To The Moon

$NEBIUS(NBIS)$  Nebius partnership list. Know what you're buying and holding. Don't listen to the bears.

$NEBIUS(NBIS)$ When Burry says the bubble is going to burst, but then covers his shorts, he isn't exactly putting his money where his mouth is. The ones paying him for a subscription and copying his trades end up being the suckers.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$  $Marvell Technology(MRVL)$ The AI revolution is already underway and rolling out now. No need to overreact to the noise.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Semiconductor ETF(SOXX)$ $NEBIUS(NBIS)$ $Bloom Energy Corp(BE)$ Bears are weak. Can't even give me a decent dip.

$NEBIUS(NBIS)$ Looking into this Rothschild Redburn company. Back in December 2024 they were warning about AI hype. Looks like they were a bit off on that one. Nebius averaged $29.82 during that month, and it has gone up about 8x in less than two years.

$NEBIUS(NBIS)$ Motley Fool has an article out saying Nebius could be worth $235B by 2028, around 3.6x from here.

$NEBIUS(NBIS)$ Here comes the handle part of the cup and handle formation.

$NEBIUS(NBIS)$ With Anthropic out of the race, I think Nebius will end up buying Decart. Decart would fit Nebius unusually well, since its DOS stack can improve GPU utilization and lower inference costs across Nebius infrastructure. The synergy works on both sides: better economics per GPU, plus higher-value proprietary demand for that compute. Nebius also has very close ties to the Israeli startup scene, given that top management is Israeli. Mark this post.

$NEBIUS(NBIS)$ It is interesting how every plumber and janitor is now a macro economist, when 99% are just parroting what the media convinces them of and don't even understand what they are saying. The only halt being put on AI is by wealthy people who need to slow it down to load up on more shares. Stop believing every news story you read and don't comprehend.

$NEBIUS(NBIS)$ No matter how good the news is, NBIS always seems to manage one drop after another. If the NBIS neo cloud business performs even half as well and consistently as its stock tanks minutes before the close each day, we ought to do very well.