DingyCapital

The stock market media industry is going to 10x by 2030. Not nearly enough good content to meet TAM. Billions of ppl don't invest yet and need digestible quality content to get in. If you are posting on FinX, writing Substacks etc. you are in tech in the 90s.

@stalmico @kevinxu Even with FSD u can’t post on x then or u get strikes it’s easier to drive urself if wanna be on your phone though is the paradox until fully FSD Im on time out right now for this reason ends today week ban

@kevinxu You are driving a lot my friend, let’s get FSD!

why invest in $TSLA at $1.3T when you can invest in Figure at $39B $BOT is a closed end fund thats about 25% Figure stock someone link my thesis in the comments, driving rn. ty ♥️

@space__death_ @PhotonCap I think 15% is more normal unless ur rich. Who makes the standard. As food prices increase and restaurants also are taking fees like 3% and auto tipping. I sometimes give 20% or more but It has to be very good service. as the costs go up the % tip doesnt have to also rise.

@PhotonCap You're completely wrong here. In the US, standard tip is 20%. Period, end of story. If you have a problem with it, take it up with our restaurant culture, and don't punish the staff. Working in a restaurant is hard. It only doesn't *appear* to when they do their job well.

Any comments on tipping culture? I went a Korean style raw fish restaurant in LA, and subtotal was iirc, ~800 USD. 20% of the subtotal was ~160 USD!! It's insane.

@MilkRoadAI full port

Nebius will be a TRILLION dollar company. Most people look at Nebius and see a GPU rental business. Roman Chernin just explained on the Q1 2026 earnings call exactly why that framing is wrong and why it misses the most important thing happening inside this company. His argument starts with a simple observation taht in 2026, every product you build requires tokens. You can get tokens from Anthropic, OpenAI, or Gemini and it just works. You call the API, you get intelligence, you ship the product and the moment you want to use open-source models, DeepSeek, Llama, Kimi, Minimax, Qwen, the hundreds of specialized models being released by what Chernin calls neo labs the experience breaks completely. Then you can download the weights from Hugging Face and find an open-source inference engine "but the reality is it will not work. Or at least it will not work at scale or it will not work at scale with the economics you expect. Or it will not work at scale with economics and reliability combined." That is the problem Token Factory was built to solve and it is a $100 billion problem hiding in plain sight. Token Factory is Nebius's production inference platform that brings fine tuning, optimization, orchestration, and deployment of open source and custom models into a single governed system, sub-second latency, autoscaling throughput, 99.9% uptime, and SOC 2 Type II security, even for workloads exceeding hundreds of millions of requests per minute. Early adopters have reported up to 26x cost reductions compared to proprietary frontier models at identical quality levels meaning the same intelligence, at a fraction of the spend. In Q1, Nebius made three acquisitions that each attack a different layer of the Token Factory stack. Tavily brings agentic web search and retrieval, Eigen AI brings advanced model optimization that Nebius paid $643 million to acquire, and Clarifai brings production-grade inference for multimodal and computer vision workloads. Together they turn Token Factory from an inference platform into a complete agentic AI deployment stack, the full pipeline from raw model weights to production AI product, owned and operated by Nebius. The Q1 numbers underneath this strategy are not gradual but rather vertical. Revenue hit $399 million, up 684% year over year. AI-specific revenue grew 841% to $390 million and now represents 98% of total revenue. ARR grew 674% year-over-year, full-year ARR guidance was raised to $7-9 billion with revenue guidance of $3.0-3.4 billion. Adjusted EBITDA margins in the AI cloud segment nearly doubled quarter on quarter to 45%, a company simultaneously growing triple digits and expanding margins, which is essentially unheard of. The power moat sits underneath all of it. Contracted capacity now exceeds 3.5 gigawatts, the company hit its full year target in Q1 and raised guidance to 4 gigawatts by year-end. A new 1.2 gigawatt Pennsylvania AI factory brings total owned sites above 100 megawatts to seven across two continents. A basic GPU rental business sells you access to hardware. Nebius is building the operating system for the open source AI economy, the full stack that turns raw model weights into production intelligence at a fraction of what frontier APIs cost, with the power secured and the infrastructure built before anyone else had the foresight to see it coming. Milk Road Pro remains massively bullish on Nebius and we called it early, we are up huge on the position, and we continue to track every development in AI infrastructure before it becomes obvious to the rest of the market. Come join us at the link in bio/below.

