AndersO

As a $NBIS shareholder, I really love this. Higgsfield AI is one of the best AI video tools out there, and in this short interview, its Founder explains why they chose $NBIS over other GPU cloud providers. 👀 Key takeaways: - Nebius is very friendly to start-ups. If you talk to developers off the record, you'll often hear that larger cloud providers have unclear terms, while Nebius offers full transparency and fair terms with its on-demand GPU offering. As I explained in my previous article, this is particularly attractive for start-ups and smaller developers because they can't predict exactly how their workloads will change. "Nebius has much better flexibility than any other cloud." - Larger cloud providers typically aren't interested in start-ups — they prefer higher-volume customers. "Nebius provides infrastructure and reliability at the same level as Google or Amazon." Again, just like I said in my last article, hyperscalers are not a threat because they often serve different needs. - Nebius uses a pay-per-token model, and the AI Studio is highly versatile in terms of model offerings, supporting everything from ChatGPT to DeepSeek and other LLMs. - It's very easy to work with Nebius. The team is highly responsive, unlike larger cloud providers. - "Nebius' flexibility, combined with its strong support, will likely attract many media companies." - Other cloud providers have lengthy agreements — sometimes up to 200 pages — while Nebius keeps it simple with 3-5 page contracts. Transparency matters. - Most cloud providers require commitments for a fixed number of GPUs per year, which most start-ups can't handle. Nebius, however, offers resource-based commitments, where a minimum spend unlocks discounts instead of requiring a set GPU quota. - Nebius provides a level of customization and flexibility that no other cloud provider offers. Long $NBIS.

If $NBIS ends green today (unlikely… but if) then Valhalla is next. Otherwise it might take a week or two more to get there 😄😎

Most people have not even realized it yet, but Starlink just quietly became the invisible backbone of Earth For decades, high-speed internet was a luxury of geography. If you lived outside a major city or dared to travel, you had no choice but to be disconnected from the world We literally went from "can you hear me now?" dropped calls in the suburbs to you move anywhere in the world and you are covered by Starlink internet Just look at what SpaceX has achieved so far: → Free, high-speed WiFi rolling out on thousands of flights, trains, and ships → Now officially live in over 150+ countries, territories, and global markets → Direct-to-Cell tech is turning standard smartphones into sat-phones with zero extra hardware → Flawless high-speed internet streaming in the middle of Antarctica → Serving as a critical lifeline for first responders and victims during major natural disasters → Providing unbreakable comms in active warzones and geopolitical conflicts → More than 11 MILLION+ active subscribers globally as of early 2026 → Eliminating dead zones entirely - if you can see the sky, you can connect "I think the single biggest thing you can do to lift people out of poverty and help them is giving them an internet connection because once you have the internet connection, you can learn anything for free on the internet, and you can also sell your goods and services to the global market" — Elon Musk While legacy telecom providers are still struggling to lay cables in the dirt, SpaceX is actively building humanity’s collective nervous system in Low Earth Orbit SpaceX is showing the world what it actually means to be connected on a magnitude we never thought possible

25% of my $NBIS shares got sold yesterday for $140 (Covered calls) To be transparent - I was going to sell some anyway to pay for taxes for my 2025 gains, but got more than required. This is the first time in 6 months I got assigned a CC(I never roll) What should I do with the cash?

Europoor is an entirely accurate phrase. America is simply in a different league.

Revolut AIR is now live on the UK app. 🚀🏦

Meet AIR. We’re rolling out gradually to UK customers first, with more countries launching soon.

The neocloud category may be the most misunderstood corner of the AI trade because the market still treats these names as one uniform GPU-hours bet when they are actually very different business models: 1. $NBIS (Cloud Utility for the Agentic AI Age) $NVDA just chose Nebius as an architecture partner for the agentic AI era by co-designing AI factories with them, and the Rubin GPU access that comes with this partnership means Nebius gets the next-generation inference stack before almost anyone else in the market. At a $28B market cap, a 5GW power target and Nvidia’s engineering team embedded in the stack.. this is my favorite name in the neocloud category. 2. $IREN (Energy-to-Compute Engine of the AI Era) The dilution fear is real but the market is misreading it. IREN is not diluting to survive but diluting to scale into a $3.7B ARR target and the $9.3B in funding already secured through customer prepayments and GPU financing means the $6B ATM is optionality capital. The real bottleneck in AI infrastructure right now is power and IREN controls ~4.5GW of secured capacity while needing only ~500MW to support its ARR target by year-end. That 10x ratio of power capacity to near-term need is something no competitor can replicate quickly. 3. $CIFR (Landlord of the AI Utility Era) Cipher is not a pure neocloud but is a hyperscale infrastructure landlord signing decade-long leases to $AMZN AWS and $GOOGL while they fill the shells with compute. The AWS lease alone is expected to generate ~$700M in average annualized NOI for the next decade at nearly 100% NOI margins. Power-rich land is the scarcest resource in AI infrastructure and Cipher controls it with 600MW fully contracted, both facilities fully funded through non-recourse fixed-rate project debt and a 3.4GW development pipeline. 4. $CRWV (The Fragile Giant) CoreWeave’s demand backlog and revenue growth are very real but none of that matters if the capital markets close for even one quarter. Interest expense hit $388M in Q4 and management guided Q1 2026 interest expense to ~$550M which implies an annualized run rate above $2B before a single new data center comes online. The bull case requires capital markets to stay open, rates to cooperate, hyperscalers to honor take-or-pay contracts in full and construction to stay on time. That is a lot of dependencies in a macro environment where oil is approaching $100 and private credit is already showing signs of stress.