pACMan Investments

Just having Fun-No Advice.

[pACMan Investments @pACManInvsmts]

Who cares about interest rate cuts? “The goal of media is to make every problem, your problem.” @naval. The news is focused on fear about whether there will be rate cuts and how many. What you will not hear is that the market actual does BETTER during the rate pause phase of the cycle than in the rate cut phase:

Even if this were not true, no one will perfectly time the next leg up, and I for one do not want to be left on the sidelines when it gets here. It is my goal to own the best companies, in the fastest growing industries, being led by founders that are stars in their industry, and to hold on to them for the long haul. I tweet about my favorite holdings so join me on the ride if you’re curious. #fintwit

[Daniel Romero @HyperTechInvest]

“So $MU traded at 5x earnings”

“yes, Dave”

“And memory prices were still rising"

“right.”

“And you bought $ADBE because you were told memory is cyclical"

“that’s correct, Dave”

[Today Years Old @todayyearsold]

Benefits of alcohol:

- karaoke confidence
- making weddings tolerable
- surviving office holiday parties
- tolerating airport delays

[Rapid Response 47 @RapidResponse47]

.@SecRubio: "What we're interested in is not their press conferences. What we're interested in is whether or not ships are moving. If ships are moving as they should be moving, then that's what we're going to judge and that's what we're going to react to. If, on the other hand, this rhetoric is backed up by actual ships being threatened and ships not moving—that's a violation of the agreement, and we're going to have a problem with it."

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $NBIS Nebius Launches Aether 3.6 AI Cloud Update With New AI, Security Features

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐍𝐞𝐛𝐢𝐮𝐬 launched 𝐀𝐞𝐭𝐡𝐞𝐫 𝟑.𝟔, expanding AI Cloud infrastructure capabilities.

➤ New 𝐍𝐞𝐛𝐢𝐮𝐬 𝐄𝐜𝐡𝐨 AI agent enables natural-language cloud infrastructure management.

➤ Aether 3.6 adds 𝐊𝐞𝐲 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐒𝐞𝐫𝐯𝐢𝐜𝐞, Workload Identity Federation, and IAM access controls.

➤ New 𝐁𝐮𝐝𝐠𝐞𝐭𝐬 feature lets customers set spending limits and receive cost alerts.

➤ Intelligent Object Storage automatically moves inactive data after 𝟑𝟎 𝐝𝐚𝐲𝐬 to lower-cost storage.

➤ Enhanced Object Storage delivers 𝟑𝟎% higher read bandwidth for single-threaded connections.

➤ Shared Filesystem achieves 𝟑𝐱 faster 𝟒𝐊𝐁 file operations and up to 𝟏𝟎𝟎𝐱 higher metadata IOPS.

➤ Release also adds SkyPilot support, disk snapshots, Local SSDs, Datadog integration, and Kubernetes 𝟏.𝟑𝟒.

➤ Nebius launched a 𝐁𝐮𝐢𝐥𝐝𝐞𝐫 𝐏𝐫𝐨𝐠𝐫𝐚𝐦, Certification Program, and a 𝐟𝐫𝐞𝐞 $𝟓 cloud trial.

👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:

➤ New AI and automation tools simplify 𝐜𝐥𝐨𝐮𝐝 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 management.

➤ Security, storage, and performance upgrades strengthen Nebius' 𝐀𝐈 𝐜𝐥𝐨𝐮𝐝 competitiveness.

➤ Builder and certification programs could accelerate 𝐝𝐞𝐯𝐞𝐥𝐨𝐩𝐞𝐫 adoption and ecosystem growth

[Jonah Lupton @JonahLupton]

$MU absolutely crushed it...

Q3 revs of $41.5B vs $35.8B est
Q3 eps of $25.11 vs $20.71 est
Q3 gross margins of 84.9% vs 81.7% est
Q3 operating margins of 81.2% vs 77.9%
Q4 revs guidance of $50B vs $43B est
Q4 eps guidance of $31.00 vs $25.43 est

https://t.co/1WBifvZqQN

Very glad we own $MU $DRAM and $HYNIX

[High Yield Hustle @HighYieldHustle]

This is exactly why I’ve become a big fan of autocallable funds.

Hood falls big time.

AHD doesn’t move.

20%+ annual yield still hits the account.

[Jonah Lupton @JonahLupton]

Oil below $70 for the first time since the March 2nd gap up... oil has not closed below $70 since February

[*Walter Bloomberg @DeItaone]

JPMORGAN LOWERS OIL PRICE OUTLOOK

JPMorgan cut its Brent crude forecast for the second half of 2026, citing weaker inventory draws and softer-than-expected demand.

The bank now sees Brent averaging $86 per barrel in Q3, $80 in Q4, and ending 2026 at $78.

