Alex 🇨🇦

[Wall St Engine @wallstengine]

NEBIUS $NBIS Q2’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $582.3M (Est. $573M) 🟢; +454% YoY
🔹 Adj. EBITDA: $236.2M (Est. $175M) 🟢; LY -$21M

🔸 “We could sell our entire 2027 capacity on these terms today. We are deliberately not doing so because we see higher value in retaining some capacity for immediate customer needs.”

Reaffirms FY26 Guide:
🔹 Customer Prepayments: >$9B expected in 2026
🔹 Contracted Capacity: 5 GW (Prior: >4 GW)
🔹 Reaffirmed across all metrics

Other Q2 Metrics:
🔹 Diluted EPS: -$0.68 (Est. -$0.62) 🔴
🔹 Net Income: -$190.4M (Est. -$183M) 🔴
🔹 Average Annual Contract Value: $20M+ per MW
🔹 AI Cloud Revenue: $575M (+514% YoY)
🔹 Adj. Net Loss: -$33.2M; -64% YoY
🔹 Operating Cash Flow: $2.25B; LY -$167.7M
🔹 Cash: $8.04B

[Heisenberg @Mr_Derivatives]

Story time:

I originally opened up a Stocktwits in 2013. Ran with it until 2019. Posting EXACTLY the way I post today. Same style, same charts, same personality, same consistency. Loved every minute of it. It was my therapy. Loved connecting with the 40,000 followers I had amassed there in those 6-7 years. Even got a few shoutouts from Howard Lindzon the man himself. I did it all for free and never thought about monetization, ever.

But it dawned upon me that no one really cared if I talked about other things outside stocks. Such as sports, politics, daily life, do you like waffles, pankcakes, or french toast kinda ordeal. Also I noticed a lot of people were migrating towards Twitter for Finance as Twitter started really blowing up around that time in popularity. So I made the hard decision to delete the ST account and start over with Twitter around 2020-2021 with zero followers. In my last Stocktwit’s tweet I told everyone about my migration. But not many cared lol. Shoutout to those who remember me from then. (PS: I did take a break in 2019 simply because I was not trading very well.)

The first two years on Twitter between 2020-2022, it took awhile to recoup the 40,000 followers. I would probably say not until 2023?

Then Elon began monetization in 2023 and I was ecstatic. I NEVER in my whole life thought I, some average joe, would get paid over the Internet, much less tweeting itself. I remember I tried a few of those SurveyMonkeys for like a few bucks but those always seemed sketch for so little too.

Anyways to cut the story short, X’s monetization program is amazing. I love what Elon and Nikita and their crew over there have done for X content creators. I have pretty much devoted a good majority of my life to X. I mean isn’t it fairly obvious? So I urge people who are just starting now on Fintwit to not give up. I started from zero and never changed since migrating to Twitter. It’s all worth it.

I mean if I can do it, why can’t you, as cliche as it sounds?

Keep at it folks.

PS: A lot of my content revenue comes from you guys, so that is why I always run these silly contests to give back to the community! Stay tuned for more.

-Heis

[Chris @StonkChris]

Did the $IGV ETF (iShares Expanded Tech-Software Sector ETF) bottom this week?

Price found support right at the bottom of the weekly cloud, lining up perfectly with the longer-term uptrend support around ~$94.

That level now becomes the logical line in the sand.

[The Kobeissi Letter @KobeissiLetter]

Investors are betting Treasury yields will fall:

Open interest in the US 10-year note March call options is up to a record ~171,150 contracts.

These contracts pay off if 10-year Treasury prices increase, which would imply lower yields.

The number of open positions has surged +300% over the last week.

At the same time, the total premiums paid on these options is up to ~$80 million, an unusually large amount.

The March 10-year note options expire on February 20th, after the Fed’s January policy meeting, suggesting investors expect more dovish signals or rate cuts ahead.

In other words, investors are positioning for the 10-year note yield to move back below 4.0% in the coming weeks.

Are bonds set to rally?

[Wall St Engine @wallstengine]

$LUNR

Trump signed an executive order on “Ensuring American Space Superiority,” setting targets to return astronauts to the Moon by 2028 and establish initial elements of a permanent lunar outpost by 2030, while pushing more commercial launch and exploration.

The order also calls for prototype next-gen missile defense technologies by 2028, a plan to detect and counter threats from very low Earth orbit through cislunar space, and a “responsive” national security space architecture that leans more on commercial capabilities.

It directs a National Initiative for American Space Nuclear Power, including a lunar surface reactor “ready for launch by 2030,” and targets $50B+ of additional investment in U.S. space markets by 2028.

It revokes the 2021 executive order on the National Space Council and updates the 2018 space traffic policy language to make services available “for commercial and other relevant use.”

