Less than 5 hours ago,
Trump just mentioned $AAPL X $INTC.
Apple reportedly plans to work with Intel to design and manufacture chips in the United States.
If Apple chooses Intel to make chips,
the market may be underestimating Intelโs comeback.
For Apple:
โข Less reliance on $TSM
โข More supply chain diversification
For Intel:
โข Validation from one of the most demanding customers in the world
Follow @trend_timer before the next trend is revealed.
This ETF gained 150% in less than 6 months.
Most investors still donโt know it exists.
More AI = More data = More memory = More $DRAM demand.
Follow @trend_timer before the next trending ETF is revealed.
Less than 5 hours ago,
Trump just mentioned $AAPL X $INTC.
Apple reportedly plans to work with Intel to design and manufacture chips in the United States.
If Apple chooses Intel to make chips,
the market may be underestimating Intelโs comeback.
For Apple:
โข Less reliance on $TSM
โข More supply chain diversification
For Intel:
โข Validation from one of the most demanding customers in the world
Follow @trend_timer before the next trend is revealed.
2. The losses are hard to ignore.
2024: +$791M profit.
2025: -$4.94B loss.
Q1 2026: -$4.3B loss.
The story is getting bigger.
The losses are getting bigger too.
1. They are building for AI-native companies.
Most cloud providers were built for traditional applications.
Nebius was built specifically around GPU workloads from day one.
2. They don't have a legacy business to protect.
$AMZN protects AWS.
$MSFT protects Azure.
$GOOG protects GCP.
Nebius can move faster because it has no legacy cash cow.
3. Pure-play public AI compute exposure.
Most AI infrastructure plays are buried inside trillion-dollar companies.
Nebius gives investors direct exposure to AI compute demand.
4. Aggressive GPU deployment.
Nebius has been among the fastest companies in deploying next-generation $NVDA hardware.
Speed matters when AI demand exceeds supply.
5. AI startups actually matter to them.
For AWS, an AI startup is one customer among millions.
For Nebius, AI startups are the business.
$NBIS has surged over 250% in the past 6 months.
This company doesn't need to beat $NVIDIA.
It doesn't need to beat $MSFT .
It doesn't need to beat $AMZN .
What Nebius does uniquely?
It will survive as long as the AI capacity shortage continues.
5. "Already Booked Next Year's Earnings?"
This is where ServiceNow gets interesting.
Remaining Performance Obligations (RPO):
- Approximately $27.7B
- Up 25% YoY
RPO is essentially contracted revenue not yet recognized.
A large portion of future revenue is already under contract and highly visible.
87%โ90% of $NOW is owned by institutions.