Best $NBIS Trader of 2026 1/4 Yard AUM | Professional L/S PM Former K-1 Fighter See Pinned Tweet for Alpha
An Exceptional Success Story
Joined July 2020
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Important quote from today's $NBIS shareholder letter:
"Which sources we draw on, and when, is our decision: further prepayments, additional asset-backed financing, our balance sheet, corporate-level debt or equity... we also choose how much external capital we need and when... we raise when the cost and the timing are right, and are not reliant on any single route to fund 2027.”
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We believe if Jensen was removed as CEO, Nvidia is worth a lot less (25%-30%) as a company/stock and would change the future direction of the company and create a dramatically different competitive environment around AI GPUs globally especially for China. ~15% chance he removed (as of now) in our view
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BREAKING: A mystery seller is trying to dump about $500 million in data center loans all at once, per Bloomberg, days after the midterms raised doubts about many projects.
The anonymous seller is auctioning a dozen loans, including a $25 million piece of financing for a huge Stargate site in New Mexico, the joint project of OpenAI, SoftBank and Oracle.
Oracle has already sent that site’s developer a force majeure notice, a legal claim that events beyond its control may excuse it from its obligations.
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$NBIS wants to drill through $200
Easy short. $200 calls will be $0 on July 17.
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I have begun to unwind my massive $NBIS position and by begun I mean I have already done everything that I needed to and can now share this news.
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Midterms. End of year. Stocks up 100s of % YTD.
This is the time to panic.
This is the time to take profit.
If you somehow don’t have profit why are you even in the AI trade? Go buy $VOO
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Trump is 80 years old and his 2nd term has been so bad he’s now the consensus worst president of the 21st century.
For Trump image is everything, you are not prepared for how badly he will wreck the markets when he loses the midterms.
Everything lower. Especially AI.
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BREAKING: The US Army is now training soldiers to dig mass battlefield graves for American troops for the first time since the Korean War, practicing the burial of 2,400 bodies in under 24 hours in open pits, per a US Army release.
Engineers, preventive medicine teams, chaplains and fatality management specialists excavated and filled burial trenches without damaging mock remains, so forensic teams could unearth and repatriate them after a conflict, simulating how to handle mass casualties as Trump's Iran war continues.
The Army said that for more than twenty years in Iraq and Afghanistan, US air superiority allowed remains to be flown home quickly, and that future conflicts may not have the same capabilities.
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There it is.
Over 60% of the S&P 500's components are now in bear market territory, down -20% or more from their record highs.
Four of the Magnificent 7 stocks are now in bear market territory, with these seven names erasing a combined -$4 trillion in market cap since their highs.
We are in a "stealth" bear market.
And, we believe it's a huge opportunity as we outlined below on October 15th.
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BREAKING: Trump administration plans to strike Iran directly after next week's US midterm elections, with CENTCOM commander Adm. Brad Cooper briefing Trump in a rare in-person meeting on military options at the White House today, per WSJ.
Senior US officials say Cooper rarely briefs Trump in person, unless a significant military operations is to be carried out shortly. It followed a Wednesday session in which the military officers met Vice President JD Vance.
Sen. Chris Murphy, who says he has been briefed on some of the classified planning, called the plans "insane."
"It will lead to devastating escalation and the likely destruction of our commitment to the rule of law," he says.
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*SERVICENOW SHARES SINK 22% IN BIGGEST INTRADAY DROP SINCE 2016
*ALPHABET SHARES FALL 13%, SET TO ERASE $489 BILLION IN VALUE
*CATERPILLAR DROPS 12% AT OPEN, NOW DOWN 40% FROM JUNE RECORD
*FORTINET SHARES PLUNGE 27%, SET FOR WORST DAY ON RECORD
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BREAKING: Hedge funds are betting against stocks at near-record levels, per Goldman Sachs.
Short sales outpaced purchases by about 5 to 1 across global stocks.
Short positions on Goldman’s books are at the 99th percentile of the past five years.
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Now live: nebius.com/spot-prices
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BRAD GERSTNER:
- WE HAVE SOLD ALL OUR $CRWV COREWEAVE, DON'T OWN ANY OF IT TODAY
- WE'VE TAKEN EXPOSURE DOWN OVER THE LAST 3 MONTHS, WE FELT AI HAD OVERSHOT AND WOULD LEAD TO A PERIOD OF CONSOLIDATION
- MOVED 10% OF OUR BOOK INTO $META AND $TSLA
as of the last 13f filing on 8/14, which accounts for all trades up until 6/30, Altimeter reported a stake of 6M shares in which they added 1.5M shares in Q2
since then, they seemed to have liquidated the entire position and rotated