SandemanStocks

Turned $50k to $17M+ in 12 years. Retired in my 40s, retired my wife. Trying to help others achieve their financial goals, free of charge. EOY 2026 goal:
$18.5M

[SandemanStocks @Sandeman52P]

Short term macro will macro.

Long term your wise investments keep growing fundamentally stronger.

Once macro fixes itself the fundamentals and true value show themselves.

This could take days, weeks, or months.

Let’s be honest, it could change in seconds with just one

[SandemanStocks @Sandeman52P]

$META Lawsuit thoughts.
Odds of worst case scenario are extremely low.

[SandemanStocks @Sandeman52P]

Confidence can not be created out of thin air.

You need to actually decide to do something, do it, then learn from it.

Repeat

The confidence growth curve will grow exponentially the more you try/do.

[SandemanStocks @Sandeman52P]

Today’s 8:30 economic data breakdown.

[SandemanStocks @Sandeman52P]

Today’s market preview

[SandemanStocks @Sandeman52P]

Run!

The AI bubble bears are back!

Even after all the AI earnings showed there was no bubble.

🤡

[*Walter Bloomberg @DeItaone]

AI BUBBLE TOPS MARKET RISK FEARS

An AI bubble is now the biggest tail risk for markets, according to Bank of America’s August fund manager survey.

32% of investors see an AI bubble as the main threat—a rare event that could trigger major market disruption.

Meanwhile, 27% identify a disorderly surge in bond yields as the second-biggest risk facing financial markets.

[SandemanStocks @Sandeman52P]

$NBIS the biggest piece of FUD the bears had is now dead.

The biggest overhang and question mark has been removed.

Congrats guys. 👊

[Borex Investing @borex_investing]

Big win for $NBIS in Vineland.

The Planning Board approved the DC expansion, clearing the way for construction to continue and the site to scale to 300 MW.

There was a ton of FUD going into this hearing w/ a very loud minority making it sound like the project could be stopped. Thankfully.. sanity prevailed.

Vineland is tied to the massive MSFT contract and was recently cited as an execution risk when DA Davidson abruptly cut its NBIS PT from $250 to $175.

Wonder if they reconsider that now 🤔

Either way, this removes a major source of uncertainty for $NBIS shareholders. Wouldn’t surprise me to see new ATHs within the next month.

[SandemanStocks @Sandeman52P]

The Demogorgon escapes from the upside down. That’s what happens.

[Nate Endicott @EndicottInvests]

$NBIS:

“What happens if lightning strikes the Bloom power cells that are outside, what happens to that LNG” - Vineland resident

[SandemanStocks @Sandeman52P]

I might start posting daily market wrap ups. If it gets good feedback I’ll keep it going. If not 🤷

[SandemanStocks @Sandeman52P]

$NBIS isn’t just building AI infrastructure. It’s building a full stack flywheel where more control drives better performance, lower cost per token, higher $/MW and stronger customer stickiness. Go ahead and short it.

[SandemanStocks @Sandeman52P]

Look at this Nike 5 year chart. WTF happened?

[SandemanStocks @Sandeman52P]

$NBIS This is the real Nebius moat.

Full stack!

Not just GPUs for rent that bears actually believe.

Might need a magnifying glass…because there’s a lot to it.

[SandemanStocks @Sandeman52P]

$NBIS $1600 2030 price target from @TheRayMyers

[Ray Myers @TheRayMyers]

Here is my $NBIS 2030 valuation model:

- Bare Metal Revenues $24.6B
- AI Cloud Revenues $29.4B
- Asset-Light AI Revenues $10.5B
- Total Revenues $64.5B
- EBITDA $42.7B
- Interest Expense $6.1B
- Depreciation Expense $17B
- Tax 20%
- Net Income $15.8B

Assuming 394M shares outstanding in 2030 and an exit multiple of 40!

- Target Share Price $1,600.

[SandemanStocks @Sandeman52P]

If you stress outcomes you can’t control you are directing negative energy inward.

Don’t do it.

[SandemanStocks @Sandeman52P]

$NBIS yeah it’s probably nothing. 🤫😏

[SandemanStocks @Sandeman52P]

$NBIS yeah it’s probably nothing. 🤫😏

[Sam Badawi @Sam_Badawi]

$NBIS Nebius is accelerating revenue faster than virtually any AI neocloud since launch.

Just six quarters after relisting on Nasdaq, Nebius generated $577M in quarterly revenue. At a similar stage, $APLD, $CRWV, and $IREN weren't even close, with IREN reporting just $34M this quarter.

To put that into perspective, Azure, AWS, and Google Cloud were generating only a fraction of that revenue at a comparable point in their cloud buildout, highlighting just how unprecedented the AI infrastructure ramp has become.

Keep in mind, this timeline starts after Nebius relisted on Nasdaq following the sale of its Russian assets as Yandex, not from the original Yandex business.

[SandemanStocks @Sandeman52P]

This is very important, and I say this all the time. You need to just make decisions and live/learn from them.

If I overthought all my investment moves or life moves I’d probably have 1% of my current net worth.

Quitting my first job on a whim….from thought entering my

[SandemanStocks @Sandeman52P]

$NBIS Vineland meeting tonight. My thoughts below.

[SandemanStocks @Sandeman52P]

Great find here by @TheBigBerbowski

No signs of a bubble, in fact it’s the opposite.

[TheBigBerbowski @TheBigBerbowski]

Reading Citadel's market report just confirmed my assumptions. Sharing it for your visibility.

- "companies have consistently delivered results well above already-elevated expectations, producing one of the steepest earnings revision paths on record
- stronger fundamentals have not been accompanied by multiple expansion
- stronger earnings have coincided with a meaningful compression in valuations

Following July’s selloff, the S&P Information Technology sector now trades at roughly 20x forward earnings, well below its 10-year average of 23x."

If you're having a discussion with bears, show them this graph.

[SandemanStocks @Sandeman52P]

$NBIS