$Verizon(VZ)$  hurricane destroyed key infra structure. Expect short term dip. 🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻🐻‍❄🐻🐻🐻🐻‍❄🐻‍❄🐻🐻🐻🐻‍❄🐻‍❄🐻🐻🐻🐻🐻🐻‍❄🐻🐻

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

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

$NEBIUS(NBIS)$ 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. 

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

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

$NEBIUS(NBIS)$ time for puts. 

$NEBIUS(NBIS)$ 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.