$NEBIUS(NBIS)$  More good news on the way, and more data center builds too.

$NEBIUS(NBIS)$  At this point, you can just set it and forget it. It feels like Christmas every day. Even the occasional red day, which was basically flat anyway, just feels like another blessing. Shaking hands with all my fellow longs, especially those who've shared some stressful times together over the last year.

$NEBIUS(NBIS)$ This move is pretty wild, just going up and up without any news. Some analysis is looking more and more on point by the day.

$NEBIUS(NBIS)$ Anthropic is planning a major expansion in Europe and is trying to hire someone in London for the role of securing compute resources there. Given that Nebius will have the continent's largest data center in Finland and a second massive one in France, it feels like an Anthropic deal is just a matter of time. Since they are full-stack and just made a great AI inference acquisition, I see NBIS evolving into not just a data center company but a full-fledged hyperscaler. I used to say wake me at $200, then raised it to $400. Now I'd say wake me up at $1000 in 3-4 years, if not sooner.

$NEBIUS(NBIS)$  Turn off your computer and come back in a month. You might find $3 instead of $1.

$NEBIUS(NBIS)$ The bull case is strengthening, and most investors are underexposed. That's a great article.

$NEBIUS(NBIS)$ Set another all-time high. Here comes the judge. Did anyone think this would happen so quickly a month ago? They've had many positive news items come out one after the other. A force too hard to ignore. Well choreographed. The new IR guy is earning his keep.

$NEBIUS(NBIS)$ Guess what else is set to surge besides NBIS and CRWV? If you thought NVDA, you're right. It's been stagnant for 6 months, but is now pushing to break its 52-week high of $212. When it breaks above $212, I believe it could reach $250 relatively quickly.

$NEBIUS(NBIS)$ Trump has single-handedly collapsed the market all because he is afraid of the Epstein files.

$NEBIUS(NBIS)$ 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.

$NEBIUS(NBIS)$  Price closed right below my resistance zone of 94.80-100.74. The next move will be quite intriguing to observe