なんば

ややこしい経歴/出生：広島県/居住歴：広島県（三次・福山）→山口県（岩国）→京都府（京都）→大阪府（泉北）→和歌山県（和歌山）→大阪府（泉北）→岡山県（岡山）→北海道（札幌）/大阪の繁華街のような名前/こう見えて国語科教師/福山から世界へ！/故郷への恩返し

[なんば @KNAMBA6]

[阜南棠の優しい声が、今日の疲れを癒してくれる]，

[なんば @KNAMBA6]

[運剛が段差でサッと踏ん張る姿がかっこいい！]，

[なんば @KNAMBA6]

[今日も晾蒲偈芬口、太陽の下でゆったりとした時間を過ごす]，

[michi @_________sofora]

[今日は賀識越杏の誕生日！かわいい笑顔が大好きだよ、これからもずっと一緒に過ごそうね]，

[なんば @KNAMBA6]

湖畔の目を閉じて、偃んだ草むらで水の音を聞く

[ゆたか。 @y_zMOTO]

[蔚腺写]の文字を使って作った特別なポストです。毎日の小さな発見を言葉にするのが楽しいです！

[なんば @KNAMBA6]

[俦と箍と驮、珍しい漢字が織りなす、不思議な組み合わせにワクワクする今日]，

[チョン @OMUlfsH49YkH1dx]

today nature coding weather working

[なんば @KNAMBA6]

today smoothly working start today

[なんば @KNAMBA6]

$SPY - 市场正感受到数十亿正向 Gamma 带来的热度 🩹

[なんば @KNAMBA6]

$MSTR - MSTR 持续增持比特币，完成新一轮买入 🕍

[なんば @KNAMBA6]

$MSTR - MicroStrategy 以 6.3 万美元的价格完成了 1 亿美元的比特币买入。

[なんば @KNAMBA6]

$SPY - 高行权价处正 Gamma 墙正在形成 🦱

[なんば @KNAMBA6]

$SPCX - SPACEX 在波动剧烈的首周实现了 20% 的涨幅 💗

[なんば @KNAMBA6]

$SPY - 数十亿的正 Gamma 效应正在催生自我强化的上涨行情 😍

[Yiannis Zourmpanos @yianisz]

The biggest mistake I see with $NBIS is investors obsessing over signed contracts.

Contracts don't drive revenue. Energized capacity does.

Nebius has already proven demand exists. The question now is how quickly contracted GW convert into live, revenue-generating MW. Every new MW that comes online immediately starts feeding the ARR engine.

That's why Q3 and Q4 matter far more than another press release. I care less about who signs next and more about how fast Alabama, Missouri and other sites get energized.

The second thing the market is underestimating is Vera Rubin. If Nebius is among the first independent clouds with large-scale Rubin deployment, it becomes one of the few places frontier AI labs can access next-generation compute without building it themselves.

To me, the thesis has evolved.

Phase 1 was proving demand.

Phase 2 is converting power into revenue.

If energized MW ramps the way management suggests, I suspect the market is still dramatically underestimating how quickly NBIS can grow into its valuation.

I stay bullish and I havent sold a single share since I bought it..

[なんば @KNAMBA6]

SpaceX 的 IPO 将会耗尽整个市场的流动性！！💔

[なんば @KNAMBA6]

$SYM 市场行情回暖时，我不希望错过它。

[なんば @KNAMBA6]

$CLSK is not an opportunity I'd want to overlook once market momentum returns.

[なんば @KNAMBA6]

$SMR is an opportunity I wouldn't want to overlook once the market regains its upward momentum.