🚨If I Had to Explain $NBIS to a Friend in 1 Minute: "Look, $NBIS is the company building the massive 'factories' that artificial intelligence needs to run – huge data centers packed with super-powerful $NVDA chips. What blows my mind is they've already signed contracts with Microsoft and Meta worth over $22 billion. That's basically the company's entire market cap right now. In other words, the big customers have essentially prepaid for the expansion. They've got an incredible team of 1,000 engineers designing everything in-house – servers, cooling – which lets them do it about 20% cheaper than competitors. Once customers are in, switching out is insanely expensive, so they're super sticky. Growth is explosive: revenue under $1B this year, but they're guiding for $7-9B in recurring revenue by 2026. Plus, powerful subsidiaries: one in databases (ClickHouse) that could easily be worth $15-25B on its own in an IPO, another in autonomous robots (Avride) partnered with Uber. The market freaks out over competitor noise or silly headlines like 'data centers in space,' but $NBIS fundamentals just keep getting stronger. Powell said this week that AI data center spending is supporting the economy and will continue into 2026. To me, it's like buying into a company right at the heart of the AI boom with demand already locked in. Massive upside if you can handle short-term volatility. Would I invest? Hell yes. It's one of the few plays I see with real potential to 5x or more in 5 years. One extra thing: their focus on energy efficiency (reusing waste heat to warm thousands of homes in Finland, zero-water cooling loops) isn't greenwashing – it's a real edge as power becomes the biggest bottleneck in AI scaling."

It’s all about execution.

$KULR has entered into a prototype battery development and fabrication agreement with a U.S.-based defense drone manufacturer for UAVs and handheld controllers. As domestic drone production accelerates, safe, certifiable battery systems are becoming mission-critical. KULR is proud to support the next generation of U.S. unmanned aviation. kulr.ai/kulr-secures-prototy… #Drones #DefenseTech #UAV #BatteryTechnology

$KULR is proud to work with @FactorialEnergy, a leader at the forefront of solid-state and lithium-metal battery innovation, to advance next-generation drone battery pack integration. By combining Factorial’s breakthrough cell technologies with KULR’s battery safety, thermal management, and pack integration expertise, we’re excited to support higher-energy, higher-power battery solutions for demanding UAS applications across aerospace, defense, robotics, and autonomous systems. kulr.ai/kulr-technology-grou… #Drones #UAS #BatteryTechnology #SolidStateBatteries #DefenseTech #ElectricAviation

Markets are entering a new regime. Over the weekend, tensions between the U.S. and Iran escalated sharply after drone strikes hit a UAE nuclear facility. Trump warned Tehran that “the clock is ticking,” while the Strait of Hormuz remains heavily disrupted. Why this matters: • ~20% of global oil supply passes through Hormuz • Brent crude is now above $110 • Energy inflation is back on the table • Markets are repricing geopolitical risk fast At the same time, the Fed just entered a new era. Kevin Warsh officially replaced Jerome Powell as Fed Chair on May 15, and markets are already pricing a much more hawkish Fed. Just one month ago: • Odds of a 2026 rate hike: 1% Today: • Odds of a 2026 rate hike: 45% 10Y Treasury yields surged to 4.63%, crushing high-multiple growth stocks and triggering another selloff in tech. This is why AI stocks are becoming more selective trades. We are entering “Phase Two AI”: The market no longer rewards hype alone. Investors now want real monetization, margins, and free cash flow. Example: Applied Materials ($AMAT) posted record revenue and EPS, yet the stock still fell because free cash flow collapsed 80% as capex ramps aggressively. Meanwhile: • Software/AI monetization names like Baidu reacted much better • Hardware infrastructure plays are being squeezed by higher yields and massive spending cycles The easy liquidity-driven market is fading. This new environment is about: • Higher-for-longer rates • Energy shocks • Geopolitical volatility • Cash flow quality • Balance sheet strength • Hedging and resilience The era of “buy everything AI” is over. Selectivity matters now.

