22nd Street Capital

Venτuring the fuτure 🦾

[22nd Street Capital @FollyNine]

My prediction for best performing stock in 2025 is $NBIS, tons of new DD coming out regarding this thesis. No coverage yet but that’ll change soon. More to come on Nebius…

[22nd Street Capital @FollyNine]

$BB consolidation continues

[22nd Street Capital @FollyNine]

$NVDA structure holding the $205 level, ATHs next ⏳

[22nd Street Capital @FollyNine]

$NVDA $240+ price target by 7/31/26

[22nd Street Capital @FollyNine]

We are long $NVDA at $200/share

[Stock Talk @stocktalkweekly]

*NEBIUS TO JOIN NASDAQ-100 $NBIS

[22nd Street Capital @FollyNine]

@chamath resurfacing this proposal with the addition of bringing on @romanchernin or @marcboroditsky to speak about the future of @nebiusai

[22nd Street Capital @FollyNine]

I’d like to propose the @theallinpod feature Arkady Volozh, founder of Yandex and current CEO of Nebius Group, as a guest. His remarkable journey- highlighted in the recent issue of Bloomberg Bussinessweek, from building one of Russia’s most influential tech companies to navigating geopolitical challenges and leading cutting-edge AI innovation - would be intriguing to hear more from him.

Suggested Talking Points:
    1.    EU Sanctions and his Resignation from Yandex as geopolitics intensified
    2.    Transition Period / Divesting and Creation of $NBIS
    3.    Looking Forward with Nebius
        •    Data center build-out in Kansas City and the buzz around Stargate this week
    4.    (Bonus) Strategic Partnerships
        •    $NVDA + Avride with $UBER for @Jason

[Chamath Palihapitiya @chamath]

@davidroberthowe nebius seems pretty good

[22nd Street Capital @FollyNine]

We are long $NVDA at $200/share

[22nd Street Capital @FollyNine]

@EarningsBrief Haven’t touched it since Q3 last year.. seems unreasonable it’s only up 5% ytd (@$200/share). The risk vs reward is definitely there now and should easily try for new ATHs before the end of the year.

[22nd Street Capital @FollyNine]

We are long $NVDA at $200/share

[22nd Street Capital @FollyNine]

@jeremymjacquin I’m not a $NBIS seller anytime soon

[22nd Street Capital @FollyNine]

$NBIS closing right at the 21 ema on the daily chart. It tends to bounce off that quickly.. super stoked for Nebius Inflection tomorrow

[22nd Street Capital @FollyNine]

Is the fun just getting started with $BB ?

[22nd Street Capital @FollyNine]

$AVGO Holding the 21ema today so far. Earnings in less than 2 weeks with an average move ahead of earnings of +7%

That would take us close to the top of this channel and prepped for a potential break to ATHs on a good print. Bollinger bands are getting tight as this name has been flat for the last month.

Options pricing in a +/- 8.29% if we were to get both moves that puts us around $480 🐂

[22nd Street Capital @FollyNine]

Watching $AVGO for a break to ATHs

[22nd Street Capital @FollyNine]

Watching $AVGO for a break to ATHs

[22nd Street Capital @FollyNine]

@pepemoonboy What contracts are you currently in? I’m in March ‘27 $240 well underwater as well 😭

[22nd Street Capital @FollyNine]

$TSLA is holding strong. All the whales that hit the tape Monday are still holding too. This could run on a headline around FSD in China.

[22nd Street Capital @FollyNine]

$TSLA trying to break through $450 call wall..

[22nd Street Capital @FollyNine]

Worst 4hr candle from $TSLA since January… -5.0% virtually erasing all the gains from yesterday. I think it’s oversold here, gamma still pointing towards $450 for the end of the week despite the elevator down move.

[22nd Street Capital @FollyNine]

Worst 4hr candle from $TSLA since January… -5.0% virtually erasing all the gains from yesterday. I think it’s oversold here, gamma still pointing towards $450 for the end of the week despite the elevator down move.