I was hoping for a 69 today.
Didn't expect it to be from $NBIS https://t.co/lXty8glO2K
Didn't expect it to be from $NBIS https://t.co/lXty8glO2K
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This $NBIS sellof ist the best gift in human history.
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If you’re looking for a home run… identify a long-term trend that gives a business an edge.” — Ralph Wanger
This is why $NBIS resonates with me right now.
AI moving from experiments to always-on production changes what matters.
Cost, reliability, and scale start to decide who
This is why $NBIS resonates with me right now.
AI moving from experiments to always-on production changes what matters.
Cost, reliability, and scale start to decide who
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I’m focused on NextNRG (NXXT) because Vanguard didn’t hesitate - they scaled hard.
• Shares now: 2,203,563
• Before: 1,049,265
• Increase: +110.01% QoQ
• Total institutions: 92
• Institutional shares: 6,083,949
That’s not passive drift.
Add $8.01M Dec revenue (+253% YoY) and https://t.co/ThZ45VSSmt
• Shares now: 2,203,563
• Before: 1,049,265
• Increase: +110.01% QoQ
• Total institutions: 92
• Institutional shares: 6,083,949
That’s not passive drift.
Add $8.01M Dec revenue (+253% YoY) and https://t.co/ThZ45VSSmt
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1/ Everyone talks about GPUs. That’s yesterday’s debate.
Nebius $NBIS is trying to solve a harder problem: cost per reliable AI output at scale.
I walked through Nebius using my 6-part tech stock framework to see whether it becomes a structural part of the AI stack, or just a
Nebius $NBIS is trying to solve a harder problem: cost per reliable AI output at scale.
I walked through Nebius using my 6-part tech stock framework to see whether it becomes a structural part of the AI stack, or just a
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Cost per reliable output determines who compounds.
That’s the real test for AI infrastructure companies as workloads move into production.
My deep dive on $NBIS breaks down what that means in practice.
👇
https://t.co/yNf7Ob0TDa
That’s the real test for AI infrastructure companies as workloads move into production.
My deep dive on $NBIS breaks down what that means in practice.
👇
https://t.co/yNf7Ob0TDa
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AI infrastructure isn’t about GPUs anymore.
It’s about cost per reliable output at scale.
I just published a deep dive on $NBIS, covering market structure, unit economics, leadership, valuation risk, and what needs to go right as AI moves into production.
Long, bottoms-up
It’s about cost per reliable output at scale.
I just published a deep dive on $NBIS, covering market structure, unit economics, leadership, valuation risk, and what needs to go right as AI moves into production.
Long, bottoms-up
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To understand $NBIS, you first have to understand what came before it. Long before AI infrastructure became fashionable, Nebius co-founder and CEO Arkady Volozh spent decades building Yandex into one of the most sophisticated technology companies ever created outside the United https://t.co/NRHsJ4xV0g
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$Nbis
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Is this good news for Nebius too ?
$NBIS
$NBIS
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Many stocks will coast on promised optionality
$NBIS is still executing one very large act.
The upside today is scale and depth, not reinvention.
Capital flexibility supports the journey.
Any future acts are earned, not assumed.
Long https://t.co/g1yzMuYCcL
$NBIS is still executing one very large act.
The upside today is scale and depth, not reinvention.
Capital flexibility supports the journey.
Any future acts are earned, not assumed.
Long https://t.co/g1yzMuYCcL
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$NBIS
It got rejected from a potentially dangerous area (the dead cat zone). That creates risk. it is entering a critical period https://t.co/SzZ9vKiXcV
It got rejected from a potentially dangerous area (the dead cat zone). That creates risk. it is entering a critical period https://t.co/SzZ9vKiXcV
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$NBIS is following a strong playbook for riding the AI adoption waves
By serving AI-native builders early, it becomes embedded in the products and platforms that later carry AI into enterprise environments. As those customers scale, infrastructure requirements deepen, creating https://t.co/SWDnruMAd7
By serving AI-native builders early, it becomes embedded in the products and platforms that later carry AI into enterprise environments. As those customers scale, infrastructure requirements deepen, creating https://t.co/SWDnruMAd7
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I just finished a full, bottoms-up evaluation of $NBIS using my tech stock framework.
Score: 47 / 60
Strong execution, real scale potential, non-trivial risks.
I’m long $NBIS as part of my model growth portfolio.
Here is the framework and summary analysis behind the score - https://t.co/3vEudllSqD
Score: 47 / 60
Strong execution, real scale potential, non-trivial risks.
I’m long $NBIS as part of my model growth portfolio.
Here is the framework and summary analysis behind the score - https://t.co/3vEudllSqD
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Nebius $NBIS Stuff 2 👏
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Nebius $NBIS Stuff. 📄
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$NBIS
The setup is bullish, I like it. It got stuck at the red diagonal resistance. Next up is a breakout above the red diagonal resistance https://t.co/h514d5SFxs
The setup is bullish, I like it. It got stuck at the red diagonal resistance. Next up is a breakout above the red diagonal resistance https://t.co/h514d5SFxs
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All in on $NBIS
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$NBIS
It’s making a VWAP breakout! 💥🤑 https://t.co/ILnmhlaLF3
It’s making a VWAP breakout! 💥🤑 https://t.co/ILnmhlaLF3
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Growth & tech investing. Curated insights & frameworks. Ideas are mine. AI helps refine the thinking & words. Author of https://t.co/wDBcgkqHWm
3.1K Followers
8 Contributions
Shares, Cryptocurrency, Insights, Options, Decisions, Earnings, Losses, Calls, Puts, investments, stockmarkets, Blockchain.
452 Followers
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Economist, Long-Term investor, tries to see far, technical analysis but after fundamental analysis, Clear vision Patreon: MarketMaestro
41.5K Followers
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⭐️주식을 매개체로 세상을 배우며, 항상 열린 마음으로 끊임없이 배우겠습니다.👍🏻강한 멘탈리티를 통해 비로소 진정한 투자가 완성됩니다. 📚읽은 책, 일상, 운동도 기록합니다. $PLTR $NBIS $CCJ
4.9K Followers
2 Contributions
Stocks. Music. Sport. Opinions. Veteran Infantry Soldier. COO & co-owner of a world class entertainment group
712 Followers
1 Contributions
2K
Total Members
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24h Growth
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7d Growth
Date Members Change
May 26, 2026 2K +0
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May 22, 2026 2K +0
May 21, 2026 2K -1
May 20, 2026 2K +1
May 19, 2026 2K -1
May 18, 2026 2K +0
May 17, 2026 2K -1
May 16, 2026 2K +0
May 15, 2026 2K -1
May 14, 2026 2K +19
May 13, 2026 2K —
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Tracking the rise of the next-gen AI cloud. Infra, GPUs, ClickHouse, and everything $NBIS.
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