How are we so stupid…
Never fade Michel burry WOW
Micron stock is currently the best performing stock in the S&P 500 over the past 5 years
$MU currently trades at $1,016.63
Ok so everyone is asking why ai stocks like $MU $NBIS and countless others are falling hard right now. And no it’s not over.
Huge companies, such as Google that are invested heavily into the AI bubble are now falling short on revenue. Leading people to believe that a lot of the cap x spending is at its peak.
Not to mention with a lot of democratic candidates, being elective throughout midterms, this is bearish for data centers. However, this is just factually incorrect. There are always going to be blue states, and even those candidates know the importance of AI. Although we might have to be more systematic with how we position our data centers it is not as big of a deal as everyone thinks. First of all, $NBIS doesn’t even have a single. Data center in Texas as of current.
The ai trade is not over but I’m not gonna be buying the dip just yet stay strong and diversify.
$MU tomorrow
nitter.cf/kalshi_finance/status/…
I see an EXTREMELY HIGH probability of $NBIS becoming GAAP net income profitable in H2 2027.
Nebius has stated that it could have sold its entire 2027 compute capacity multiple times over, but deliberately chose to preserve part of it rather than locking everything into long-term contracts.
This is a GAME CHANGER.
The imbalance between AI compute demand and supply keeps widening, and annual revenue per MW is increasing month after month.
Bare-metal contracts that generated $10M–$15M per MW annually at the beginning of 2026 are now reaching $50M in some cases.
Payback periods are already down to 12 months, and Elon Musk expects they could reach just 6 months in 2027.
Locking in today’s prices for years means sacrificing enormous future revenue.
$NBIS is preserving the flexibility to capture that upside while aggressively expanding its capacity.
With adjusted EBITDA margins already above 40%, I expect GAAP profitability to arrive much sooner than the market anticipates.
H2 2027.
WHERE DO I STORE MY MONEY???
EVERYTHING IS GETTING HACKED
LEDGER > HACKED
BINANCE > HACKED
POLYMARKET > HACKED
METAMASK > HACKED
PHANTOM > HACKED
WHERE SHOULD I PUTTT MYY MONEYYY????
Crypto is crashing.
Stocks are crashing.
The dollar is crashing.
Everything is crashing.
Genuinely what should we do now?
