MountainLund invest
@Mountainlund
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22, The market is too large for $AMD and $NBIS to be anything less than a major success story… #🐂
Joined August 2022
Hur går era dippköp i $NVO ?
Rör inte $nvo med tång. Fortsätt ni dippköpa.
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“More than half of our $7-9B ARR target by the end of 2026 is already booked.” — Marc Boroditsky, CRO of $NBIS
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"Every time we bring capacity online, we sell it." "With the new generation of NVIDIA Blackwells coming online, more customers are interested in purchasing capacity in advance and securing it for a longer period of time." — Arkady Volozh, Founder & CEO of $NBIS
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När klarnasebbe ryggar Michael Burry så känns det ungefär som när Joakim Lundell lägger ut screenshots på hans Viaplay avkastning. $klarnasebbe
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$Hims 600 REV VEM FUCK BRYR SIG OM EPS Miss? Bears so fucked
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This dip on $META is an insane gift. Forward P/E of 19.79x This is like $GOOGL when it was $190. Absolute no-brainer. - Expected to grow revenue by 13% QoQ - Expecting highest EPS so far This is the best MAG 7 stock for me right now. Even better than $AMZN. No good reason
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Att köpa $meta här till samma p/e som Atlas Copco är årets mest självklara köp. En skattesmäll som kommer gynna framtida skatter och höjd capex spend trycker ner den 14 %? 🤣👍🏽
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Köper $DUOL inför rapport igen. Skulle rekommendera att kika in den!
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Dags att ni loggar in på erat steam och kollar om ni har några röda cs skinns. 🙌
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The more success you have, the more people will call it luck. My focus is to keep learning and stick to the process.
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💸💸
$NBIS just hit a new all-time high after Bloomberg revealed more details on its deal with Microsoft: - Access to >100,000 NVIDIA GB300 GPUs - Includes using $NBIS' data centers to run large language models - Microsoft investing $33B in neoclouds (Nebius, CoreWeave, Nscale,
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So let me get this straight $NBIS is 21B market cap with 5.2B in cash, set to make 4.5B in 2026. You get the core biz for 16B and the subsidiaries for free! This is robbery.
🚨 Nebius Group $NBIS closes $4.2B raise On September 15, Nebius Group announced the closing of its public offering of Class A shares and concurrent private offering of convertible senior notes, bringing in ~$4.2B gross proceeds — Key details: → 10.8M Class A shares sold at
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MY PRICES ARE TOO LOW!!
Salesforce $CRM CEO Marc @Benioff on Palantir $PLTR: “I am so inspired by that company. Not just because they have a 100x multiple on revenue, which I would love to have. “But the prices they charge to their customers — it’s gotta be the most expensive enterprise software I’ve
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Investor borde kasta Husqvarna och Electrolux under bussen och pumpa in alla pengar i datacenter och ai inom Sverige.
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