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Victor D
357 posts
@Vicridrag True, 5x reward potential with risk is a good option
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$NBIS Excellent observations regarding Nebius value in relation to Anthropic's explosive growth 🔥
Top Tech AI Stocks 🤖 🔥 📈@TopTechStocksUS
🚨 $NBIS Nebius owns 25% of ClickHouse. Now here are the top 5 ways Claude/Anthropic’s explosive growth compounds into NBIS value 📈 #1. Direct Balance Sheet Value Accretion via ClickHouse Every new Claude subscriber, every enterprise API call, every Claude Code session generates observability data that flows through ClickHouse. Anthropic’s compute footprint ballooned, and the volume of data needed to monitor, troubleshoot, and fine-tune increasingly complex training and inference workloads grew with it. As Anthropic scales, their ClickHouse usage scales. As ClickHouse revenue grows, Nebius’s 25% stake appreciates. ClickHouse is already one of the fastest-growing database companies globally — Anthropic becoming a flagship customer accelerates their enterprise credibility and ARR, which flows directly into Nebius’s hidden asset value. #2. Anthropic’s GPU Demand Expands the Total Addressable Market for Nebius Claude paid subscriptions have more than doubled this year , and Anthropic is reportedly running at a $2B+ revenue run rate. Every Claude query requires GPU inference compute. Every model training run requires massive GPU clusters. Anthropic doesn’t build its own data centers — they rent from cloud providers. This directly expands the pool of demand that companies like Nebius exist to serve. Even if Anthropic isn’t a direct Nebius customer today, the aggregate GPU demand they create raises utilization rates and pricing power across the entire neocloud ecosystem. #3. Claude Stealing OpenAI Market Share = More Distributed Compute Demand When one company (OpenAI) dominates, compute demand concentrates with their infrastructure partners (Microsoft Azure). But as Claude takes share — and it is, aggressively — it fragments demand across multiple infrastructure providers. Anthropic uses AWS as its primary cloud partner, but also relies on Google Cloud and increasingly needs additional capacity. This fragmentation benefits independent neoclouds like Nebius because enterprises and AI labs diversify their compute sourcing to avoid single-provider dependency. More competitors in the LLM space = more total GPU hours consumed = more demand for Nebius capacity. #4. Claude Code & Agentic AI Drives Inference Compute Explosion Claude Code and Claude Cowork — developer and productivity tools released in January — have been drivers of subscriptions. The Computer Use feature allows Claude to navigate a computer independently. These agentic use cases are massively inference-heavy. A single Claude Code session can generate hundreds of API calls as the agent reasons, writes code, tests, and iterates. This is exactly the type of workload Nebius’s Token Factory is built to serve. As agentic AI goes mainstream (the market Nebius explicitly targeted with the Tavily acquisition), every Claude Code session validates the thesis that inference compute demand will dwarf training compute — and Nebius is positioning its entire platform around this transition. #5. Anthropic’s Growth Validates the Entire AI Infrastructure Thesis NBIS trades on the narrative that AI infrastructure spending is durable, not a bubble. Every time Claude’s subscriber count jumps, every time Anthropic raises another round at a higher valuation, it reinforces the demand signal that justifies Nebius’s $16-20B CapEx program. If AI model providers are growing this fast, the infrastructure providers underneath them must be built out proportionally. Anthropic reaching $2B+ revenue run rate while still GPU-constrained proves that the AI compute supply gap is real and widening — the exact thesis that underpins NBIS’s $46B backlog. You’re essentially getting exposure to Anthropic’s growth trajectory through two vectors — the ClickHouse equity stake (direct) and the AI infrastructure demand expansion (indirect) — without paying Anthropic’s $60B+ private valuation. That’s asymmetric exposure, and it’s largely unpriced by the market today 🟢
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🚨 US DATA CENTER BUILDOUT HITTING A MAJOR BOTTLENECK
Nearly half of planned US data centers are now being delayed or cancelled due to power shortages.
