$NEBIUS(NBIS)$ time for puts. 

$NEBIUS(NBIS)$ becareful of this artificial pump.  NVDA did not increase their stake in NBIS Datacentre perception is overtly negative  Compute constraint may be artificial - look at how often claude and gpt give out usage refresh and credits Chinese / advances in LLMs will wreck NBIS  AI bubble bursting will wreck NBIS If you want to long AI just buy the underlying semi stocks, NBIS is effectively semis + alot of unnecessary risk. 

$NEBIUS(NBIS)$ growth is threatened by chinese models and data centre protests.

$NEBIUS(NBIS)$ GOOGL to venture into hyperscalers. 

$NEBIUS(NBIS)$ 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