Geekchan

[Roman Chernin @romanchernin]

Boring routine

https://t.co/5dszYc9DVS

[Nebulizer @SMASIMHO]

FinX this is the one time I’ll be shameless and ask for your help.

I NEED to get this Investor Relations job at $NBIS. I was literally birthed for this.

Who else would you rather have evangelizing to sell-side?

Like, comment, retweet 🙏🏻

@nebiusai @nebiustf @romanchernin

[Geekchan @CryptoGreco]

@daniel_koss So I guess my ~95% @nebiusai Allocation will be the best bet of my life!

[Nebius All In @NebiusAllin]

How you going to give users the best experience, without the best interference company on the market $NBIS

@elonmusk

[Geekchan @CryptoGreco]

@sqsehrish 1050

[Geekchan @CryptoGreco]

@romanchernin @ItzSuds @nebiusai NBIS is the way forward.

[Nebius All In @NebiusAllin]

Sitting in the local. Reflecting on $NBIS

It’s all to obvious I have over 6500 shares with over 1.2m ish invested (approx). My goal is 2 trillion dollar company. 35-40m in the bank.

The weird thing is I think it’s possible in next 6-8 years.

[Nebulizer @SMASIMHO]

BofA forecasting $NBIS Q4 '28 Revenue @ $27bn

BNP Paribas forecasting Q4 '27 ARR @ $22bn

I've already given my thoughts on how BNP's estimate is hyperconservative.

If $NBIS enters Fiscal '28 at $22bn run rate, full-year revenue will be far higher than $27bn.

Plain 'n Simple.

[Autopilot @joinautopilot]

Breaking: Daniel Koss has the best portfolio on Autopilot this year 🎉

• His portfolio is up 154% YTD, beating the S&P by 11x
• $10,000,000+ invested alongside him
• Nebius $NBIS is the top holding, ~30% of the portfolio

Follow alongside @daniel_koss on Autopilot

[Roman Chernin @romanchernin]

And on a serious note

In the golden rush times, we can underappreciate the effort of building the platform. @nebiusai stands on the shoulders of the hundreds of people who come every morning to work and improve, improve, improve. It’s less visible than winning a large customer, launching a large data center, or raising another few billion. But this is the work that compounds and makes a difference.

I truly believe that our strength (which is the flip side of weakness, as usual:)) is our underdog mentality. This “boy from the province in the large city” feeling. Nothing is given, and we need to prove ourselves every day. I hope we keep it.

We are hiring.

[Roman Chernin @romanchernin]

Ok.

[Nebulizer @SMASIMHO]

Anyone else just realize what a ridiculously fitting name $NBIS CCO Tom <Blackwell> has?

His name literally matches the chips he sells.

How are you not bullish? 😂

[Nate Endicott @EndicottInvests]

$NBIS: Avride expected to begin DRIVERLESS operations with autonomous vehicles starting in the first half of 2027 🔥🔥

Avride might be worth MUCH more than most think here in the near future..

$NBIS owns a majority stake. ~83%.

[Nikesh Arora @nikesharora]

@JonahLupton That's a neoscaler :)

[SandemanStocks @Sandeman52]

So why is $NBIS up after hours?

During $NVDA conference call, Jensen name dropped them a few times. Here’s the break down on what he said and what it means.

Spoiler: very bullish

[Yiannis Zourmpanos @yianisz]

$NBIS asked for $4.5B. Institutions took $5.75B, exercising the full upsizing option.

Even better, $3.45B of the 2030 notes costs just 0.50%. The capital goes directly into GPUs, data centers and expansion.

Bears see dilution. I see Nebius accessing billions of CHEAP institutional capital to accelerate capacity.

The AI infra financing machine is working.

[Jonathan Goodman 🇨🇦 @itscoachgoodman]

$1.6 million dollars in Bitcoin was drained from my account on July 29th in the Cold Card wallet hack.

My Bitcoin was in cold storage. My keys were on a ColdCard device kept in a safety deposit box that had never been connected to the internet.

This part's nerdy, but here's what happened:

Hackers discovered a vulnerability in the part of the hardware wallet code used to create seed phrases.

This allowed them to use AI to brute force guessing seed phrases.

I was at our cottage and heard about the hack today.

"No way this affects me." I thought.

I logged into Wasabi––software that lets me view my bitcoin wallets online.

Right away I saw lines of red transaction–withdrawals–and I knew.

From 9:36pm - 9:43pm on July 29th, every wallet I had had been emptied.

18.25245043 btc gone. That's just over $1.6 million dollars CAD.

Perhaps the hardest part about this is that I did everything right.

I never shared my seed phrase with anybody. My devices never touched the internet. Everything was kept in multiple safes and safety deposit boxes.

None of it mattered. All because the hardware that created the seed phrase originally had one line in their code from 2021 that had a vulnerability.

I'm filing a police report and a report with the Ontario Securities Commission. But I don't expect to recoup anything.

A part of me is trying to make sense of what just happened. Or try to figure out a lesson in it. I'm struggling. $1.6 million is a staggering amount of money to have stolen.

I guess all that I can think about right now is that I'm so damn happy that I'm an entrepreneur and that my earning potential is under my control. Mark my damn words. I'll recover.

[Babyfolio @babyfolio]

Doubters, you there??
$NBIS up 30%+

[Jensen Huang @JensenHuang]

Attackers have frontier AI. Defenders need a frontier AI ecosystem—the best open and closed models, force-multiplied by a global community.

During the Hugging Face incident, closed AI blocked essential forensics. An open-weight frontier model helped contain the intrusion.

That’s why we created the Open Secure AI Alliance.

[Nebius @nebiusai]

Openness keeps AI competitive, adaptable, and available to everyone. That's why Nebius has joined @NVIDIA and 70+ companies in signing the open letter supporting open-weight AI models.
A thriving AI economy depends on choice, sound economics, and the freedom to deploy models wherever they're needed: https://t.co/AhMrs5mDXx