When the war starts they're going to BUST this market wide open and your levered asses are going to get C U CK E D and then they'll pump the market again before the midterms.

---

Try again on the C

---

I N eed T he C alls

---

And the creation, doing business immediately, of Trump BED BATH KITCHEN 'n PHARMA-C

---

Hims puts b/c generic drug tarrif?

---

$NBIS. A full-stack ai cloud datacenter and much more. Here's a dd: The risk reward with NBIS is very strong. They have a track record at Yandex of building out 20 DCs. They know what they are doing which is why Microsoft signed the deal with them. Also NBIS is 400 engineers strong. Two more greenfield sites will be announced by EOY & could be generating revenue by Q4 2026. NBIS could be guiding ARR of 5-10B by 2026 EOY. Nvidia has a strategic partnership with Nebius that grants Nebius priority access to Nvidia's latest and most powerful GPUs.  As an early adopter of NVIDIA Blackwell, Nebius worked with research group LMArena in collaboration with NVIDIA to bring LMArena’s Prompt-to-Leaderboard (P2L) system into production using GB200 NVL72 infrastructure. Nebius's supercomputer, ISEG, ranked 16th on the Top 500 list of the world's most powerful supercomputers. Other companies under the group: * **Avride:** A company that develops autonomous cars and delivery robots for sectors like ride-hailing and logistics. Their self driving car subsidiary is launching with Uber in October. They also just expanded their food delivery robots to a second college this semester. * **TripleTen:** An edtech platform that offers training and reskilling for tech careers in the U.S. and Latin America. * **Toloka AI:** A company that partners with businesses to provide data for developing generative AI. * **ClickHouse:** An equity stake is held in this open-source column-oriented database management system. This doesn’t factor in a potential IPO of Clickhouse which they own just under 30% of. Outside of Microsoft they still guided up to 1.1B ARR by Q4 2025. Nebius Group Price Target Raised to $206 at Northland, Named New Top Pick After Microsoft Deal. When choosing a company, always look at the debt. Their main competitor coreweave has $9 billion debt while NBIS has net cash $693 million. * **CoreWeave (CRWV)** — **Net debt ≈ $9.00B** (Total debt $11.05B − cash & restricted cash ≈ $2.05B) * **Nebius (NBIS)** — **Net cash ≈ $693M** (Cash $1.679B − total debt $986.2M ⇒ net **−$693M**) Hold for 10-15 years on all ups and downs. Never sell like Elon Musk, Larry Ellison and Jeff Bezos. This is true wealth. Best of luck.

---

$NBIS. A full-stack ai cloud datacenter and much more. Here's a dd: The risk reward with NBIS is very strong. They have a track record at Yandex of building out 20 DCs. They know what they are doing which is why Microsoft signed the deal with them. Also NBIS is 400 engineers strong. Two more greenfield sites will be announced by EOY & could be generating revenue by Q4 2026. NBIS could be guiding ARR of 5-10B by 2026 EOY. Nvidia has a strategic partnership with Nebius that grants Nebius priority access to Nvidia's latest and most powerful GPUs.  As an early adopter of NVIDIA Blackwell, Nebius worked with research group LMArena in collaboration with NVIDIA to bring LMArena’s Prompt-to-Leaderboard (P2L) system into production using GB200 NVL72 infrastructure. Nebius's supercomputer, ISEG, ranked 16th on the Top 500 list of the world's most powerful supercomputers. Other companies under the group: * **Avride:** A company that develops autonomous cars and delivery robots for sectors like ride-hailing and logistics. Their self driving car subsidiary is launching with Uber in October. They also just expanded their food delivery robots to a second college this semester. * **TripleTen:** An edtech platform that offers training and reskilling for tech careers in the U.S. and Latin America. * **Toloka AI:** A company that partners with businesses to provide data for developing generative AI. * **ClickHouse:** An equity stake is held in this open-source column-oriented database management system. This doesn’t factor in a potential IPO of Clickhouse which they own just under 30% of. Outside of Microsoft they still guided up to 1.1B ARR by Q4 2025. Nebius Group Price Target Raised to $206 at Northland, Named New Top Pick After Microsoft Deal. When choosing a company, always look at the debt. Their main competitor coreweave has $9 billion debt while NBIS has net cash $693 million. * **CoreWeave (CRWV)** — **Net debt ≈ $9.00B** (Total debt $11.05B − cash & restricted cash ≈ $2.05B) * **Nebius (NBIS)** — **Net cash ≈ $693M** (Cash $1.679B − total debt $986.2M ⇒ net **−$693M**) Hold for 10-15 years on all ups and downs. Never sell like Elon Musk, Larry Ellison and Jeff Bezos. This is true wealth. Best of luck.

---

Tool Time! Arr arr arr arr!

---

ARR

---

Honestly, I would take a new car with roll down windows, no cameras, no sensors, no A/C, no fuckin radio. Too bad we’ll never see that here

---