JPMorgan also warned that excess supply could require production cuts in early 2027.

[M. V. Cunha @mvcinvesting]

$NBIS launches Nebius AI Cloud 3.6. 👀

The new release strengthens Nebius’ full-stack AI cloud platform with:

• Nebius Echo, an AI agent to control cloud infrastructure using natural language

• Better developer experience with SkyPilot integration, global search, a unified notification center, and a new instance creation workflow

• Stronger enterprise governance with KMS, customer-managed encryption keys, Workload Identity Federation, Budgets, BYOI, and Datadog Log Management integration

• Storage improvements including local SSDs on GPU servers, 30% higher Object Storage read bandwidth, up to 100x more IOPS for metadata-heavy workloads, and validated filesystem clusters up to 100 PB

• The early preview of the Nebius Builder Program and new Nebius Certifications

"Every quarter, we move our AI cloud platform forward by listening to customer feedback and addressing the realities of running AI in production. As companies bring AI into the core of their business with maturity and scale, their needs for control, confidence, and efficiency have evolved, demanding enhanced security for sensitive workloads, enhanced costs and control, and an improved day-to-day developer experience.

This platform release, Aether 3.6, responds to our customers’ needs by bringing together a new, AI-native way to manage your cloud, features to make the dev teams’ work more efficient, a stronger security and compliance foundation, and significant advances in our storage portfolio."

$NBIS is building the software, governance, developer tools, and production-grade cloud layer needed to serve startups and enterprises as AI workloads move from experimentation to real-world deployment.

[amit @amitisinvesting]

$WEN

Wendy’s is up 20% overnight as the stock is going viral on r/WallStreetBets.

The most viral post wrote this as their thesis:

“My fellow regards. We need to save Wendy’s before it’s too late. If this company goes bankrupt, we’ll all be out of a job!”

[taobanker @taobanker]

Bill Ackman down 24% YTD is actually crazy like holy fuck anyone wanna comp this guy some substack subscriptions or something because wow

[MAGA X Times Daily News 🇺🇸 @MAGA_X_Times]

This man reveals a roulette strategy with an 89% win rate, this is designed for a quick hit and not a long-term strategy.

⏺️ Street bet markings (3 numbers): Thin lines on the side/edge of each horizontal row of three numbers (e.g., the line next to 7-8-9, 10-11-12, etc.). Placing a chip there covers exactly those three numbers.
⏺️ Double-street / line bet markings (6 numbers): The lines that separate two adjacent rows (e.g., the line between 7-8-9 and 10-11-12). This lets one stack cover six numbers at once.
He’s focusing on the middle-to-lower half of the number grid (rows for 7-9 all the way down to 34-36). By putting the large stacks on just 3–4 of these specific lines (instead of tiny bets on every single street), he covers 34 out of 38 numbers (~89% of the wheel).
⏺️ The four uncovered numbers he avoids (the “bad” ones he points out or implies) are typically 0, 00, and two in the low 1–6 range (exact pair varies slightly by version but clusters in the top of the layout).
⏺️ When the ball lands anywhere else (34 pockets), at least one of his bets hits → he gets a small net profit (usually $200–$500 depending on exact payout and which bet wins).
⏺️ When one of the four bad numbers hits → full $1,000 loss.

[amit @amitisinvesting]

almost extreme

[Small Cap Snipa @SmallCapSnipa]

$NBIS CEO Arkady Volozh said the company is scaling to hundreds of thousands & millions of GPUs

“How many companies provide hundreds of thousands of GPUs in a publicly available cloud? There’s the three hyperscalers and us.”

Nebius is building towards becoming a hyperscaler

[Jonah Lupton @JonahLupton]

My condolences to BofA and everyone else that thinks we're getting 2-3 rate hikes this year with oil back in the low $70s

I think there's a chance we see some negative MoM headline CPI/PPI numbers in the next few months with oil down -40% from the highs

[M. V. Cunha @mvcinvesting]

It looks like $NBIS is preparing something in Canada. 🇨🇦

“More to come soon.”

[*Walter Bloomberg @DeItaone]

BARCLAYS SETS 2027 TARGET FOR S&P 500 INDEX AT 8,800

[High Yield Hustle @HighYieldHustle]

Come play high yield the right way in 2026!

I break down every high yield fund I buy.
Every entry. Every exit. Every target. Every move.

If you want:
📊 Fund breakdowns
🎯 Real time buys & sells
📝 Entry/exit levels
🏆 Only the best high yield plays
⏰ Set & Forget Funds
👋 Hands on strategy

https://t.co/r1dHINwADl

[High Yield Hustle @HighYieldHustle]

I’ve analyzed 100 high yield ETFs this year.

Most of them will destroy your wealth.

A small handful won’t.

Here’s exactly how I tell the difference 🧵👇