To The Moon

$NEBIUS(NBIS)$ We might need to remind the shorts what their talking points are. I think they have lost their notes, that is why they are not here.

$NEBIUS(NBIS)$  I tend to think that the partnership with CrowdStrike shouldn't be forgotten.

$NEBIUS(NBIS)$ Let's go, Nubius! Investors don't want to hear about convertible notes! They want to hear about production!

$NEBIUS(NBIS)$  Jensen said, “Nebius will take care of you”. Let that sink in. $NVIDIA(NVDA)$ ’s partnership runs deep. Nebius will have first access to $NVIDIA(NVDA)$  Rubin.

$NEBIUS(NBIS)$ It appears that many individuals are not pleased with the rise in debt. I am more content with debt financing over equity dilution through a significant stock issue to fund capital investment. This leads to a higher return on equity.

$NEBIUS(NBIS)$ The good news is that there is no further dilution. With the new convertible and the Nvidia warrants, the dilution for Nebius reaches 20 per cent, which is the company's limit under its current bylaws, as voted by the shareholders.

$NEBIUS(NBIS)$ I am not too concerned about how low it goes. This debate is rather exhausting. A couple of dollars will not matter when it reaches 200-500 dollars.

$NEBIUS(NBIS)$ Capex is not a surprise here, this is a short-lived overreaction.

$NEBIUS(NBIS)$  NBIS will also attract new investors at these price ranges.

$NEBIUS(NBIS)$  Nebius has integrated the $NVIDIA(NVDA)$  Physical AI Data Factory Blueprint into its global-scale AI infrastructure. Early developers, including RoboForce and Milestone Systems, are already cutting iteration cycles from weeks to days. Voxel51, Nebius, and $NVIDIA(NVDA)$  technologies enable Porsche Engineering and other AV companies to accelerate synthetic data generation pipelines.