We’re in the “late stage capitalism” phase of dating game theory Famous athletes used to go and sleep with random groupie women no questions asked bc of the status differential But average women now realize that if a high-status guy ever hits on them, their best move is to make a huge deal about how “famous men want to have sex with me!!” and post it all over the internet for attention Guys see this and make a mental note that interacting with women appears to be reputationally hazardous. They do it less Women see that and write articles about “where have all the good men gone,” “why doesn’t approach me anymore”, “are you all GAY??” All of this can be fixed very easily by just policing these antisocial behaviors that pollute the commons

@DeepValueBagger @duckman1717 @aleabitoreddit @daniel_koss @CFlanders7 @babyfolio @WarrenPies @Sandeman52 Needed to add @TradexWhisperer and @zephyr_z9 ty

I want to thank and say hi to @DeepValueBagger @duckman1717 @aleabitoreddit @daniel_koss @CFlanders7 @babyfolio @WarrenPies @Sandeman52 always learning, always thinking independently, and being patient and not mistaking the forest for the trees.

I am 46 years old. I am drinking creatine and electrolytes about to go on a run. I have not had a normal job since 2008 and was laid off during the GFC. I love the stock market and its closed today. I started watching cnbc when I was like 8 or 9 I think.

@DeepValueBagger @Sandeman52 @JamesL1983389 zero to one helped me find $pltr and great book! I need to read this other one. I like richer, wiser, happier also! great book. and chip war. I now don't hold $pltr anymore though but got nice gains just mainly from reading the book.

@Sandeman52 @JamesL1983389 One up wall st by peter lynch (required reading for everyone) And zero to one by peter theil,

Finx fam, one of my followers, @JamesL1983389 DMd me a question about finance books that are helpful. I personally never read any except for ones during my masters degrees. Can anyone please recommend whatever is helpful. @DeepValueBagger I think you listed a few before. Thanks yall.

Not sure if people realized this but unless a thesis completely breaks, companies like $NBIS can keep growing. Just look at $AMZN or $GOOGL over the past 15 years. If people "trim" it often triggers taxes. And a lot of corrections are typically less than those taxes paid. By the time a "50% crash happens", it's probably already compounded hundreds of even thousands of percent. If people need to pay expenses, once you hit 7-8-9 figures, you can always borrow against those assets and keep letting them appreciate. NFA, just personal opinion. You all do you, but it's highly, highly, dependent on the companies you pick. Can't do this with something trash like $IREN. But I do believe $NBIS is positioned to be the next hyperscaler.

Nebius will be a TRILLION dollar company and here is exactly why (Save this). Brad Gerstner's Altimeter just said on camera that they are invested in ClickHouse, and explained exactly why in one sentence: "If you're in the data infrastructure layer, then token consumption is driving a lot more consumption of your basic services." The flip side of that point is equally important. Gerstner added that the closer you are to a point solution, a single use app built on top of AI, "that feels like you're on the front of the conveyor belt heading toward the guillotine." Models get better, apps get commoditized and the companies that own the foundational infrastructure that every AI application must run through keep compounding. ClickHouse is exactly that foundational layer. It is a real time analytical database engine originally built inside Yandex, optimized for the exact query patterns that AI agents, LLM observability pipelines, and machine learning infrastructure generate, massive write volumes, complex aggregations, and sub-second response at scale. It processes hundreds of billions of rows per second, serves over 2,000 enterprise customers including Cloudflare, Uber and ByteDance, and grew 300% in a single year. In January 2026, a $400 million Series D valued ClickHouse at $15 billion more than double its $6 billion valuation just eight months prior. Here is where Nebius comes in. Nebius holds a 28% stake in ClickHouse, an asset that traces back to its Yandex origins. At ClickHouse's current $15 billion valuation, that stake is worth approximately $4.2 billion, sitting largely unrecognized on Nebius's balance sheet while most market coverage focuses entirely on the AI cloud business. A ClickHouse IPO, which the company is actively positioning toward, would force the market to mark that position to full public market value for the first time and could alone reprice Nebius meaningfully. But that hidden asset is just one layer of the bull case. The core AI cloud business just printed 684% year over year revenue growth, $399 million in Q1 2026 against $50 million a year prior. AI specific revenue grew 841% and now represents 98% of total revenue. The moat underneath those numbers is 3.5 gigawatts of secured power capacity, a $27 billion five year contract with Meta, a $2 billion strategic investment from Nvidia, and a Microsoft partnership ramping to full run rate in 2027, all stacked on top of a ClickHouse stake that the market is still not fully pricing in. Milk Road Pro remains massively bullish on Nebius, we called it early, we are up huge on the position, and we continue to track every development across AI infrastructure before it becomes obvious to the rest of the market. Come join us to see our full Nebius thesis and every other position in the portfolio, link below!

