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“ I missed $NBIS ”
If you feel like the $NBIS train has departed and you’re too late, here are a few things I’d like you to know:
1 - Do not anchor to the prior stock price
The $MSFT deal massively de-risked the stock. There’s now a clear path to sustained triple-digit revenue growth in the years ahead. And mind you – $MSFT doesn’t make these deals lightheartedly. It’s a testament to the quality $NBIS delivers.
This deal also increases $NBIS mindshare among high-profile customers. I wouldn’t be surprised if we see more large deals with other high profile names in the coming months.
So even after the +50% gain yesterday, the story is still very early. We’re at an inflection point where the snowball is gaining traction and is likely to accelerate. The $3B capital raise $NBIS announced today is a very smart and timely move to keep momentum and invest for future growth.
There’s still a huge runway, and if $NBIS keeps executing the way it has, the stock will follow. Don’t look back – look ahead.
2 - Think long term
I used to worry about whether I should buy a stock at $76 or wait for it to dip to $67. Over time, I realized how pointless that is. If the stock goes to $297, why bother about $76 vs $67? Entry prices are overrated.
What matters is seeing the potential, acting on it, and sizing your position appropriately to match your conviction.
3 - Do not chase either
I’m not saying you should chase the stock higher. Here’s what I would do if I weren’t already a shareholder with a full position: I would initiate a position around ~5% of my portfolio. That way, I’d benefit if it runs, but I’d also have room to add significantly – either if the stock dips without fundamentals deteriorating, or if the business executes so well that I average up. It's not financial advice of course, just how I’d personally approach it.
4 - Stick to what fits you best
Hypergrowth investing isn’t for everyone. If you’re not familiar with the business or the industry, do your due diligence before even considering a share.
I’ve worked in tech for a decade and have a tech-only portfolio. $NBIS fits right in my circle of competence. But this style isn’t for everyone. It requires staying sharp in a fast-moving industry and understanding the dynamics.
My two cents, cheers! 🙏
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“ I missed $NBIS ”
If you feel like the $NBIS train has departed and you’re too late, here are a few things I’d like you to know:
1 - Do not anchor to the prior stock price
The $MSFT deal massively de-risked the stock. There’s now a clear path to sustained triple-digit revenue growth in the years ahead. And mind you – $MSFT doesn’t make these deals lightheartedly. It’s a testament to the quality $NBIS delivers.
This deal also increases $NBIS mindshare among high-profile customers. I wouldn’t be surprised if we see more large deals with other high profile names in the coming months.
So even after the +50% gain yesterday, the story is still very early. We’re at an inflection point where the snowball is gaining traction and is likely to accelerate. The $3B capital raise $NBIS announced today is a very smart and timely move to keep momentum and invest for future growth.
There’s still a huge runway, and if $NBIS keeps executing the way it has, the stock will follow. Don’t look back – look ahead.
2 - Think long term
I used to worry about whether I should buy a stock at $76 or wait for it to dip to $67. Over time, I realized how pointless that is. If the stock goes to $297, why bother about $76 vs $67? Entry prices are overrated.
What matters is seeing the potential, acting on it, and sizing your position appropriately to match your conviction.
3 - Do not chase either
I’m not saying you should chase the stock higher. Here’s what I would do if I weren’t already a shareholder with a full position: I would initiate a position around ~5% of my portfolio. That way, I’d benefit if it runs, but I’d also have room to add significantly – either if the stock dips without fundamentals deteriorating, or if the business executes so well that I average up. It's not financial advice of course, just how I’d personally approach it.
4 - Stick to what fits you best
Hypergrowth investing isn’t for everyone. If you’re not familiar with the business or the industry, do your due diligence before even considering a share.
I’ve worked in tech for a decade and have a tech-only portfolio. $NBIS fits right in my circle of competence. But this style isn’t for everyone. It requires staying sharp in a fast-moving industry and understanding the dynamics.
My two cents, cheers! 🙏
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Evan
Robinhood $HOOD CEO Vlad Tenev just said on CNBC:
"Banking is coming soon" ... "we think we're close to being able to help you with your entire financial life" https://t.co/gMajX3jiVv
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Robinhood $HOOD CEO Vlad Tenev just said on CNBC:
"Banking is coming soon" ... "we think we're close to being able to help you with your entire financial life" https://t.co/gMajX3jiVv
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Umesh
nano-banana and keyframes open a world of possibilities. https://t.co/fY69hJqVCM
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nano-banana and keyframes open a world of possibilities. https://t.co/fY69hJqVCM
ChatGPT + nano-banana + Kling AI https://t.co/PD1aDqtkF0 tweet
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Andrew Sather
Pleasure to have Kyle on the show, if you invest in the payments rails you might our convo very interesting…
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Pleasure to have Kyle on the show, if you invest in the payments rails you might our convo very interesting…
Visa is already using stablecoins.
Why? The old system takes days and costs merchants billions.
