🔥NEW $NBIS 2026 price target: $403 (+211%) Disclaimer: This post is not financial advice. I currently hold a highly concentrated long position in Nebius. This is my base case, not my bull case. Personally, I’m leaning a lot more bullish 😉 Many questions will be answered if

*then he makes 1 tweet and you're back to last christmas

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This is the sound of your portfolio going up another 200% $NBIS $EOSE $TE $KRKNF $ASTS

Pretty cool to hear Trump rant about AI, energy and the grid a few hours before $eose earnings drop 👀

$TE they moved back earnings today. Potentially finishing a big deal they want to talk about during earnings?

Try AI search feature. With blockstats it's as easy as 1,2,3. here are the few examples you can try 👇 1. Ask AI to to search transactions as "Show me all ETH trades today". 2. You can also filter transactions as "show me Coinbase transactions". 3. Also ask "show me

Don’t get jealous when you see people posting massive gains from margin or options. They’re not showing you all the trades that blew up in their face and had them going to sleep in a cold sweat. Trust me, you don’t want that life. Holding stocks you have deep conviction in is

👑 Google soon the world’s biggest company? $GOOGL bulls most be happy right now. At the start of the year, Google was not a no-brainer. Their cash-printing Search business was at risk, AI leadership was uncertain, and even if they won in AI, nobody knew if it would ever match

I’m insanely bullish on $NBIS Q3 earnings next Tuesday (Nov 11). This could be the inflection quarter that drops jaws and wakes the market up. Here’s what I’m expecting: 1) Explosive revenue acceleration 2) Massive ARR visibility from the $17.4B Microsoft deal 3) New

This 70-IQ take comes from a journalist who writes about tech. Don't read legacy media. You're listening to completely unqualified opinions.

America over-spends on defense and foreign aid. We should reduce both in an intelligent, fact-based manner, without harming either American security or financial interests. America’s single-year defense budget is currently more than the entirety of what we spent on the Vietnam

The next wave of AI winners will run on @nebiusai. Inference demand is going vertical. $NBIS to $400 by end of 2026.

Final thought: If you want to own a long-term hardware AI compounder that keeps delivering, executes extremely well against targets, gives you exposure to defense, and acts as one of the few public Anduril proxies (Lidar for their drones), you should really get into Ouster 😉

The big picture: We are entering an age where machines will not just compute, they will perceive. That’s not a small thing. It is the foundation for every robot, autonomous system, and smart city to come. (12/13)

Angus Pacala, the founder and CEO, is young, smart, and visionary. He’s charismatic and deeply technical. He should be on every major AI or robotics podcast right now. It’s such a no-brainer missed opportunity to get people excited about what they are building. (11/13)

And that’s the crazy part: Every time I post about $OUST, there are close to zero reactions. There is almost no community around this stock on X, even though it is one of the main winners of the Physical AI decade ahead. Feels like people just don’t get it yet or... don't even

My personal take: Ouster is one of the most underrated companies in AI hardware. But they are almost too quiet. They are heads down building, which I respect, but they could do so much more on community and brand building. (9/13)

The strategy: They are focused on three goals: 1️⃣ Scale software-attached sales 2️⃣ Transform the product portfolio (new silicon and developer tools) 3️⃣ Execute toward profitability (30–50% annual growth target) (8/13)

The software side: Ouster doesn’t just sell hardware. Their software suite (Gemini, BlueCity, SDK tools) turns lidar data into real-time insights like people counting, traffic flow, and risk detection. That’s how “the eyes” start learning to think. It's also how their revenue

The results (Q3 2025): 📈 Revenue: $39.5M (+41% YoY) 📦 Sensors shipped: 7,200+ (+84% YoY) 💰 Gross margin: 47% non-GAAP (up from 45%) 💵 Cash: $247M, no debt Steady execution, strong margins, expanding software revenue. (6/13)

Examples where it’s already used: 🚗 Autonomous vehicles 🏭 Robotics and industrial automation 🚦 Smart infrastructure and traffic analytics 🛡️ Perimeter security 📦 Warehouses, ports, and logistics hubs Everywhere objects move or humans need to be detected safely. (5/13)

Why this matters: Most AI lives in the digital world: text, code, and data. Ouster powers Physical AI, where machines sense and act in the real world. Many novel use cases over the next decade will happen in Physical AI. If NVIDIA is the brain, Ouster builds the eyes.