Gael ₿

1001 Finance | Building long-term wealth through conscious, asymmetric bets on disruptive technologies.

[Gael ₿ @AwareWealth]

🚨If I Had to Explain $NBIS to a Friend in 1 Minute:

"Look, $NBIS is the company building the massive 'factories' that artificial intelligence needs to run – huge data centers packed with super-powerful $NVDA chips.

What blows my mind is they've already signed contracts with Microsoft and Meta worth over $22 billion.

That's basically the company's entire market cap right now. In other words, the big customers have essentially prepaid for the expansion.

They've got an incredible team of 1,000 engineers designing everything in-house – servers, cooling – which lets them do it about 20% cheaper than competitors. Once customers are in, switching out is insanely expensive, so they're super sticky.

Growth is explosive: revenue under $1B this year, but they're guiding for $7-9B in recurring revenue by 2026.

Plus, powerful subsidiaries: one in databases (ClickHouse) that could easily be worth $15-25B on its own in an IPO, another in autonomous robots (Avride) partnered with Uber.

The market freaks out over competitor noise or silly headlines like 'data centers in space,' but $NBIS fundamentals just keep getting stronger. Powell said this week that AI data center spending is supporting the economy and will continue into 2026.

To me, it's like buying into a company right at the heart of the AI boom with demand already locked in. Massive upside if you can handle short-term volatility.

Would I invest? Hell yes. It's one of the few plays I see with real potential to 5x or more in 5 years.

One extra thing: their focus on energy efficiency (reusing waste heat to warm thousands of homes in Finland, zero-water cooling loops) isn't greenwashing – it's a real edge as power becomes the biggest bottleneck in AI scaling."

[KULR Technology @KULRTech]

$KULR has entered into a prototype battery development and fabrication agreement with a U.S.-based defense drone manufacturer for UAVs and handheld controllers. As domestic drone production accelerates, safe, certifiable battery systems are becoming mission-critical.

KULR is proud to support the next generation of U.S. unmanned aviation.

https://t.co/QlTzyDccIP

#Drones #DefenseTech #UAV #BatteryTechnology

[Gael ₿ @AwareWealth]

@KULRTech Congrats! 🤝

[Gael ₿ @AwareWealth]

@hTKTL1 @kkuuuyy023 We are just getting started boy!

[Gael ₿ @AwareWealth]

@KULRTech @FactorialEnergy Keep going team 🫡

[KULR Technology @KULRTech]

$KULR is proud to work with @FactorialEnergy, a leader at the forefront of solid-state and lithium-metal battery innovation, to advance next-generation drone battery pack integration.

By combining Factorial’s breakthrough cell technologies with KULR’s battery safety, thermal management, and pack integration expertise, we’re excited to support higher-energy, higher-power battery solutions for demanding UAS applications across aerospace, defense, robotics, and autonomous systems.

https://t.co/v1i7QrC3fu

#Drones #UAS #BatteryTechnology #SolidStateBatteries #DefenseTech #ElectricAviation

[Gael ₿ @AwareWealth]

Markets are entering a new regime.

Over the weekend, tensions between the U.S. and Iran escalated sharply after drone strikes hit a UAE nuclear facility. Trump warned Tehran that “the clock is ticking,” while the Strait of Hormuz remains heavily disrupted.

Why this matters:

• ~20% of global oil supply passes through Hormuz
• Brent crude is now above $110
• Energy inflation is back on the table
• Markets are repricing geopolitical risk fast

At the same time, the Fed just entered a new era.

Kevin Warsh officially replaced Jerome Powell as Fed Chair on May 15, and markets are already pricing a much more hawkish Fed.

Just one month ago:
• Odds of a 2026 rate hike: 1%

Today:
• Odds of a 2026 rate hike: 45%

10Y Treasury yields surged to 4.63%, crushing high-multiple growth stocks and triggering another selloff in tech.

This is why AI stocks are becoming more selective trades.

We are entering “Phase Two AI”:

The market no longer rewards hype alone. Investors now want real monetization, margins, and free cash flow.

