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@xbthinking "5/8: The Nuance But here's where it gets interesting. In Q2 Nebius reported: XXX% revenue growth A core business that just hit profitability So why did the company post a $91.5M adjusted net loss This isn't a flaw. It's a strategy. They're in a "land-grab" phasesacrificing short-term profit for massive market share and infrastructure dominance. A calculated aggressive bet"
X Link @xbthinking 2025-10-15T14:57Z XXX followers, XX engagements

"The iBuyer model is a graveyard. Zillow failed. Redfin fled. But Opendoor ( $OPEN) just did something no one thought possible. And the market is missing the real story.👇"
X Link @xbthinking 2025-10-14T14:56Z XXX followers, XXX engagements

"2/9: The Core Thesis The market sees $VRT as a simple hardware supplier. This is wrong. Vertiv is a co-architect of the future. Their deep partnership with NVIDIA makes them essential infrastructure for the next wave of AI chips. As power demands explode their role shifts from optional to mission-critical"
X Link @xbthinking 2025-10-09T02:14Z XXX followers, XXX engagements

"2/9 Forget "house flipping." The real thesis is a strategic pivot. $OPEN is transforming from a capital-intensive iBuyer into an AI-powered asset-light marketplace. A new CEO from Shopify and a founder's return are forcing a turnaround. And the first taste of profit just hit the books"
X Link @xbthinking 2025-10-14T14:56Z XXX followers, XX engagements

"7/9: The Framework We don't "buy and hope." We use a Thesis Invalidation Framework to stay sharp. Here's a clear trigger to watch on Unity: ❌ Bear Case Trigger: The ad take-rate gap vs. AppLovin widens. This would signal their new AI isn't working and the core thesis is breaking"
X Link @xbthinking 2025-10-13T13:54Z XXX followers, XXX engagements

"@JamesPeter71549 Tough choice but the fundamental case for $NBIS is on another level right now. We spent the day stress-testing the entire thesisfrom the Microsoft deal down to the real execution risks. The full picture is in the X cards below. No hype just the signal"
X Link @xbthinking 2025-10-15T15:21Z XXX followers, XXX engagements

"2/9 IREN is rapidly transforming. From a volatile digital asset miner. To a foundational provider of AI cloud services. The market is just now waking up to this. Why Because by the end of this year their AI business is projected to hit a $200M+ revenue run-rate. The re-rating has just begun"
X Link @xbthinking 2025-10-13T13:37Z XXX followers, XX engagements

"5/8 But there's a core contradiction hiding in plain sight. Look at the competitive map below. The 'Strengths' column justifies the entire $4T bull case: (CUDA Lock-in Tech Lead Supply Chain Control) But a single line item in the 'Weaknesses' column can bring it all down: Geopolitical Risk. It's a battle between Market Dominance vs. Policy Risk. Understanding this tension is the entire game right now"
X Link @xbthinking 2025-10-14T08:18Z XXX followers, XX engagements

"4/8: The Evidence The proof is in the performance. By controlling the entire stackfrom custom data center design to their own AI softwareNebius delivers a powerful outcome: A XX% lower Total Cost of Ownership (TCO) for its customers. They make expensive AI cheaper and more efficient. That's a moat"
X Link @xbthinking 2025-10-15T14:57Z XXX followers, XX engagements

"Most investors think #Unity Software Inc. ( $U). is dead money. A broken growth stock. A community betrayed. They're missing the silent AI-driven resurrection happening under a new CEO. But this comeback story is a high-wire act and one misstep could send it plunging.👇"
X Link @xbthinking 2025-10-13T13:53Z XXX followers, XXX engagements

"3/8: The Moat Nebius's unfair advantage Their full-stack software platform. They aren't just renting out expensive NVIDIA GPUs. They've built an entire operating system on top of the hardware. This transforms a commodity (compute) into a sticky high-performance ecosystem"
X Link @xbthinking 2025-10-15T14:57Z XXX followers, XX engagements

"8/9 Deep research takes 20+ hours. Connecting the dots. Finding the linchpin advantage. Ignoring the firehose of market noise. Most people don't have that time. So they chase headlines. At Decision Card we do the deep work for you. We're already working on our next analysis. Which company should it be Drop a ticker"
X Link @xbthinking 2025-10-13T13:54Z XXX followers, XX engagements

