SandemanStocks (Backup Account)

Backup Account for @sandeman52 Turned $50K to $10M+ in 11 years. Retired in my 40s. Trying to help others achieve their financial goal. EOY 2026 goal $14M

[SandemanStocks (Backup Account) @sandemanstock]

Ok, new CAGR is dropping:

63.5% over a span of 12 years.

35,900% total growth.

All my subs are super happy! Subscribe today!

Oh wait, I don’t run a subscription.

It’s all free!

Oooops I forgot. 😂🤣😏

Let’s keep winning guys!!!

[SandemanStocks (Backup Account) @sandemanstock]

If META was so good at compute why to they come to $NBIS for their own compute?

[SandemanStocks (Backup Account) @sandemanstock]

$NBIS guy I traded pharma stocks for a decade.

Often times a headline that would mean absolutely nothing could tank the stock 30%.

Those headlines only shook weak hands.

Same is happening here.

If you know what you own the META headline means nothing.

[SandemanStocks (Backup Account) @sandemanstock]

$NBIS just dropped 5% because of this headline.

Anyone want to tell the people that META comes to NBIS for compute?

Nothing burger lol

[Evan @StockMKTNewz]

JUST IN:

META PLATFORMS $META IS BUILDING A CLOUD BUSINESS TO SELL EXCESS AI COMPUTE

[SandemanStocks (Backup Account) @sandemanstock]

$NBIS spot on

[The Fundamentalist @Funmentalist]

$IREN $NBIS

I believe I am unbiased as I used to prefer $IREN over $NBIS quite a lot, but now I just can’t stand $IREN shareholders trying to justify their pick over $NBIS with anything possible

I still hold quite a significant position in $IREN, but I am completely honest with myself that putting the money I have in $IREN into $NBIS would’ve been the correct choice. They just executed better and their idea of building the complete software stack was smarter

$IREN itself is admitting that software is important and is transitioning their business model

It just pisses me off, as I follow both communities, that I have to keep reading this non-sense all the time

$NBIS won so far by a huge mile and $IREN needs to prove they can catch up or at least come close

[SandemanStocks (Backup Account) @sandemanstock]

Buying $SIVE for my kids accounts. The company is raising money to increase manufacturing capacity.

The kids can’t touch the account for about 20 years. Their accounts are up 400% in less than a year already. Let’s keep up the pace.

[SandemanStocks (Backup Account) @sandemanstock]

Breaking: don’t forget, with the 4th of July coming up, America….is AWESOME

[SandemanStocks (Backup Account) @sandemanstock]

Stock picking without the right mindset is like having Tom Brady throwing dimes to High school receivers against NFL defenses.

[Northwise Project @InvestNorthwise]

One reason $NBIS deserves more than an infrastructure multiple is that management has spent the last year assembling the software needed to monetize compute more efficiently.

Aether acts as the operating system for the fleet, coordinating utilization, governance, billing, security, and workload placement across an increasingly large network of AI factories.

At the same time, Eigen AI, Clarifai, and Tavily each strengthen a different piece of Token Factory, creating a stack that optimizes models, orchestrates inference, and connects agents to live information.

That combination gives Nebius a path toward higher revenue per megawatt because value creation increasingly comes from how compute is managed rather than simply how much compute exists.

The important distinction is that software enhances the economics of the platform while the underlying business remains rooted in large scale infrastructure, making software a multiplier on returns rather than the primary source of the investment thesis.

[SandemanStocks (Backup Account) @sandemanstock]

“Let the oil flow”

Kevin Warsh ready to be dovish this week.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says the deal with Iran is “now complete.”

“I hereby fully authorize the toll free opening of the Strait of Hormuz… let the oil flow,” Trump says.

[B Kad @BKad2005]

The European and UK physical robotics market is projected to reach ~20 billion dollars within the next couple years and $NBIS is positioning itself to capture a majority share of it.

Following the massive news about their Living Lab, I am incredibly bullish on $NBIS simply considering the broad range of sector diversification I get from one company.

They are no longer just a physical AI play. By providing the essential infrastructure and developer tools, they have turned into a picks and shovels play for physical AI. This means this sector of their business will win regardless of which specific robotics players succeed. Elite execution from management here.

[James E. Thorne @DrJStrategy]

This bull cycle will last far longer than Wall Street expects.

There is no bubble. AI infrastructure and semiconductor demand are still in the early stages, supporting S&P 500 earnings growth toward $650 by 2031.

Inflation is not the issue many claim; a supply shock simply changes relative prices. Why does everyone forget their undergraduate economics?

Warsh is not a hawk.

We are also heading toward a constructive Iran deal that restores risk-on momentum.

Ignore the doomers. This cycle has substantial room to run.

[SandemanStocks (Backup Account) @sandemanstock]

Yeah your investment strategy needs to change. If you want to retire EARLY, investing in individual stocks instead of VOO, which is in your profile, can get you there.

I turned $50k into $15 Million.

I didn’t do that with ETFs.

[Marсo | Not-Ideal Investor @b_co_co]

$75,000/yr earned.

$27,000 gone to taxes.
$18,000 gone to rent.
$7,200 gone to your car.
$6,000 gone to food.
$1,800 gone to subs.
$3,600 gone to interest.

$11,400/yr left.

Retirement minimum: $1,200,000.

Something has to change.

Your income or your expenses…

[SandemanStocks (Backup Account) @sandemanstock]

Down $3.6million in last few days and give zero fks.

Guys this is the process.

If you aren’t in short term calls who tf cares?

Turn off all Fox business and CNBC.

Start your weekend early.

[SandemanStocks (Backup Account) @sandemanstock]

Stocks, mindset, my journey from $50k to over $15 million in 12 years, etc.

As always, I don’t charge a penny. I don’t front run micro caps, I don’t jump around trash stocks.

We win together.

Karma is king 🤴

[SandemanStocks (Backup Account) @sandemanstock]

You guys are awesome!

Just reached 60K followers on my main account !!! 🙏🥳

I have no idea how I gained over 25k new followers in less than a month!?

Thanks to all the new friends here.

I like to share any information that may be helpful to you guys to reach your goals.

[SandemanStocks (Backup Account) @sandemanstock]

shares?

Just ask yourself these questions. In these circumstances it’s sometimes prudent to do 1/2 and 1/2. Hope that helps.

[SandemanStocks (Backup Account) @sandemanstock]

$NBIS I see a dozen people asking me if it’s still good to enter here. Instead of repeating myself, here is what I say:

I keep saying this, and I said it to people asking the same thing when it hit the low 100s, “is it still a good buy, it’s run up so much” …short term

[SandemanStocks (Backup Account) @sandemanstock]

But that’s just me….because if it dips 50% after buying I wouldn’t care. In the end you need to do what’s comfortable for YOU. Are you good with buying and being red 1-3 months? Are you good with waiting and seeing another deal announced and it zips to $300 and you have zero