Alberto Flores

💛

[Shay Boloor @StockSavvyShay]

$MU ABSOLUTELY CRUSHED THEIR EARNINGS

• Revenue $41.5B vs Est. $35.5B
• EPS $25.11 vs Est. $20.39
• Net Income $33.7B vs Est. $23.9B
• Gross Margin 85% vs Est. 82%

Q4 Guide
• Revenue $50B vs Est. $43B
• EPS $31.00 vs Est. $25.07
• Gross Margin 85% vs Est. 84%

[Shay Boloor @StockSavvyShay]

$NBIS JUST HIT A NEW ALL-TIME HIGH

[DAZN España @DAZN_ES]

Si te has quedado despierto, has visto historia

Si te acabas de levantar, vas a ver historia

🔟 🇦🇷 LEO MESSI #DAZNMundial #FIFAWorldCup

[Mark Minervini @markminervini]

Great message. Be patient and give yourself time to grow and develop. The opportunity in the stock market is well worth the investment. But the first and best investment you need to make, is an investment in yourself.

[Shay Boloor @StockSavvyShay]

$NBIS JUST CROSSED $250 FOR THE FIRST TIME EVER

[Wall St Engine @wallstengine]

Leopold Aschenbrenner's Situational Awareness LP disclosed beneficial ownership of 12.41M Class A shares of Nebius $NBIS, representing a 5.6% stake.

[Shay Boloor @StockSavvyShay]

$NBIS is up another 10% today and crossed $225 for the first time ever 🤯

[Nebius @nebiusai]

Today, we announced our Q1 2026 financial results. Here are the highlights:

- ARR grew 674% year-over-year; full-year guidance has been updated to ARR of $7-$9 billion and revenue of $3.0-3.4 billion.
- Adjusted EBITDA margin in our AI cloud business nearly doubled quarter-on-quarter to 45%.
- Contracted capacity now exceeds 3.5 GW, surpassing our 3 GW target; we now expect to have more than 4 GW of contracted capacity by the end of 2026.

We also announced today that we have secured up to 1.2 GW of power and land for a new owned AI factory in Pennsylvania, bringing our total number of sites exceeding 100 MW to seven.

Read more in our press release: https://t.co/GJkNTg8RGG

[Shay Boloor @StockSavvyShay]

$NBIS BROKE ABOVE $200 FOR THE FIRST TIME IN HISTORY

[Shay Boloor @StockSavvyShay]

$NBIS ABSOLUTELY DESTROYED THEIR EARNINGS

• Revenue $399M vs. Est. $389M
• EBITDA $130M vs. Est. $91M
• ARR $1.92B vs. Est. $1.81B
• AI Cloud Revenue: $390M (+841% YoY)

2026 Guidance
• ARR $8.0B vs. Est. $7.2B
• Contracted Capacity: 3.5GW

[Shay Boloor @StockSavvyShay]

$PLTR ABSOLUTELY DESTROYED THEIR EARNINGS

• Revenue $1.63B vs Est. $1.54B
• EPS $0.33 vs Est. $0.24
• US Commercial: $595M (+130% YoY)

FY26 Guidance
• Revenue $7.64B vs Est. $7.28B (+71% YoY)

[Daniel Koss @daniel_koss]

Life of a $NBIS investor: scroll X and randomly learn

1. Microsoft pays them 40% upfront
2. They delivered the second tranche in time, in February
3. OpenAI now uses ClickHouse

Just a normal weekend of winning, I guess.

[Mark Minervini @markminervini]

I sent this to my 18-year old daughter this morning.
Your words become your thoughts
Your thoughts become your actions
Your actions become your habits
Your habits become your values
Your values become your life and your destiny

[Anthony Pompliano 🌪 @APompliano]

The team at $OPEN appear to be executing at lightning speed.

Few teams have that type of velocity.

[Shay Boloor @StockSavvyShay]

$NBIS agreed to acquire Eigen AI for ~$643M strengthening Nebius Token Factory as a frontier inference platform.

Eigen helps maximize tokens generated per $NVDA chip giving Nebius better performance, lower customer costs and deeper optimization across open-source models.

[TrendSpider @TrendSpider]

Gravity optional $NBIS

[Shay Boloor @StockSavvyShay]

$NBIS JUST CLOSED AT AN ALL-TIME HIGH

[Mark Minervini @markminervini]

The market has been discounting higher oil prices and geopolitical uncertainty. Sentiment is finally turning more bearish, which from a contrary standpoint is a step in the right direction. However, in the short term, volatility is likely to remain elevated as bullish sentiment unwinds and bearish sentiment approaches an extreme.
As noted, this is likely a cyclical correction within a broader secular bull market. Patience and vigilance will be key to identifying the next leaders in the coming advance.
Oil will ultimately present a compelling opportunity on the short side, and equities will eventually find a bottom. That said, I don’t play guessing games or try to catch falling knives. One of the most difficult lessons for traders to internalize is that the right price is not necessarily the lowest price.
In the near term, remain defensive. Keep exposure tight and highly selective. Focus only on the highest-quality setups and demand confirmation with meaningful follow-through before committing additional capital or increasing exposure to aggressive levels. The market is offering very little margin for error—discipline and patience are essential.
https://t.co/JXzFFTnkiV

[Mark Minervini @markminervini]

Oil just saw one of its biggest surges in 45+ years—driven by geopolitical shock, NOT structural change. Higher prices risk fueling inflation and weighing on GDP mildly. Not likely to fuel a SECULAR bear market in stocks, but with sentiment still elevated, a cyclical reset may be needed before the next sustainable move to the upside. It doesn't have to take months to unfold. Seasonal/cycle headwinds aren't expected until May through October.

[Shay Boloor @StockSavvyShay]

For the first time in U.S. history, spending on data center construction has surpassed office buildings.

In December alone the U.S. spent ~$3.6B on data centers vs ~$3.5B on offices as hyperscalers like $META, $AMZN, $GOOGL and $MSFT race to build AI infrastructure.