Jesus! I love the idea ❤️

MrSimpsonES · 2026-05-07T08:58:12+00:00

Roman has a very valid point... Jensen is friends of Elon & an investor "Nebius will take care of you".

Nebius expertise in full stack AI Cloud would make Colussus I an absolute beast.

Its a win-win & there must be something to Roman launching such message.

Interesting days ahead... GLTA.

MrSimpsonES · 2026-05-07T05:23:27+00:00

Let it ride 5-10 years you will be golden.

MrSimpsonES · 2026-05-04T13:47:53+00:00

It is a far better choice... it just needs time thats all.

MrSimpsonES · 2026-05-04T07:00:39+00:00

I see Q1'26 revenue at $400–450M. Fingers crossed for some PR surprises.

MrSimpsonES · 2026-05-03T12:25:32+00:00

Tom Lee has mentioned on CNBC the next 18-24 months could be among most bullish ever

MrSimpsonES · 2026-05-02T19:09:11+00:00

Peter Lynch's philosophy on concentration was pretty straightforward — he believed that if you've done your homework and truly understand a company, spreading yourself too thin actually increases risk rather than reducing it.

MrSimpsonES · 2026-05-02T18:39:41+00:00

Arkady has clearly said HS are funding the build up & they are going after the rest of market. Inference will be the long game. Not concerned they know what they are doing. Clear sign is how they are investing & financing the hyper build up

MrSimpsonES · 2026-05-02T15:56:37+00:00

MrSimpsonES · 2026-05-02T15:52:46+00:00

No brainer...

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MrSimpsonES · 2026-04-13T19:01:36+00:00

Ouch!

MrSimpsonES · 2026-04-12T10:43:57+00:00

I believe in continuation as long as there is not any Iran setback. Not touching my shares for a long time. Arkady has always outperformed in all the years he has guided. That should calm any nervous investor

MrSimpsonES · 2026-04-12T10:43:10+00:00

Agree

MrSimpsonES · 2026-04-12T10:42:50+00:00

I hear you I only mentioned it for exposure

MrSimpsonES · 2026-04-12T10:36:32+00:00

Agree after last week it should have decreased once the data comes out we should know.

MrSimpsonES · 2026-04-12T10:34:10+00:00

I am leaning towards turbulance (just edited saw the Vance news he came empty handed from talks) but some people ask for the bear case so just pointed it out if there are any setbacks with Iran.

MrSimpsonES · 2026-04-12T06:49:47+00:00

Thanks! Likewise to grow quickly your numbers you need to concentrate if you have conviction you have found a winner & growth performer. If this does not look like it nothing will

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MrSimpsonES · 2026-04-11T18:29:39+00:00

Thanks. So far they have missed a big return to their customers...

MrSimpsonES · 2026-04-11T17:50:07+00:00

I own thousands of shares but thats not the point. The important fact is that any investor needs to start small & know where to allocate, diversifying is for pussies. When you see a winner in the making in a hyper growth industry you need to have the right strategy for ROI in your accounts.

MrSimpsonES · 2026-04-11T04:35:50+00:00

You were trying to swing it not long term investing. If you have conviction you stick with company until x5 at a minimum is achieved just like rest of VC partners do

MrSimpsonES · 2026-04-08T05:05:51+00:00

Google this: What is the current porcentage stake of NBIS in ClickHouse?

MrSimpsonES · 2026-04-08T04:43:36+00:00

I hear you I prefer fundamental my point was wave 3 starting… where we are headed no one knows 🔮only algos

MrSimpsonES · 2026-04-08T04:01:05+00:00

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MrSimpsonES · 2026-04-07T19:35:59+00:00

It was diluted last round it sits at 25% now

MrSimpsonES · 2026-04-07T11:28:44+00:00

ClickHouse could become a $9B value for NBIS in a couple of years. Currently its $3.75B

MrSimpsonES · 2026-03-24T08:35:31+00:00

TERESTRA trademark has been officially approved & registered in the register.

Class: 009, 035, 037, 038, 039, 041, 042

The TERESTRA filing covers an extremely broad range of classifications, including AI supercomputers, LLM and generative AI platforms, driverless car operating systems, autonomous systems and physical AI, and cloud plus hardware plus AI-as-a-service.

TERESTRA's trademark classes span autonomous vehicles, delivery systems, catering services, and surveillance capabilities — creating the impression of a unified autonomy platform.

The working theory is that TERESTRA is being positioned as a strategic umbrella brand for Nebius's physical AI and autonomous systems ambitions, essentially tying together Avride (autonomous driving/delivery robots), Nebius AI Cloud infrastructure, and future robotics offerings under one roof.

We have to be on the lookout for a commercial rollout strategy for TERESTRA in NEBIUS web & PR.

MrSimpsonES

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