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Crossroads Capital Profile picture
Crossroads Capital
@CrossroadsOnX
Crossroads Capital is a value-oriented long/short equity fund manager focused on mispriced emerging compounders and special situations. Founder/PM @AboveAvgOdds
Feb 14, 2025 • 12 tweets • 2 min read
1/🚨 BREAKING: $NVDA just disclosed in its 13-F that it bought shares of Nebius Group $NBIS

This AI cloud player is following CoreWeave's trajectory, but could be transforming into an AI-specific mini hyperscaler. A deep dive into why this might be Nvidia’s next big AI bet 👇🧵 2/ $NBIS is a European AI cloud provider that spun out from Yandex (the "Russian Google").

After selling its Russian assets, it’s now focused on building a leading AI cloud platform—right as AI compute demand explodes.
Feb 12, 2025 • 10 tweets • 2 min read
1/ Did you miss last week's🚨 Special Situations Alert: The Muddy Waters short report on FTAI Aviation $FTAI has created a rare asymmetric opportunity. Here’s why we believe the market has overreacted 🧵👇 2/ $FTAI's stock dropped ~50% after allegations of misrepresentation & accounting red flags. But our deep dive suggests the report is flawed. The company isn’t just an aircraft lessor—it’s transforming into a high-growth, capital-light MRO business.