"2/8: The Core Thesis The thesis is simple. While competitors burn cash and concentrate risk on a few clients. Nebius is building a durable diversified business through superior software and financial discipline. And their recent $XXXX billion deal with Microsoft proves the strategy is working. The quiet period is over"
X Link @xbthinking 2025-10-15T14:57Z XXX followers, XX engagements

"4/9 The proof is in the numbers. Q2 2025 Adjusted EBITDA Margin: 55.5%. Let that sink in. While growing revenue XX% YoY. This isn't a startup burning cash. This is a fortress of profitability with extreme operating leverage"
X Link @xbthinking 2025-10-16T14:25Z XXX followers, XX engagements

"5/9: The Nuance Here's where it gets interesting. As IREN bets the farm on AI. Their core Bitcoin business just saw its profit margin dip below XX% for the first time in a year. This isn't a sign of weakness. Its the burning of the ships. A calculated sacrifice of short-term optimization for a shot at long-term AI dominance"
X Link @xbthinking 2025-10-13T13:37Z XXX followers, XX engagements

"@ChartsRUs0 My work👇"
X Link @xbthinking 2025-10-14T15:04Z XXX followers, 1250 engagements

"6/9: The Risks The single biggest threat A brutal pincer movement. Unity is fighting a 3-front war: Unreal owns the high-end AAA market. Godot (open-source) is eating the low-end. AppLovin is the titan of ad-tech. If Unity's execution falters it gets crushed in the middle"
X Link @xbthinking 2025-10-13T13:54Z XXX followers, XXX engagements

"Everyone thinks $IREN is a Bitcoin miner. They're wrong. It's an energy company executing a hostile takeover of the AI infrastructure market. And they just placed a half-billion-dollar bet to prove it. This is the story of a massive misunderstood pivot"
X Link @xbthinking 2025-10-13T13:37Z XXX followers, XXX engagements

"4/9: The Evidence Talk is cheap. Infrastructure isn't. Their new Sweetwater facility in Texas has access to a staggering XXX GIGAWATTS of potential power capacity. To put that in perspective: That's enough energy to power over a million homes. Or in their case an army of next-gen AI chips"
X Link @xbthinking 2025-10-13T13:37Z XXX followers, XX engagements

"6/8: The Risks The single biggest threat isn't competition. It's a pen stroke in Washington D.C. Further US export controls could vaporize billions in revenue overnight and accelerate Chinas push for self-reliance. This isn't a tech risk. It's a geopolitical risk"
X Link @xbthinking 2025-10-14T08:18Z XXX followers, XX engagements

"5/9: The Contradiction Here's where it gets interesting. Wall Street is completely torn on Unity. Analyst price targets range from $XX all the way to $XX. This isn't a simple disagreement. It's a battlefield of narratives. A bet on a brilliant turnaround vs. a deep fear of execution failure"
X Link @xbthinking 2025-10-13T13:54Z XXX followers, XX engagements

"9/9 We distill those 20+ hours of research into a single powerful 1-page analysis. I'm giving you the full Decision Card on Unity ( $U) for free. Right now. X. Instant Clarity: Get the complete one-page PDF on Unity you just read about. X. Future Alpha: Get my next Decision Card sent directly to your inbox before anyone else. One click. Two high-signal rewards. The link is in the bio. Stop guessing. Start deciding"
X Link @xbthinking 2025-10-13T13:54Z XXX followers, XXX engagements

"Everyone is fighting over $NVIDIA stock. While the real "AI picks & shovels" king is hiding in plain sight. Its a boring industrial company from Ohio. And it holds the keys to the entire AI kingdom. Heres why Vertiv ( $VRT ) might be the smartest AI play youve never heard of"
X Link @xbthinking 2025-10-09T02:14Z XXX followers, 3294 engagements

"5/9: The Nuance Here's the contradiction Wall Street is debating: The stock trades at a blistering 78x forward P/E. But consensus expects EPS to slightly decline next year. Why the disconnect The market is pricing in flawless execution of future products ignoring any potential slowdown. A high-wire act"
X Link @xbthinking 2025-10-16T14:25Z XXX followers, XX engagements