Companies like Amazon, Oracle, Meta, Google and OpenAI have committed over $600B to AI infrastructure this year.
Critical electrical components like transformers, switchgear and batteries can’t keep up with demand.
Even with increased imports from China, plus sourcing from Canada, Mexico and South Korea, supply is still falling short.
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@YoYInvestor @CeoOndas And I am sure that if you ask Alex Karp that question, you will get an answer
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@Vicridrag @CeoOndas Victor, with respect, you shouldn’t expect an answer to a question involving a special operations mission.
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$ONDS Trump’s new $1.5T defense budget for FY27 allocates ~$63B to autonomous systems.
This is a category creation event.
This new category encompasses everything Ondas has built.
It is clear that we are at the very beginning of the unmanned supercycle.
For investors looking for a vehicle built specifically to capture it, the answer looks increasingly like Ondas.
Not financial advice!
Eric Brock@CeoOndas
Friday’s FY27 defense budget request from Donald Trump shows a step function change in defense spending. $1.5T total spend with an “unprecedented” focus on unmanned, CUAS, and long-range strike, including ~$63B for autonomous systems which is a 6-fold increase vs. FY26 (see Needham). The unmanned Supercycle has clearly launched. 👊🏽
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@YoYInvestor @CeoOndas I'm not expect any details , but short answer yes or no
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$NBIS Family the past three days have been a little rough on me, I thought I was going on easter holiday adventure with my family & instead life has sent us a curve ball. ☹️
I have been since then in the hospital taking care of my 15 year old daughter who is hospitalized going through a tough time with Epstein Barr Virus. Life can change in a heartbeat and make you realize whats truly important. Doctors will update us tomorrow how things are going. Please pray for her well being.
During the past few days I decided to spend the nights trying to do something useful instead of just worrying & here is the result.
Nebius Group $NBIS: Investment Thesis Explained
toptechstocksus.substack.com
Hoping you like it & its worth the time invested. Hopefully things will get back to normal in a couple of weeks & I will prepare some nice surprise to her once this is over. Thanks for just reading these lines. Just needed to breathe & tell not everything is always happiness. Happy Easter.
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By the way what happened to:
>the Greenland deal?
>Venezuela?
>the tariff ruling?
>the Epstein files?
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Interesting buy zones I'm watching:
$NVDA — $92
$ASTS — $50
$MELI — $1,390
$PLTR — $82
$AXTI — $28
$GOOG — $166
Prepare… these levels could come if markets get uglier
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@CeoOndas @YoYInvestor Can you please tell us if Ondas was involved in the pilot's rescue mission?
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$ONDS How World View’s Stratollite Changes Missions Like the Iran Rescue 🎈👁️🏔️
On April 3rd, a U.S. F-15E was shot down over Iran and an American warfighter spent days alone in the mountains, hunted by Iranian forces, while U.S. commanders scrambled to track his position and keep enemy search teams away.
One of the central problems was not firepower, it was visibility.
No platform could watch that mountain without interruption.
Reaper drones max out at 24 hours. Satellites pass overhead for minutes before disappearing for hours. Those gaps cost time, and in a rescue mission, time is the only thing that matters.
The Stratollite is the foundation of a better answer 🎈
World View's high-altitude balloon sits in the stratosphere and stays fixed over the same area for weeks, delivering a continuous feed of cameras, infrared, and signals intelligence with no rotation and no gaps.
What $PLTR does with that feed is where the real capability lives.
Rather than sending raw footage to a room full of analysts working under pressure, Palantir's AI fuses every incoming stream into a single operational picture in real time.
It identifies which enemy teams are converging and how fast, surfaces the decision, and pushes it directly to rescue assets in the air and on the ground through one unified interface.
Every platform sees the same picture. Every commander acts on the same information. The gap between detection and response compresses.
That is what Ondas is building:
Unbroken coverage from the Stratollite feeding a decisional layer that puts American search and rescue assets on the same page instantly.
This capability exists today, and it’s now owned by Ondas.
