Pets Products

Sold my company to Petco in 2010. Moved to Florida 2021 for freedom after being locked up in the Northeast during Covid.

[Just Jen ℞ 🫡🇺🇸 @JustJenRX]

This aged like 🥛

[Pets Products @Petacopia]

@DanielK13617598 @FrancescaHongWI Retarded Democrats just want socialists and men back in women sports. I think it's Ironic 2 fake libs pro veterans they say went after 2 ICE agents and found out that they were both former marines themselves as many ICE agents are.

[Gutfeld! @Gutfeldfox]

Inside the Dems' Big Tent: A Socialism Circus

[Charles P. Snyder @igcharlesig]

@EricLDaugh https://t.co/Pk2TXfxdkE

I'm a bi-racial American. Half white & half South Korean.
Francesca or however you call her is not speaking like a Hong, she's talking Dongs.

[MAGA MAN @RealJamesFlood]

🚨🚨🚨Francesca Hong admits she has mental health issues… Obviously she is the perfect candidate for Democrats.🚨🚨🚨

[Affirm Reality ✡️ 🕎 🇺🇸 🇮🇱 💜 🤍 💚 @MirabelleW18]

Francesca Hong is a literal lunatic, obviously incapable of governing. This birthright citizen, born in the US to non-citizens and then raised in Turkey, is only interested in destabilizing the US.

[Pets Products @Petacopia]

@MotherJones Well she is a mental retard. Wants to cancel Thanksgiving ran her company to the ground and was sued. And retarded Democrats still vote for her.

[Pets Products @Petacopia]

@realTuckFrumper They are right., She is a mental retard. I love it that she wins for the Democrats killing the party.

[Pets Products @Petacopia]

@Dinara__1991 Best thing ever was seeing him and all those leaders killed at once!!!!! In hell burning!!!

[Pets Products @Petacopia]

@H__azadi @CENTCOM Iran has not had one ship get through the blockade. LOL. They never once had fire power to hit any of the 63 U.S ships once in six months. The US controls all of Irans airspace.

[Pets Products @Petacopia]

@H__azadi @CENTCOM Iran is choking bad. Nothing in & out of their ports, running out of money. So many assets of theirs frozen worldwide. All their leaders dead. The morale is bad with the IRGC. The US controls their airspace & controls their ports. Funny how they never once hit one US warship!

[Pets Products @Petacopia]

@2026daysss @CENTCOM Iran is choking bad. Nothing in & out of their ports, running out of money. So many assets of theirs frozen worldwide. All their leaders dead. The morale is bad with the IRGC. The US controls their airspace & controls their ports. Funny how they never once hit one US warship!

[Pets Products @Petacopia]

@matinabanoo @CENTCOM Iran is choking to death. Nothing in and out of their ports, running out of money. So many assets of their frozen internationally. All their leaders dead. The morale is bad with the IRGC. They can't flex muscles, America controls their airspace and water.

[Pets Products @Petacopia]

@DDavidets @CENTCOM Iran is cut off from the global financial system, targeting shadow banking networks, and freezing all assets. They are choking bad.

[Pets Products @Petacopia]

@DDavidets @CENTCOM You're a loser from South Africa. Iran is running out of money, they can't get anything in their ports or ship out and they are suffering severely. We have crippled their money. Soon they will give up, the IRGC morale inside without pay strained them big time.

[Pets Products @Petacopia]

@PaulaMatiz2 @AesPolitics1 We LOVE him in Florida. We love to watch the libs squirm. The Republicans will win again because the Dems have become socialists.

[Pets Products @Petacopia]

@GreenAcreRabbit @AesPolitics1 You were always Democrat. They have ruined California and that’s why I moved out of California!

[Melvin @MelvinInvests]

Nebius will be a trillion dollar hyperscaler and here is exactly why (Save this).

Morgan Stanley just published a framework mapping out three possible futures for AI models, one where closed weights models win, one where open weights models win and a hybrid scenario in between, and Nebius shows up as a named beneficiary in two of the three outcomes.

That matters more than it sounds because Nebius isn't betting on a single lab or a single architecture winning the AI race.

Because it rents out the compute underneath all of them, so if closed models like GPT keep dominating, Nebius wins, and if open models like Kimi or DeepSeek keep gaining share, Nebius wins there too.

Now look at the actual numbers, because the gap between where Nebius is today and where it's contracted to go is almost absurd.

Nebius generated $399 million in revenue in Q1 2026, up 684% year over year, and it's sitting on a contracted backlog approaching $50 billion.

Meta alone committed up to $27 billion over five years, split between $12 billion in dedicated Vera Rubin capacity starting in early 2027 and a $15 billion backstop where Meta agrees to buy any capacity Nebius can't sell elsewhere.

That backstop effectively removes demand risk from the entire buildout.

Now let me explain where the open source angle really comes into play.

Morgan Stanley's research shows more than 60% of enterprises already run open weights models for specific use cases where speed, security, or high frequency inference matter most.

Open models almost never run on a closed model company's proprietary stack since they tend to run on neutral infrastructure instead, and that is exactly the lane Nebius occupies.

Nebius isn't just a GPU rental business but rather a full stack AI cloud, meaning it designs its own servers and data centers, runs its own networking and cooling, and builds its own software layer on top.

That software layer includes inference tooling like vLLM and TensorRT LLM, along with a managed inference product called Token Factory that serves open weight models on a pay per token basis.

That vertical integration is what lets Nebius capture margin at every layer instead of just reselling chips.

On top of the core cloud business, Nebius owns a collection of businesses most people have never heard of, and they are worth real money.

It holds roughly a 28% stake in ClickHouse, the open source real time analytics database that raised money at a $15 billion valuation in January 2026, meaning Nebius's slice alone is worth billions.

It also owns Avride, an autonomous driving and delivery robotics company that is already running commercial robotaxi rides with Uber in Dallas and recently secured up to $375 million in outside investment.

Rounding out the portfolio are TripleTen, an edtech reskilling platform, and a minority economic stake in Toloka, a data-labeling business for frontier AI labs.

Nebius has also been buying its way up the AI stack recently, acquiring agentic search company Tavily for roughly $275 million in February 2026 and inference optimization firm Eigen AI for about $643 million in May.

Both deals are aimed at capturing more value as inference workloads overtake training as the dominant driver of AI compute demand.

The AI race has many winners, but almost all of them will need infrastructure and that's exactly why I own Nebius.

Bullish on Nebius, make sure to follow @MelvinInvests for more AI infrastructure insights, and if you want to see exactly what I'm buying as an analyst at Milk Road Pro, you can check out the link below for more.

[Pets Products @Petacopia]

@Noire1561 @capybaraReborn Never! Earnings will be huge next week and we are in the 3rd week of their 4 weeks quiet period to mention big deals that are being signed until after the 13th earnings

[Pets Products @Petacopia]

@capybaraReborn Nothing like telling the world how retarded you are.