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Don’t buy stocks simply because others are buying or because sentiment is bullish. Some people follow sentiment and get lucky, but most eventually get burned. Have a clear reason for owning every company in your portfolio. Without a strong thesis, volatility will shake you out of your position. Conviction is what keeps you invested when your stock is down 30%. But don’t marry your bag. If the fundamentals change and your original thesis is broken, don’t hesitate to sell. Buy with a reason. Hold with conviction. Sell when the reason is gone.
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$NBIS: Volatility is vitality. If you can't handle volatility, your chances of winning in the market are slim. There is no straight-line graph in the market. It's full of hiccups, pullbacks and turbulence along the way. Patience is the virtue that wins the race. Copy that?
Just came online to see $NBIS $SNDK and $MU ripping Am I surprised? Hell NO I told you to prepare before now Will it rip higher Oh Yes Will there be pullback along the way Oh yes
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Just came online to see $NBIS $SNDK and $MU ripping Am I surprised? Hell NO I told you to prepare before now Will it rip higher Oh Yes Will there be pullback along the way Oh yes
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You know what this means for neoclouds like $NBIS right This is a long term game Play it well.
JUST IN: BlackRock says AI compute could be tokenized in the future.
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$NBIS 🔥🔥🔥 There is more than enough demand for GPU price hikes like this to happen back-to-back. You simply cannot be bullish enough on the long-term opportunity. Safe to say $10B+ ARR by EOY is within reach. The demand for compute is nowhere near slowing down.
JUST IN: $NBIS ANNOUNCES ANOTHER OCT. 1 GPU PRICE HIKE This time, Nebius is raising Token Factory PAYG Dedicated Endpoint pricing across major $NVDA GPUs ($/hr): H100: $4.05 → $4.70 (+16%) H200: $4.70 → $5.60 (+19%) B200: $7.40 → $8.70 (+18%) B300: $8.10 → $9.70 (+20%)
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Give some credits to @babyfolio 🔥🔥 I have watched him bullish on $META over the past weeks and he shared reasons behind the pick. Like I have always said, you can get life changing opportunity on X with zero pay if you follow the right people. There are so many of this accounts on X sharing free alpha. I am one of them. If your still not following @babyfolio @CryptoBankz_65 @Sandeman52 and some many other quality accounts on this platform, you probably hate money and prefer to spend thousands of dollars in a community that delivers less than 20% ROI
The next name on my list is $META, and the main reason is Muse. Meta just launched Muse, a personal AI agent with its own secure virtual computer and browser. It can manage emails, make reservations, complete purchases and handles tasks with multiple steps. It remembers your goals, suggests what to do next and keeps working after you close the app. Early feedback on the App Store has been strong. Muse has a 4.9/5 rating from around 3,400 US App Store ratings with users describing it as fast, efficient and surprisingly useful. This is the clearest look yet at what Meta's massive AI spending is producing. Meta expects $130B to $145B in capex this year, and providing every Muse user with a secure cloud computer will be expensive. Even with that spending, $META trades at roughly 20x forward earnings. The opportunity in my eyes is huge. Muse is free for most uses, with paid subscriptions for heavier users. It can also complete purchases through Stripe's Link, potentially placing Meta between user intent and the transaction. Meta already owns one of the world’s strongest advertising businesses. Muse could become an entirely new growth engine alongside it. I really believe that with their distribution, they can be one of the biggest AI application layer winners. That is why $META is my second great R/R pick.
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Many of you still think this $NBIS 84% call out is mere logic prediction You will regret not listening to me very soon
Do yourself a favor now and buy $NBIS before the next 84% upside in the next 3 months Call it bluff It will happen anyways 📌
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Still not bullish on the data center theme? You’re getting left behind at the speed of light. Data centers are no longer just infrastructure. They’re becoming strategic national assets. Long $NBIS $CRWV $IREN Thank me by 2027.
BREAKING: US data center investment overtakes housing investment
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$NBIS $CRWV $IREN and $WULF all have great potential. They have areas of strength and weakness. One may be the favourite but that doesn't mean others aren't going to win. Regardless of what anyone thinks, I believe any Neoclouds picks are good investment opportunities rn
This is true. I’ve seen many posts saying they’re avoiding or bearish on $CRWV because of its debt. That argument doesn’t make much sense to me. $CRWV already has significantly more capacity than $NBIS. And by the time Nebius reaches CoreWeave’s current scale, it may also need to take on substantial debt to fund that expansion. Debt itself isn’t the problem. The real question is what the debt is being used for and whether the company can generate enough revenue and cash flow from the assets it is financing. I still prefer $NBIS in several areas, especially management, customer approach and execution. But that doesn’t mean $CRWV is a bad company. Both are operating in one of the biggest infrastructure opportunities of this decade, and I genuinely believe both have significant opportunities ahead. You don’t have to hate $CRWV to own $NBIS.