@Sandeman52 I would follow u 2 times on my other account actually also if that helps bro! I can't imagine why anyone with a brain would unfollow you. Just remember most people are dumb and or jealous and wouldn't even know a genius if they say one and would hate on them

My content must bother some people. Today I’ve gained like 75 followers but lost 38. Same thing happened yesterday. Gained like 275 but lost 74. That ratio seems like more than bots being killed. Anyone else seeing this or am I legit pissing people off? 🤷😢🧐

@Sandeman52 @DeepValueBagger @duckman1717 @aleabitoreddit @daniel_koss @CFlanders7 @babyfolio @WarrenPies thats what its all about. You help & provide value and keep it real & I take my time 2 say thank and get hyped up before I try & run and get a runners high. I am not a technical person & trying to get conviction & understanding complex companies, ai, space, chips is never easy!!!

@dingies @DeepValueBagger @duckman1717 @aleabitoreddit @daniel_koss @CFlanders7 @babyfolio @WarrenPies Wow! Thanks so much! You made my day! Let’s gooo!!!

@babyfolio Mr. Market is a strange fellow but will always have things hidden inside pandoras box.

Portfolio update: 43% SK Square ($402340) 15% $NBIS 12% $OUST 11% PNG / $KRKNF 19% Cash Lets see if Mr. Market will create opportunities this week.

@babyfolio @DeepValueBagger @duckman1717 @aleabitoreddit @daniel_koss @CFlanders7 @WarrenPies @Sandeman52 you might not be in the group with these people but I still appreciate you. I was just naming people off the top my head that I have on notifications 113/6000 people I follow I choose to get updated notifications anytime they post and you are in that group.

@dingies @DeepValueBagger @duckman1717 @aleabitoreddit @daniel_koss @CFlanders7 @WarrenPies @Sandeman52 What an honor to be mentioned amongst these fellas. Thank you for the mention!

@Sandeman52 @DeepValueBagger @duckman1717 @aleabitoreddit @daniel_koss @CFlanders7 @babyfolio @WarrenPies just hear for the $nbis ride - you are the man. If I had more stable income and mental health I would have 7x my position and sailed away. Still holding but only about 80% gains with normal size. you are amazing and one of my favorite on X and I follow 6300 people. Love u

@dingies @DeepValueBagger @duckman1717 @aleabitoreddit @daniel_koss @CFlanders7 @babyfolio @WarrenPies Appreciate the shout out! Glad anything I said helped! 👊

I think about this all the time. Why are dumb people happier then smart people. Because of this reason to dumb to even know the difference. Anyways time to go run like 3-4 miles I guess and recovering from shin splints and calf cramps 2-3 weeks back running rehabing.

I often wonder how people make it and survive without savings and living pay check to pay check. I asked a "friend" once named Logan who I thought was dumb and struggling but had some wits. He said its simple "dumb people are to dumb to think and worry" that's only U.

My real love is the stock market and finding winners and also helping others. Mainly fundamental reading and thinking about sectors and trends and the future. Not charts or astrology but just investing in companies and products that I think can change the world and rise steady

I started a business selling kids socks and baby clothes on amazon in 2016. Now that business is terrible and makes no money anymore. I played poker for over 25 years but that is a miserable way to spend your time and make money. I did manage to meet some good "friends"