fx-masterinho

crypto enthousiast | financial markets | politics | Isaiah 41:10 ✝️

[fx-masterinho @SMCryptography]

@viaplay Wanneer gaan jullie wat aan jullie commentatoren doen? Altijd zwaar negatief Manchester United aan het bashen. Zwaar irritant! #viaplay #PL #ManUtd

[Misunderstood Multibaggers @meeijer]

$HIMS being flat today might be the most ridiculous thing I’ve seen in months.

- Legal concerns have been almost completely erased
- Launching comprehensive lab testing before year-end
- Planning to launch a “longevity” specialty in 2026
- Officially eyeing expansion into Brazil + Australia
- Delivered a solid revenue beat
- Maintained FY2025 revenue guidance

[Axel Lynch @Axel_Lynch_Inv]

$NBIS vs $IREN : Same client, opposite stories

IREN is building the walls
NBIS is building the platform

One sells megawatts, the other sells performance
That’s why NBIS earns software margins while IREN earns utility margins

Full breakdown: NBIS–MSFT deal vs IREN–MSFT deal

[Misunderstood Multibaggers @meeijer]

Why the Microsoft-OpenAI deal is bullish for $NBIS:

Microsoft has secured a deal with OpenAI under which the ChatGPT maker will purchase $250 billion worth of Azure cloud computing services.

Who will help supply that GPU capacity?

Several companies, but most likely $NBIS will play a large part too.

[Daniel Koss @daniel_koss]

$NBIS fam I think we know what the big NVIDIA x Nebius announcement tomorrow will be 👀

Here are the puzzle pieces 🧩
Big shoutout to @sarfatti_IR for adding some great plausible speculation.

1️⃣ NVIDIA’s GTC schedule teases a session:
��A first of its kind integrated stack for Operational AI and Specialized AI Agents.”
They’ll “unveil the newest NVIDIA partner” building a “fully integrated software stack with Nemotron models.”

2️⃣ At the last $NVDA GTC, $NBIS already gave a talk on:
“Enabling the agent first future: advancing test time search and compute infrastructure for agentic systems on demand.”

3️⃣ The new session mentions “out of the box NVIDIA Nemotron models.”
Nebius already runs those exact models in AI Studio:
•Llama-3_1-Nemotron-Ultra-253B-v1
•nvidia/Llama-3.1-Nemotron-70B-Instruct-HF

4️⃣ It also says the partner’s stack has a “native data integration engine.”
Nebius already built orchestration layers like AI Studio, Soperator, and dstack doing exactly that.

5️⃣ Over the past year Nebius has been stacking enterprise talent like Marc Boroditsky, especially over the last 1-2 months!

6️⃣ Their new release “Nebius Aether” is 100% enterprise ready:
Compliance ✅
Observability ✅
Reliability ✅

It came out 1 week before GTC, coincidence? 😉

7️⃣ Jensen keeps saying it. 2025–2026 are the years of the agents.

If I had to guess, tomorrow’s “new NVIDIA partner” = $NBIS.

Totally speculation, but the pieces line up a little too well 🤔

Am I missing something?

[Daniel Koss @daniel_koss]

🚨 $NBIS bulls - it’s NVIDIA week 🟢🔥

Nebius is at NVIDIA GTC in D.C. with the full leadership team (Arkady, Boroditsky, Bounds, Zide & more) on site.

They said:
“we’ll have news to share before and during GTC.” 👀

Stay glued the next 48h, something’s coming.
Curious...

Any guesses?

#NBIS #NVIDIA

[andrewdudum @AndrewDudum]

Today we announce a strategic investment in $GRAL — the most advanced Multi-Cancer Early Detection (MCED) test on the market.

When I was 12, my father was diagnosed with stage 4 colon cancer. He was 38 at the time, about the same age as I am today.

Since hearing about early detection cancer tests nearly 5 years ago, I’ve been obsessed with finding ways to get more people I love access. I started with my family a few years back, and most recently my friends.

With today’s announcement, I’m now focused on all of you.

The ability to detect cancer in its early stages was a dream when I was a kid. It was what I wanted more than anything after my dad was diagnosed.

What $GRAL can do today is nothing short of magic. It is flipping cancer diagnosis on its head. Imagine the ability to catch it early. No more surprises, no more “if onlys.” Just a simple, annual blood test that’s as easy as going to the dentist. For many, it could be life-changing, helping you or a family member find out early, when something can hopefully be done.

Today’s strategic investment is the first of many like it, in our pursuit to curate the absolute best in advanced healthcare.

This deal, though, is special to me, and I couldn’t be more excited to one day bring it to you and the people you love.

https://t.co/rm5ThoIvz9

Note on forward-looking statements: https://t.co/31UsHAJgkf

[Hims House @himshouse]

🚨 BREAKING: $HIMS TAKES STAKE IN GRAIL INC TO HELP ADVANCE EARLY CANCER DETECTION

- Other investors: Deep Track Capital, Farallon, Braidwell LP
- Farallon is one of Hims' largest institutional owners with 8.2M shares (~4%)

[NightHawk Capital @NighthawkTradez]

👀 $HIMS

The funny thing is, this price action is nothing new 🤣

We’ve gone from $20 ➔ $73 ➔ $22 ➔
$65 ➔ $40 ➔ $70 ➔ $40 ➔ $65 ➔ $50

All while the company continues to execute:

- Global expansion (including 🇨🇦 2026)
- New verticals (testosterone/menopause)
- Tech and full at-home labs rollout coming soon
- Hers on track for $1B in 2026
- Exceptional CPO added w/ @dheerja from $HOOD
- Additional 352,000 sq ft Ohio facility to massively expand R&D, manufacturing, and pharmacy operations
- Peptide facility w/ likely rollout of new products Glutathione, NAD+, MIC in February 2026

The noise around GLP-1s will eventually fade and the leader of personalized medicine will continue to thrive.

Keep going, @AndrewDudum.

$HIMS to $100

[amit @amitisinvesting]

BREAKING: OpenAI and AMD have announced a multibillion-dollar partnership to build AI data centers using AMD’s MI450 chips starting next year.

Details:

- OpenAI committed to purchasing 6 gigawatts of AMD chips, expected to generate tens of billions in revenue for AMD over the next five years, with each gigawatt costing tens of billions.

- OpenAI will receive warrants for up to 160 million AMD shares (about 10% of the company) at 1 cent per share, contingent on meeting deployment milestones and AMD’s stock price increasing.

$AMD has broke $200 and is +24% in the premarkets.

[RadioGenoa @RadioGenoa]

Charlie Kirk spoke the truth: "Islam is not compatible with Western values."

[stepfanie tyler @stepfanie]

what we do next is very important

[Loco813 @elneneloco813]

$abcl no one on X is talking about it!

New CMO Sarah Noonberg @AbCelleraBio

She���s currently a board member of Neurogene!

[Bitfunded @bitfunded]

Final $BOSS is traveling to Ibiza again, shall we list it? 😂

[🚨BSC Gems Alert🚨 @BSCGemsAlert]

🚀 $BOSS is trending on X 🔥 🔥

Big things coming 🎟️

[🚨BSC Gems Alert🚨 @BSCGemsAlert]

If this post reach 1000 likes, 1000 rt 500 comments i will change my profile photo to $BOSS related one 🤝

[fx-masterinho @SMCryptography]

@Ryanair $BOSS

[DutchAlphaCalls @DutchAlphaCalls]

Interesting to see what will happen with $BOSS in the next few hours.

If it breaks ATH it should insta candle to 50 - 70 M.

@cz_binance are u watching ?