Data like this, and you're bearish? $NBIS

Claude Opus 5.5 has been out for a few days. Some of our favorite things people have explored and discovered with it so far:

opus 5.5 is sooo cracked at motion design it's insane this is a one shot experiment of a @nebiustf teaser mindblowing

Claude opus5.5 just killed the entire video editing industry You can share as little details with the model and still get stunning results as base. People are sharing a whole vision (IN JUST TEXT) and opus5.5 turns that vision into a well craft video with songs and sound effects! A video that would take 1 month to produce and 3500$ for budget, can now be done in just few hours 🤯 What a time to be alive!

Don’t Copy the Names. Copy the Process. Even though I share the names of stocks I am bullish on, copying those tickers will not automatically make you money. Plenty of people still lost money in $NVDA, $PLTR, and $AMD because they chased, overtraded, sized poorly, or sold during the drawdowns. I will later share a detailed post on how I have accumulated in specific zones over the past years using my own indicators—some public, some not. The real edge is not blindly following a list given by others. It is choosing the right stocks for each cycle, then pairing that selection with patience, conviction, dry powder during massive downturns, the discipline to ignore market noise on X, and proper sizing for a 3- to 10-year hold. Without those, the same names that created wealth for some will destroy capital for others.

Price drives narrative. If you believe in a company, ignore the noise.

New benchmark results from @weka and Nebius show the impact of shared KV caching on sustained agentic inference. Running on @nvidia HGX B300 instances in Nebius AI Cloud, WEKA’s Augmented Memory Grid served 2.4× more requests than HBM-only while keeping median time to first token near one second. Worth a read for anyone working through the infrastructure demands of long-context agents: nebius.com/blog/posts/nebius…

The PC is about to become a lot more personal. Today, I’m excited to announce a partnership between @AMD and @perplexity_ai to bring Perplexity Portable Computer to AMD Ryzen AI Halo. This is more than running AI locally. We’re creating a new kind of agentic PC that can understand your work, reason through problems, and take action on your behalf, right on the device where your work happens. With one click, users can bring powerful AI models and agents to their PC, work with local files and applications, and run recurring workflows on device. When a task needs more advanced research or reasoning, Portable can tap into the cloud with permission. Your models. Your agents. Your data. Your stack. For decades, the PC has been a tool for getting things done. Personal AI changes that. The PC can now become a true partner in the work, helping turn information into insight and ideas into action. Big thank you to @AravSrinivas and the entire Perplexity team for making this possible. The PC transformed how we work and create. Now we’re creating the platform for the era of Personal AI. And this is just the beginning.

And on a serious note In the golden rush times, we can underappreciate the effort of building the platform. @nebiusai stands on the shoulders of the hundreds of people who come every morning to work and improve, improve, improve. It’s less visible than winning a large customer, launching a large data center, or raising another few billion. But this is the work that compounds and makes a difference. I truly believe that our strength (which is the flip side of weakness, as usual:)) is our underdog mentality. This “boy from the province in the large city” feeling. Nothing is given, and we need to prove ourselves every day. I hope we keep it. We are hiring.

🚨⬆️BNP Paribas upgraded Nebius $NBIS to Outperform from Neutral with a price target of $399, up from $260.

Current market assessment… 5% bond yields $100+ oil per barrel 7% mortgage rates 3.4% inflation 4% unemployment Mid Terms approaching Iran war risk All this is simultaneously incurring as markets sit at all-time highs while sentiment is at all-time lows. Interesting times…

BREAKING: Nancy Pelosi and Kathy Hochul’s eyebrows on pace to reach Mars before Elon Musk

$NBIS - Platinum ranked $IREN - Not recommended

we still got a long way to go with ai > solve riemann hypothesis > build nuclear fusion plants > cure all cancer > solve poverty > travel at 0.99c > survive the great filter > upload consciousness > prove simulation hypothesis > find the prime universe

Intelligence is often discussed as if it were immaterial. AI makes the opposite visible: reasoning requires chips, memory, energy and cooling. Compute does not diminish human thought. It gives more people the ability to test, build and discover at a scale once reserved for a few

$NBIS - Nobody is ready for the Q3 report and commentary. Nebius just announced raising Token Factory PAYG Dedicated Endpoint pricing across major Nvidia GPUs ($/hr). This is following the spot pricing for preemptible VMs on Nebius announced earlier today. Roman Chernin on the spot pricing: "We were the first AI cloud to introduce a successful auction. (I can talk all day about why the marketplace approach doesn’t work that well, btw. Hint: compute is not a commodity!)" Not all compute is created equal and we are seeing this first hand with the pricing power Nebius can demand. Hold onto your Nebius bags!