Carlo

Just a reminder for myself: Growth > labour market > inflation

@DeepValueBagger LOVE IT

@salolrac yes would love to see it.

DVB is a trend follower. Guilty! $NBIS

BANNNNNG $NBIS big win for us longs

$NBIS looking to breakout 👀

BREAKING: The US and Iran will hold in-person peace talks on Saturday in Pakistan, per Fox News. The US delegation includes JD Vance, Jared Kushner and Steve Witkoff. The Iranian delegation includes Foreign Minister Araghchi and Parliament Speaker Ghalibaf.

just stick with $NBIS and you probably outperform the next 12 months..

going to bed feeling victorious tonight. 👑 hope everyone caught one of the single best moves in stock market history with me. plan tomorrow is to take profits & do absolutely nothing but reward myself & wait patiently until the next big opportunity i’m watching for the week becomes actionable. i've done all this for free without asking anyone to join the discord fam, a like, or even a retweet 🫶 good night 😘

Congrats to buyers of $NBIS $IREN $AMD $HOOD $SOFI and many others that we have pushed in recent weeks. This may not turn out to be the bottom, but it looks promising. Timing the market isn’t our long game. Continue to average into your highest conviction theses at unbelievable price points. We will massively outperform the market together over the long term. We’ll continue to provide best in class unique research on your favourite names. You know what to do.

Taco Tuesday

@TheGhostOfHope @MikloD12 Hopefully it’s the ryden. It reminds me of the rival from mw3

@MikloD12 One pro I talked to told me they think it may be the MPC/Ryden cause those 2 are the "best" but I've seen some people using Sturmwolf and Kogot too.

Looks like we may have a new SMG meta potentially for CDL/Ranked Play soon as CDL teams/Challengers teams have started testing other SMGs in scrims. M15 is seemingly staying as the AR though.

Cheeto Boi has lost credibility. That’s the take away. Not being credible is not a good way to have negotiations.

@Ri0O_2 @Clayster Didn’t know death threats were constructive criticism

@Clayster And as a coach, you have to accept criticism, just like we criticize players when they underperform.

@bunch_40 @ilzmcfly Brother, both sides are bad in that regards. Literally both sides shit on each other and to me it’s just funny and pointless

@ilzmcfly The $NBIS fanboys are obsessed with $IREN. Nonstop posting. For being such a shitco, they sure spend a lot of time and “energy” (which they don’t have) on them 😂 They either view IREN as a direct threat or they’re insecure with their NBIS position. No other rationale for it.

It’s honestly hilarious seeing the amount of FinX Influencer pooping on $IREN because of their hate for Iren Investors 😂 I have gone through almost every post and comment on X made by bigger accounts and none are actually truly bearish. Their bearish posts are either extremely exaggerated to spin a false narrative or completely made up. The fundamentals in $IREN are very strong at the moment, so I get why the bulls are loud and can be annoying to other Investors. But one thing is certain is that $IREN bulls are also very logical and if the fundamentals were not in tact they would not be so loud. The cultish behaviour can be seen as true but the reality is that it was multiple individual opinions and analysis that created a strong community. At the end of the day if a Iren bull pissed you off or not it doesn’t exempt you from owning a good company. The company and the shareholders are two different things. So dont be emotional in the markets.

$NBIS continues to expand aggressively throughout Europe and the United States. It looks like the next expansion could be in Madrid, based on recent job postings. Whether you believe it or not, Arkady and management clearly see $NBIS as the next major hyperscaler. These aren't the expansion actions of a team trying to carve out a small niche in a sector growing at these rates.

@InvestNorthwise 2027 will be the year nebius gets a massive rerating! Hopefully macroeconomic factors don’t deteriorate by then

Congratulations to $NBIS Investors on the new Finland Data Center announcement. We will add this to our data center analysis series asap. This is exactly why it's important that any Nebius model or forecast accounts for unaccounted sites, when trying to build out an energization schedule. In our Nebius Stock Forecast and Price Targets, we account for 800 MW of unknown capacity through the end of 2029. We just found 310 MW of that this morning, with rumors of an Amsterdam site also in full force.

