Twigs

$NBIS This is not a flex, these are liabilities. Never has Nebius build large scale data centers at rack densities above, or on par with $IREN. Nebius has made fame a decade ago as a company that supposedly rivaled Google because it was a search machine software 😂 "signing only $3B because you're out of capacity" -> "just wait until they sign Anthropic and surpass $200 per share" Maxed out all capacity for 2026-2027 ✅ Signed deals asap to pump share price ✅ Disclose nothing, absolutely nothing, except topline ✅ Don't use the ATM for 1-2 quarters to make people forget about it ✅ Use convertible notes after the ATM so people completely forget there is one open ✅ Declare yourself the winner of the AI Cloud race at $161 per share ✅ See your NJ site slowdown, opposition accelerate, permits nowhere to be found 📛 Deliver a dumpster fire of a PnL for the remainder of 2026-2027 📉 With all your deals signed and NONE delivered, see the stock start to deteriorate as hot money moves to the next winners that have capacity to sell 📉📉 Well done retail, you played yourself. Chilling and printing turns into: "I have been trading Nebius all the time, vastly outperforming Nebius" (Daniel Koss supposedly traded Nebius because he can predict the stock price rather than understand the fundamentals?, receipts are to be found in the drawer with Nebius deal metrics). Nebius was a great short at $161, but it will do down much further. The market won't have patience for $NBIS to hit their 2028 positive EPS. I am collecting satellite material of the failures they call data center sites at Nebius. I have no problem debating these spreadsheet Europoors who were no different than the guys rooting for $CLSK last year when they were running hot without a chance at profitability. Long $IREN. Proud $NBIS bear.

Sell when they start calling Ben Cowen retarded