Gael ₿

🚨If I Had to Explain $NBIS to a Friend in 1 Minute: "Look, $NBIS is the company building the massive 'factories' that artificial intelligence needs to run – huge data centers packed with super-powerful $NVDA chips. What blows my mind is they've already signed contracts with Microsoft and Meta worth over $22 billion. That's basically the company's entire market cap right now. In other words, the big customers have essentially prepaid for the expansion. They've got an incredible team of 1,000 engineers designing everything in-house – servers, cooling – which lets them do it about 20% cheaper than competitors. Once customers are in, switching out is insanely expensive, so they're super sticky. Growth is explosive: revenue under $1B this year, but they're guiding for $7-9B in recurring revenue by 2026. Plus, powerful subsidiaries: one in databases (ClickHouse) that could easily be worth $15-25B on its own in an IPO, another in autonomous robots (Avride) partnered with Uber. The market freaks out over competitor noise or silly headlines like 'data centers in space,' but $NBIS fundamentals just keep getting stronger. Powell said this week that AI data center spending is supporting the economy and will continue into 2026. To me, it's like buying into a company right at the heart of the AI boom with demand already locked in. Massive upside if you can handle short-term volatility. Would I invest? Hell yes. It's one of the few plays I see with real potential to 5x or more in 5 years. One extra thing: their focus on energy efficiency (reusing waste heat to warm thousands of homes in Finland, zero-water cooling loops) isn't greenwashing – it's a real edge as power becomes the biggest bottleneck in AI scaling."

Just the beginning $NBIS 🤝✅

🚨 JUST IN: $NBIS and $NVDA partner to scale full-stack AI cloud. - NVIDIA to invest $2 billion in Nebius - Nebius to deploy more than 5 GWs of NVIDIA systems by end of 2030

@Gubloinvestor I see that your sample size is huge, congratulations. I’m speaking from mine, which is well lived, and I strongly disagree with everything you mention there… surely thousands of others who have had the same experience as me can corroborate it as well. Have a good day!

@AwareWealth From thousands unspoken people too.

You should never move to DUBAI No religious freedom No human rights No transparency with crime numbers No equal rights for women Heavy discrimination with non Arabs No fair procedure with court cases Identity theft Worst Air quality Expensive rents Inflated prices War zone Its DESERT

@Gubloinvestor Does that mean you’re speaking from your family’s personal perspective?

@AwareWealth i have tons of family live there bro

Wow $NVDA open red, Crazy markets! 😅

@errorcode0699 @weary_centurion We can also add $PGY and $HIMS … He has always surfed negative trends, and karma always comes back around.

@AwareWealth @weary_centurion Completely agreed. Pulls out the gotcha card when other stocks fall, but cries when his own fall and people do the same to him.

This is the last post I will be making for some time because I am sick of the drama on here that comes with being honest I have realised this is very unhealthy It’s hard enough when something bad happens without coming on here and getting abuse But I suppose that comes with the territory I have never told anyone to buy or sell anything and I have also never ridiculed anyone for losing money So if you are one of those people Shame on you Karma is real and it will come for you one day On $ODD Just finished listening to the call This is a black swan event I believe in management 2026 will be a rough year But I am confident in the business long term Repeat rates are 70% They have $776M in cash and it’s now trading at its cash position after a 50% draw down The 600M note is due in 2030 but is 0% interest so balance sheet risk is minimal Oran said they could focus on revenue growth but they don’t want to lose profitability so the strategy remains the same It’s a major setback It’s unprecedented Management took the time to explain the issue and address concerns I never imagined this would happen, nobody did This is the sort of stuff that cannot be predicted In 8 years the company has used advertising algorithms and has adapted successfully delivering beat and raises every quarter since they went public I’m not selling The CEO owns 22.5% of common shares and most of class Bs They will be doing buybacks with $103M authorisation left If the price stays below $20 they can buy back 10-20% of shares Long term, I still believe they will be absolutely fine Brand 4 is not being delayed METHODIQ is growing faster than SpoiledChild 2026 will be impacted, no two ways about it and this is a major setback for the company But the thesis is not broken The stock will probably be suppressed for some time It’s trading like it’s going bankrupt I just do not think that is the case I will continue to DCA whilst it is below $20 as I think the valuation is a joke Not financial advice

