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@amitisinvesting We back babyyyy

@amitisinvesting watch it go red, market participants are fools

@amitisinvesting The margin jump alone is the real story here—50% EBITDA is insane for AI cloud. x.com/i/grok/share/df177d526d5…

@amitisinvesting Also looks like a 1$ stock x.com/justghisky/status/208750…

@amitisinvesting Oh yess absolutely smashing 🔥 x.com/longbullz/status/2087505…

@amitisinvesting 💪

@amitisinvesting It’s an ai summer NOTHING CAN STOP US

@amitisinvesting Michael Burry Says Shorting Nebius Is “Like Shooting Fish in a Barrel.” — he is Burry-ed 🪦

@amitisinvesting $300 today, possibly

@amitisinvesting $NCLD looking good 🧐

@amitisinvesting beautiful

@amitisinvesting Revenue +454% and ARR already at $3B is impressive, but the real signal is the 5x increase in contracted power guidance. Capacity is clearly the bottleneck and they’re scaling into it fast.

@amitisinvesting how can guidance remain the same with all these beats

@amitisinvesting What else can you give me, bro?

@amitisinvesting we coming back to ATHs!!!!

@amitisinvesting Honestly, that 50% EBITDA margin on AI cloud is the number that blew my mind. x.com/i/grok/share/df177d526d5…

@amitisinvesting Burry is burning:) call the fire department

@amitisinvesting Poor burry @michaeljburry

@amitisinvesting Sad I only have 220 shares at 180 avg should of added way more :(

@amitisinvesting Never a doubt, things are just getting started. Should be a promising next few quarters.

@amitisinvesting Nice try. EPS is -$0.68 GAAP, not -$0.12. You’re quoting the adjusted net loss figure (~$33M / ~280M shares) and calling it “EPS.” Actual reported EPS from continuing operations is -$0.68. Don’t dress up a non-GAAP number as the headline EPS.

@amitisinvesting $NBIS doubled AI Cloud margins to 50% while raising contracted power 5x in a year. That means the buildout is gaining scale, not just burning capital.

@amitisinvesting Big!

@amitisinvesting « We could sell our entire 2027 capacity on these terms today. We are deliberately not doing so because we see higher value in retaining some capacity to immediate customer needs » Wow

@amitisinvesting Monthly chart got it right the whole time by never losing the point of control and never lost the Bull Flip from 14 months ago $NBIS x.com/panicsellweekly/status/2…

$NBIS is an absolute bulldozer right now. • Total Revenue: $582.3 million (+454% YoY) • AI Cloud Rev: $575M (+514% YoY) ​Management confirming they are deliberately holding back 2027 capacity for immediate needs is the ultimate flex. They have total pricing leverage. This is exactly what hyper-scaling looks like in the AI supercycle.

@amitisinvesting Numbers like this don't lie—the growth trajectory here is simply unreal. x.com/i/grok/share/df177d526d5…

@amitisinvesting x.com/MilkRoadStocks/status/20… More detailed breakdown of $NBIS earnings:

@amitisinvesting First $CRWV, and now $NBIS. It's going to be an interesting day, especially if we get a good CPI and a scared Burry

@amitisinvesting DAMN STRAIGHT!

@amitisinvesting I’m sure it’ll tank today for zero reason

@amitisinvesting Ken Griffin mode. x.com/0xgoodie/status/20875104…

@amitisinvesting What was estimated EPS consensus?

@amitisinvesting Noted , amazing numbers tho

@amitisinvesting Still not profitable and forward P/E of 225 lol Overvalued stock. FY2026 Guidance Reaffirmed, but not raised.

@amitisinvesting Impressive. Basically think about what is going on with hourly pricing of H100s and how much demand there clearly is for compute compared to how much compute is available right now. x.com/thenewmoney/status/20874…

@amitisinvesting “Nebius will take care of you”

@amitisinvesting x.com/MarketMaestro1/status/20…

@amitisinvesting Still early innings of the AI infra boom

@amitisinvesting $2B in annual revenue and their market cap is only $48B?! lol shit $PLTR has an annual revenue of $7B and their market cap is almost $600B….. x.com/ALex28943/status/2087514…

@amitisinvesting x.com/i/grok/share/695e331f628…

@amitisinvesting How is Burry doing?

@amitisinvesting Someone do a wellness check on Burry

@amitisinvesting @michaeljburry Dexter's Laboratory - You Are Stupid youtu.be/zdJC-3ejmSE?is=3wL2B8…

@amitisinvesting WOW

@amitisinvesting x.com/ironimmigrant/status/208…

@amitisinvesting x.com/truegrids/status/2087517…

@amitisinvesting 🔥

@amitisinvesting Just insane. Wow! 🤯

@amitisinvesting Smashed something else too 😂