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$NBIS
This is probably the most valuable post I have made on X so far.
A PERSONAL FinX Account-List that has provided a supplementary foundation to my own research for quite some time and consistently supplies me with alpha, brings me great joy daily and has been cultivated over a long period. It's not perfect and only reflects MY contributions, so please don't leave whiny comments if your account isn't listed
FinX is exactly as good as you curate it. In my opinion I have curated it sharply. (However, I'm always open to and happy to receive suggestions for new candidates.)
Here is the handpicked and crisis resilient list of $NBIS related accounts. Great alpha, fighting FUD, high conviction but not blind.
Non engagement bait, non mainstream, non TA esoteric, non slop, non emotional garbage accounts.
I owe a considerable amount of wealth to this collective. Thank you all.
(I do not always agree with every account on this list or share their style. I even sharply criticize some of them but they remain important nonetheless. Generally I find it very important to stay informed holistically.)
The list is arranged alphabetically, not my anything else. In my view these are ALL must follows. I could not remove a single one without a heavy heart.
@ai_canaries
@AlexfromBabylon
@Asmallfish5
@B__Digs
@babyfolio
@BKad2005
@borex_investing
@daniel_koss
@demian_ai
@DrTomsLens
@EndicottInvests
@Funmenati (hacked right now, hope he'll be back)
@funofinvesting
@GainsOnPaper
@Investnorthwise
@itsalasdairmann
@MarkosAAIG
@MB_Hogan
@MirageWL8
@MktMavPro
@mvcinvesting
@paradislabs
@penguinvesting
@RayT168
@romanchernin
@Sandeman52
@SMASIMHO
@thekriskay
@TheUglyBuckling
@TopTechStocksUS
@wienglischmann
@yianisz
@zen_tropy
The second list is an extended pool.
Not necessarily $NBIS specific but partly in the immediate orbit and partly just very good, fast or simply supplementary input. Consider it a grab bag.
@__Con_
@aleabitoreddit
@amitisinvesting
@CABeyney
@DivesTech
@firstadopter
@genZinvest0r
@hiteshkar
@jiahanjimliu
@JKeynesAlpha
@kevin__mak
@KobeissiLetter
@MoodyWriter13
@RJCcapital
@SemiAnalysis_
@SmallCapSnipa
Anders retweeted
Markets hates $ASTS move to build a new rocket.
Key concerns:
- you cannot build in 2 years, it will take 5-10 years.
- by the time rocket will be ready, there will be enough reliable launch providers. Launch is a short term constraint.
- market already had enough problems to worry about like manufacturing, launch bookings and now another capital intensive move adds to those worries.
$ASTS wants the keys to space huh? I thought this was going to be a commodity
AST SpaceMobile to Build Own 20-Ton Rocket to Deploy BlueBird Satellites in Low Earth Orbit Using Miranda Engines from Firefly Aerospace.
businesswire.com/news/home/2…
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds #Blacklift
Anders retweeted
Everyone’s a long term investor for 2027, 2028, or 2029 onward
Until their portfolio experiences volatility months in. I still think:
- $RKLB could end up the next $SPCX
- $NBIS has the potential to be the next hyperscaler
- $SIVE has moonshot potential to be the next $LITE
- 1-3x P/E memory companies and $AXTI substrate bottlenecks are more durable than markets think
And that it’s stupid to sell single digit fwd P/E AI companies or promising longs.
And rotate that into 5% growth towel resellers at 47x P/E. Or 180x cyber companies, just because they’re going up.
I’ve seen $AMD go from the $3 valley of doom to $400 as people thought it could be the next $INTC / $NVDA.
And been through the Bitcoin $1000 -> $18,000 -> $3000 -> $100,000 cycle.
Not advice on how to position or trade, but anyone on extreme leverage during those times got wiped out.
While the underlying assets sharply recovered later.
I do think AI, Space, and Physical AI are the future.
So, I’m remaining long, and using this time to maximize exposure to the winners
Anders retweeted
Anthropic's annualized revenue run rate topped $80 billion at the end of October, up from the prior month, while its IPO raise could shrink to around $80B from up to $100B, and even potentially delay its IPO, per WSJ
Anders retweeted
Neoclouds are now able to capture ~$20-22M/MW on 5-year contracts, levels that used to be reserved for 1-3 year contracts.
Tight GPU/compute supply is clearly driving rental prices higher. But at this exact moment, the market is signaling it needs more than just pricing power.
What an interesting time.
Anders retweeted
CNBC reports that Chinese AI model developer Kimi is looking to rent Nvidia Blackwell GPUs from a European cloud provider. Kimi is interested in using the chips for both inference and training.
Kimi reportedly offered to pay 30% to 50% more upfront than buyers outside China.
