H Invest

Nebius Reveals $2 Billion UK Expansion (Investors Should Pay Attention) youtube.com/watch?v=Ty1eEv…

@KrisPatel99 That's exactly what Nebius is doing for it's customers now. Definitely some hidden upside potential there that not many are thinking about. Their case study revolut is a good example nebius.com/customer-stori…

$AAPL This is probably the right way to think about the current market but I think the key will be to tailor calls based on COST and PRIVACY needs. If Im using an LLM to analyze personal proprietary date, I wouldn't use a Chinese LLM but If im merely asking for a summary of publicly available information and getting similar outputs to a much high cost model, I probably wouldn't mind a chinese LLM. The bigger focus I think should be on local models. For anyone thats in a field with the highest privacy requirements, I wouldn't feel comfortable with any LLM. Id want something thats local to me. This is where I think Apple could be a winner.

@robcapSE @FunOfInvesting @EndicottInvests Appreciate it!

My top 3 YouTubers for $NBIS investors: @FunOfInvesting (FunOfInvesting) Creates weekly summaries by breaking down key X posts, news, and industry developments into an easy, time-saving overview for retail investors. A very bullish long-term investor. @EndicottInvests (EndicottInvests) Posts weekly updates on news and own thoughts. Has recently started doing deep dives into Nebius subsidiaries. An extremely bullish long-term shareholder. @HowardInvests (HInvests) Similar approach to Endicott, with regular updates on weekly news and thesis-driven analysis. Also a very bullish long-term shareholder. Let me know if there are any other creators covering $NBIS that I should follow.

@PIZARRO_MOMODU I don't no

@HowardInvests Do you have a private discord?

It seems inevitable that in the future simple AI tasks will be done on device, whilst cloud will still be used for more complex tasks. Digging into edge compute stocks $QCOM is the name that keeps coming up. Who's invested?

Why NVIDIA and world leaders are talking about Nebius $NBIS youtube.com/watch?v=GfzzJH…

@KrisPatel99 Very heavy marketing spend to acquire new customers for Base44 and we don't yet know churn rate. I am in investor but that's my main concern, will users be as sticky as their website builder product.

$WIX What is the bear case on $WIX other than "Claude build me a website, Make no mistakes"

@Godsgrowth11 Yeah seems to be the Nvidia/Microsoft news. Time will tell if it's an overreaction or if they're really a threat to Qualcomm's business

@HowardInvests It’s taking a beating this morning. How low does she go?

@JacobKeeton20 @ashleevance That book was so useful for helping me build conviction in Rocket Lab 🙌🏻

$RKLB With all these gains it's important to remember the people that helped along the way. I can think of no one more deserving than @ashleevance author of 'When the heavens went on sale' and producer of the accompanying HBO doc 'Wild Wild Space' Last year he started the best damn tech reporting media company around @corememory and they just got merch so go buy something to show some thanks 🫡 @kyliebytes corememorymedia.com

AI super investor reveals his next big move (massive $NBIS position) youtube.com/watch?v=rjnZDg…

Is this $GRAB stock’s next major catalyst? (Superbank deal explained) youtube.com/watch?v=u-30Nr…

@MkparuOgo Glad it’s helpful, thanks for watching.

@HowardInvests Found u. U need to stick ur handle on youtube. Really gaining a lot from your work thank you 🙏🏿

The new $90 million contract shows the genius of Rocket Lab’s vertically integrated strategy $RKLB youtube.com/watch?v=SbLPcK…

Rocket Lab raises $3 BILLION… Something BIG is coming $RKLB youtu.be/Fa3kTkqFw-Q

Nebius is quietly planning to dominate physical AI & robotics... here's how $NBIS youtube.com/watch?v=y6Pf4c…

Are space data centers the next AI gold rush? I took a deep dive into the @Starcloud_ White Paper and opportunity could be huge youtube.com/watch?v=ZJRl2X…

Rocket Lab’s Potential $700 Million Mars Contract is Getting Closer $RKLB youtube.com/watch?v=qwmCte…

@Space2Terra @RocketLab Appreciate the kind words!

H Invest (@HowardInvests) is seriously putting out some of the best $RKLB content right now. He consistently breaks down @RocketLab’s business, upcoming catalysts, and hot topics in a clear and honest way. Really high quality stuff. If you’re a Rocket Lab shareholder (or just interested in the company), do yourself a favor and give him a follow. His latest video is worth watching: youtube.com/watch?v=qwmCte… #RKLB #RocketLab

I'm going to take the time to finally do some proper research on $KTOS - what are the bull/bear arguments I should be aware of?

@mottbox_ 🙌

$RKLB Rocket Lab x Anduril 👇 Great content creator here; Recommended follow.