Example:

Applied Materials ($AMAT) posted record revenue and EPS, yet the stock still fell because free cash flow collapsed 80% as capex ramps aggressively.

Meanwhile:

• Software/AI monetization names like Baidu reacted much better
• Hardware + infrastructure plays are being squeezed by higher yields and massive spending cycles

The easy liquidity-driven market is fading.

This new environment is about:

• Higher-for-longer rates
• Energy shocks
• Geopolitical volatility
• Cash flow quality
• Balance sheet strength
• Hedging and resilience

The era of “buy everything AI” is over.

Selectivity matters now.

[KULR Technology @KULRTech]

Excited to announce $KULR has been selected by @argolunarwater as the battery provider for its forthcoming orbital transport space mission.

We look forward to supplying Argo with KULR ONE Space battery systems engineered to NASA safety standards, helping power critical spacecraft subsystems throughout the mission’s operational lifetime.

https://t.co/nG9L4Cs2G1

#Space #CommercialSpace #OrbitalTransport #BatteryTechnology

[KULR Technology @KULRTech]

KULR reports Q1 2026 financial results, including 98% year-over-year revenue growth, improved gross margin, reduced SG&A expenses, and a lower loss from operations.

The quarter reflects continued progress in scaling our core battery and energy systems platforms while maintaining a focus on operating discipline.

https://t.co/QB6NnHG0JK $KULR

[Nebius @nebiusai]

Today, we announced our Q1 2026 financial results. Here are the highlights:

- ARR grew 674% year-over-year; full-year guidance has been updated to ARR of $7-$9 billion and revenue of $3.0-3.4 billion.
- Adjusted EBITDA margin in our AI cloud business nearly doubled quarter-on-quarter to 45%.
- Contracted capacity now exceeds 3.5 GW, surpassing our 3 GW target; we now expect to have more than 4 GW of contracted capacity by the end of 2026.

We also announced today that we have secured up to 1.2 GW of power and land for a new owned AI factory in Pennsylvania, bringing our total number of sites exceeding 100 MW to seven.

Read more in our press release: https://t.co/GJkNTg8RGG

[Gael ₿ @AwareWealth]

@LeoHermes33 @KULRTech Yes!

[KULR Technology @KULRTech]

$KULR secures nearly $1M in initial defense drone battery orders, with total opportunity exceeding $5M in 2026.

The contract for KULR ONE Air® highlights growing demand in military UAS and strengthens KULR’s position in a rapidly scaling market.

https://t.co/dxZ7uAXw84 #dronedominance @DeptofWar

[Gael ₿ @AwareWealth]

@babyfolio $SOFI

[Gael ₿ @AwareWealth]

Just the beginning $NBIS 🤝✅

[Nebius @nebiusai]

Nebius and @NVIDIA today announced a strategic partnership to develop and deploy next-gen of hyperscale cloud for AI.

NVIDIA will invest $2B in Nebius and support our adoption of NVIDIA accelerated compute, enabling us to deploy more than 5 gigawatts by YE2030.

[M. V. Cunha @mvcinvesting]

🚨 JUST IN:

$NBIS and $NVDA partner to scale full-stack AI cloud.

- NVIDIA to invest $2 billion in Nebius

- Nebius to deploy more than 5 GWs of NVIDIA systems by end of 2030

[Gael ₿ @AwareWealth]

@Gubloinvestor I see that your sample size is huge, congratulations.

I’m speaking from mine, which is well lived, and I strongly disagree with everything you mention there… surely thousands of others who have had the same experience as me can corroborate it as well.

Have a good day!

[Gael ₿ @AwareWealth]

@Gubloinvestor Does that mean you’re speaking from your family’s personal perspective?

[Gael ₿ @AwareWealth]

Wow $NVDA open red, Crazy markets! 😅

[Gael ₿ @AwareWealth]

@errorcode0699 @weary_centurion We can also add $PGY and $HIMS … He has always surfed negative trends, and karma always comes back around.