Longcompounder

@MarketMatrixs NBIS. And….. RKLB

If you had $100,000 to put into 2 stocks for the next 5 years, which ones would make you the most money out of these 15 names? 1. $NVDA 2. $SNDK 3. $MU 4. $AMZN 5. $ASTS 6. $RKLB 7. $PLTR 8. $ONDS 9. $HIMS 10. $MSFT 11. $DRAM 12. $NBIS 13. $IREN 14. $ZETA 15. $AMD I know my two

@Investinc_Intel VRT is the leader in cooling for AI/compute, which is only going to demand more. Broadcoms semi conductor. Going to be a leader for a long time. Printing cash too. NBIS is the most incredible company I’ve ever found. It’s had quite the run up, but long term tons of room to run

@dividendsnowbal Why those?

I am 24 years old and this is my portfolio: $HIMS 500 shares $ZETA 500 shares $SOFI 400 shares $IREN 100 shares $ROOT 11 shares What would you change about my portfolio?

@SteveUrkelDude Some of the them are definitely legit and have been bullish the entire way. I’m not that far yet. But my first order is 530 ish up.

All these guys out here claiming $NBIS is a "8 bagger / 10 bagger for me" today.. Show your screen shots.. let's see. And I'm not talking about your buy orders from last year. Let's see if you actually held, or if you're full of it 🧐

@longinvest32 Hahahah. Gotta appreciate the shorts for the squeeze !

Pray for your closest $NBIS bear

@SMASIMHO Impossible haha.

CHALLENGE: DON’T CHECK $NBIS PREMARKET ACTION UNTIL 8AM EST

@romanchernin 🙏💰💯

See you all tomorrow:) nebius.com/newsroom/nebiu…

@Wisconsin_fam Nick Collin’s.

Name a Green Bay Packer. But you can’t duplicate what anyone else has already said. How deep can we get?

@Wisconsin_fam Abdul Hodge.

@EndicottInvests I’ll have to tune it. Will you be listening to the call as well?

I WILL BE LIVE TOMORROW AT 6:55AM EST FOR $NBIS EARNINGS 3:55am my time, for the love of the game 😤 See you all there!! youtube.com/live/R_Y0l9Kxk…

@polarb2025 @longinvest32 Hope so too! But Doesn’t that typical suggest the opposite? Minor announcements out of the way for the big stuff?

@longinvest32 Hope so. Or Lot of pre-earnings announcements , may be setting up for a miss

Beat and raise tomorrow ? $NBIS

@tommyleed8888 @SMASIMHO They do that, the gap up would be legendary. I’ve been waiting for that one for a while, seems to make sense. Anthropic did just sign a massive deal with Google. Not that it doesn’t mean another coming- usually in waves so a smaller one makes some sense. How about SpaceX?

@SMASIMHO Can you imagine if we add Anthropic. That’s who I want. They already work with clickhouse. I’d love to see Nbis get in now before other neo clouds move in

Is this the week that $Nbis starts its parabolic run to 250?

@mvcinvesting Where can I find it? I’m missing it on the substack.

Some of you missed it, but I published an earnings preview for $NBIS a few days ago. I “predicted” misses in past quarters, but this time I’m confident in a revenue beat. I also included my brief expectations for each of my other holdings. So far, it has been pretty accurate.

@EndicottInvests What we expecting?

$NBIS earning in less than 72 hours 🙏🏼 I’M READY

@MktMavPro VRT. CRDO. AVGO. FOUR. RXRX.

Where would you invest $1M in the market? Cannot be $NBIS $IREN $CIFR

@babyfolio Think that’s a good move. Plus at some point it will drop and you can re-enter. Will be an interesting week to see where it ends up. Then next week- buckle up

$NBIS ATH 😍🔥 Being transparent: This is a good time for me to trim, I trimmed 33% (now $NBIS is 40% of my port) Reasoning - I think market is overheated, and I'm trying to time the top basically, don't try this at home.

@EndicottInvests To. The. Moon.

Imagine if $NBIS stays green whilst the entire market tanks That would be a treat

@InvestNorthwise @MB_Hogan Love your work, keep it up.

@MB_Hogan Super excited to publish our deep dive on the new $nbis Bethune data center tomorrow!

$NBIS — Incredible how Nebius just quietly announced one of the largest Data Centers in Europe at 240MW and HALF THE SITE is expected to be OPERATIONAL by end of this year 🔥 “The project, a redevelopment of a former Bridgestone tyre plant, is expected to begin delivering capacity in phases, with the first online by late summer and roughly half the site operational by the end of 2026, Nebius Chief Communications Officer Tom Blackwell said.” reuters.com/technology/ams…

@EndicottInvests Make some NBIS swag. We gotta get permission from them and make some awesome stuff haha

Thinking about $NBIS

@babyfolio Building out so fast and in such high demand. This is where NBIS excel. Long term they are the move . I think they far out execute. IREN is an up and coming utility. Nothing wrong with that, lots of money to be made. But NBIS can be a top 100 company .

@babyfolio My thoughts: both companies are fantastic. Both companies are undervalued. IREN feels “safer” long term. With their power I think they are a prime buy out candidate . Or a true overflow company. NBIS- is the way of the future. The software is what makes AI go and way it’s

The $IREN vs $NBIS debate is heating up. But they’re two different businesses. $IREN = power assets $NBIS = AWS of AI I hold 15% in $IREN because of the power thesis. If they shift to software? I’m out. I don’t see them winning there. What’s your take? power or expand?