Ben

Serial tech investor🤖| Documenting my journey to generational wealth📈

[Ben @InvestingBen]

$NBIS and $PLTR now partners🤩📈

[Ben @InvestingBen]

Thank you $NBIS

[Ben @InvestingBen]

$CRWV just raised all guidance. What can we expect tomorrow for $NBIS 🤔

[Ben @InvestingBen]

Well put together by Daniel here. I like the logic.

$NBIS

[Daniel Koss @daniel_koss]

Has anyone connected the dots here?

Nvidia just partnered with Goldman Sachs and others to mobilize $500B+ to finance AI infrastructure.

And right before this, Goldman Sachs disclosed a 10.5% stake in $NBIS.

Interesting timing.

Clearly they think this will be great for Nebius.

Excited to potentially hear more about this in Nebius' earnings tomorrow.

[Ben @InvestingBen]

What could this mean from dataone ceo about vineland👀👀

$NBIS

[CAB @CABeyney]

@MB_Hogan @CKCapitalxx I can’t deny nor confirm 🤐🚀

[Alpha Owl @AlphaOwlTrading]

In what world is $NBIS not a buy here???

The last time it traded at $148 was April...

Since then:

→ Eigen AI acquisition
→ Clarifai research tech
→ Missouri gigawatt scale AI campus
→ Pennsylvania 1.2GW AI campus
→ Bloom Energy power partnership
→ Leopold Aschenbrenner major stake
→ £1.7 billion UK infrastructure expansion
→ NVIDIA Physical AI Living Lab
→ Nasdaq 100 inclusion
→ AI Cloud 3.6 and Echo launched
→ Reflection AI $1 billion deal
→ Asset light infrastructure model
→ $775 million secured debt financing
→ NVIDIA 9.3% ownership disclosed

The market is giving you a gift from god here!!

[Oliver | MMMT Wealth (CPA) @MMMTwealth]

Before anyone starts to lose faith in their holdings post earnings report sell offs...

Just realize $BE probably couldn't have produced a better ER if they tried.

And they're now down 7% from reporting.

The CEO even said "our engagement with customers suggests that the pace of investment will not just continue but accelerate."

This is one of the worst momentum sell offs and deleveraging events seen.

Hang tight and know what you own.

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Kimi.ai @Kimi_Moonshot]

Kimi K3 has received far more love than we expected, and our GPUs are feeling it.

Over the past 48 hours, demand has pushed close to the limits of our current capacity. To protect the experience of existing subscribers, we're temporarily pausing new subscriptions and prioritizing compute for current members. Existing subscribed users are not affected.

We're adding capacity as fast as we can and will reopen new subscription spots in batches.

Going forward, we'll also split membership into two more focused plans: Kimi Membership for Kimi Web, App, and Work; and Kimi Code Membership for coding workflows. This will help us match compute more precisely and keep the experience stable.

Thank you for your patience and understanding!

[Ben @InvestingBen]

$NBIS $775M debt financing without dilution and Microsoft tranche delivered on time‼️

I’m always so impressed by management. The team is always executing even whilst the stock is tumbling. Use this as an opportunity.

I’ve never been so confident in what I hold.

NFA

[M. V. Cunha @mvcinvesting]

JUST IN:

$NBIS raises $775M in its first secured debt financing.

The facility is backed by deployed GPU infrastructure and contracted cash flows from an agreement with an investment-grade customer.

It matures on October 31, 2030, and is priced at SOFR + 2.50%.

Together with the cash flows generated under the customer agreement, the financing covers more than 100% of the CapEx required to deploy the underlying GPU infrastructure.

A very important detail from the PR:

“Nebius recently delivered the latest planned capacity tranche to Microsoft and remains on track to deliver the remaining tranches in line with the contracted schedule.”

The transaction was significantly oversubscribed.

Non-dilutive financing arriving exactly as expected, and on attractive terms. 👌🏻

[Ben @InvestingBen]

High beta stocks are dumping, everyone’s panic selling it’s all over.

As we know, we’ve all taken a fat L recently. If you’re bag holding don’t let this get to you. Being fully transparent I am now currently a bagholder of $NBIS in this current market cycle. It happens, we just have to know the company we’re holding and just hold lol. The next move up will bring us to new highs.

New opportunities into great companies are being created as the market progressively oversells so now is definitely not a time where I would like to hold much cash.

NFA

[Serenity @aleabitoreddit]

Hesai Technology, a Chinese lidar maker faces US national scrutiny over its expanded partnership with $NVDA and lidar sensors.

For $OUST, $AEVA, and Western lidar bros, this is generally positive if competitors get regulated out.

Since there were warnings that:

Sensors could be disabled or exploited remotely, given Hesai firmware update disabled lidar units on February 29 (as evidence).

By second order effect, this is also bullish for upstream laser suppliers too like $LITE and $SIVE that are used in western lidar players.

[Ben @InvestingBen]

Me on this dip🤣🤣

[Ben @InvestingBen]

@dillonbromfield Precisely you already know it

[Ben @InvestingBen]

My portfolio is now 80% $NBIS and I’m happy to go all in if I have to.

Thank you for the discount market. We buy when others are fearful.

I’m confident that this decision will pay off in a few weeks.

[Ben @InvestingBen]

@ThematicTrader Unnecessary sell off for $NBIS

[Ben @InvestingBen]

Let’s take a moment to appreciate the relative strength of $NBIS compared to others.