| Date | Tweet |
|---|
| 2026-07-24T20:22:41 | There you have it, $GOOGL Waymo to explore split with $UBER per FT.
My view last year was that Uber partnering with Waymo was a bad choice… since Uber would just serve as a distribution funnel that Google needed as they scale up.
And that $NBIS Avride, other neutral players, or vertical integratio… → · 910 likes · 693,069 views |
| 2026-07-04T21:44:39 | Nikkei - $JD E-Commerce Giant CEO warns "Robots Will Replace 700,000 Delivery Workers".
Per FT's earlier piece last month: The 700,000 delivery personnel working for the firm will be replaced by robots, highlighting how rapid automation has become a new threat to China's already severe job market.… → · 882 likes · 414,771 views |
| 2026-06-24T13:53:11 | Nancy Pelosi just disclosed:
- $1 million - $5 million of $INTC March 2027 calls
- 200 $UBER March 19, 2027 call option contracts with a $50 strike price
This was done last month May 29th. (her husband is the active trader executing this). Just for the people who like following along Pelosi famil… → · 1801 likes · 559,684 views |
| 2026-01-23 | As for $NBIS, amazing long term stock since all 4 of their companies are growing 100%+ y/y with their main business 700%+.
However near term, they have an active $2B+ ATM, which introduces tons of selling pressure.
I’d expect things to pick up q3 when markets start frontrunning their $7B ARR targ… → · 27 likes · 2,885 views |
| 2025-12-15 | Meant when $NBIS annnounced the Microsoft contract they were trading around $90-$100 before rallying to $140. Pre contract it was $65-$75.
Now we’re back at $80 after $MSFT 19B deal, $META $3B deal, Israel gov deal, Cursor/Accenture, $UBER avride robotaxi launch + $375m investment round, and so on.… → · 35 likes · 3,223 views |
| 2025-12-15 | Disagree, but it’s nuanced. Robotaxis will ruin $UBER’s business model if it’s Waymo.
Uber likely realizes that every link with Waymo will eventually funnel into Waymo’s direct app that will replace/sidestep Uber one day. $GOOGL has no problems subsidizing utilization.
Hence $NBIS Avride Texas lau… → · 13 likes · 6,342 views |
| 2025-12-05 | Probably around $6B now as per the seeking alpha report benchmarked vs Nuro.
But I'd say Avride is crown jewel of $NBIS, not clickhouse, especially when robotaxi companies like Waymo scaled to a $100B+ valuation in a short time.
$TSLA gained hundreds of billions in value just due robotaxi launch … → · 17 likes · 2,950 views |
| 2025-12-05 | A short seller firm @Hedgeye is now shorting Nebius $NBIS. The stock price is now $97.8.
Their claim? Nebius is Coreweave 2.0.
Coreweave [ $CRWV ]:
- Small diversification in customers, mainly hyperscalers, ~quarter of their backlog is OpenAI.
- $1.8B in cash left
- $1.3B+/yearly in debt inte… → · 211 likes · 135,696 views |
| 2025-12-05 | Great idea to short $NBIS because you think it's the same $CRWV, nice thesis!
$CRWV -> $1.3B+ yearly debt interest, large backlog from OpenAI, $1.8B in cash left.
$NBIS -> Convertible notes structure where interest doesn't heavily cut into profitability, diversified customer base for high utiliza… → · 93 likes · 7,304 views |
| 2025-12-05 | Pre-earnings $NBIS was sitting around $115-$135. We've dropped over ~21%-40% since then on:
Robotaxi FSD launch with $UBER, doubled ARR estimates, increased GW capacity guidance by 150%, surprise $META contract, MSCI inclusion inflow.
The only downside: 25m share dilution. Which I extremely disli… → · 8 likes · 2,883 views |
| 2025-12-05 | Okay so from my perspective
$NBIS - Highest asymmetrical upside possible because they have 4 subsidaries like robotaxis growing 100%+ Y/Y alongside their core operational DC business. It's just a waiting game until market prices in parts (eg. $UBER rose a ton from self driving cars with Avride, but… → · 7 likes · 1,348 views |
| 2025-11-26 | Feel free to dispute the point that $TSLA is FSD SAE level 2 automation.
Tesla is classified as level 2, because in their robotaxis, you have people remotely behind the wheel at all times.
Elon is pursuing a more ambitious plan with cameras + non-geofenced solution so it's not an apples to apples… → · 10 likes · 952 views |
| 2025-11-26 | Nebius [ $NBIS ] core business is insanity. 700%+ Y/Y growth to $7-9B+ ARR in 1Y.
What's more insane is this.
Their subsidiary can outgrow their main business 🤯
Here's why:
$GOOGL Waymo, $TSLA, $AMZN Zoox, Motional, $NBIS Avride are the only 5 FSD US Robotaxi companies right now.
Yes $NBIS… → · 346 likes · 196,421 views |
| 2025-11-25 | $NBIS core business is insane.
But what's even more insane is that potential for their subsidiaries to be worth more than their main business in a year lol. There's no public robotaxi companies right now. The only way to get exposure is $TSLA for their robotaxis and $GOOGL for Waymo.
And $NBIS h… → · 22 likes · 2,060 views |
| 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 |