$NBIS, $JOBY & $BA Emerge as Key Winners in the New Tech-Industrial Cycle

1. $NEBIUS(NBIS)$

- >$40B in ai infra contracts with $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$

- $2B strategic investment from $NVIDIA(NVDA)$

- jensen literally framed partnership around “agentic ai demand explosion"

- ~25% stake in ClickHouse ($15B valuation = ~$4B embedded value)

- gpus + POWER

- chart strong

NBIS @ $154.

2. $Joby Aviation, Inc.(JOBY)$

- new $250M investment from toyota

- dubai launch soon (huge catalyst)

- unusual weekly volume + chart perky

- good earnings

- DoT/FAA new program "to accelerate advanced air mobility deployment in the US"

Joe Lonsdale (Palantir) recently mentioned

JOBY:...now $10.83

3. $Boeing(BA)$

- iconic "american" co like $Dell Technologies Inc.(DELL)$ $Intel(INTC)$

- trump loves boeing

- reportedly close to "massive china order"

- air force trying to have a Boeing 747-8 ready by fourth of july...heavily modified for presidential use👀

- insider buys

- weekly chart looks solid

BA @ $237.

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Nebius Turns Profitable, Surges 16% on Earnings: Has $NBIS Won?

Nebius surged 15.7% after reporting 1Q26 revenue of $399M, up 684% YoY and 75% QoQ, with its market cap closing in on CoreWeave. The company is reshaping AI infrastructure at a remarkable pace — contracted compute capacity rivals CoreWeave, it holds a $27B Meta deal, and M&A activity is accelerating. Can the NBIS story continue? And why did CoreWeave crater post-earnings while Nebius surged — what differentiates these two NVDA ecosystem plays?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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iBuy_uSell
05-13
iBuy_uSell
for nbis chart, are they updated or adjusted to?

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Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\"></p></body></html>","htmlText":"<html><head></head><body><h2 id=\"id_2086256196\">1. <a data-mention-id=\"NBIS\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a></h2>\n<p>- &gt;$40B in ai infra contracts with <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a></p>\n<p>- $2B strategic investment from <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a></p>\n<p>- jensen literally framed partnership around “agentic ai demand explosion\"</p>\n<p>- ~25% stake in ClickHouse ($15B valuation = ~$4B embedded value)</p>\n<p>- gpus + POWER</p>\n<p>- chart strong</p>\n<p>NBIS @ $154.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/a69a00104a18b204de61453705697972\" tg-width=\"1529\" tg-height=\"1113\"><span> </span></p>\n<h2 id=\"id_608671587\">2. <a data-mention-id=\"JOBY\" class=\"teditor-mention\" data-mention-name=\"Joby Aviation, Inc.\" href=\"https://ttm.financial/S/JOBY\">$Joby Aviation, Inc.(JOBY)$</a></h2>\n<p>- new $250M investment from toyota</p>\n<p>- dubai launch soon (huge catalyst)</p>\n<p>- unusual weekly volume + chart perky</p>\n<p>- good earnings</p>\n<p>- DoT/FAA new program \"to accelerate advanced air mobility deployment in the US\"</p>\n<p>Joe Lonsdale (Palantir) recently mentioned</p>\n<p>JOBY:...now $10.83</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/bd6e7c9305279e9192e37f74aefc5a04\" tg-width=\"1620\" tg-height=\"1091\"><span> </span></p>\n<h2 id=\"id_3914136107\">3. <a data-mention-id=\"BA\" class=\"teditor-mention\" data-mention-name=\"Boeing\" href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a></h2>\n<p>- iconic \"american\" co like <a data-mention-id=\"DELL\" class=\"teditor-mention\" data-mention-name=\"Dell Technologies Inc.\" href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a></p>\n<p>- trump loves boeing</p>\n<p>- reportedly close to \"massive china order\"</p>\n<p>- air force trying to have a Boeing 747-8 ready by fourth of july...heavily modified for presidential use👀</p>\n<p>- insider buys</p>\n<p>- weekly chart looks solid</p>\n<p>BA @ $237.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/fb072be5d0f26159a311ff03200b8038\" tg-width=\"1621\" tg-height=\"1092\"><span> </span></p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\"></p></body></html>","text":"1. $NEBIUS(NBIS)$ - >$40B in ai infra contracts with $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ - $2B strategic investment from $NVIDIA(NVDA)$ - jensen literally framed partnership around “agentic ai demand explosion\" - ~25% stake in ClickHouse ($15B valuation = ~$4B embedded value) - gpus + POWER - chart strong NBIS @ $154. 2. $Joby Aviation, Inc.(JOBY)$ - new $250M investment from toyota - dubai launch soon (huge catalyst) - unusual weekly volume + chart perky - good earnings - DoT/FAA new program \"to accelerate advanced air mobility deployment in the US\" Joe Lonsdale (Palantir) recently mentioned JOBY:...now $10.83 3. $Boeing(BA)$ - iconic \"american\" co like $Dell Technologies Inc.(DELL)$ $Intel(INTC)$ - trump loves boeing - reportedly close to \"massive china order\" - air force trying to have a Boeing 747-8 ready by fourth of july...heavily modified for presidential use👀 - insider buys - weekly chart looks solid BA @ $237. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off","highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/563713342693680","repostId":0,"isVote":1,"tweetType":1,"viewCount":711,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["META","NVDA","INTC","MSFT","NBIS","JOBY","BA","DELL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":985,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":563675350926464,"commentId":"563675350926464","gmtCreate":1778649162905,"gmtModify":1778649168979,"authorId":3549668038727602,"author":{"id":3549668038727602,"idStr":"3549668038727602","authorId":3549668038727602,"name":"iBuy_uSell","avatar":"https://static.tigerbbs.com/0e3e47e5305e34c6968002ff9c31335a","vip":1,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":563713342693680,"objectIdStr":"563713342693680","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"for nbis chart, are they updated or adjusted to?","text":"for nbis chart, are they updated or adjusted to?","html":"for nbis chart, are they updated or adjusted to?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/563713342693680"}