maxmum

@Agrippa_Inv @amitisinvesting I guess you are much more clever than the whole wallstreet

I don't see a clear path to profitability for $NBIS any time soon. Its cost structure is upside down. Signing deals looks great on the surface, but what are the actual economics of those agreements? Management shares 0 data on that front. Right now, with the industry still in its infancy, the market is fixated on headline numbers like ARR and growth. But eventually, as is the case with any stock, these neo-clouds will have to deliver real, sustainable profits. No neo-cloud is profitable yet, but the one with the clearest path to sustained profitability is $IREN.

so… the debate is over right? $NBIS is the best neocloud out there? is it still even a question or has Nebius officially won? stellar mgmt, multiple equity stakes in diverse businesses, scooping up deal after deal… i trimmed some at $105 to derisk and buy more $NVDA, letting the rest of my position ride although the CCs on this even for $200 are very attractive it does feel overbought here (i would not buy at $150) but it is now in price discovery so anything goes i still don’t love the biz model of the neoclouds with unlimited dilution + no profitability but $NBIS does seem to be differentiating themselves with ambitions to be a hyperscaler cloud vs just a neocloud debate is done? are they the single best one out of the entire batch of neoclouds? +8%

@proequitiestrdr @JEFETRADES when？

@JEFETRADES NBIS will hit 1k a Share

Still can’t believe $NBIS is hitting $150 Insane. The Ai infrastructure play has been amazing. Energy will really be the core of my longer term investing.

@daniel_koss it will dump soon

Why are all the $NBIS bears suddenly so quiet? 🤐 New ATH. Congrats to all of us I guess. Have been pounding the table on this name for so long and continue to see it as the most obvious place to put your money to work.

@daniel_koss After several rounds of dilution, Arkady starts to sell his shares.

$NBIS I hit the AI limits of so many AI tools every freaking day and I feel like it's getting worse every day. And I'm on the most expensive tier on all of them. Apparently we are ALREADY insanely short compute. This will directly reflect in Nebius having much more pricing power than people realize. Not a commodity business.

@colonelthovi1v don't trust nbis

Just when I think I've figured out the latest craze, along comes $NBIS to make me question everything I thought I knew. It's like being asked to explain calculus during a pop quiz. What's the deal here?

@EndicottInvests and then you saw the most ugly chart

I have never seen a more beautiful image $NBIS back at $100

@nglotus9898 what is the length of the gap? 2 days 7days or 1month?

$nbis In the past 15 months of holding NBIS, I learned that every time when the CEO sold his shares from the employee option scheme, there will be a great announcement shortly after his disposal.

@tommyjones9a More dilutions are on the way

$NBIS is making noise lately. Feels like there’s something big brewing. Can’t help but wonder if it’s worth diving deeper or simply riding the wave for a while.

@romanchernin The king of dilution

Everybody sees the major news - NVIDIA partnership - META deal - New fundraise But not everyone sees how this translates into a product, or why we are doing it. We are building a full-stack AI cloud, with a strong software layer that enables developers at both startups and enterprises to build AI products at scale. By the way, - if you read the NVIDIA partnership announcement carefully, it is really about co-engineering the cloud and the inference platform. - if you read Meta deal announcement carefully, it enables us to scale our Cloud business None of this news is random. We are doing what we say, and saying what we do. Just few from this week (a good week) - Enterprise readiness for the growth stage AI native companies: nebius.com/newsroom/nebiu… - Physical AI Cloud nebius.com/newsroom/nebiu… - Inference acceleration nebius.com/blog/posts/neb… - Secured Cloud crowdstrike.com/en-us/press-re… - Inference ecosystem: nebius.com/blog/posts/ele…

@daniel_koss If they dilute again and again, it’s meaningless even if they become a 1T company

$NBIS down almost 10% today! I believe Nebius will become a $1T company. Today it sounds crazy. Soon it will be obvious. Great moment to publish part 1 of my Nebius deep dive for everyone who is considering what to buy and first wants to build conviction and do proper research :)

@ayanjainhere Useless contracts if they constantly dilute the shares

$NBIS 🤦🏻‍♂️ Sign a 27 Billion dollar agreement - get back to < 20 Billion MC😂😂 About 50 Billion in Signed contracts for next 5 years.

@pingzhang632 好样的

以色列摧毁了霍尔木兹海峡附近一座巨大的伊朗地下导弹城！

@IranDefenceForc No Iran is evil

Would you visit Iran once the war is over? Yes or no? 👇

@wangdisheng2020 我不屑于骂他，但你值得被骂，因为你是一个奴才

X上骂张雪峰的人和骂谷爱玲是同一帮人，只要中国官方认可的人他们就骂，所以说X上聚集了一大堆中国淘汰出的人渣。张雪峰帮助不少家长和学生，当然他也挣了不少钱，从悼念他的人群就可以看出人们对他的肯定。其实这帮人渣就是眼红跟对谷爱玲一样，自己混的狗der不是，看见人家挣大钱如丧考妣只有骂了。

@wangdisheng2020 了解一下他公司功臣大伟的事情

@RICHARDFULL2019 不管怎么样，伊朗必须被彻底打败，要不然是地球最大的隐患

🚨最新消息：伊朗总统马苏德·佩泽什基安与伊斯兰革命卫队新任指挥官艾哈迈德·瓦希迪之间出现严重分歧🔥 双方在战争管理、经济影响和对邻国攻击策略上的意见互相冲突。佩泽什基安批评伊斯兰革命卫队升级紧张局势和持续攻击邻国的做法，并警告其对民生和经济的破坏性后果。 据消息人士称，佩泽什基安强调，如果不建立停火，伊朗经济很可能在3周至1个月内面临完全崩溃。 消息来源：Iran International

@LPX2019 还有95%的是已经报废的吧

伊朗国家媒体声称，伊朗将向以色列、美国及其盟友在中东的安全设施发射大量高超音速导弹，并称之为“真主的惩罚”。伊朗方面表示，在目前的战争中，伊朗仅使用了其导弹武库的5%。

@LPX2019 伊朗的话，你也信？

@HONGFFU 伊朗应该撑不过一个月

伊朗🇮🇷男子勇敢的向特朗普总统喊话：伊朗撑不住了，不要和他们和谈！

@ChinaTruth 早就该想办法绕过赫尔姆兹海峡，要不然世界的安稳被邪恶的伊朗掌控着太危险了

伊朗上周三天内两次袭击了阿联酋的富查伊拉石油出口码头，该码头绕过了霍尔木兹海峡。 阿布扎比国家石油公司（ADNOC）的回应：恢复全面运营，将出口能力提高至每日190万桶，增幅达57%。 阿联酋刚刚建了一扇更宽的门。