Excited to announce $KULR has been selected by @argolunarwater as the battery provider for its forthcoming orbital transport space mission. We look forward to supplying Argo with KULR ONE Space battery systems engineered to NASA safety standards, helping power critical spacecraft subsystems throughout the mission’s operational lifetime. kulr.ai/kulr-technology-sele… #Space #CommercialSpace #OrbitalTransport #BatteryTechnology

KULR reports Q1 2026 financial results, including 98% year-over-year revenue growth, improved gross margin, reduced SG&A expenses, and a lower loss from operations. The quarter reflects continued progress in scaling our core battery and energy systems platforms while maintaining a focus on operating discipline. kulr.ai/kulr-technology-grou… $KULR

Today, we announced our Q1 2026 financial results. Here are the highlights: - ARR grew 674% year-over-year; full-year guidance has been updated to ARR of $7-$9 billion and revenue of $3.0-3.4 billion. - Adjusted EBITDA margin in our AI cloud business nearly doubled quarter-on-quarter to 45%. - Contracted capacity now exceeds 3.5 GW, surpassing our 3 GW target; we now expect to have more than 4 GW of contracted capacity by the end of 2026. We also announced today that we have secured up to 1.2 GW of power and land for a new owned AI factory in Pennsylvania, bringing our total number of sites exceeding 100 MW to seven. Read more in our press release: nebius.com/newsroom/nebius-r…

$KULR secures nearly $1M in initial defense drone battery orders, with total opportunity exceeding $5M in 2026. The contract for KULR ONE Air® highlights growing demand in military UAS and strengthens KULR’s position in a rapidly scaling market. kulr.ai/kulr-secures-initial… #dronedominance @DeptofWar

Just the beginning $NBIS 🤝✅

🚨 JUST IN: $NBIS and $NVDA partner to scale full-stack AI cloud. - NVIDIA to invest $2 billion in Nebius - Nebius to deploy more than 5 GWs of NVIDIA systems by end of 2030

Wow $NVDA open red, Crazy markets! 😅

🚨 JUST IN: $KULR announced a joint development collaboration with Hylio, a U.S. agricultural drone manufacturer, to develop and manufacture advanced batteries for unmanned aerial systems (UAS) in Texas. What they will do 👇 Design and prototype high performance battery systems tailored for drones Manufacture them in the U.S. under NDAA compliance (critical for government and defense procurement) Integrate them into drones used for commercial agriculture, critical infrastructure, and government or defense adjacent operations The core focus is an American supply chain, certification, and safety. Why it matters 👇 The agricultural drone market is expected to grow from $4.08B in 2026 to $8.65B in 2032, about 13.2% CAGR. U.S. regulation is pushing replacement of foreign, especially Chinese, components with trusted domestic hardware. Compliant batteries are becoming a requirement rather than an optional feature. What each company gains 👇 $KULR Expands its U.S. manufacturing footprint Positions itself as a certifiable battery supplier for UAS and defense Opens a new vertical beyond space and AI data centers Hylio Strengthens its domestic supply chain Improves performance and access to federal customers Strategic implication This is not just about agriculture. It connects drones, defense procurement, and critical infrastructure. $KULR is moving into the government approved hardware ecosystem where barriers to entry and margins are significantly higher. One line takeaway $KULR officially enters the U.S. compliant drone ecosystem, a fast growing market driven by regulation and national security.

Hey @grok change the image of the $NBIS stock price to what you think it will be in 5 years

Very intense week in the markets, we’re seeing increasing volatility and coordinated capital outflows from certain sectors. A large part of these flows is driven by algorithms that dictate liquidity, and at the extremes they amplify retail fear. On the positive side, we had the $NBIS earnings report. I’ll use today to go deeper into some of the points mentioned during the conference call and also review a few small buys I managed to make on Thursday. On the negative side, the decisions made by $HIMS management are still hard for me to fully understand, but I continue to believe the thesis remains intact and I haven’t made any changes to my position. I also added a bit more to $ZETA and $PATH, and initiated two small starter positions in $RDDT and $HOOD. Looking forward to taking advantage of the long weekend and coming back to the battlefield next week recharged. Did you make any moves or buys this week? What opportunities look the clearest to you right now?

WE ARE EARLY $NBIS 👀

A clear example that we are in a very early stage and not even the analysts themselves are capable of interpreting this. Thanks @mvcinvesting for always bringing clarity. $NBIS

$NBIS Already 🟢 The importance of carefully reading the presentations and not being swayed by the first impression of the results.

One thing we all agree on is the confidence in management. Amazing. 🤝 $NBIS

That’s awesome $NBIS 👀