The Compound Life | CPA

📈 Investing, real trades & portfolio moves | +52% YTD
Physicist → Finance Professional
CPA • CMA • MS Physics

[The Compound Life | CPA @CompoundLifeCPA]

⚠️ IMPORTANT $NBIS investors:

There’s a lot of tactical thinking around Nebius. Everyone talks about GPU capacity, data centers, quarterly revenue, capex... but I think it’s missing the MUCH bigger and VERY BULLISH picture.

The strongest part of my $NBIS investment thesis is the TEAM behind it. Led by Arkady Volozh, they already built Yandex, one of the most impressive tech ecosystems outside the US in Search, Cloud, E-commerce, Ride-sharing, AI, Autonomous driving and Delivery businesses. And they did it primarily from Russia with a much smaller addressable market and a significant geopolitical/valuation discount.

Now imagine Yandex had been built in the US/EU from day one, with access to Western capital, global customers and Western tech valuations.

Would that ecosystem be worth $400B today? $500B? Could it eventually have approached $1T or more? ....We’ll never know.

But that’s exactly what makes $NBIS so interesting to me.

Arkady Volozh and his team (along 1000+ world-class engineers they brought from Yandex) effectively get another shot - this time in the middle of possibly the largest infrastructure buildout of our generation: AI.

Nebius AI Cloud drives the thesis today, but look at the ecosystem already developing around it:

☑ Full-stack AI cloud
☑ Avride - autonomous driving & delivery robots
☑ Toloka - AI training & evaluation
☑ ClickHouse stake - data infrastructure
☑ TripleTen - tech/AI educationwhat has tags to add

So when I invest in $NBIS, I’m not just betting on AI infrastructure. I’m betting on PROVEN BUILDERS who have already shown they can create a MASSIVE technology ecosystem.

Over the next 5–10 years, I believe Nebius technology will be used by a huge number of major companies directly or indirectly. Valuation will increase exponentially during this time.

There aren't many recently public companies where retail investors can get exposure to this level of proven execution this early.

And I believe we’re still early 🚀

If you found this useful, please like, share, and comment with your thoughts.

#NBIS #Nebius #AI #ArtificialIntelligence #AIInfrastructure #CloudComputing #AICloud #GPUs #DataCenters #MachineLearning #AutonomousDriving #Robotics #TechInvesting

[The Compound Life | CPA @CompoundLifeCPA]

Many don't understand, but the strongest point of the $NBIS investment thesis is Nebius founder/CEO Arkady Volozh along his leadership team and 1000 engineers he brought from Yandex with him. There is literally no company was listed with the same level of leadership and achievements in years.

[The Compound Life | CPA @CompoundLifeCPA]

@kevinxu Rate hike is not happening.

[The Compound Life | CPA @CompoundLifeCPA]

@CreeCoder I'm strongly considering YT premium

[The Compound Life | CPA @CompoundLifeCPA]

What's not talked much here is Arkady Volozh and his leadership team, which is the strongest part of $NBIS investment thesis. Not many retail investors realize the scale of Yandex, which was founded by Volozh. He also brought ~1000 Yandex engineers with him. There is currently not a single company that went public in the last few years that has the same leadership background.

[The Compound Life | CPA @CompoundLifeCPA]

@wannabechamp You need to grasp the simple math behind it... e.g. compounding, could have lower win rate but still be profitable etc...

[The Compound Life | CPA @CompoundLifeCPA]

@aapakari Definitely more productive, but I do wonder what all this AI reliance will do to our cognitive abilities long term.

[The Compound Life | CPA @CompoundLifeCPA]

@ObjIFDividends I'm pretty sure even if we do a formal business case, it would have positive NPV 🤣

[The Compound Life | CPA @CompoundLifeCPA]

@DenizTheTrader I have Masters in Physics, but transitioned to Finance. One of my professors said: "if you can learn Physics you could essentiallu learn everything".. hope he is right and I can excel at trading. So far it's been a good run.

[The Compound Life | CPA @CompoundLifeCPA]

@benr1 @Gubloinvestor Kevin Xu

[The Compound Life | CPA @CompoundLifeCPA]

@BrandonWealth I'm sure you missed Tim Hortons too

[The Compound Life | CPA @CompoundLifeCPA]

@AKirtesh Unpopular opinion here, but I'd choose big company.

[The Compound Life | CPA @CompoundLifeCPA]

@Taniyatweets_ Building products would be more beneficial for your career than coding.

[The Compound Life | CPA @CompoundLifeCPA]

@Leooweb3 Rich is a subjective term based on age. But in my field (finance / corp) smart 26y/o can easily make 100k + bonus + matching 401k, HSA contributions and sometimes even stock options (definfently when grows in career)....
Creating a simple path to success.

[The Compound Life | CPA @CompoundLifeCPA]

@adhamuxi All tools are equally matter.

[The Compound Life | CPA @CompoundLifeCPA]

@solopribuilds I'm not a founder, but know a few. They don't switch off especially during initial and stabilization phases.

[The Compound Life | CPA @CompoundLifeCPA]

@HeyAliux They delegate A LOT to focus on strategic items, which could be posting on X if they see value in it.

[The Compound Life | CPA @CompoundLifeCPA]

@harisahmad59 Do you have statistics on numbers of followers added driven by 1000 replies?

[The Compound Life | CPA @CompoundLifeCPA]

@drp825_ Last time I went heavy was during COVID dive.