🚨 JUST IN: $KULR announced a joint development collaboration with Hylio, a U.S. agricultural drone manufacturer, to develop and manufacture advanced batteries for unmanned aerial systems (UAS) in Texas. What they will do 👇 Design and prototype high performance battery systems tailored for drones Manufacture them in the U.S. under NDAA compliance (critical for government and defense procurement) Integrate them into drones used for commercial agriculture, critical infrastructure, and government or defense adjacent operations The core focus is an American supply chain, certification, and safety. Why it matters 👇 The agricultural drone market is expected to grow from $4.08B in 2026 to $8.65B in 2032, about 13.2% CAGR. U.S. regulation is pushing replacement of foreign, especially Chinese, components with trusted domestic hardware. Compliant batteries are becoming a requirement rather than an optional feature. What each company gains 👇 $KULR Expands its U.S. manufacturing footprint Positions itself as a certifiable battery supplier for UAS and defense Opens a new vertical beyond space and AI data centers Hylio Strengthens its domestic supply chain Improves performance and access to federal customers Strategic implication This is not just about agriculture. It connects drones, defense procurement, and critical infrastructure. $KULR is moving into the government approved hardware ecosystem where barriers to entry and margins are significantly higher. One line takeaway $KULR officially enters the U.S. compliant drone ecosystem, a fast growing market driven by regulation and national security.

@Mariusz_Invest @grok Same here!

@AwareWealth @grok Why not it’s my top pick in portfolio 😉😂👍🙏

Hey @grok change the image of the $NBIS stock price to what you think it will be in 5 years

@Mariusz_Invest @grok Higher!

@AwareWealth @grok I can live with that 😊😉💪. Long

@steady_profits @grok I hope it’s more accurate about the price than the name. 😁

@AwareWealth @grok Haha, they not only provided a price prediction, but they predicted a change in name as well.

@CernunnosCap @grok @Avrideai @TolokaAI @TripleTenTech @ClickHouseDB That price target is for Nebrius, we still don’t know it for NEBIUS. 🤣

@grok @AwareWealth @grok you are super bearish. It’s 2030, now consider - $25B revenue from the core business. - @Avrideai is a $15B business - @TolokaAI is a $10B business - @TripleTenTech is a $5B business - @ClickHouseDB is a $75B business Now recreate the chart using this information

@Nice_Stock_ @grok 😁

@AwareWealth @grok Funny😂

@momobazz @grok That seems like a reasonable base-case target. 😎

@AwareWealth @grok 😂 LFG!

Very intense week in the markets, we’re seeing increasing volatility and coordinated capital outflows from certain sectors. A large part of these flows is driven by algorithms that dictate liquidity, and at the extremes they amplify retail fear. On the positive side, we had the $NBIS earnings report. I’ll use today to go deeper into some of the points mentioned during the conference call and also review a few small buys I managed to make on Thursday. On the negative side, the decisions made by $HIMS management are still hard for me to fully understand, but I continue to believe the thesis remains intact and I haven’t made any changes to my position. I also added a bit more to $ZETA and $PATH, and initiated two small starter positions in $RDDT and $HOOD. Looking forward to taking advantage of the long weekend and coming back to the battlefield next week recharged. Did you make any moves or buys this week? What opportunities look the clearest to you right now?

WE ARE EARLY $NBIS 👀

@Atticus44351 @jessdoe2000 Most of the initial selling comes from algorithms.

@jessdoe2000 @AwareWealth Yeah just to be clear I didnt mean you personally...just some shareholders sold and lost a good chunk of money! Not the best decision! :)

$NBIS Already 🟢 The importance of carefully reading the presentations and not being swayed by the first impression of the results.