Bully & Shorty

$NBIS signed a 10-year deal with Kao Data for 22MW of AI infrastructure at its UK Harlow campus. The capacity will support Nebius AI Cloud and Token Factory forming part of its ~$2.3B UK investment as it expands its global AI infrastructure footprint.

In a world where Trump and Jensen are both telling us to buy stocks at the first sign of a 5% pullback, what used to be a multiweek correction is now condensed into a single session.

I am Retail Mourinho and this is my story: My port hit €200k in October. It was €20k last year. But lets rewind. In 2024, I was sitting at my desk, writing my master’s thesis. €20k in my brokerage. I had no clue where this journey called „life“ would take me. I grinded hard, received the best grades and the best internships, then came the job. Six-figure salary. Everyone around me said: “You made it.” But than it hitted me. Emptiness. I realized my happiness doesn’t come from status and work. It comes from freedom. Freedom to spend time with my family, my future wife and kids. Freedom to live where I want. Freedom to choose how I spend my days. Freedom to not worry about the bills. Freedom to enable my mum to retire early and not being a modern slave in the corporate wheel. The corporate rat race makes me sick. My colleagues dream of climbing the ladder. I dream of escaping it. That‘s where my passion for the stock market comes from. A platform that allows everyone to make it. Will I still climb the ladder for now? Probably, to earn more, to invest more. But the moment I reach financial freedom? I’m out. No hesitation. My first Goal: 1 million by 2030, then we aiming 8 figures. If you’re tired of chasing titles, if you’re tired of the corporate wheel, join me on my journey. I am fully transparent, I don’t sell you anything. I am just here for the vibes and to help. My tickers: $ASTS $IREN $NBIS $ONDS $KRKNF MAKE RETAIL GREAT AGAIN -RM

ServiceNow has compounded FCF/share at 22.7% annually over the last 5 years. If that growth rate continues at 18% over the next 5... Projected returns: 29.5% annualized $NOW

Time is running out. I've never been more confident fundamental or technical wise on $ZETA Global. This market pullback may be our last chance...

Bernstein expects HBM prices to triple in 2027. SK Hynix is the market leader with ~62% HBM market share. I bought the dip 🤝

$NBIS is investing ~$2.3B to expand AI infrastructure in the UK including three new $NVDA powered AI factory deployments. The sites will reach 65MW of capacity by 2027 as Nebius expands its London AI R&D hub and university partnerships.

Sigh. I keep telling retail + Swedish Hedge Funds how important $SIVE is to CPO, but people don’t listen. Enough retail holders got shaken off, and now JP Morgan managed to buy up a massive stake in Sivers (purely institutional). JP Morgan went from .4% ownership last month to 5%+ ownership this month…

Monday red 🔴 or green 🟢? What do you think? 🤔 Is this just another dip before the next push higher, or does the market need more pressure first? Shorty: Red 🔴, obviously. Buyers still look nervous. 🧐 Bully: Green🟢! One strong open and everyone calls it a bear trap again. 😄

The United States has said it shot down a pair of Iranian drones threatening the Strait of Hormuz, per AFP

$NFLX is a great reminder that the best companies adapt. First it was DVDs. Then streaming. Then original content. Now ads, live events, pricing power, and free cash flow. The business changed, but the core skill stayed the same: Win attention.