The perfect day to have a car breakdown and be stranded for hours in the middle of nowhere in the cold.
Anders retweeted
On today's stock market crash:
As an investor, on days like today, you have to ask yourself one question: What fundamentally changed over the last 24 hours?
The shift in the fundamental backdrop cannot be attributed solely to the Midterm Election results; markets had already largely priced in the outcome.
So, what changed between yesterday and today? What is the fundamental reason for today's decline?
One of the most likely catalysts is growing concern about a potential "ban" on AI, or at the very least, severe regulation of the industry.
Over the last 24 hours, Democratic lawmakers have publicly called for restrictions on advanced AI development, including an outright "ban on artificial superintelligence."
Frankly, an outright ban will not happen.
Such a ban, if even possible to enforce, would effectively mean the US surrendering its position in the global AI race to China.
Does this mean AI is "over" or today's stock market crash marks "the end?" Absolutely not.
Rather, we believe we are witnessing a sudden shift in sentiment colliding with excessive levels of leverage, potentially triggering forced liquidations by several major institutional investors.
Therefore, today's downturn is more technical than fundamental. This is not to discount the concerns around regulation, they are legitimate. But price action right now does not look orderly or rational.
We are in the midst of the biggest technological revolution in human history.
Zoom out and remain calm.
Anders retweeted
$META president says a newly elected governor who made data centers a campaign issue asked to meet after inauguration:
“As soon as we get past the inauguration, let's meet, because we don't want to lose this investment in our town."
"We don't want these jobs to go elsewhere.”
Anders retweeted
$NBIS - makes sense....
CHINESE AI LAB SEEKS NVIDIA BLACKWELL CHIPS THROUGH EUROPEAN DATA CENTERS
China's Moonshot AI has reportedly explored renting Nvidia's advanced Blackwell computing capacity in Europe, potentially circumventing US restrictions on chip exports to China.
According to CNBC, discussions included access to clusters of 8,000 or more Blackwell GPUs, with Moonshot potentially offering 30%–50% higher upfront payments than non-Chinese customers.
US export controls restrict physical chip shipments to China, but remote access through overseas cloud providers remains a regulatory gap.
Washington is considering legislation to close that loophole.
Anders retweeted
🚨 BREAKING: AMD $AMD CEO LISA SU SAYS AI CHIP DEMAND IS "HIGHER THAN SUPPLY", MIDTERMS OR NOT
Jim Cramer asks if the election means the data center build "has got to be curtailed":
"We are actually seeing the demand being higher than supply"
"Our data center business is going to grow 50% sequentially, quarter on quarter into the fourth quarter"
"We have actually landed our first racks at our top customers, including Anthropic, OpenAI, Microsoft, Oracle, Meta"
"We see our business growing over 80% next year"
"It's over double of our long-term model"
The morning after a record Q3: revenue up 45% to $13.4B.
Can anything slow down the AI buildout now?
Anders retweeted
$NBIS EU-West2 paying a whopping $13.10/hr in spot price today. This is the highest I have seen so far 🤯🤯
Anders retweeted
$NBIS Good to remember who is best positioned here😉
Anders retweeted
It’s official. Tech is trading at its lowest forward P/E since 2022, with some hyperscalers still doing extremely well. So imagine the bloodbath in semis it took to bring QQQ down this much.
Short sellers would probably be smart to consider chickening out now, but greed works both ways. The appeal of riding the next dot-com crash is very powerful.
$NBIS
This is a fantastic idea by @aleabitoreddit.
We see this constantly with Nebius.
Independent accounts like mine have essentially made it a full-time job to dismantle all of the FUD, daily.
A dedicated Nebius representative providing regular, official statements is now a near necessity given today's rapid information cycles and massive price volatility.
This would structurally amplify our efforts to keep the facts front and center.
@Nebiusai @nebiustf @romanchernin @wienglischmann @demian_ai
I think this is the time for AI companies to appoint representatives on X.
To directly combat misleading AI narratives affecting ecosystem valuations and their financing ability.
The financial incentives to amplify overblown fears are enormous.
Both from well-capitalized executives who benefit from smaller competitors collapsing.
And from firms aiming to profit off deleveraging the AI trade.
It shouldn’t take quarterly earnings to finally push back against false rumors of oversupply or buildout delays.
JUST IN: 🚨🚨🚨 McDonald's going vertical !!!!
$MCD valuation is pricing in an oversupply of cheap labor. The recent sell off liquidated the overwhelming majority of leverage degens on @liquidtrading , SOURCE says.
They are reportedly forced back into the real economy.
Fast food chains now have access to an endless pool of exploitable worker lemmings which directly translates to structural margin expansion.
