LynnNMG

I appreciate each and every one of my Twitter connections!

[Citrini @citrini]

The most recent genuinely vicious counter trend rally I recall was March 2022, SPX broke the YTD downtrend that had formed, reclaimed the 200 day moving average and then kept going for another week. Genuinely seemed like we had torn down the rate hike wall of worry.

[M. V. Cunha @mvcinvesting]

More news from $NBIS!

$NBIS announced the Enterprise Readiness Initiative, a hands-on acceleration program to help AI-native startups scale their products to win enterprise customers in collaboration with NVIDIA. 👀

Launched in partnership with Insight Partners, Accel, and Fellows Fund, the program pairs engineering teams from VC portfolio companies with Nebius engineers, as well as expertise from NVIDIA, to get their products running reliably and securely at enterprise scale.

For most AI-native companies, enterprise adoption hinges on demonstrating products that meet enterprise expectations for performance, security and compliance. They also have to ensure their products can be delivered at scale, with sustainable unit economics. This joint program helps teams prove both before entering enterprise sales cycles.

Over an intensive engagement of up to six weeks, teams optimize inference performance and economics using Nebius Token Factory accelerated by NVIDIA inference platform. Compliant, managed, purpose-built AI infrastructure that they don’t have to build or source themselves.

“We’re now in an era of new ISVs and AI-native product companies growing at the speed of light. Most of them critically need hands-on support and infrastructure expertise at the scaling stage to build sustainable, economical growth and win in the enterprise market. That’s what this program delivers, working directly with NVIDIA and Nebius engineers on your actual workloads, not hypotheticals.”

- Roman Chernin, co-founder and Chief Business Officer at $NBIS

[Nebius @nebiusai]

“Nebius will take care of you,” — Jensen Huang, @NVIDIA’s Founder and CEO, in conversation with our CRO Marc Boroditsky at the Nebius booth here at #NVIDIAGTC.

We will.

[Roman Chernin @romanchernin]

Everybody sees the major news
- NVIDIA partnership
- META deal
- New fundraise

But not everyone sees how this translates into a product, or why we are doing it.
We are building a full-stack AI cloud, with a strong software layer that enables developers at both startups and enterprises to build AI products at scale.

By the way,
- if you read the NVIDIA partnership announcement carefully, it is really about co-engineering the cloud and the inference platform.
- if you read Meta deal announcement carefully, it enables us to scale our Cloud business

None of this news is random. We are doing what we say, and saying what we do.

Just few from this week (a good week)

- Enterprise readiness for the growth stage AI native companies: https://t.co/glbGq7ft4Q
- Physical AI Cloud https://t.co/OcjymxpqRE
- Inference acceleration https://t.co/n3VTDExuiY
- Secured Cloud https://t.co/0NwocRVVxV
- Inference ecosystem: https://t.co/2gxLSfacWA

[LynnNMG @LynnNMG]

@JonahLupton @ChazRonColeman @jsteele759 @sdmac999 @BourbonInsider Herman and Steele - my exact sentiments! Missing @JonahLupton everyday but happy for him. He deserves what he’s doing with @FirstWaveFund !!!

[The Analyst @MMatters22596]

$OSCR

Finally got the correction we were anticipating.

Don't think it's finished yet, but this is the first time since my last buy, that I would consider adding.

I'm still super bullish in the long-term.

[SniperAlert @StockOptions888]

Tomorrow morning I am throwing in $175,000 worth of calls on this stock.

I am only sending this stock to the people who LIKE/RETWEET this post.

I will only alert the $100,000 stock pick I personally will invest into myself! That’s the way it works, I do not alert plays if I don’t have skin in the game.

I will tell you right now that 99% of investors will miss out on the next Nvidia like mover. I WILL NOT and my followers will not as well.

If you do not know, Amazon, Google, Meta, Tesla, and Apple have invested over 100 BILLION DOLLARS combined into AI and now the Data Center Race has started.

What stock do you think it is?

[Florida Man Finance @FloridaManFin]

Could you fucking imagine if $GME announces they’re finally spending that $5-8b of cash or whatever it’s at now to buy $BTC or $ETH or $SOL … on a day like today with what’s been happening?

@ryancohen would get his last laugh yet again 😂

[LynnNMG @LynnNMG]

@JonahLupton Thanks for finding this gem and for the daily updates. Can't wait for next earnings! You rock @JonahLupton!

[Jonah Lupton @JonahLupton]

With 5 weeks left in Q2, these numbers for $TMDX are still accurate... Q2 flights up ~16.8% from Q1 not including more servicing which means revenue per flight should be higher than Q1.

This means, Q2 revenues are looking like $170M+ as of today. Compare that to Q2 street estimates of $144M revenues and we could be looking at an 18% beat above those street estimates. It also means $TMDX will likely raise full year guidance to 35% (midpoint).

$TMDX was up 20% on Q1 earnings and now the Q2 beat is looking even bigger. How much will $TMDX gap up if they beat street estimates by 18%?

In full disclosure, I have trimmed 10% of my $TMDX the past couple weeks because the stock was up 125-135% from January lows and the position was becoming too larger for my portfolio/strategy.

I'm still very bullish on $TMDX in the short term and long term.

[Flowseidon @kiantrades]

$1k giveaway if Arsenal advances to Champions league final

Have to be following @TheOwlsCapital and have to retweet this tweet.

Good luck!

[Not Elon Musk @ElonMuskAOC]

I just ordered 10 rose gold Teslas.

I will be giving all of these away to followers tonight at 8pm PST!

Like and comment to be entered into the raffle!

[LynnNMG @LynnNMG]

@JonahLupton Totally my fav!!! BBT is AWESOME and the humor the wife and daughter characters bring to the story is brilliant!

[LynnNMG @LynnNMG]

@Remzztrades BTW @Remzztrades does all this in his Trinity Trading Discord!! https://t.co/qpgtUux15G

[LynnNMG @LynnNMG]

@Remzztrades Love how @Remzztrades posts every entry and exit, as well as his thinking in between, for 100k challenge trades ❤️💰⬆️!!!

[LynnNMG @LynnNMG]

@inkedcapital Wow you called it!

[LynnNMG @LynnNMG]

@xfinitysupport - I NEVER experienced such HORRIBLE service. Been trying to resolve multiple issues for wks. Can't get a human on tel. When I schedule agent call via text service, I don't receive the call but just now your agent finally called and hung up on me. W*F???

[LynnNMG @LynnNMG]

@Remzztrades Love it @Remzztrades - thanks so much. You’re the best!

[LynnNMG @LynnNMG]

@Remzztrades Happy Birthday!

[LynnNMG @LynnNMG]

@Remzztrades You KNEW it was coming and we are all benefitting big time. runners are exploding. Thanks for all you do @Remzztrades