Open Source Intel@Osint613
F15E SHOOTDOWN AND CSAR OPERATION — FULL VERIFIED BREAKDOWN APRIL 3 — THE SHOOTDOWN F15E from the 494th Fighter Squadron out of RAF Lakenheath is hit over southwestern Iran. Crash site confirmed in Kohgiluyeh and Boyer Ahmad Province near Dehdasht. Wreckage includes ACES II ejection seat and tail section matching the squadron. Cause Iran claims it used a new IRGC air defense system. Exact weapon system remains unconfirmed. HOUR 0 Both crew eject. Pilot activates survival radio and PRD immediately. Contact established with U.S. aircraft overhead. Pilot recovered within hours. WSO lands separately in mountainous terrain. WSO beacon briefly detected by satellites, then goes silent. Reason unknown. HOURS 1 TO 12 WSO begins evasion using SERE training. Maintains intermittent encrypted communication with U.S. forces. IRGC launches large scale search operation. Iranian state TV urges civilians to report or capture the pilot. Rewards up to $60,000 reported. Public messaging includes calls to shoot on sight. HOURS 12 TO 24 WSO moves into high elevation terrain. Climbs to around 7,000 feet. U.S. ISR tracks Iranian movement continuously. MQ9 Reaper drones strike Iranian personnel approaching within roughly 3 km. U.S. aircraft strike IRGC forces moving toward the area. HOURS 24 TO 36 A10 INCIDENT A10 supporting the mission is hit. Pilot exits Iranian airspace, ejects over Kuwait, recovered safely. CSAR AIR OPERATIONS HC130 conducts aerial refueling missions. Black Hawk helicopters take fire during rescue operations. Aircraft return safely with some injuries onboard. CIA DECEPTION OPERATION CIA launches deception campaign inside Iran. False reports spread that the WSO had already been recovered. CIA locates the WSO and passes coordinates to U.S. leadership. President Trump authorizes immediate rescue. HOURS 36 TO 48 — FINAL EXTRACTION Large scale nighttime rescue launched. U.S. special operations forces inserted. WSO located and recovered alive after sustained evasion. EXFIL COMPLICATIONS MC130 aircraft land at remote airstrip inside Iran. At least 2 aircraft become disabled on the ground. Decision made to destroy them. Aircraft blown to prevent capture of sensitive equipment. U.S. assessment Aircraft were self destroyed, not shot down. Reports indicate a light helicopter was also lost at the site. Replacement aircraft deployed. All personnel extracted successfully. Israel pauses airstrikes during the rescue. TRUMP STATEMENT President Trump confirms success. No U.S. personnel killed. Dozens of aircraft involved. FINAL OUTCOME 2 crew from the F15E rescued 1 A10 pilot rescued 3 U.S. airmen All alive No captures Mission completed deep inside Iran under hostile conditions.
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@KMISglobal @Investinc_Intel I think the whole market will dump next week if things will escalate in Iran. But to answer your question, I think $NBIS true bottom was in the 70's and I don't think we will see it again, but anything is possible
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@Investinc_Intel @Vicridrag Do you think that $NBIS has already found the bottom?
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My top 5 CEO’s:
$NVDA- Jensen Huang
$PLTR- Alex Karp
$SOFI- Anthony Noto
$ZETA- David Steinberg
$TSLA- Elon Musk
Who would make your top 5 list?
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🚨 $NBIS TOP SHAREHOLDERS TOTAL OWNERSHIP
Unrealized gains & return multiples (rounding to market cap $30B) 📈
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@longinvest32 I'll wait ti'll Tuesday! 😁 x.com/i/status/20404…
The Kobeissi Letter@KobeissiLetter
BREAKING: President Trump says Iran has 48 hours to open the Strait of Hormuz or "all hell will reign down on Iran." "Remember when I gave Iran ten days to make a deal... time is running out," Trump says.
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$NBIS UPDATE : I’m all in again on Nebius and can’t see a better stock to own in the Ai infrastructure space.
NFA * Always do your own research seekingalpha.com/article/488742…
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