Our $IREN Premium analysis, modeling, forecast, and price targets are here as long as bear, base, and bull AI capacity energization schedules. This is one of our largest and most complicated models to data that highlights the market's confusion about how to value $IREN. Check out the full report in the first comment 🔽 IREN is moving from its bitcoin mining roots into a larger role as an AI infrastructure owner. The business now centers on turning its energized land, secured power capacity, and deployment speed into revenue before the current market shortage eases. Power remains the real constraint, not GPU counts. The report builds the entire 2030 model around active AI megawatts rather than total secured site potential. Canada provides the operating base while Childress, Sweetwater, and Oklahoma drive the scale. Three capacity schedules lay out the path: Bear case reaches 2,585 active AI MW by 2030. Base case reaches 3,710 active AI MW by 2030. Bull case reaches 4,385 active AI MW by 2030. ARR per MW keeps rising through the window across all cases, starting in the $6.8 million to $7.9 million range in 2026 and climbing to $7.6 million to $9.9 million by 2030. AI EBITDA margins start strong (68 percent to 79 percent in 2026) and ease gradually as the decade progresses. Mining revenue runs off as AI takes over the footprint, but it still supplies cash flow that helps bridge part of the build. The model treats mining as a transition asset, not the long-term driver. Gross capital needs are large in every scenario. The base case alone requires more than $20 billion in annual AI capital spending during the peak build years. Financing mix leans on prepayments, GPU leasing, debt, and equity, with dilution varying sharply by case: plus 122 percent in bear, plus 20 percent in base, plus 5 percent in bull. The near-term case is easier to underwrite because demand for ready capacity is visible and timing still matters. The long-term case is harder because hyperscalers will eventually regain leverage, vertical integration becomes the default for the largest buyers, and external providers face margin compression once scarcity fades. The central question the report answers is whether IREN can convert its scarce infrastructure into durable per-share value after capital intensity, financing drag, and dilution are fully factored in. The opportunity sits in the gap between today's premium for speed and power and the tougher environment that follows. The full report walks through every assumption, site-by-site ramp, margin schedule, funding stack, risk path, and valuation framework so investors can judge the setup on its actual numbers rather than headlines.

We are excited to release our $NBIS deep dive analysis on Nebius Northern Keflavik data center. Check out the link in the first comment 🔽 How Nebius flipped a Cold War NATO Fortress to 10MW AI renewable Supercluster: Back in the 1940s this patch of Reykjanes peninsula was a frontline listening post in the GIUK gap, where U.S. and British forces tracked Soviet subs with radar and hardened comms gear. Fast-forward to 2026 and the same reinforced concrete and redundant power feeds are now running a 10 MW Nebius AI cluster inside Verne Global’s campus at Valhallarbraut 868. A few of the details that jumped out: Cold-War-to-AI in one building envelope: The exact same structures built for naval surveillance were repurposed into high-density GPU halls. No multi-year greenfield build; they literally dropped racks into a fortress that was already engineered for 24/7 uptime. Icelandic physics: 100 % renewable power (roughly 71% hydro, 29% geothermal) + year-round free air cooling gives the campus a PUE of 1.1–1.2. That’s roughly 30-40% more of every contracted megawatt actually reaching the GPUs instead of compressors. Global average is still ~1.54. 10 MW that punches above its weight: H200 SXM nodes with 141 GB HBM3e, Quantum-2 InfiniBand at 3.2 Tbit/s per host, GPUDirect RDMA, and full liquid-ready pathways for Blackwell/GB200 NVL72 racks. All sitting on top of Nebius’ Aether control plane (they hit NVIDIA Exemplar status at 95-97% of bare-metal performance). Transatlantic hinge: The site is the landing point for Greenland Connect, DANICE, FARICE-1, and IRIS submarine cables. So the site isn't just renewable and efficient; it’s literally a low-latency bridge between North American and European clusters.

@WhiteHouse Let’s gooooooo start another war!!!! Send us to a global recession!

SOON.