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Here is a list of my current holding In order from largest to smallest.
05/09/26
*Been adding to $NOW (Service Now) positions
*Been adding to $MSFT positions
*Been adding to $META positions
*Making weekly purchase of $BTC $ETH $SOL $XRP
1. $SOFI -35%
2. $NBIS -20%
3. $NVDA -15%
4. $GOOG -7%
5. $AMZN -4%
6. $META -4%
7. $MSFT -3%
8. $PLTR -2%
9. $NOW -2%
10. $IREN -2%
11. $ZETA -2%
12. $BTC -2%
13. $ETH -2%
14. $SOL >1%
15. $XRP >1%
Mopar4life retweeted
Q3 results and the shareholders' letter are out!
tinyurl.com/ytee38mf
In short:
- 12B in new contracts with prepayments covering capex.
- Token Factory turned into revenue with hundreds of millions in ARR
- Trust from the best enterprise ISVs: DataBricks, Snowflake, Datadog.
Just started and to remind why we are here:
The market is often described as two separate categories: infrastructure providers that supply compute, and software platforms that turn models into production systems. That is a false choice for customers. Customers need both: a reliable, scalable compute foundation and the software and managed services - all engineered as one platform.
We are building that platform: full-stack AI cloud for the entire lifecycle of compute-intensive AI, from training and post-training to inference, search and agentic execution. We continue to deliver excellence at scale across our core products, while introducing new capabilities that benefit from end-to-end integration across the stack.
Mopar4life retweeted
Nebius guides FY27 capex of $40B-$45B, up sharply from its $27B FY26 guidance.
$NBIS CEO: We expect prepayments and financing against existing contracts with investment-grade customers to cover 75%-85% of our 2027 capex, and have a wide range of other funding options available.
Mopar4life retweeted
$NBIS ARR was $6.4 billion 😅
Annual contract value per MW exceeded $25 million in Q3, up from >$20 million on our Q2 deals. (weighted average of 1-5 year deals)
In the APAC region we have signed multiple customer agreements in Japan, Korea, India, Australia and Singapore. We have also appointed country managers to lead go-to-market in South Korea and Japan.
More than 90% of contract value signed in the third quarter carried a prepayment, and the weighted average prepayment as a share of contract value rose by approximately 20 percentage points quarteron-quarter.
Mopar4life retweeted
$NBIS Q3 EARNINGS:
Revenue: $980.8M (Est. $908M) +571% YoY
Adj. EBITDA: $465.8M (Est. $353M)
GAAP Diluted EPS: -$0.13
WHAT A BEAT
Mopar4life retweeted
NEBIUS $NBIS Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $980.8M (Est. $908M) 🟢; +571% YoY
🔹 Adj. EBITDA: $465.8M (Est. $353M) 🟢
🔹 GAAP Diluted EPS: -$0.13
Other Q3 Metrics:
🔹 Net Loss From Continuing Operations: -$37.5M; -69% YoY
🔹 Adjusted Net Income: $90.9M
🔹 Operating Cash Flow: -$273.0M
🔹 Cash: $7.4B
Mopar4life retweeted
$NVDA board has been working with an outside firm to identify potential replacements for CEO Jensen Huang, a person familiar with the situation said. The board is weighing the idea of naming a temporary chief while searching for a permanent one, the person said, asking not to be identified because the information isn’t public. - Bloomberg
$SPCX Falcon 9 Launch 8:36pm USSF-627 Vanderberg Air Force Base (So Cal) over the house! Awesome, that’s our money at work!
1
465
Mopar4life retweeted
Some Nvidia $NVDA directors favor CFO Colette Kress as interim CEO, according to Semafor.
Kress has been Nvidia's CFO since 2013 after finance roles at Cisco $CSCO, Microsoft $MSFT and Texas Instruments $TXN.
One executive search expert says naming her interim CEO would have a stabilizing impact on the business.
Mopar4life retweeted
$NVDA BOARD IS PREPARING TO OUST CEO JENSEN HUANG, ITS FOUNDER AND CHIEF EXECUTIVE AFTER HE HAD TWO EXTRAMARITAL AFFAIRS, INCLUDING ONE WITH A SUSPECTED CHINESE SPY.
THE BOARD IS PREPARING TO MEET AS SOON AS TODAY TO DETERMINE HIS FUTURE, PEOPLE FAMILIAR WITH THE MATTER SAID.
Mopar4life retweeted
WOW, prepare for a day where Jensen isnt the CEO of $NVDA
I said I would sell when this day came...
Is the selloff already pricing in this concern? Can anyone fill Jensens shoes?
Going to take a day to think about it and not act irrationally.
Mopar4life retweeted
BREAKING: 🚨 NVIDIA shares dropping on new reports that CEO Jensen Huang had ANOTHER AFFAIR with company's Vice President of health care.
Kimberly Powell is the Vice President of Healthcare at NVIDIA, overseeing a global business that includes medical imaging, genomics, and pharmaceutical research.
Powell has a strong background in healthcare technology, having previously worked at Planar Systems, where she focused on the visualization of medical data.
At NVIDIA, she is responsible for the company's healthcare business, which encompasses hardware and software platforms for accelerated computing, AI, and visualization in medical imaging and drug discovery.
She has contributed to significant advancements in healthcare technology over her 17 years at NVIDIA.
