Joined September 2019
10 Photos and videos
Nebius is not slowing down. This is the infrastructure layer of the AI revolution being built in real time. Sooner or later, the market will understand the scale of what’s happening here. $1000 won’t sound crazy in hindsight. Most people are still thinking too small. AI is going to define this century, and companies building the backbone of it will own the future.$NBIS @nebiusai
May 13
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…
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Less than 24h after my post on Nebius inference craft & the Inference Frontier... BOOM: Nebius just inked a massive up to $27B AI infrastructure deal with Meta. This keeps coming. 🚀 Congrats @nebiusai $NBIS $META
Replying to @nebiusai
This is becoming one of the fastest-growing and best companies in the world, and it’s happening right in front of our eyes. The team is also rapidly expanding with extremely competent people. This is the kind of opportunity you see only once every decade. @nebiusai $NBIS
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Jensen is making Christmas great again!🎄 MCGA! Thank you, a lot of children worldwide will have a great Christmas because of you. @nvidia
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🧵 Why $OSCR (Oscar Health) is perfectly positioned for Trump's HSA revolution: - Dominates individual market (~8-10% share, 95% revenue from ACA plans). - Specializes in Bronze HDHPs—now all HSA-eligible (2026 via Trump's bill), ideal for direct subsidy deposits. - Tech powerhouse: AI concierge, $0 virtual care, rewards—turns HSA cash into app-based shopping, crushing legacy insurers. Short-term dip from subsidy lapse? Yes. Long-term explosion via empowered consumers & ICHRA/HSA boom? Absolutely. This could become a revolutionary change in the industry. Bullish on $OSCR 📈💊 Obamacare TrumpHSA HealthcareReform ACA Affordable care act
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$TEM ARK Invest, led by Cathie Wood, grabbed 251K Tempus AI shares yesterday. I added 1,500 shares to my portfolio too. Let’s rally against @sprucepointcap bet and make them regret it! P.S. $HIMS hodlers remember what they tried to do to your favorite stock in 2023! $NVDA
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Irrespective of my stance on @Fidias0, his work reveals the current state of European democracy, which is regrettable. @Bart_DeWever
How I Lost an Election in the European Parliament
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Google's Willow quantum chip advances show quantum computing is accelerating. Finding Cellframe, a Layer 0/1 with quantum-safe cryptograph, now is a unique opportunity. Future-proof blockchain tech will matter more than ever. #QuantumComputing #Cellframe $CELL $Google $QBTS $RGTI @coingecko @coinbase
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Hi @Stocktwits @StocktwitsCrypt, I wanted to ask about the process/timeline for activating live prices for new tickers. The ticker for Cellframe ($CELL.X) has been on Stocktwits for quite some time, but its price data is still not live. As an active user, this is disappointing—especially since Cellframe stands out as one of the few quantum-protected blockchains. With the growing momentum behind the quantum narrative, this project offers real utility: it’s launched its own chain (CF20, Layer 0/1), with new projects already building on it. This isn’t just another meme coin. Adding $CELL to your live data feed would bring real value to the community. Could you provide guidance on how this can be addressed? Thank you! #Quantum #Blockchain $CELL
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Update: I would like to thank @Stocktwits support for getting back to me within hours! Great service! They informed me that they are waiting on their data provider @CryptoCompare @CCData_io to populate this information. I reached out to them. Let's figure this out, guys. 🚀💪
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$RKLB is perhaps not close to what SpaceX is able to do. However, they are growing rapidly and have been doing great as a listed company with a completely different budget than the others on the list. As @elonmusk feels the need to follow the QTR earnings. who knows what's next?
12 Nov 2024
Something wrong with this chart, but I can’t quite figure it out 😂
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$IONQ, delivering quantum software solutions, should look to $CELL for blockchain quantum-proof solutions! #quantum #Cellframe #Blockchain #BTC
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Sebastiaan.h retweeted
6 Nov 2024
Game, set and match
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In de #detafelvangert slagen ze er weer in om reeds 18 minuten enkel negatief te spreken over Trump. Het marginaliseren van de kiezers. Ze weten daar toch day 74 miljoen Amerikanen op Trump hebben gestemd in 2020? Die linkse indoctrinatie van de media begint ziekelijk te worden.
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Lonen en pensioenen slorpen 40% van de gemeentekas op.(@tijd) Het huidige systeem blijft zichzelf invetten tot het uiteindelijk explodeert of overkop gaat. Wie gaat het overheidsapparaat nu eens eindelijk uitdunnen? @de_NVA @cdenv @vooruit_nu
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Sebastiaan.h retweeted
16 Aug 2024
Milton Friedman said it best: “Keep your eye on how much the Government is spending, because that is the true tax. There is no such thing as an unbalanced budget. You PAY FOR IT either in the form of taxes, or indirectly in the form of inflation or debt.” Fact check: TRUE ✅
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Sebastiaan.h retweeted
You cannot make peace from a comfortable armchair in Brussels. Even if the rotating EU-Presidency has no mandate to negotiate on behalf of the EU, we cannot sit back and wait for the war to miraculously end. We will serve as an important tool in making the first steps towards #peace. This is what our peace mission is about. #HU24EU
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Everyone is talking about the debate of #Trump vs. #Biden, while I'm just sitting here waiting to catch a glimpse of the hot-fire on the test stand at #NASA Stennis. It could happen at any moment now. #neutron vs #falcon9 #rocketlab vs #SpaceX Credits: @akd_ams / @RocketLab
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