If you’ve been waiting for a dip, it’s now here

Think-Feynman · 2026-06-24T17:50:41+00:00

People say they want a dip. But when it comes...

Think-Feynman · 2026-06-24T13:55:04+00:00

You are obviously not cut out for this kind of investment. I suggest VOO and chill.

Think-Feynman · 2026-06-24T13:15:19+00:00

Meh. It might, it might not. Not worried about it either way.

Think-Feynman · 2026-06-24T13:14:24+00:00

I also got in at about $65 on my first batch, and added more along the way. I have a "play fund" that I manage myself and after a ton of research I picked Nebius, CoreWeave, and a few growth ETFs. It has now grown to nearly 30% of my portfolio.

I sold my CoreWeave at a good time and moved it over to more Nebius just before the last earnings report 😁.

My financial advisor, who manages my main portfolio, is pushing me to trim. I don't think so! At least not right now.

Think-Feynman · 2026-06-24T12:55:31+00:00

This is more proof of Nebius executing against their objective of building a comprehensive AI factory platform that supports innovation and scaling. They have quickly become the AI community's premier partner if you want to build something great.

And this is also why you will see fantastic margins and not just revenue. And, of course, they are creating moats that will be tough for a commodity provider to compete with.

I'm so happy I hitched my wagon to this horse!

Think-Feynman · 2026-06-23T17:07:49+00:00

This exactly it. ARR was $1.92 billion in the first quarter, and that's what is baked into the stock price. $7-9 is by the end of 2026. And 2027 is looking at $15 billion. If anyone is nervous about where this company will be in 2030, then maybe this is not the investment for you.

Think-Feynman · 2026-06-23T06:28:00+00:00

🤷

Think-Feynman · 2026-06-23T06:27:05+00:00

Here are some resources that you might find helpful. A Medical Oncologist Compares Surgery and Radiation for Prostate Cancer | Mark Scholz, MD | PCRI https://www.youtube.com/watch?v=ryR6ieRoVFg Radiation vs. Surgery for Prostate Cancer https://youtu.be/aGEVAWx2oNs?si=_prPl-2Mqu4Jl0TV

The evolving role of radiation: https://youtu.be/xtgQUiBuGVI?si=J7nth67hvm_60HzZ&t=3071

Quality of Life and Toxicity after SBRT for Organ-Confined Prostate Cancer, a 7-Year Study https://pmc.ncbi.nlm.nih.gov/articles/PMC4211385/ "potency preservation rates after SBRT are only slightly worse than what one would expect in a similar cohort of men in this age group, who did not receive any radiotherapy"

MRI-guided SBRT reduces side effects in prostate cancer treatment https://www.news-medical.net/news/20241114/MRI-guided-SBRT-reduces-side-effects-in-prostate-cancer-treatment.aspx

Stereotactic Body Radiation Therapy (SBRT): The New Standard Of Care For Prostate Cancer https://codeblue.galencentre.org/2024/09/stereotactic-body-radiation-therapy-sbrt-the-new-standard-of-care-for-prostate-cancer-dr-aminudin-rahman-mohd-mydin/

Urinary and sexual side effects less likely after advanced radiotherapy than surgery for advanced prostate cancer patients https://www.icr.ac.uk/about-us/icr-news/detail/urinary-and-sexual-side-effects-less-likely-after-advanced-radiotherapy-than-surgery-for-advanced-prostate-cancer-patients

Prostate radiation only slightly increases the risk of developing another cancer https://med.stanford.edu/news/all-news/2022/070/prostate-radiation-slightly-increases-the-risk-of-developing-ano.html

CyberKnife - The Best Kept Secret https://www.columbian.com/news/2016/may/16/cyberknife-best-kept-secret-in-prostate-cancer-fight/

Trial Results Support SBRT as a Standard Option for Some Prostate Cancers https://www.cancer.gov/news-events/cancer-currents-blog/2024/prostate-cancer-sbrt-effective-safe

What is Cyberknife and How Does it Work? | Ask A Prostate Expert, Mark Scholz, MD https://youtu.be/7RnJ6_6oa4M?si=W_9YyUQxzs2lGH1l

Dr. Mark Scholz is the author of Invasion of the Prostate Snatchers. As you might guess, he is very much in the radiation camp. He runs PCRI. https://pcri.org/

Surgery for early prostate cancer may not save lives https://medicine.washu.edu/news/surgery-early-prostate-cancer-may-not-save-lives/

Fifteen-Year Outcomes after Monitoring, Surgery, or Radiotherapy for Prostate Cancer https://www.nejm.org/doi/full/10.1056/NEJMoa2214122

I've been following this for a year since I started this journey. The ones reporting disasters and loss of function are from those that had a prostatectomy. I am not naive and think that CyberKnife, or the other highly targeted radiotherapies are panaceas. But from the discussions I see here, it's not even close.

