mike becker

@TradeIdeas @nebiusai Why 5 for 1 split???

IMHO - .@nebiusai will shortly be announcing NEW MEGA DEALS 1) AWS 2) Tesla - both of these companies typically do everything in house but right now AI is moving SO FAST that it does not make sense to NOT use the $NBIS technology which is the best HYPER SCALING TECH in the market - IMHO going to $420 and then 5 for 1 split.....I have said this before

TD SYNNEX expands its partnership with $NBIS by reserving over 1,000 NVIDIA HGX™ B300 clusters on Nebius AI Cloud. 🔥 This is the first time a global IT distributor has reserved infrastructure from an AI-native cloud provider. "There’s literally no capacity available right now." — Senior VP of Cloud, Security and AI at TD Synnex

@mvcinvesting @Fickifacki123 This company doesn’t sleep!

@wallstengine Every company wished they had NVDA helping them get off the ground, and supporting their ecosystem.

$NVDA CEO Jensen Huang: If we didn't support CoreWeave to exist, these neo clouds, these AI clouds wouldn't exist. If we didn't help CoreWeave exist, they would not exist. If we didn't support Nscale, they wouldn't be where they are today. If we didn't support Nebius, they wouldn't be where they are today. Now they're doing fantastically. Is that a business model? No. We should do as much as needed, as little as possible. And so we invest in our ecosystem because I want our ecosystem to thrive. We don't pick winners. We need to support everyone. It's part of our joy of doing so. It's imperative to our business. But we also go out of our way not to pick winners. So when I invest in one of them, I invest in all of them.

@EndicottInvests $300

What happens if $NBIS increases ARR from 7-9B to 8-10B And then what if they increase it to 9-11B

@sovereignsense No dart boards! No growth is linear, Eric himself expects the revenue to be 1.5. Billion in 2 years. I heard the same frustration from nbis investors the last 6 months. I expect the same movie to play out with Onds. Time will tell tell…

Here's why I believe $AREC to be one of the best, if not, the best trade for the next 6-12 months, mostly based on technical analysis and some fundamental analysis:

@YoYInvestor doubled down Monday! lets goooo

$HUBC Who else bought under $0.09 on Monday?

@YodaStockInvest Eose

What stock will you NEVER touch again, no matter how cheap it gets?

@MB_Hogan Always smart money buying when retail sells!

$NBIS UPDATE: Is RETAIL SELLING into big 43% weekly stock rise? If so who is buying to keep the stock soaring? Institutions? Algorithms triggered by the Goldman Sachs and BofA raises?

@YoYInvestor Looks like we found the bottom!

$HUBC Am I seeing this volume correctly?

@MB_Hogan If they hit 7-9 Billion in ARR this year, the stock will be $200-$300. No reason to do it now unless they see delays which would affect their forecast. $nbis

$NBIS Question : should management take the opportunity of ATH stock in the $150’s to dilute via the $2B ATM?

Baseball and Steve Perry is an elite combo 🤣

@FiveYearFlat Agree 💯 Market finally realizing the full value here.

@MikeBecker24 Calling it a basic neocloud is definitely underestimating the ecosystem. The sum of the parts here is starting to look much bigger than the current market cap.

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%

@BMSInvests It’s really hard to question Eric’s team when you see the value they have created by these acquisitions. The most impressive part is the low multiples they are able to buy these companies for. This feels more like a private equity investment which I really like!

I’ve been asked a fair bit for my opinion on the proposed increase of authorised shares from 800M to 1.2B, so here’s my honest, neutral take from someone who is essentially full port $ONDS: • Of the current 800M authorised share count, 481.9M are outstanding, 196.3M are reserved for warrants and 56M are reserved for RSU’s - leaving 63.7M shares that are actually “free”. • $ONDS wants to also add 20M shares to the 2021 Stock Incentive Plan (from 61M to 81M), so that would leave 43.7M shares available for issuance. • 43.7M shares isn’t enough to execute their Strategic + Growth plan, as we’ve seen them use shares as equity for M&A - and management have been clear that this is the path they want to take. • Now, the raise of authorised shares to 1.2B is a little 🤏 crazy. For context, at EOY 2024, total authorised shares were 300M, so approving this would be a 900M increase, or 4x, in 16 months. • If you bought 1 share at the end of 2024, and all of the proposed 1.2B authorised shares are eventually issued, then you would be diluted down to just ~7.76% of your original ownership. • For me, I knew what I was investing in. Capital doesn’t just appear for hyper growth companies like $ONDS, these increases are needed to fuel growth. • Is dilution the end of the world? No. Eric has proved that past dilution has been accretive and shareholder value has increased substantially in the last 12 months. It’s not a cash grab. • That being said, I do think that it will add more pressure and play right into the bear thesis of this being a dilution machine unfortunately. • There will be massive consolidation in the years to come in the industry, and $ONDS wants to be one of the market leaders left standing. But when is enough, enough? • I don’t believe there’s an integration risk right now, but just how much are they going to acquire? How much do they really need to be “successful” in their eyes? Will we have to approve to 1.6B next year? 2B the year after? • $ONDS market cap target is $15-20B, how much of that will be stock price growth? Or will most of it just be by adding more shares? Even if it ends up being a great idea AND they execute, it adds a lot of uncertainty. • Again, neutrally, just because the ceiling is being raised, it doesn’t mean they’ll be issued. It’s for flexibility and equity when and if they need it. • Some of the comments I’ve seen aimed at Eric are ridiculous. He has earned the benefit of the doubt and more with what he’s done for $ONDS and shareholders. • Overall, I still trust management and $ONDS, but this will delay growth or add pressure on the stock price in the short-mid term IMO. I don’t claim to be an expert, so I’d be interested to hear your thoughts.

@itschrisray @ul_TrYBest10 Yet retail investors are crying about dillution.

@ul_TrYBest10 Dude, $ONDS bought INDO Earth for $60M (a mix of cash and shares). Today, INDO Earth just received $68M. That’s called an accretive acquisition. Shareholders are ALREADY getting more value out of this acquisition than what the dilution could have eroded.

$ONDS The bear case is actually based on the logic your most trusted management has given you themselves: they will keep using share dilution to fund acquisitions, and shareholders’ ownership will keep getting diluted. No matter how large the orders are, the gains will still be diluted away. As long as they do not stop diluting, the stock price will never go up.

Goldman Sachs raised its Price Target on $NBIS from $160 to $205 and keeps a Buy rating.

@EndicottInvests Not sure anyone realized how quick they would be scaling, with this precision.

Another reason I love $NBIS is the international footprint. 16 sites across 7 Countries is the guide this year. I bet we see an Asia DC in 2027 as well

Major cheat code for life: Learn to delay your reaction. Anger, fear, and impulse will try to make you move fast. There's power in pausing. In the pause, you see clearly, you respond wisely, and you avoid decisions you’ll regret. Slow down to speed up.