$NEBIUS(NBIS)$ It doesnt make sense to be investing into NBIS right now.  Possible outcomes: 1. AI bubble continues -> Invest directly into Semi conductor stock.  2. AI bubble stops -> NBIS is just dead.  3. Improvements to Local / Chinese LLM gains traction -> NBIS guhh. 4. Other MAG7 joins neocloud race -> NBIS guhh 5. Meta reconsiders NBIS partnership -> NBIS guhh 6. Stock dilution / equity raises -> NBIS guh Investing in NBIS exposes you to more AI risks.

$NEBIUS(NBIS)$ NBIS death spiral once META annouces deal over. 

$NEBIUS(NBIS)$ Just buy semi conductors stock if bullish on AI.  This stock ia dead.

$NEBIUS(NBIS)$ or $MU ? I feel like MU is more attractive, NBIS feels overly valued and as much if not more exposure to AI bubble than MU is. 

$NEBIUS(NBIS)$ Anyone worried abour Meta giving up NBIS contracts?

$NEBIUS(NBIS)$ risky, META might cancel NBIS deal. Lol shit could drop 20% overnight.

$Alphabet(GOOG)$  next decade stock

Google is oversold. Classic overreaction, 2 lead scientist is not worth 300B. [Happy]  

$Figma(FIG)$ potential acquisition by Spacex ? Makes sense since SPCX bought cursor, figma could give theme an edge. 

$Tesla Motors(TSLA)$  Goldmans reducing stake in TSLA. Large capex incoming, TSLA is a dying cow, milked to fund xAi and SpaceX. 

$Tesla Motors(TSLA)$   TSLA bagholders once Elon goes to jail.  [Happy]  

$DJT Extremely bullish. Watching for abnormal options activities. Nuclear pivot screams buying opportunity. Trump is one executive order away from allocating military or tariff expenditure to ANY industry he wants. We have seen the AI, Semicondutor and GPU actrs - CHIPs act. We could potentially see a Nuclear Act. A 100 B injection to DJT for the sole purposes of creating nuclear plants would see a 20x market growth (~260/share). 

$Opendoor Technologies Inc(OPEN)$  

$Tesla Motors(TSLA)$  

$Tesla Motors(TSLA)$  jj

$Tesla Motors(TSLA)$   Fraud. Price Manipulation. Shrinking market cap. Disgruntled CEO.  Godspeed TSLA 100 EOY.

$Dominari Holdings(DOMH)$ this is going parabolic, Trump and Softbank may actually let DOMH gain exposure to 500 billion.

$Dominari Holdings(DOMH)$ trump had a 500 billion AI data center project. Dominari owns 32% of American Data Center. Trump and trump jr are board members of DOMH. 100x bagger. 

$Dominari Holdings(DOMH)$ trump pump ? Rumors that Dominari might be spear heading 500 billion stargate fund. This could be a 100x bagger.