DanielRomero

$NBIS will report 4Q 2025 results tomorrow, before the market opens
Here’s what the market is expecting:
Revenue: $243m (+515% YoY)
EBITDA: $40m (16.6% margin)
Net income: -$151m (-62% margin)

$BYD confirms that solid-state battery production will begin in 2027
Mass production anticipated around 2030
The technology supports fast charging from 0% to 80% in roughly 10 minutes

Indonesia slashes the world’s largest nickel mine quota by 71%
Indonesia controls more than 56% of the global mined nickel supply
The goal is to push prices higher after a 64% decrease since the 2021 peak
Nickel stocks:
$IGO | IGO Limited (Australia)
$S | Sherritt International (Canada)
$NIKL | Nickel Asia Corporation (Philippines)
$FNI | Global Ferronickel Holdings (Philippines)
$MARC | Marcventures Holdings (Philippines)
$PAN.AX | Panoramic Resources (Australia)
$POS.AX | Poseidon Nickel (Australia)
$ARL.AX | Ardea Resources (Australia)
$CTM.AX | Centaurus Metals (Australia)
$CNC.V | Canada

$AMD is trading at 10x 2029 EPS
Based on management’s projections

$NBIS acquisition of Tavily for $275 million is a key piece of its software stack
We recently learned that Goldman Sachs has a team from Anthropic helping automate workloads
Not everyone has Goldman Sachs-level money
Many companies will need an affordable and reliable cloud to develop AI agents
$NBIS is already used by $SHOP, $NET, and Revolut
With these offerings, more companies will be drawn into the $NBIS cloud
If you’re an SMB, there is no reason to go with AWS, Azure, or Google Cloud
The UI and customer support at $NBIS are in another league
Although this is just the beginning, these inve

What data center is $NBIS planning in Philadelphia?

Could this be $NBIS's new colocation data center?
Based on recent job postings, $NBIS is hiring a Data Center IT Manager in Béthune, France
In 2025, Azur Datacenter announced a €1.5B retrofit investment, expected to be operational for AI workloads by early 2026
The site would have 26,000 m², compared to 241,000 m² for the Vineland site

I’ve been told that $HIMS is fighting Big Pharma
If that were the case, why would they pull oral GLP-1?
If they were in the right, why not keep it?
The answer is simple. If things went wrong, it could not only hit the company, it could hit management personally
Once a consumer uses a pill that is later proven to be ineffective, management can be sued for consumer fraud
Anyone involved in deceptive marketing is potentially liable under FTC law
The FTC has taken action not only against product marketers, but also, in certain cases, against individual owners and corporate officers
That means fine

Bulls have been preaching for months that $HIMS is much more than a GLP-1 company
$HIMS management is willing to risk it all to keep offering GLP-1
What does that tell you?

$HIMS is now down 46% over the last month
$3.8B market cap
Now significantly below Ro’s $7B valuation

“So RAM costs 15x more than a year ago”
“Yes, Dave”
“And you sold $MU at single-digit forward earnings?”
“Yes, I did, Dave”
“Why would you do that?”
“Because that’s what X told me I should do, Dave”

$NBISDataOne has still not received the air permit for its gas engines at the Vineland data centerThe permit covers 36 Bergen engines, with a combined 403 MW of power generation potentialUntil they stop triggering deficiencies, the engines cannot be installed