Ƈℓє๓єŋｲ 🦇

🃏🃏🃏🃏🃏

[Ƈℓє๓єŋｲ 🦇 @CrampteB]

@alluceli

[Dealabs.com @Dealabs]

🔥🔥🔥
L'OFFRE EST DE RETOUR 🐀
Google Gemini est gratuit pour les étudiants pendant 12 mois avec 400Go d'espace de stockage 👇
➡️ https://t.co/0xd0BA8qSb ⬅️

[Ƈℓє๓єŋｲ 🦇 @CrampteB]

@wallstengine À quoi bon mettre son argent sur un ETF avec cette entreprise franchement

[Ƈℓє๓єŋｲ 🦇 @CrampteB]

@LongBullz 😂😂😂 heureusement que j’ai pas vendu, t’écoutes Twitter l’entreprise va couler tous les jours 😂😂 rentrez chez vous bande de fdp

[Ƈℓє๓єŋｲ 🦇 @CrampteB]

@ActuFoot_ 😂😂😂 c’est la photo qui me rend le plus heureux au monde

[Actu Foot @ActuFoot_]

🚨🚨 L'ARGENTINE 🇦🇷 EST LA PREMIÈRE ÉQUIPE DE L'HISTOIRE À AVOIR FAIT 0 TIR EN 90 MINUTES LORS D’UNE FINALE DE COUPE DU MONDE !!! 🥶

[Toni Kroos @ToniKroos]

Football won

[Ƈℓє๓єŋｲ 🦇 @CrampteB]

@metabolic_33 Mais gars t’as vraiment regarder le match ? sérieusement ?

[Ƈℓє๓єŋｲ 🦇 @CrampteB]

Alors là si tu me dis que le match est pas corrompu

[Ƈℓє๓єŋｲ 🦇 @CrampteB]

@0xVelt Parce qu’ils sont français au hasard

[Ƈℓє๓єŋｲ 🦇 @CrampteB]

@Asgirninoh98 @CelesteSenadora PTDRRRR J’avais même pas fait le rapprochement

[La Twitchance @LaTwitchance]

😻 UNE APPLICATION PERMET DE COLLECTIONNER LES CHATS DE RUE COMME DES POKÉMON

Il suffit de photographier un chat croisé dans la rue pour l’ajouter à sa collection avec son niveau, sa rareté et ses statistiques 😭📸🐱

Le plus fou ? L’application vérifie qu’il s’agit d’un vrai chat en face de vous, rendant toute triche impossible. 👀🎮🔥

[Ƈℓє๓єŋｲ 🦇 @CrampteB]

@MrBeast Les rêves c’est la nuit.

[Polymarket Money @PolymarketMoney]

BREAKING NEWS: $NBIS, $RKLB, $CRWV and $ALAB are joining the Nasdaq 100.

[Canva @canva]

PSA 📣 You can now turn your ChatGPT-generated images into fully editable Canva designs with Magic Layers, without ever leaving the chat.

[Top Tech AI Stocks 🤖 🔥 📈 @TopTechStocksUS]

$NBIS Weekly Recap & why Friday got ugly.
The setup: a monster start to the week
Monday opened with Nebius ripping to a fresh all-time high, closing +14.46%

Two catalysts drove it:
1️⃣ The Q1 blowout. Revenue came in at $399 million, up 684% year over year, with the company swinging to a profit, a genuine step-change from a prior loss-making story.
2️⃣ A heavyweight vote of confidence. Leopold Aschenbrenner's hedge fund Situational Awareness disclosed a 5.6% stake of roughly 12.41 million shares, worth about $2.6B. This is the ex-OpenAI researcher whose fund has scaled to $13.7 billion in AUM from $225 million in under two years.

On top of that, management raised 2026 capex guidance to $20–25 billion and is targeting $7–9 billion in annualized revenue by year-end, and Jensen Huang gave a public shout-out in Taipei: "We worked with Nebius, and they are growing incredibly fast."

The confidence of having the CEO of $NVDA being so positive about $NBIS speaks volumes as to the added value he sees to form such a close partnership to introduce the latest NVDA product innovations that create a perfect synergy to the AI Infra strategy, team execution & vision for the future of Agentic AI & Physical AI.

By Tuesday the stock printed a 52-week high near $278.84, but momentum was already flashing overbought (RSI ~72) and BNP Paribas initiated coverage at Neutral.

Friday's sell-off: what actually happened
$NBIS dropped double digits Friday (down ~14–15% intraday, closing in $227.81 (-12.27%).

It wasn't one thing, it was a stack:
🔹 A hot jobs report. The economy added 172,000 jobs in May vs. the 85,000 economists expected — a big upside surprise.

🔹 Markets read it as hawkish. The 2-year Treasury yield jumped ~10 bps to 4.14%, and per CME FedWatch, odds of at least one rate hike by the December 9 meeting climbed to roughly 58% — the first meeting under new Fed Chair Kevin Warsh. Higher-for-longer rates hit high-multiple growth names hardest.

🔹 A crowded, overheated trade. After a 30%+ weekly run, with 21.1% of the float sold short, this was as much profit-taking and a sector-wide AI-infrastructure cooldown as it was company-specific news.

Friday was a macro-driven, momentum-unwind reset — not a crack in the Nebius business story. Nothing in the actual fundamentals changed between Monday's high and Friday's close.

Why the future still looks bright 🟢

Zoom out and the thesis is intact: 684% revenue growth, a swing to profitability, sold-out AI capacity with demand booked into 2027, a $19B MSFT deal, $27B Meta deal, a $2B Nvidia strategic investment, and one of the sharpest AI investors on the planet buying 5.6% of the company. Even after the pullback, $NBIS is up +153% YTD in 2026, with Street targets ranging up to $287-$380.

On top of that yesterday SpaceX booked a $30B deal with Google, Meta is raising money for AI Infra and the build up continues for at least a few more years, no one is stopping.

Volatility is the price of admission for owning a hyper-growth AI infrastructure leader. The story is still being written and the long-term trajectory points up. 📈

Take advantage if you believe in $NBIS and dont complain for having dips, wave 4 could take us to $200 but after that wave 5 could push the stock to $404.

[Ƈℓє๓єŋｲ 🦇 @CrampteB]

@itschrisray How do you know that ?

[Ƈℓє๓єŋｲ 🦇 @CrampteB]

@boursiton Vusion a 240 j’en rêve

[Ƈℓє๓єŋｲ 🦇 @CrampteB]

@nebiusai Nebius a 600$ d’ici la fin d’année