I'm thinking of buying $NBIS for one simple reason. Today, Nebius is running roughly 20k GPUs. The plan is ~60k end of FY and ~240k by 2027 That's a 5x fold increase. And the CEO has hinted at something even more aggressive: up to 1 GW in 2026 That’s the opportunity.

I have never seen this before $SMCI GAINED 70% in 2 weeks, just to LOSE 41% in the SAME period, to literally be at the same spot it was just 1 month ago WTF 😂😂😂

$LVMH back at $520 I bought heavily this year at roughly $460 for the first time since I bought the $300 lows right after the pandemic lockdown A massive company, with a vast portfolio of brands Future is bright for this conglomerate

RPOs and ARR continue to climb double digits for $ADBE It really is a blessing to see these figures grow and grow, in a nicely done chart by @fiscal_ai

$ADBE Over the last few days there have been multiple stock downgrades for Adobe, with 12-month estimates down as much as $195 and as high as $340 My take: Analysts are simply predicting (AKA betting) where the stock will be in the next 12 months simply based upon sentiment $AMD last march, was mostly targeted to be a $150 stock by April 2026. It went to $500, and guess what. The same analysts that had a price target of $150, now had a price target of $600

$ADBE today trades at a Forward 2 P/E of 8 While it continues to grow x2 digits across its top and bottom lines While the CEO said $ADBE will be a massive beneficiary of AI, with AI-related revenue up triple % digits While almost every single key metric has improved OK

$META is subject to spend as much as 1.75x their net income in 2026 on CAPEX It's a massive spend increase, with no real ROI defined However, I must admit that I do find fascinating the fact that the market is willing to invest multiples more on $SPCX, with a risky non proven yet BM or monitization path, but in the case of $META a non-proven yet ROI = a dead company (for many)

$AMD just hit a new ATH and I'm up ALMOST 7x on my 2025 investment Hitting 7x this year would be a dream. We aren't too far away ngl.

$ADBE 's current buyback yield sits at a ginormous 10% With a $25b authorized stock buyback scheme, at a $82b valuation, $ADBE is about to buy 30% of its market cap in the next 4 years (assuming the market cap remains the same)

I really need to remind people that $META lost 76% of its value between 2021 and 2022. Literally everyone said META is cooked, after Apple decided on the ATT change Yet here we are today. $META is still far from where it should, but a few months ago it was trading at $750. IMO in the next few years $META will be a $1,500 stock $ADBE is deeply hated today. But as long as they keep innovating, keep posting great results, and embed AI to create more value for their customers, shareholders, and the company, I see no reason why they won't go back to the glory days. Only time will tell. Wall Street doesn't like "uncertainty" and that's a fact

FCF per share tracks stock price almost 99% of the time Not for $ADBE tho 😂

"Probably the second biggest theme is just around cost. ....but 'my company spent my entire 2026 budget in Q1." - Sam Altman In the meantime, all I see around $ADBE is that AI will replace editors, graphic designers, hollywood, and everything in between Bruh AI will cost more than all the designers combined together x4

Literally decided to drop a video on ADBE after this youtu.be/t1rMh7UE_Uk

Ok so let me get this straight on $ADBE The CFO steps down, to move to another company, and Wall Street decides to punish the stock to almost sub $200 AH. Meanwhile $ADBE posted a record quarter with accelerating top line On the other hand, you have $AAPL, Tim Cook, arguably the best CEO of all time, stepping down, however in this case, $AAPL is close to an all time high The fact that the CEO and CFO of $ADBE are stepping away has nothing to do with the business. The business is as sound as it has ever been. The underlying principle here is rather that Wall Street is nit picking whatever they can to sell. The "AI will kill SaaS" is still here, and will stay here for as long as AI improves.

$ADBE JUST DOUBLE BEAT & RAISED GUIDANCE FOR FY26 The stock is DOWN 6% AH MAKES SENSE

$ORCL spending is now literally exponential Is this sustainable long-term? The pace of spend is also only about to increase

Trump explaining inflation to JD Vance

$ADBE TODAY IS trading at the SAME stock price it was trading back in 2018 To put it in perspective ----------2018 vs 2025 Revenue: $9b vs $25b ( 171%) Profit: $2.5b vs $7.1b ( 178%) FCF: $3.7b vs $10.3b ( 174%) Stock price since 2018: -3% LOL

$ADBE literally going to 0 Can't believe it's so close to sub $200, while it was just some dollars away from $300 only 10 days ago P/E of 13 Growing double digits Highest margins in the SaaS industry Yet, hated

$SMCI lost 37% of its value in just 5 days Corrections are healthy