dolanoadriano

[Wayne Liang @wliang]

It's ridiculous neocloud is still selling off...

$NBIS, $IREN, $CRWV, and more are still taking a hit because $META is planning to sell "excess" compute capacity.

What excess? Lol

If $META had any additional capacity, they wouldn't be paying neoclouds billions for compute...

Anyway, combine that false narrative with an uncertain macro, you'll get a pretty bad overreaction from the market.

On the bright side, this makes for pretty good dips to buy across the board?

[BMSInvests @BMSInvests]

$ONDS

🚨🤯 @CeoOndas: “WE’RE BUILDING A PLATFORM THAT’S GOING TO REACH $20B IN MARKET CAP - AND NOT STOP THERE”‼️

For reference, a $20B market cap as share price:

530M Shares Outstanding (Current) = $37.75
600M SO = $33.33
750M SO = $26.67
1B SO = $20.00
1.2B SO = $16.67

So, even if the current maximum 1.2B shares are issued, which is highly unlikely anyway, the base would be a double @ $16.67🤯

The CEO of $ONDS is saying this out loud to investors and analysts…and you’re bearish?!

I know what I’m doing on this dip👀

[𝓐⭑ @ayogiovanna]

The dream ADHD career: Being the idea person who comes up with creative concepts, connects random dots, and sees the big picture… then happily hands everything over to someone else to actually build and finish.
Because the ideation phase is pure dopamine.

[Ondas Inc. @OndasHoldings]

Ondas has secured over $40M in June autonomous defense orders, lifting Q2 orders above $150M across C-UAS, LMS, ground systems and defense services.

Rotron’s UK-designed SkyLance, recently trialed under the UK MOD’s Project Brakestop, advances long-range strike within an integrated systems of systems architecture. $ONDS

https://t.co/FCS3TovYE0

[Merlijn The Trader @MerlijnTrader]

🇫🇷 A GOVERNMENT JUST DECLARED BITCOIN'S ENCRYPTION OBSOLETE

France's cyber agency won't certify any security product without quantum-safe encryption after 2027.

It never mentions crypto. Not once.

But Bitcoin and Ethereum run on the exact algorithm France just rejected.

Elliptic curve cryptography.

The clock on "harvest now, decrypt later" just started ticking louder.

[Ondas Inc. @OndasHoldings]

Ondas to acquire Cyberhawk, extending its systems of systems architecture with scaled inspection operations, the iHawk analytics platform and a 500K+ asset, 232TB+ data foundation. The combined platform connects autonomous data collection, visualization and AI asset intelligence into an end-to-end infrastructure intelligence workflow for utilities, energy and industrial operators. $ONDS

[TrendSpider @TrendSpider]

Holding the 200 by a thread $ONDS

[Borsa Mühendisi @borsamuhendisim]

🚨 2 trilyon doların üzerinde değerlemeye ulaşan #SpaceX’ten kimse zengin olmayacak.

Asıl büyük fırsat, kimsenin takip etmediği ama güçlü rekabet avantajlarına sahip 5 küçük uzay şirketinde.

İşte o liste:

[SandemanStocks @Sandeman52]

A lot of people will see this Anthropic news and assume it is bearish for AI. But it’s actually bullish for AI infrastructure.

The US gov basically said that the most advanced AI models are now considered strategic national assets. This is a sign that AI has become important enough to warrant national security protection.

The way I see it, If access to frontier models become more restricted, countries and enterprises do not stop building AI. They invest even MORE heavily in their OWN infrastructure, compute, and sovereign AI ecosystems.

That is why I think this is ultimately bullish for companies providing the picks and shovels of the AI revolution. The winners are the companies supplying the GPUs, data centers, power, and cloud infrastructure that every AI system depends on.

Don’t be fooled if they try to trick you Monday morning.

Do you guys agree or disagree?

[Shay Boloor @StockSavvyShay]

$NBIS IS JOINING THE NASDAQ 100

[Nebius @nebiusai]

We’re launching the Physical AI Living Lab, a program giving British and European robotics startups access to the Nebius AI Cloud infrastructure and @NVIDIA’s physical AI development tools. 1/3

[Shay Boloor @StockSavvyShay]

Leopold Aschenbrenner disclosed ownership of 12.4M Class A shares of $NBIS.

That represents a 5.6% stake in Nebius.

[Autopilot @joinautopilot]

Breaking: Nebius is spiking after Leopold Aschenbrenner discloses a 5.6% stake

$NBIS has gained ~$5,000,000,000 market capitalization today

[Evan @StockMKTNewz]

Leopold Aschenbrenner's Situational Awareness just filed showing they own 12.4M shares of Nebius $NBIS, representing a 5.6% stake in the company

[amit @amitisinvesting]

LEOPOLD ASCHENBRENNER'S SITUATIONAL AWARENESS LP, KNOWN FOR IT'S EARLY CALLS ON $BE, $SNDK, & $INTC DISCLOSES A 5.6% STAKE IN NEBIUS $NBIS.

Leopold has been a big believer in the neoclouds & built positions in CoreWeave & Iren...he now adds Nebius to the fund.

$NBIS +6.8%

[Small Cap Snipa @SmallCapSnipa]

$NBIS x $BE SIGN $2.6 BILLION FUEL CELL POWER DEAL

Bloom Energy will provide 250 MW of guaranteed capacity and 328 MW of installed capacity for Nebius

[Shay Boloor @StockSavvyShay]

$NBIS and $BE signed an agreement worth up to ~$2.6B for Bloom to install, operate and maintain fuel cell power systems for Nebius.

The deal is expected to provide ~250MW of guaranteed capacity and ~328MW of installed capacity across three phases.

[10XINVESTOR @drp825_]

My feed is all about $NOW

Are you buying this one or sitting out?