Wealth Lab HQ

Numbers don’t lie, markets do. $NBIS $MSTR $LGIH $NOW $TRI

[Wealth Lab HQ @wealthlabhq]

Being the biggest #Bitcoin holder gives $MSTR the power to act as its own market maker.

Selling to manage liquidity isn't a negative: it’s the ultimate strategic advantage. It brings maturity and stability to the market. $BTC

[Wealth Lab HQ @wealthlabhq]

The 'never sell your bitcoin' mantra really anchored the company to a specific narrative. But why wouldn’t you trade an asset?

Why wouldn't you take advantage of tax benefits?

Why would you hold a one-way position in such a volatile instrument?

Company is doing exactly what it needs to do; $MSTR is a financial engineering firm, and I don't understand why people still don't get that.

[Michael Saylor @saylor]

Never sell your Bitcoin.

[Wealth Lab HQ @wealthlabhq]

Translation: if it makes JPMorgan money, it’s innovation. If it doesn’t, it’s a threat to the financial system. The system being his quarterly bonus. $MSTR $BTC #clarityact

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: JPMorgan CEO Jamie Dimon lashes out at The Clarity Act, says banks are going to fight it and Coinbase CEO Brian Armstrong is "full of sh*t" 😳

"We'll fight it. If we lose, we lose. It will be fought."

The Bankers are MAD they're losing.

[Wealth Lab HQ @wealthlabhq]

Do you still think the software industry is dead, even while #DonaldTrump are buying $NOW ? AI tools need a management layer, and this company is positioned exactly at that intersection. Ready for the future since yesterday.

[Evan @StockMKTNewz]

DOES 🇺🇸 PRESIDENT TRUMP OWN $1+ MILLION OF NVIDIA $NVDA STOCK

Apparently Trump just filed this showing some of the moves he has personally made so far in 2026

The document is 113 pages long and has 3,642 transactions including

More than $1 Million of:

ServiceNow $NOW
Nvidia $NVDA
Adobe $ADBE
Workday $WDAY
Oracle $ORCL
Microsoft $MSFT
Broadcom $AVGO
Amazon $AMZN
$UBER
Apple $AAPL
Boeing $BA
$DELL

And much more ⬇️

[Kris Patel 🇺🇸 @KrisPatel99]

$NOW Probably the best slide that should wake everyone up from the SaaS is dead narrative.

[DVB @DeepValueBagger]

This is good news for $IREN but I'm old enough to remember that the whole $IREN community argued that software layer wasn't as valuable as hardware layer, hence IREN was superior to $NBIS. The CEO himself repeatedly said many times that they couldn't build software like hyperscaler, so it's not worth doing.

I'm guessing a lot customers said no, with the feedback that it takes too much time to deploy from KVM, remote server, to an actually usable cluster. This only proves that they're still playing catchup, and $NBIS was right all along building world class software platform team from the top (CEO/engineer), all the way down.

Would be interesting to see how fast Mirantis can get things moving.

[shoshin @zen_tropy]

$nbis Overlooked amidst recent press releases, co. dropped their 20-F late last week. Some news, confirmatory nuggets, & potential read-through for upcoming earnings:

1. Microsoft Deal:

--Upfront prepayment pegged @ ~40% of TCV ($6.95B on $17.39B contact value), which MStanley sees as significantly “higher than expected” and well above crwv’s referenced 15-25% prepayments

--Successful delivery of 2nd tranche from Vineland detailed against a 9 tranche delivery schedule; corroboration MS has contracted service-level credit compensation & termination rights

2. DC Strategy & Dev List

--Commentary on secured contracts across Europe, Middle East & US

3. Potential Benefits from Higher Pricing

--Disclosure of a RPO @ $21.3B (pre-2nd Meta deal), plus a declaration that (outside Meta/Microsoft) “most of our customer engagements to date have relatively short term” implies possible read-through benefit from positive pricing trends

--In a note earlier this month, Mstanley marked Nebius's exposure to spot market pricing at its ~550M arr base, suggesting it could lead to near term “outperformance"

[Wealth Lab HQ @wealthlabhq]

growth rate seems possible given the NJ deliveries to $MSFT and other sales, plus the recognition of $META revenue. The accounting impact of the 2025 $MSFT deliveries will hit the books in Q1 2026

you’re officially banned from being humble for the rest of the decade

Do it lokma thing 😝

[Kris Patel 🇺🇸 @KrisPatel99]

$NOW

The part that this current narrative driven selloff is fundamentally blind to is just how intense the move down in Price to FCF is…

A 20%+ per year growing business with a rule of 40 score in the 55-57 range, that’s going to double FCF while simultaneously buying back shares hand over fist at significant discount to fair value…

That is a potent mix of shareholder value creation.

Funniest thing to see was Claude portfolio make $NOW its largest position lol.

The market is forward looking and I’m sure we’ll see plenty of dip buying on the 13-F’s next quarter. Same thing happened with $UNH last year at 230-250…

Now the question is… what will these guys show in the next few weeks at “Knowledge and annual analysts” day that’s going to wake the market up.