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$NBIS up 2% in the overnight market Probably nothing but could be another bullish new week ahead for AI infrastructure and memory #SNDK #MU
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The next big win could be waiting for you this week. 👀 Will you be ready when the opportunity comes? 💙 Like & 🔄 Repost if you are ready
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Would you rather invest in S&P 500 or individual stocks?
7% S&P 500
93% Individual stocks
29 votes • Final results
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HOW SEMICONDUCTORS ARE PRICED ON 2027 EARNINGS • $INTC 53x • $ALAB 47x • $ANET 39x • $AMD 36x • $MRVL 36x • $ASML 28x • $KLAC 26x • $LRCX 25x • $AMAT 24x • $COHR 23x • $LITE 23x • $AAOI 23x • $TSM 20x • $CRDO 18x • $AVGO 18x • $ON 15x • $NVDA 14x • $SNDK 7x • $MU 6x • $SKHY 4x
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Jensen is literally telling you that AI companies renting out compute are among the clearest paths to building wealth, and you’re still doubting it. Look at these neoclouds and see what happens over the next 5 years: 1. $NBIS 2. $CRWV 3. $IREN 4. $WULF 5. $APLD $NBIS remains my favorite, but I sincerely believe there’s room for multiple winners here. This isn’t a winner-takes-all market. AI compute demand is going to be enormous. DYOR
CMS Invests
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VIP to the Top|8th Anniversary Exclusive Giveaway Ready to take your next adventure to the top? We’re giving away an exclusive VIP Hiking Gift Box designed for your next outdoor escape. How to enter: ✅ Follow @BitgetVIPs ✅ Like & RT this post ✅ Comment your feedback or experience with #BitgetVIP 🎁 1 lucky winner will receive the exclusive VIP Hiking Gift Box. #Bitget8
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This is exactly why not positioning for the data center and Neoclouds theme, especially names like $NBIS, could be a decision you deeply regret over the next couple of years. Long $NBIS and $CRWV. Be happy ever after.
BREAKING: OpenAI plans to spend almost $900 billion on computing and data centers by 2030
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我有点想在中国的社交平台上开个账号玩玩 就玩一小段时间,跟用不了 X 的粉丝们互动一下 大家推荐去哪个平台发帖?
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Long $NBIS🔥🔥🔥
This is exactly why not positioning for the data center and Neoclouds theme, especially names like $NBIS, could be a decision you deeply regret over the next couple of years. Long $NBIS and $CRWV. Be happy ever after.
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$NBIS: President Trump just pushed back hard against the AI doomer narrative coming from Sam Altman and Dario Amodei. The whole “AI will end humanity” and “we need to pace AI” narrative never made much sense to me. And I like the fact that Trump is looking beyond the headlines and focusing on the bigger strategic picture: China. We’ve already seen attacks on data-center expansion. Now the conversation has shifted toward slowing the pace of AI development. Whether you agree with the safety concerns or not, deliberately slowing the U.S. AI race while China is aggressively pursuing the same technology carries a very different set of risks. Trump’s position is clear: the U.S. intends to keep pushing. If you’re not positioned for the AI infrastructure boom, you may be watching the biggest technology buildout of our generation from the sidelines.
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$NBIS: People make mistakes in investing and then blame the market for them. Some don't even understand what "investing" actually means. Imagine starting a business and expecting it to become profitable almost immediately. That's rarely how it works. I own a school, and the first year was rough. I used my personal savings to finance the school, pay staff and upgrade infrastructure. We had just 13 new intakes that year. It was crazy. The second year improved. We had 30 new intakes, bringing the total to 43 students. For the first time, there was some relief. I no longer had to use my personal money to pay salaries, and the school could handle some maintenance and other expenses by itself. The third year got better. Then the next. Until we reached where we are today, where things have finally aligned. That's investing. You sow the seed, nurture the business and give it time to grow before you harvest. Unfortunately, many people want easy money, so they jump from one stock to another every time the price moves against them. If you can't be patient enough to let a good business grow, you're already at a disadvantage. Small volatility will constantly make you question your thesis. Stop trying to time the market. Nobody does it consistently. We're all just doing our best. Use DCA. Buy when you have the means. If you keep waiting for the "perfect" price, you may end up spending the cash elsewhere anyway. Michael Strategy has continued buying $BTC when they had the means. Even with some purchases made at very high prices, their overall position remains profitable. I'm not saying you should blindly buy at any price. At every point in the market, there are businesses trading at prices that may offer attractive long-term opportunities. Right now, names like $ONDS and $SOFI are one many people don't actually look at but has potential. That's how to win against the crowd, front run them and let them join the rally to pump your PF when the time is right Your job is to identify the business, study its growth potential over several years, invest according to your conviction and risk tolerance, then give time the opportunity to do the math. Investing isn't about getting rich overnight. It's about planting seeds today that can become much bigger tomorrow.
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