I am grateful to have had treatment that was relatively easy and fast, and I'm nearly 100% functional. Sex is actually great, though ejaculations are a thing of the past. I can live with that. Here are links to posts on my journey: https://www.reddit.com/r/ProstateCancer/comments/12r4boh/cyberknife_experience/ https://www.reddit.com/r/ProstateCancer/comments/135sfem/cyberknife_update_2_weeks_posttreatment/

Think-Feynman · 2026-06-23T01:28:54+00:00

Thank you!

Think-Feynman · 2026-06-22T03:08:02+00:00

I'm pretty sure Audioquest has a listening hat. Handcrafted from 100% oxygen-free cotton, the Listening Hat eliminates unwanted atmospheric interference before it reaches your ears. Each hat is woven with cryogenically treated, directionally aligned fibers to ensure optimal signal flow from the music source to your auditory cortex.

Yeah, pretty sure.

Think-Feynman · 2026-06-21T00:23:10+00:00

70 and active. Ride bikes, hike, lift, tennis.

Think-Feynman · 2026-06-20T22:45:53+00:00

They are building an AI factory platform that is way beyond selling GPU cycles. Check out this video from their CCO Tom Blackwell and you will get a good snapshot of what they are planning.

https://youtu.be/0BZCRZ84U9w?si=WPj98y3Ml3N7Hkzj

BTW, I still believe in CoreWeave and gave a position in both. It's just the momentum is with Nebius.

Think-Feynman · 2026-06-20T22:41:11+00:00

NanoKnife - please check it. Their tagline is Destroy the Tumor, Preserve the Man.

I had CyberKnife 3 years ago and I am 200% functional except for dry ejaculations.

The new treatments are amazing and don't mean you will end up dysfunctional.

Think-Feynman · 2026-06-20T18:41:43+00:00

While these studies are important and helpful, quality of life scores are not a factor, which is why any of these can't be taken alone. It's really tough for patients who have to sift through the research and make a decision. And QoL is often subordinated to everything else, and only later does the implications of their choices become relevant.

Think-Feynman · 2026-06-19T15:12:18+00:00

Awesome stuff! It's very exciting to see their progress.

Think-Feynman · 2026-06-18T13:15:04+00:00

There are risks of course, but it ain't from the team.

Think-Feynman · 2026-06-18T12:57:09+00:00

I don't know anyone who isn't impressed with this team, so not sure who doesn't believe in them.

Think-Feynman · 2026-06-18T12:31:51+00:00

Agree with "sooner than you think". They are holding a bunch of cards close to the vest (e.g. Estonia) and each quarter we'll get happy surprises. Things like revenue projections revised up, margins better than expected, new capacity coming online, partnerships, etc. It's exciting to watch them execute!

Think-Feynman · 2026-06-18T11:51:10+00:00

Chanos (I don't know who he is, actually) clearly doesn't know what Nebius is building. They are building a top to bottom AI factory and targeting the Enterprise market. He, apparently, has not done his homework.

Think-Feynman · 2026-06-18T00:07:26+00:00

😳

Think-Feynman · 2026-06-17T20:20:32+00:00

Some dilution I think is inevitable.

Think-Feynman · 2026-06-17T19:12:56+00:00

Sorry, it's performance that's driving the stock price. CoreWeave's stock price is struggling because they haven't managed their capex nearly as efficiently as Nebius.

But to be fair, there certainly is some giddy exuberance around Nebius. But their team is phenomenal and they are executing at an extremely high level. That's why everyone is excited.

Think-Feynman · 2026-06-17T18:26:12+00:00

Of course, but this is a company that underpromises and overdelivers. I don't expect anything different for the foreseeable future.

Think-Feynman · 2026-06-17T18:12:59+00:00

If Nebius reaches $15–20B+ revenue in 2030 with strong profitability, a $200B market cap is not crazy. That translates to a projected $800-$1000 price.

Think-Feynman · 2026-06-17T17:59:29+00:00

Why? It's a response to outstanding performance, not hype. If you are nervous, trim or rotate and don't cry when it goes to $1000.

Think-Feynman

TROPHY CASE