Greg

Stock trader,

[Greg @songboidsing]

@mvcinvesting I also had my best day ever. Congratulations!

[Greg @songboidsing]

@StockMKTNewz I think he’s getting senile. He’s never liked Nebius. But I’m glad to hear the inverse Cramer is still on.

[Greg @songboidsing]

@KobeissiLetter Getting beyond tired of the left bringing up Epstein in every argument. Epstein was a total card carrying Democrat.

[Greg @songboidsing]

@BeauTinEvrythng @MAGAVoice Every woman in America has heard that same old song and dance. They’ve had plenty of time to prepare. It’s just a miserable excuse. If they don’t get an id it’s their own fault, and America shouldn’t have to pay for it. This is exactly why the Democratic Party has gone to hell.

[CK Capital @CKCapitalxx]

Everyone is comparing $NBIS to CoreWeave like they are the same trade.

They are not.

One is built on a fortress balance sheet. The other is buried in debt. And that difference is everything.

Let me show you the numbers side by side.

CoreWeave ended Q1 with a debt to equity ratio of 10.7. They carry roughly $14 billion in outstanding debt heading toward $30 to $35 billion in capex for 2026. Their Q1 net loss widened to $740 million.

They paid $264 million in interest expense in a single quarter. And 77% of their revenue is concentrated in just two customers with Microsoft alone at 62%.

They are financing an aggressive buildout on borrowed money and betting they can keep servicing it.

Now look at $NBIS. Debt to equity ratio of 2.1. $3.7 billion in cash on the balance sheet. A diversified customer base spanning Meta, Microsoft, European enterprises, and governments.

A nearly $50 billion backlog. And analysts expect adjusted EBITDA to turn positive in 2026 and grow from there.

That is not a small difference. That is the entire risk profile of the investment.

When you carry a 10.7 debt to equity ratio every interest rate move, every refinancing, every quarter of widening losses becomes a threat.

Debt that large is a liability that compounds against you. $NBIS is building the same kind of AI infrastructure without strapping that anchor to the balance sheet.

They own the infrastructure, they have the cash to fund expansion, and they are not handing hundreds of millions a quarter to lenders.

Same industry. Same tailwind. Same NVIDIA backing. Completely different financial foundation.

When the AI infrastructure trade gets tested, and it will, the company with $3.7 billion in cash and a manageable balance sheet survives and compounds.

The one drowning in $14 billion of debt and customer concentration is the one that breaks.

$NBIS is simply the better built company.

[Greg @songboidsing]

@redpillb0t • Between 2010 and 2020, muslim population grew from about 1.7 billion to 2.0 billion — a 21% increase (adding ~347 million people). This was twice the growth rate of the global population overall (which grew ~10%)

[Greg @songboidsing]

@Rainmaker1973 Exactly how do you unfeeling idiots know the elevator wasn’t down

[Greg @songboidsing]

@Agrippa_Inv gonna have to call you Hans, with all of the $Iren you and Frans Bakker are pumping!

[Greg @songboidsing]

@FransBakker9812 Hello Frans, you and your friend Hans at Agrippa sure are pumping a lot of $IREN!

[Hazel Moore @HazelMoore32]

As a real Arab and Muslim
I don’t get why the hell Europeans
aren’t defending their own identity
culture, & way of life.

Why the hell are you letting some
immigrants change everything?
Why did you turn your countries
into a garbage dump for every loser
& terrorist from the Middle East?

Now even we can’t come as tourists
because of all the extremism and
violence.

Wake the fuck up and do something!

[Greg @songboidsing]

@YoYInvestor Great reason to add more! Thanks Jim

[Greg @songboidsing]

@Agrippa_Inv @daniel_koss Russia is against AI and technology for the people. It’s no wonder that Yandex left at the first opportunity. What a boring stupid post.

[Greg @songboidsing]

@MantoothTy @mdubowitz @guypbenson What the hell are you smoking?

[Greg @songboidsing]

Bought $OUST today. I’ve been watching it for a while. Looks like big things on the way.

[Greg @songboidsing]

@DefiantLs You’re a stupid pompous ass!

[Greg @songboidsing]

@FoxNews @zerohedge Your view Mr. Johnson is sh#t. If she stole $5 million she needs to go to prison. Period. If that’s your view, then you’re complicit in the crime.

[Josie Zayner @josiezayner]

Its crazy that people pay $1.95M for a horse and don't even know the full genome sequence

[Greg @songboidsing]

@EricLDaugh All of my respect and admiration goes out to these Irish workers and Farmers in their fight against globalization. Keep fighting patriots!

[Greg @songboidsing]

@JamesBoran17617 @warsurv Go help them!

[Greg @songboidsing]

@HyperTechInvest THIS IS Old outdated NEWS