Sandeman.Stocks @SandmanStock

True statement

Daniel Mirkin CEO of Trade Ideas @TradeIdeas

6 days ago

Diversification and Indexing is a path to MEDIOCRITY. You could get LUCKY and make like 20% in a year or two. But 20% is NOT THE WAY to EXPONENTIAL GAINS! The ONLY way to WIN EXPONENTIALLY in the STOCK MARKET is CONCENTRATION - 67% of my portfolio is in ..... $NBIS

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I’ve been telling my wife since Monday that $NBIS hits $300 by Friday.

MarketMaverick @MktMavPro

a week ago

This isn’t the language you use if you’re behind schedule… This is why I’m 100% in $NBIS. Nothing even happened yet…

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Been outside all day. Why QQQ down so much? Just because of the hard spike yesterday or did I miss something?

If that’s the case, we are gonna need a bigger boat.

Alexander @AlexfromBabylon

a week ago

$NBIS Ben confirmed here by talking to management that Nebius is also moving into the CPU business. Also expect a tuck-in AI memory acquisition this year.

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I’ve been saying that by 2030 $NBIS stake in ClickHouse will be worth more than today’s NBIS market cap. Meaning, for people who go heavy in this stock have a huge safety net that back them up….not to mention Avride or the other subsidiaries. Amazing.

The Fundamentalist @Funmentalist

2 weeks ago

$NBIS Hidden gem many don’t know about (ClickHouse) So I gained a lot of followers because of this company, and I already explained what Token Factory is and how it is important for $NBIS. However, there is one more asset Nebius owns that many investors either overlook or

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$NBIS getting ahead of this is great. The biggest takeaway: the ban didn’t reduce the need for AI. It increased the need for independent AI infrastructure. The winners may not just be the labs building the smartest models, but also the companies providing the sovereign compute and inference platforms that allow organizations to maintain control when policy, regulation, or geopolitics changes.

The Fundamentalist @Funmentalist

2 weeks ago

Directly from $NBIS more complex read than mine about the Fable 5 ban, but it really highlights the opportunity for $NBIS If they take advantage of this new narrative that appeared basically over night, we might see another inflection point

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A lot of people will see this Anthropic news and assume it is bearish for AI. But it’s actually bullish for AI infrastructure. The US gov basically said that the most advanced AI models are now considered strategic national assets. This is a sign that AI has become important enough to warrant national security protection. The way I see it, If access to frontier models become more restricted, countries and enterprises do not stop building AI. They invest even MORE heavily in their OWN infrastructure, compute, and sovereign AI ecosystems. That is why I think this is ultimately bullish for companies providing the picks and shovels of the AI revolution. The winners are the companies supplying the GPUs, data centers, power, and cloud infrastructure that every AI system depends on. Don’t be fooled if they try to trick you Monday morning. Do you guys agree or disagree?

Anthropic @AnthropicAI

2 weeks ago

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of

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$NBIS price action is always played with for a period of time, like a cat toying with a mouse…then eventually it will rip 6 days in a row. This has been the pattern since I got in at the 40s and 50s. Do not fret short term price action. I’m telling you now, throw logic out the window. I’ve seen this with many stocks I’ve invested in. I remember in the bio and pharma sector, positive PRs would drop and the price would go DOWN!!! Many got frustrated and sold…days later only to rip to new all time highs on NO news. We are retail. We don’t control price. We are passengers, not pilots. There are only so many tickets on the ride. If you were a pilot would you want a bunch of retail passengers with you or more tickets for yourself and your pilot friends? Think about it. This is a game of wills, with a dash of skills. But will power is the key to keeping your tickets to Valhalla. Dont give your tickets away because you are impatient or because you think this is a logical market. It is not. It’s literally a mechanism that transfers wealth from the impatient to the patient. Yeah it’s cliché but it’s true.

So what happened Friday? Misleading jobs numbers attributed to World Cup. Algos fired first, took time over the weekend to aim. Market needed an excuse to sell off anyways. Looks like Middle East tensions calming now, right in time for market open. Also: Jensen tells us AI stocks are cheap. Trump is pumping stocks again like he did after the tariffs last year. This time we are going into midterms. Bessent says we need rate cuts. AI is in the first inning. Bears are crying. Finally, let me guess the bears replies to this post: “…of course Trump and Jensen are pumping stocks” “Israel won’t listen to Trump, war is never going to end…” “AI stocks are way over valued” What else ya got, doomers?

Rosanna has been nailing it all weekend.

Rosanna Prestia, MBA @RosannaInvests

3 weeks ago

@ThetaWarrior @TrendSpider My take: one high-volume down day tells you about emotion and sell algos, not direction and it’s resolved both ways historically. The more useful question is the catalyst. Friday sold off on hike fears from a jobs number that was mostly a World Cup one-off. The scare was noise;

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🚨 Breaking: you only lost money today if you sold.

We know what this means.

The Kobeissi Letter @KobeissiLetter

3 weeks ago

BREAKING: President Trump says “stocks should go up, not down” after today’s jobs report. “Growth does not mean inflation,” Trump says.

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Luck is just preparation meeting opportunity. People see opportunity all the time. Only a few are prepared by the hard work they put in when nobody was looking. Discipline = Freedom

$NBIS is due for one of those pointless short attacks at the opening bell. Go ahead and prove me wrong shorts. Or are you as predictable as that?

Ok, new CAGR is dropping: 63.5% over a span of 12 years. 35,900% total growth. All my subs are super happy! Subscribe today! Oh wait, I don’t run a subscription. It’s all free! Oooops I forgot. 😂🤣😏 Let’s keep winning guys!!!

So…. Will I collect on this Spurs ticket or nah? Kicking myself for not going heavier. It was so obvious with that team. Who’s with me? Spurs all the way???!!!

Wow guys…I just crunched my updated stats as of yesterdays close…and I am incredibly humbled. 🙏 Over the last 12 years: 24,900% gains CAGR: 58.5% That’s an average return of 58.5% every year for 12 years in a row. Yes, it’s a snapshot in time. Things could change. I think I’m done posting net worth and exact $$$ numbers. It’s bad karma. Plus I don’t need the added headaches. As far as percentages though, I’m very pleased and feel incredibly blessed. 🙏🙏🙏

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