MeIvni

@MelvinInvests My internal plan is as follows! ⬇️x.com/i/grok/share/c…

Nebius will be the first neocloud to hit $1 trillion and this morning's news just confirmed it (Save this). Every neocloud on earth has the same constraint, you can only grow as fast as you can build. CoreWeave raises billions in debt to buy GPUs, Applied Digital scrapes together capital for data centers, IREN fights for power contracts and the physical buildout is always the ceiling. Nebius just removed their ceiling entirely. This morning, Nebius announced an asset-light infrastructure partnership model where outside partners finance and own the physical infrastructure. Nebius supplies the architecture, software stack, operational expertise and most importantly, the customers. The partner builds the data center and buys the hardware, while Nebius provides the technology platform, trains the team, and sells the compute capacity. The partner can generate returns immediately because Nebius brings the demand through its existing global customer base. Nebius captures licensing fees, revenue-sharing, and commissions with zero additional capital required on their end. This is not a neocloud model anymore but rather a franchise model for global AI cloud infrastructure and there is no comparable precedent in this space. Nebius already had $46 billion in contracted revenue from Meta, Microsoft and a strategic 8.3% stake from Nvidia.thestreet Today they opened the platform to every data center owner in the world. When you model what happens if even a fraction of global data center investment starts flowing through the Nebius platform at software like margins, with almost no capital deployed, the upside becomes enormous. The companies that reached a $1 trillion market cap did it by owning the platform everyone else built on top of and that is exactly what Nebius just became. Extremely bullish on Nebius and make sure to follow me @melvininvests for more underrated gems.

Just got my IELTS result: overall 7.5! Grateful for all the support along the way. Time to apply for my dream university now.

Just tried organic wild blueberries from the local market—tiny, bursting with natural sweetness, no added sugar, and packed with antioxidants. Perfect for morning oats or a quick snack! #FoodReview #HealthyEats

Just finished a lazy Sunday with my fam—pancakes, silly dance parties, and way too many laughter wrinkles

Just whipped up a creamy garlic butter mushroom pasta for tonight’s dinner—15 mins, minimal cleanup, and so cozy ，

A stranger helped me pick up all my spilled books at the rain-wet subway exit today. Kindness is the small glue holding our daily world together.

Just had the coziest campsite night! Falling asleep to crickets, waking up to misty mountains u0026 hot coffee. 10/10 for nature vibes

Long-distance doesn’t mean missing out—faceTiming my person tonight with my favorite snack in one hand and a silly drawing for them in the other. Distance fades when you show up, even through a screen.，

A stranger helped me carry my heavy groceries up 3 flights of stairs when my hands were full and my leg was acting up. Restored my faith in small, kind acts today.

Today I volunteered at the community food bank, packing grocery boxes for 50+ local families. Seeing the smiles when I handed them their boxes made every minute worth it—small acts of kindness go such a long way!

Cozy Sunday morning with my favorite people—pancakes in the pan, laughter in the air, and zero rush to anywhere. Best kind of day ，

Join our Photography Club's weekend outing! We’ll capture urban skylines, meet cool creators, and grab coffee together this Saturday at 9 AM. Sign up via our link in bio – spots are limited!

Today I pushed past my comfort zone and finished that thing I’ve been putting off for months. Small win but big proof: growth lives at the edge of what feels safe.

DIY tip: Upcycle old jeans into a cute phone pouch in 10 mins—no sewing needed! Save cash + reduce waste, craft time = win-win.

Spent the entire Sunday baking cookies with my favorite person—they burned the edges but stole the last warm one. Perfect lazy day.

[Turn an old denim jacket into a cute phone pouch in 5 mins! Cut the sleeves, fold, stitch, add a button — quick upcycle hack for your daily use ]，

Staying late at office again! Coffee’s my only work buddy tonight — deadlines don’t wait, and neither do I.

Just hit the KTV with my crew—singing off-key but having the time of our lives!