[The Kobeissi Letter @KobeissiLetter]

There it is:

Tesla, $TSLA, is officially back in record high territory, up +130% from its April 2025 low.

That’s +$900 BILLION in market cap in 7 months.

Absolutely incredible.

[Santiment Intelligence @SantimentData]

🗣️The top trending tokens in crypto across social media, based on the highest discussion rates above normal, are:

🪙 The word 'pyusd' is trending due to a major incident involving the Paxos company mistakenly minting $300 trillion worth of PYUSD stablecoins on the Ethereum blockchain. This event caused significant attention as it represents an enormous and unusual amount of stablecoins being created and then quickly burned to correct the error. The incident was widely discussed on social media, highlighting concerns about the mistake, its implications for the stablecoin market, and the security of the system. Paxos confirmed the error was internal, no breach occurred, and customer funds remain safe.

🪙Ethereum is trending due to significant developments including large deposits by the Ethereum Foundation into DeFi vaults, institutional demand and supply dynamics, price predictions, and ETF inflows outperforming Bitcoin. It is also involved in national ID system migration and cross-chain interoperability projects. On Twitter, a massive $300 trillion PYUSD minting event on Ethereum blockchain has drawn attention, alongside Ethereum being recognized as the leading ecosystem for new developers in 2025. Technological advancements like zkEVM real-time proving further reinforce Ethereum's dominance in blockchain innovation.

🪙The word 'btc' is trending due to extensive discussions about Bitcoin's market dominance, its comparison with altcoins and gold, and its perceived value as sound money versus speculative assets. The texts highlight Bitcoin's increasing market capitalization, its role as a hedge against inflation, and its long-term potential compared to other cryptocurrencies and traditional assets. There is also debate about the future of altcoins versus Bitcoin and Ethereum, with many suggesting a shift towards BTC as the primary investment in crypto.

🪙The word 'tether' is trending due to discussions about its role as a stablecoin in the crypto market, its market impact, and concerns about its centralized control and legitimacy. It is frequently mentioned in relation to its backing by liquid assets, influence on stablecoin market cap growth, and controversies including scams impersonating Tether support. On Twitter, 'usdt' is highlighted as a stablecoin used in numerous trading pairs, promotions, and large minting events, underscoring its significant role in crypto trading activities.

🪙The word 'mon' is trending because it is associated with Monad, a crypto project that is distributing $MON tokens through Telegram bots. The texts promote claiming free $MON tokens, highlighting the ease of access and potential rewards, which drives interest and discussion around 'mon'.

🪙The word 'ftx' is trending due to extensive discussions about the collapse and implosion of the FTX cryptocurrency exchange, its significant impact on the crypto market, and related regulatory and financial consequences. Conversations cover the FTX crash as a major catalyst for market downturns, comparisons to other financial crises, ongoing litigation and recovery efforts for customers, and the broader crypto ecosystem's response including regulatory scrutiny and the importance of self-custody. Political implications involving Sam Bankman-Fried and the Biden administration, futures market effects, whale transactions, bankruptcy, fraud allegations, and trust issues in crypto trading platforms also contribute to its relevance.

[Alex 🇨🇦 @drsbaitso__]

@TheVeryTruth777 @YourAnonNews No we would not.

[Alex 🇨🇦 @drsbaitso__]

@wallstengine Nobody knows, nobody knows…

[Alex 🇨🇦 @drsbaitso__]

@wallstengine "TRUMP SAYS NOT EVEN LOOKING AT MARKET"

[Alex 🇨🇦 @drsbaitso__]

@wallstengine Lies.

[Alex 🇨🇦 @drsbaitso__]

@wallstengine 4 years.

[Alex 🇨🇦 @drsbaitso__]

@SteveUrkelDude Bitcoin to the mooooon! That’s in space, right?

[Alex 🇨🇦 @drsbaitso__]

@HayderTrader @wallstengine This could make US companies more competitive, as they could, for example, offer bribes to bypass environmental or ethical laws in foreign countries.

[Alex 🇨🇦 @drsbaitso__]

@HayderTrader @wallstengine That EO makes it ok for a US company to bribe a foreign government.

[Alex 🇨🇦 @drsbaitso__]

@wallstengine This is getting ridiculous.

[Alex 🇨🇦 @drsbaitso__]

@SteveUrkelDude Canadian products they don’t need.

[Alex 🇨🇦 @drsbaitso__]

@PolySwarm @MumboJu92228356 How often are the withdrawals reviewed by your team? Mine has been pending for almost two days now.

[Alex 🇨🇦 @drsbaitso__]

@PolySwarm Hasn’t worked in a while, has it?

[Alex 🇨🇦 @drsbaitso__]

@elonmusk AP-PRE-HEN-SION. The action of arresting someone.