agree with the first part. And, I also agree to disagree 🤝

I hate seeing people group $NBIS in the same category as $IREN $IREN is not a good investment I do not understand the logical thinking of buying $IREN shares. If I'm wrong please educate me: $IREN - Q3 FY26 revenue fell to $144.8M from $184.7M the prior quarter - a 22% sequential decline - and it missed the $219.9M estimate by 34% - Net loss of ($247.8M) vs ($155.4M) the prior quarter, Losses are accelerating, not improving. - Cash fell to $2.2B from $3.3B at December 31 , 1.1B cash burned in a quarter - 83 million new shares, ~32% dilution in nine months - $3.7 billion in convertible notes payable, and total liabilities ballooned to $4.6B from $1.1B There is a obvious reason $NBIS is the top choice and the charts reflect that $NBIS - Total revenue $399.0M, up 684% YoY from $50.9M - Adjusted EBITDA of $129.5M, versus a loss of ($53.7M) a year earlier. A swing of ~$183M into positive territory - $9.3B cash at quarter-end, including $2.3B in positive operating cash flow in Q1. NBIS generated +$2.3B operating cash flow in the quarter, while IREN burned $1.1B - $6.3B capital secured in Q1, including convertible notes and an equity investment from NVIDIA, plus the $4.3B convertible notes at low rates (1.25% due 2031, 2.625% due 2033) - NBIS is ~94% pure AI cloud already (not attached to a dying bitcoin mine) - 28% ownership of Clickhouse 👀 Nebius built different

I mean, even BRK was built ultra high concentrated positioning before it expanded into a more mature and diversified approach. Buffet had up to 75% of his net worth in GIECO at one point, and they often had 5-6 positions making up 25%+ or more of the portfolio, like how Amex was around 40% of partnership capital at one point. There also is a difference between trading and investing. You can be a highly concentrated conviction investor with a long term horizon without allocating a large position as a short term trade. Personally, I didn't see sustained 6-figure compounding until I restructured my portfolio to streamlining into my highest conviction and researched longs. Binary advice either way is just as unhelpful imo. So much depends on your expertise, discipline, and involvement with the market. There will be outliers either way

I sincerely hope novice, young, new investors/traders come across this and actually take it in You may get lucky a few times but trust me lady luck will run out and you'll become nothing more than a statistic (it's something like 99% of traders quit) Be patient, diversify, you may not like it but wealth takes time to build, risk management is paramount and try always have cash available for those inevitable opportunities Your choice entirely, blow your account or do things right and change your life

As a newcomer/young fella, you should not go all in. You're basically trying to coin flip 100 times and hope it works every time. The odds are you'll fail and lose your hard-earned cash. You know the rules? The first rule of investing is to never lose money. The second rule is to never forget the first rule. Any trade that doesn't pass this check shouldn't be part of your plans. You're not supposed to have high blood pressure, sleepless nights, or a near heart attack because your life savings are "all in". Investing is about sleeping well at night. That doesn't mean no stress. No fear. No risk. There's all of that but instead of gambling, you speculate intelligently. You position accordingly. You diversify. You pick companies for the long term. You don't borrow conviction. You don't pay to copy someone else. All in trades aren't healthy. They may be lucrative for those promoting them but they're not good for the wider community and especially not for the people watching and trying to replicate it. This is an unpopular take against a fintwit trend, it's likely going unnoticed, but has to be said in any case. If it stops even one person from blowing up their account, it's worth saying.

Stay ahead of the wave. For early $NBIS bulls, we have been talking about AI Sovereignty since last Spring. The precedent set by the Fable 5 moratorium will only lead this to compound in the news cycles this summer.

@AlexisWrem1747 @danroberts0101 I have a very similar list too 😎🤝

The big rotation just startet.. $IREN to $NUAI - @danroberts0101 we need you to approve BTM solution to get Fran’s back in..

@itsnicolas__ @BULLOFBRITAIN Guys like this write it intentionally vague so they get more engagement for a more sensational interpretation. not your fault.

@BULLOFBRITAIN Alright jeez. Im a new follower and all it looked like to me in the moment was you saying that’s the market top.

Heads up Iran deal is market top. Take profit and let tutes pvp each other on the way down. Dont get caught in high sentiment

@AlphaShark2021 @DrTomsLens Did you read the article and do you understand what NBIS is building? 😂

@DrTomsLens Why nbis

Good morning everyone, especially to $NBIS and $PLTR investors who read Satya Nadella’s letter

@AlexFinn What is your favorite opus level model to run locally?

This is your wakeup call. Anthropic just took down Fable 5. It's over. Here's the thing tho: no company or government will EVER be able to take away your local models. There are Opus level models you can run right now on your home GPUs, and nobody can ever stop you from using them This is only the beginning of events like this. Day 1. More government overreach will happen. This will only keep happening more and more as models get closer to AGI Become sovereign. Buy your own compute. Before even that becomes illegal

@LandoInvests Genuinely curious, as someone who has NBIS and IREN as my largest two positions, why not allocate some money into NBIS along the way for exposure? Holding both has been the way to go. It also gives two different surface areas to DCA into depending on price action

$IREN please don’t let me down. There’s never been a better time to sign another deal $NBIS and $CRWV added to $QQQ, they’re all leased out, come on brotha 🙏🏼😭

@Spiralout_one Agreed bro. We put our faith in Arkady and the team to be hungry enough to succeed and they absolutely blew it out of the water. It's going to be hard to find an opportunity as compelling as we had identified with NBIS so early 😅 investing may be ruined for us 🤪

@Tiger_Strat I never could have imagined the business growth that would happen this quickly. Share price, % increase, mkt cap growth, I saw happening.. but to watch and be a part of a blossoming hyperscaler is something incredible..

From virtually zero coverage in $NBIS when I started accumulating as many shares as I could last February to being included in the NASDAQ 100 today, what a ride. Today, it currently is 70% of my port, at 522% weighted return. Long af $NBIS

@Spiralout_one @ehrazahmedd Agreed, I think the NBIS X community group was made late spring of 2025, and I still see some of our familiar faces around! 🍻

@ehrazahmedd There were many! you must have the wrong following/friends.

When $NBIS was in the 40s I was screaming at the top of my voice that this company is not just another bare metal neocloud. No one cared. Now they all do. I showed that they have the tech that separates them from the rest, while everyone else just focused on 'Gigawatts', land, interconnect and what not. Congrats to $NBIS shareholders.