| Date | Tweet |
|---|---|
| 2025-11-24 | Nebius [ $NBIS ] is the most undervalued growth company right now. And it has the potential to become the next $GOOGL at a $21B market cap. There's one simple reason: It's portfolio companies are mindblowing. The most incredible example on this concept is the company $FTX. Here's the story: Whe… → · 489 likes · 228,217 views |
| 2025-11-19 | Because individual stock fundamentals matter more than macro. $ETH, $SOL crypto markets are a whole different beast with cascading 50x leverage margin liquidations, but with stocks you have FCF/earnings backing up the market cap. With $NBIS for example, when you go from projected $2B ARR to $8B AR… → · 5 likes · 1,503 views |
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