$Figma(FIG)$ Our CFO is retarded. What kind of CFO says he isnt going to prioritize margins. Dumb fuck. 

$NEBIUS(NBIS)$ high interest is gonna kill this stock. 

$NEBIUS(NBIS)$ high yields will crush data centre stocks. Kimi hosting might be banned by USA. 

$NEBIUS(NBIS)$ just buy Semis instead of Neoclouds. 

$NEBIUS(NBIS)$ time for puts. 

$NEBIUS(NBIS)$ becareful of this artificial pump.  NVDA did not increase their stake in NBIS Datacentre perception is overtly negative  Compute constraint may be artificial - look at how often claude and gpt give out usage refresh and credits Chinese / advances in LLMs will wreck NBIS  AI bubble bursting will wreck NBIS If you want to long AI just buy the underlying semi stocks, NBIS is effectively semis + alot of unnecessary risk. 

$NEBIUS(NBIS)$ growth is threatened by chinese models and data centre protests.

$NEBIUS(NBIS)$ GOOGL to venture into hyperscalers. 

$NEBIUS(NBIS)$ It doesnt make sense to be investing into NBIS right now.  Possible outcomes: 1. AI bubble continues -> Invest directly into Semi conductor stock.  2. AI bubble stops -> NBIS is just dead.  3. Improvements to Local / Chinese LLM gains traction -> NBIS guhh. 4. Other MAG7 joins neocloud race -> NBIS guhh 5. Meta reconsiders NBIS partnership -> NBIS guhh 6. Stock dilution / equity raises -> NBIS guh Investing in NBIS exposes you to more AI risks.

$NEBIUS(NBIS)$ NBIS death spiral once META annouces deal over. 

$NEBIUS(NBIS)$ Just buy semi conductors stock if bullish on AI.  This stock ia dead.

$NEBIUS(NBIS)$ or $MU ? I feel like MU is more attractive, NBIS feels overly valued and as much if not more exposure to AI bubble than MU is. 

$NEBIUS(NBIS)$ Anyone worried abour Meta giving up NBIS contracts?

$NEBIUS(NBIS)$ risky, META might cancel NBIS deal. Lol shit could drop 20% overnight.

$Alphabet(GOOG)$  next decade stock

Google is oversold. Classic overreaction, 2 lead scientist is not worth 300B. [Happy]  

$Figma(FIG)$ potential acquisition by Spacex ? Makes sense since SPCX bought cursor, figma could give theme an edge. 

$Tesla Motors(TSLA)$  Goldmans reducing stake in TSLA. Large capex incoming, TSLA is a dying cow, milked to fund xAi and SpaceX.