How to Kill a Country:
Open the border
Allow illegal aliens in by the millions
Give out visas
Don’t enforce overstayed visas
Pause deportations
Allow birthright citizenship
Demonize opposition
Provide free housing
Provide government benefits
Give illegal aliens Driver’s Licenses
Automate voter registration
Mail every voter a mail-in ballot
Install Secretaries of State
Refuse to clean the voter rolls
Install judges
Accept ballots after Election Day
There are 70 stocks that have a $200B market cap or greater in our stock market.
These 5 names are the WORST performers of those 70 in the last 12 months:
$NFLX -43.5%
$ORCL -30.2%
$MSFT -25%
$META -24.2%
$PLTR -21.7%
At some point.....
“The market is in such a bubble.”
2027 forward multiples:
• $ORCL ~26x
• $AMZN ~25x
• $GOOGL ~25x
• $MSFT ~22x
People who ignore this will be asking what went wrong in 2030
There are 6 stocks trading at amazing value right now:
$MU forward P/E: 8x
$META forward P/E: 17x
$NVDA forward P/E: 20x
$MSFT forward P/E: 20x
$ORCL forward P/E: 22x
$NOW forward P/E: 23x
Which one would you load up on???
The market is handing out something we haven’t seen in a while.
Forward P/E:
• $NVDA ≈ 20x
• $AMZN ≈ 27x
• $MSFT ≈ 20x
• $META ≈ 17x
Why wouldn’t an equal-weight portfolio of these 4 beat the S&P 500 over the next 5 years?
I tried this 89% win rate Roulette strategy with $200 last night. Out of 38 numbers, I can only lose on just six of them (3,6,9,12,0,00). This is what happened...
Leopold Aschenbrenner also owns 6% stake in $NBIS.
The chart is setting up for an explosion towards $400+ by end of 2026 then $700 by 2028.
$NBIS has secured multiple multi-billion dollar agreements as it rapidly expands its purpose-built AI infrastructure.
Its top three most significant partnerships and contracts include:
$META: A landmark 5-year agreement worth up to $27 billion. Nebius will provide Meta with $12 billion in dedicated capacity using Nvidia's next-generation Vera Rubin platform, with Meta committing to purchase additional compute capacity up to $15 billion over the contract period.
$NVDA : A massive strategic partnership anchored by a $2 billion investment from Nvidia in Nebius. The deal focuses on deploying multiple generations of Nvidia hardware (including the Rubin platform) to build over 5 gigawatts of capacity by 2030, along with deep co-development of AI factory software.
$MSFT: A lucrative multi-billion, multi-year capacity agreement to supply dedicated GPU infrastructure. This alliance is powering Microsoft's AI services and helping Nebius expand globally as an AI-native neocloud platform.
$GOOG: They don't have a partnership with but $GOOG and $NBIS are both expanding aggressively in the AI infrastructure space. With Google recently investing heavily in AI cloud capacity alongside partners like Blackstone, there is a clear appetite for scaling third-party infrastructure.Plausibility: Nebius operates as an open-source, full-stack alternative in the cloud and AI-native space. Because both Google and Nebius target AI developers, startups, and enterprises with computing capacity and model-tuning tools, a partnership such as Google Cloud utilizing Nebius’ specialized GPU clusters for overflow or specialized inference tasks is highly logical and plausible.
This software dip is getting insane
• ServiceNow $NOW: -35%
• Salesforce $CRM: -30%
• Adobe $ADBE: -50%
• Microsoft $MSFT: -20%
Which one are you buying?