Growth reacceleration was used multiple times during the last call and I have a feeling if that happens, the market will expand multiples rather quickly and we could see a rally to the low 100s by the end of the year.

[Wealth Lab HQ @wealthlabhq]

@SpV_coin sorry I had a surgery, I can't work :(

[Wealth Lab HQ @wealthlabhq]

The news includes a direct response from $NBIS. The company states that the process is proceeding without delay.

Nebius said: “All capacity tranches under our agreement with Microsoft to date have been delivered on time, and we currently expect to deliver the remaining tranches on schedule. As of now we are not aware of issues that would materially affect this.”

In NJ, DataOne has already installed the natural gas engines and the natural gas tank onsite. There are no delays in construction. The permitting process is ongoing.

Independent modelling have been conducted. An element that could pose a risk in the emission of only a single gas is merely ESTIMATED during the modeling phase.

The final test has not yet been performed. DataOne is confident that all results will fall within legal limits.

You can find the link containing all correspondence and tests below.

https://t.co/EbJmnHMv6L

$NBIS

[Marc Lehman @markflowchatter]

This would be killing $NBIS if you didn't see from your loud news guys

Certainly hurting the group $ORCL

If you want more , LMK

[Wealth Lab HQ @wealthlabhq]

@EndicottInvests PowerPoint megawatts don’t train models. 🐒

[Wealth Lab HQ @wealthlabhq]

In the main document found at the link I shared above, it appears that the permit has not yet been obtained.

Furthermore, there is no dedicated section where a permit list is maintained or tracked.

While it is easier to follow permit updates through municipality sessions, you can still monitor the process in real-time via the link provided.

[Wealth Lab HQ @wealthlabhq]

@SpV_coin Agreed. Dataone doesn't inspire much confidence, much like Nebius.

However, their execution has been solid. You don't drop millions upfront unless you’re sure.

Setting up the entire infrastructure before permits are even in hand? is a ballsy move, to say the least.

$NBIS

[Wealth Lab HQ @wealthlabhq]

@SpV_coin Necessary conditions for obtaining Council approval were not in place, and testing had not yet been completed. Consequently, they opted to wait until they were fully prepared.

[Wealth Lab HQ @wealthlabhq]

@markflowchatter Is it just me, or do the newspapers always fill up with garbage news exactly when short positions start sweating?

timing is never a coincidence.
$NBIS

[Wealth Lab HQ @wealthlabhq]

@clockworksantos @romanchernin Your investors are standing right behind you with their prayers. We are doing everything we can to support you. Thank you for all your hard work 🙏
$NBIS

[Wealth Lab HQ @wealthlabhq]

Forget RSI, MACD, and Bollinger Bands. We’ve officially moved to ‘Spiritual Analysis’ in Turkey!

While you’re staring at 1-minute candle charts, a Turkish investor is out there literally distributing 'Lokma' (sweet fried dough) for CEO Arkady Volozh.

In Turkish culture, 'lokma ' is the ultimate move: you feed the public, and in return, they pray for your CEO’s protection and success.

The best part? You’ve got Muslim investors handing out traditional sweets and seeking divine intervention for a Jewish CEO.

If this interfaith solidarity for the sake of a multibagger isn't the peak of bull market energy, I don't know what is

So, what did YOU do for your portfolio today?
$NBIS

[santos @clockworksantos]

Nebius ATH Kutlama Lokma Servisi!!

13 NİSAN PAZARTESİ
14.00'de lokmacı gelecek, 14.30'da servis başlayacak, yaklaşık 1 saat sürecek.

İzmir, Alsancak Ali Çetinkaya Blv., No. 66D, Coffeestol Cafe yanı

Google Maps: https://t.co/uISUsPIN82
Apple Maps: https://t.co/CialYRqjxk

En Yakın Tramvay Durağı (4dk'lık yürüyüş) : Atatürk Spor Salonu

Sorularınız varsa yazın direkt cevaplarım, umarım saat herkes için uygundur. O gün servisten video paylaşacağım 👍

For the international followers, I promised to throw a celebratory "lokma service" event when $NBIS hit ATHs. To fulfill that promise, on Monday, delicious sweet Turkish desserts called "lokma" will be given out to people. It's like a tradition when an important event happens (like this😄).

[Wealth Lab HQ @wealthlabhq]

Whether you love it or hate it, $MSTR might be the most obvious buying opportunity right now.

BlackRock and major funds are increasing their positions daily; it’s recognized and utilized globally. One way or another, even the US government is adapting to the dollar system through stablecoins.

We are in a period of transition where the market structure of Bitcoin is shifting. Institutions now hold more power, and old ideologies no longer apply. We are at the dawn of a new era for money.

Due to its early positioning, $MSTR holds dominant power over $BTC. To be honest, I’m not a fan of this this level of centralization is actually a threat to $BTC’s existence and goes against its very nature.

However, that doesn't change the fact that it creates a massive opportunity to make money.

[Wealth Lab HQ @wealthlabhq]

@clockworksantos Another excellent analysis