To The Moon

Over the past 5 days, two breakout stars have taken center stage in the market:

$Circle Internet Corp.(CRCL)$ soared 271.77% following its IPO and the stablecoin buzz.
$NEBIUS(NBIS)$ jumped 45.97%, powered by AI hype and Nvidia-backed momentum.

Both stocks are riding massive tailwinds — one on stablecoins and crypto infrastructure, the other on AI and cloud computing. But only one can claim the crown of Meme King.

Meanwhile, some savvy investors in our community have already capitalized on the action:

🎉 Huge congrats to @Meowvin for locking in $2280 in profits on $Circle Internet Corp.(CRCL)$.

🎉 Huge congrats to @RabBird for securing $4045 returns with $NEBIUS(NBIS)$ call options.

🎉 Huge congrats to @Jjsh for earning $2,853 from the $NEBIUS(NBIS)$ rally.

CRCL: The "Stable" Meme Stock?

Circle is best known for USDC, its fully backed stablecoin and revenue-generating cash machine. Thanks to its IPO, it’s now the first crypto-native fintech firm to go public in the U.S.

Behind the meme, there’s some substance:

• Q1 2025 reserve revenue: $558M, up 55% YoY

• Operating expenses: Up 30% YoY — outpaced by revenue

• Marketing spend: Up, but still below 2022–23 levels

• IPO proceeds use: Mainly for tax, ops, and working capital

• Valuation: $6.9B (~25x annualized P/E)

Sure, 2024 net income dropped 42% YoY, but the fundamentals show resilience. CRCL isn't just riding the crypto wave — it's aiming to build the rails.

NBIS: AI’s Fastest-Rising Infra Star?

Nebius is playing in the hottest part of tech: AI infrastructure. Think hyperscale GPU clusters, enterprise-grade LLM platforms, and scaling like mad.

Its momentum is undeniable:

• Q1 revenue: $55.3M, up 385% YoY

• Run-rate ARR: Forecasted at $750M–$1B by FY2025

• Profit outlook: Management expects positive adjusted EBITDA by year-end

Its 17.4x forward revenue multiple is steep — but in AI land, that’s par for the course. With backing from Nvidia and growing institutional buzz, NBIS is drawing serious attention.

So... Who’s the Real Meme Stock?

• CRCL: Predictable cash flow, regulatory credibility, and USDC as its golden goose. Safe? Yes. But can it grow beyond its stablecoin roots?

• NBIS: Sky-high growth, AI tailwinds, and early-stage energy. Riskier? Definitely. But it might be a future AI giant in the making.

If CRCL is the finance bro’s meme stock, NBIS is the tech bro’s moonshot.
One is backed by U.S. Treasuries. The other, by GPU-powered ambition.

💬 Which one are you betting on — the stablecoin specialist or the AI infra rocket?

🧭 Share positions: