D

Tech Investor and Consultant | I share personal opinions, not financial advice. DYOR

[D @futurelaab]

@pepemoonboy That’s why he bought Leopold’s portfolio eorth billions, because it’s a bubble and it’s worthless.

[D @futurelaab]

@michaelsikand $NBIS and $MU

[D @futurelaab]

@YodaStockInvest

[Elon Musk @elonmusk]

@aaronburnett Agentic demand is growing faster than I’ve ever seen anything grow

[D @futurelaab]

@MktMavPro Mega bullish, it’s all ridiculous TBH

[D @futurelaab]

@CarlosLPsantos @patientinvestor Amazon fell 90% and there it is

[D @futurelaab]

@YodaStockInvest I dont think so TBH, unless the whole economy enters a deep recession.

[Shay Boloor @StockSavvyShay]

$NBIS CRO says "theres a lot of upside to pricing in the market today" and Nebius could sell out its entire 2027 AI compute capacity immediately at current prices.

Even more interesting is that customers are already trying to secure capacity into 2028 which is the same year so many AI bears expected supply to finally catch up with demand.

That's why Nebius is holding back capacity for shorter deals reportedly priced ~$50M per MW annually rather than locking everything in early with $SPCX, $CRWV and $IREN also seeing similar strength in GPU pricing.

[D @futurelaab]

@okdiario Winter is coming MFs

[D @futurelaab]

@daniel_koss Yeah exactly my thoughts too, if it was based of the global context alone i would have just sold everything many months ago, but you just cant predict Trump or Iran so its either you play the casino or you watch the show from afar.

[D @futurelaab]

@daniel_koss Same here man, around 37%

[D @futurelaab]

@amitisinvesting Send it

[D @futurelaab]

@retail_mourinho The end of wealth is among us, just embrace it

[D @futurelaab]

@retail_mourinho Whatever puts an end to the war with Iran would be the best outcome for stocks at this point

[D @futurelaab]

@DrTomsLens Exactly my thoughts too

[Lin @Speculator_io]

The most dangerous markets are not bear markets.

In bear markets, the direction is clear. Everything is going down. That’s tough, but at least you know what you’re dealing with.

The real danger is when the market is directionless.

Big moves up, big moves down. One day it’s euphoria, the next it’s panic. Everyone gets whipsawed.

That kind of price action messes with your head. You feel like you have to do something, but almost every move seems to be the wrong one.

You chase gap ups, only to get stopped out on gap downs. You start overtrading and second-guessing every decision.

This kind of market wears you down, both physically and mentally.

These are the periods you want to avoid at all cost.

Learn to sit on your hands. Learn to be patient. And wait until the conditions are in your favor.

It’s ok to miss the bottom. You don't need to catch the absolute bottom to make money.

Bull markets last years, not days.

[Nate Endicott @EndicottInvests]

$NBIS BREAKING:

Nebius signed a preliminary framework with HUMAIN(One of Saudi Arabia's largest sovereign wealth funds) and DataVolt to be the anchor customer at NEOM's Oxagon AI campus.

The details:
• Up to 50MW, half of the first 100MW now under construction
• Phase 1 is planned at 360MW total
• Capacity comes online in phases starting Q4 2027
• Nebius is HUMAIN's first customer
• Signed at NVIDIA GTC Berlin

It's still preliminary, so not a done deal yet. But Saudi Arabia's sovereign fund is picking Nebius as its first customer.

[M. V. Cunha @mvcinvesting]

This is honestly insane.

Marc Boroditsky, CRO of $NBIS, just revealed that the company has 1 GW of Vera Rubin GPU capacity coming next year, with significant customer demand already lined up.

That alone could translate into tens of billions of dollars in ARR.

🤯

[D @futurelaab]

@romanchernin Lol

[D @futurelaab]

@SMASIMHO