$NBIS
Price: $18
Market cap: 3.7B
2025E ARR: 750M
Exposure in GPU-as-a-service, Autonomous driving, Edtech, AI development, and a 28% stake in an multi billion dollar open-source database. What is Nebius?

Nebius is an AI infrastructure/cloud company that was spun off from the previous company, Yandex, which was crowned the "Google of Russia" not too long ago. This company has purged its Russian assets and transformed into a future AI powerhouse that boast exposure in GPU-as-a-service, Autonomous driving, Edtech, AI development, and a 28% stake in an multi billion dollar open-source database.

Yandex was delisted with the rest of the Russian names a few years back and was sold early in the year for $5.4 Billion and the non Russian assets were moved to the Netherlands marking the largest corporate exit from Russia since the Ukraine invasion

Core business:

Nebius Group-
$NBIS business is centered around GPU-as-a-service that is powered by there Finnish data center with ~14,000 GPUs owned and deployed. Many of the GPUs are $NVDA H100s and $NBIS is inline to be one of the first companies with $NVDA Backwells They are taking on a TAM with a 35% CAGR expected to hit $260B by 2030. With plans to build more data centers around the world including the US. Nebius is positioned to take a sizeable market share as they use the 2.3B in cash and an existing business expecting to have a 750m+ run rate next year to fuel a rapid expansion the space

Core pillars: Data centers, hardware, cloud platform, AI expertise, and an experienced team with over 850 top tier AI/ML/LLM cloud engineers and other tech specialists

Nebius currently has Europe's #6 and the worlds #19 most powerful super computer while being in the top 5% of most energy efficient supercomputers

Finland data center uses free cooling which eliminates the need for water and refrigerants which boosts the cost effectiveness

Nebius’ custom-designed servers to off-the-shelf alternatives, showing ~20% lower usage. This allows Nebius to deploy about 20% more servers per 1MW of data center power capacity

🧵Nuclear energy 🧵

I keep seeing countries come out and say they are going to increase spending on nuclear power.

This is just the beginning…

I personally believe Nuclear energy is the best possible energy source we can use in the long term

This thread will explain why

https://twitter.com/MarketRebels/status/1505269645191917569

More and more countries are adopting or accepting that nuclear energy is a must.

It can be dangerous, but also the cleanest and highest yielding

We have 2 choices

Fission or Fusion

Fission uses a rare form of Uranium called U-235

Fusion uses deuterium and tritium

DigitalOcean Deep Dive
Ticker: DOCN
Market Cap: 7.6B
FY2021E rev: $421M
Revenue Growth: 35% yoy
NDRR: 113%
Customers: 602K Simply put, DigitalOcean powers developers, SMBs, and startups with a cloud computing platform that is easy to use and much cheaper compared to competitors $AMZN $MSFT $GOOGL

All bias aside which EV are actually going to buy?

$TSLA - Model S - $84,490
$NIO - ET7 - $69,200
$LCID - lucid Air pure - $69,900
Rivian - R1T - $73,000 Model S
405mi
3.1 sec

Ticker: $SWCH
Name: Switch, Inc
Current Price: 24.32
52/Wk High: 25.63
52/Wk Low: 13.38
Market Cap: 5.07B
Founder led: Yes, Rob Roy
Clients: 1300
Read below for the write up! Background/Mission statement

Switch engages in the provision of technology infrastructure. It specializes in the development of digital platforms for digital media companies, cloud and managed service providers, financial institutions, and telecommunications providers.

$MQ Deep Dive 💳💸

Marqeta
Industry: Fintech
Market cap: 14.4B
Revenue FY20: 290m (100% rev growth yoy)
Gross margins FY20: 41% (46% in Q1 2021)
Founder Led: Yes (Jason Gardner) 1/ Hope you like fintech.... Long one here 😉

Some background:

Marqeta has been in operation for more than a decade. The fintech startup was founded in 2010. Jason Gardner is the sole founder of Marqeta. The company has its headquarters in Oakland, California.

Here is my deep dive on Bigbear.ai which is going public via SPAC

Ticker: $GIG
Market cap: 1.56B (at NAV)
Industries: AI, Machine Learning, Cloud data analytics, and Cyber engineering
Competitors: $PLTR $AI 1/

BigBear is 4 companies in 1 through strategic M&A recently. NuWave (AI/ML & Cloud) BigBear (Big Data) PCI (Cloud & Cyber) Promodel (AI/ML)

Product suites include, Data ingestion and processing, AI/ML, and Predictive analytics

Pre-IPO 🧵

Portillo's Restaurant Group 🌭🍔🍟

An American fast casual restaurant chain based in the Chicago area that specializes in serving Chicago-style food such as hot dogs, Maxwell Street Polish, Italian Beef and much much more... 1/
To start off, it might be best to watch this short video before reading more.

$FVRR Deep Dive

I have loved this company and the vision since 2019 and have been excited all week to do this DD Market Cap: 7.32B
Sales: 223M
P/S: 32
F P/E: 185

Pre-IPO Thread

Name: Traeger
Ticker: COOK
Potential IPO valuation: $3B+
Last 12 month revenue: $668m 1/

On Jul. 6, it announced it had filed its public registration statement with the SEC. Traeger plans to list its common stock on the NYSE under the symbol "COOK" and has given a $100 million placeholder amount in the filing.

$NIO thread for your Sunday.... Sorry this is a long one 1/

Before NIO listed on NYSE in 2018, the company was pretty much just a vision with one car in production with not much demand and a formula E team that was burning money in a way that many thought would bankrupt the company.....

Chart Thread for @NatHarooni @PoundingDaTable spaces that is live right now! $BEAM

14/
The Neolithic Revolution (perhaps 13,000 years ago), which formed the basis for human civilization to develop.

The Commercial Revolution: a period of European economic expansion, colonialism and mercantilism between the 16th and 18th century... 15/
The Scientific Revolution: a fundamental transformation in scientific ideas around the 16th century.

The First Industrial Revolution: the major shift of technological, socioeconomic and cultural conditions in the late 18th century and early 19th century...

🧬$NTLA 🧬

Today we learned about one of the greatest breakthroughs in our entire society's history. Many people outside of the genomics world will not entirely understand how big the news is that Intellia can edit genes directly in patients using the CRISPR technology.... 2/
A man named Patrick Doherty who has a genetic disease called transthyretin amyloidosis was infused with billions of microscopic structures known as nanoparticles carrying genetic instructions for the CRISPR gene-editor. The nanoparticles were absorbed by his liver, where they