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@B__Digs "So they don't own Avride and XX% of clickhouse They didn't just get a win for a sovereign build in the UK They didn't have Jensen stop by their booth in Paris They don't have a team of engineers who built Yandex from the groound up natively. This is all just a very sophisticated pump and dump that has fooled them all That's the thesis"
@B__Digs on X 2025-07-11 21:50:09 UTC XXX followers, XXX engagements

"WBD's separation incl. a $19bn debt tender which we think captured $3bn in discount. The net impact incl. $750mm in taxes + add'l financing fees. We incl. fees + accrued interest in our Q2'25 FCF est. and w/ some adjustments to the timing of working cap this drops our Q2 FCF from $1.4bn to $532mm. In Q3 we incl. the cash tax payment. Our '25/'26 FCF goes from $4.6bn/$4.8bn to $3.35bn/$4.5bn. '26 incl. higher cash interest on lower gross debt"
@B__Digs on X 2025-07-22 00:20:40 UTC XXX followers, XXX engagements

"h/t @GClandesti37321 Goldman Sachs Equity Research Nebius Group $NBIS AI infrastructure pure play with differentiated full stack offering discounted valuation and positive risk-reward skew; initiate at Buy We initiate on Nebius (NBIS) a leading player in the AI Neocloud market (a niche AI GPU infrastructure rental market) with a Buy rating and a 12-month price target of $XX implying c.45% upside (as of Thursdays close price of $46.4). Our rating reflects our positive view on the growth of the AI Neocloud market as the Generative AI market continues to expand rapidly and AI"
@B__Digs on X 2025-07-14 01:24:03 UTC XXX followers, 1225 engagements

"🔁 8-Day Average Volume: XXX million shares Thats 4x $WBD historical average (25M/day) 🧠 What That Tells You ✅ X. Massive Float Turnover XXX million shares traded in X sessions = XX% of total float (2.45B shares) This is a repositioning event not retail noise Someone is accumulating or rotating size ahead of spin / DC inflection ✅ X. Price is Rising on Volume The move from $XXXXX $XXXXX happened on surging volume Thats not profit-taking. Its institutional buying and/or forced covering ✅ X. Youre in the Early Stages of a Breakout This looks like accumulation not exhaustion If price continues"
@B__Digs on X 2025-07-24 19:34:55 UTC XXX followers, XX engagements

"@Dr_Martin123 @HyperTechInvest You have to consider clickhouse stake and avride ownership. It's not that big of a stretch"
@B__Digs on X 2025-07-23 03:06:41 UTC XXX followers, XXX engagements