Stablecoins move money instantly, anywhere in the world. https://t.co/GedeIwLC9c tweet
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Evan
Oracle $ORCL CEO Larry Ellison just overtook Elon Musk on Bloomberg's Billionaire Index as the
RICHEST PERSON IN THE WORLD
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Oracle $ORCL CEO Larry Ellison just overtook Elon Musk on Bloomberg's Billionaire Index as the
RICHEST PERSON IN THE WORLD
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Evan
Oracle $ORCL Founder Larry Ellison just overtook Elon Musk on Bloomberg's Billionaire Index as the
RICHEST PERSON IN THE WORLD
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Oracle $ORCL Founder Larry Ellison just overtook Elon Musk on Bloomberg's Billionaire Index as the
RICHEST PERSON IN THE WORLD
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Aadit Sheth
RT @aaditsh: This guy literally explained why some people never feel lazy and how to copy them (in 2 mins)
https://t.co/2AFKkMR1Yq
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RT @aaditsh: This guy literally explained why some people never feel lazy and how to copy them (in 2 mins)
https://t.co/2AFKkMR1Yq
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App Economy Insights
RT @EconomyApp: 💳 Klarna's IPO is here. $KLAR
• H1 FY25 results: Hype vs. reality.
• Is the thesis stronger or weaker?
• How does it stack up to Affirm? $AFRM
https://t.co/7AiubkM9Ki
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RT @EconomyApp: 💳 Klarna's IPO is here. $KLAR
• H1 FY25 results: Hype vs. reality.
• Is the thesis stronger or weaker?
• How does it stack up to Affirm? $AFRM
https://t.co/7AiubkM9Ki
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Iqra Saifi
Veo-3 fast on Flow ⛺️
"A hyper-realistic, tense, low-angle shot of a brand-new, deep red Land Rover Defender cautiously navigating a precarious, old rope-and-plank bridge over a jungle river.", "mood": "Adventurous, tense, capable, high-stakes, sophisticated.", "style": "Cinematic realism, photorealistic CGI, 8K resolution, inspired by high-end car commercials and adventure films." }, "camera": { "type": "Dynamic Drone Shot", "lens": "50mm Anamorphic Prime Lens", "aperture": "f/2.8", "position": "Starts low, near the water's surface, looking up at the front wheel of the Defender as it mounts the bridge.", "movement": "A slow, dramatic crane-up and forward push that arcs around the front of the vehicle as it reaches the center of the bridge. The movement is smooth but has a subtle, organic drift, as if being piloted." }, "environment": { "location": "A dense, humid, and misty tropical jungle canyon.", "bridge": "A rickety suspension bridge made of old, weathered, dark wooden planks and thick, fraying rope railings. It sags visibly under the weight of the vehicle.", "river": "A calm, deep, and murky green river flows slowly beneath the bridge. The water's surface reflects the dense canopy and the sky above.", "flora": "The riverbanks are thick with lush, vibrant green vegetation: large ferns, hanging moss, and massive, ancient trees whose canopies create a natural ceiling.", "atmosphere": "The air is thick with a visible, low-hanging mist that rises from the river. High-resolution particle simulations of water droplets, pollen, and a few lazy insects drift through the air." }, "lighting": { "primary_source": { "type": "Dappled Sunlight", "position": "Filtering through the dense jungle canopy high above.", "color_temperature": "5000K (Warm, soft white light)", "intensity": "Moderate, creating a dynamic pattern of moving light and shadow across the vehicle and bridge." }, "effects": "Strong volumetric light shafts ('god rays') pierce through the mist and foliage. Bright, specular highlights glint off the car's metallic paint, the wet leaves, and the river's surface." }, "main_subject": { "vehicle": "A 2025 Land Rover Defender 110 in a deep, metallic 'Carpathian Grey' finish.", "condition": "The vehicle is mostly clean, suggesting it's at the start of an expedition, but the tires and lower side panels are spattered with fresh, wet mud.", "details": "The LED headlights are on, casting a soft, white glow. The vehicle's advanced air suspension is actively working, making micro-adjustments to keep the body level on the uneven bridge surface." }, "animation": { "vehicle_movement": "The Defender moves at a very slow, steady crawl. The wheels turn slightly as the driver makes careful steering corrections.", "physics_simulation": "A hyper-realistic physics simulation is applied to the bridge. It visibly sways and creaks under the immense weight. Individual wooden planks bend and groan as the tires roll over them.", "environment_animation": "The mist drifts slowly. Leaves and vines sway gently. The river's surface has a subtle, slow-moving current." }, "audio_design": { "style": "Tense, immersive, and atmospheric, blending mechanical and natural sounds.", "timeline": [ { "time": "0.0s - 8.0s", "sound": "A rich bed of ambient jungle sounds: the hum of insects, distant bird calls, and the gentle lapping of the river." }, { "time": "Throughout", "sound": "The low, powerful, and controlled hum of the Defender's modern engine."
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Veo-3 fast on Flow ⛺️
"A hyper-realistic, tense, low-angle shot of a brand-new, deep red Land Rover Defender cautiously navigating a precarious, old rope-and-plank bridge over a jungle river.", "mood": "Adventurous, tense, capable, high-stakes, sophisticated.", "style": "Cinematic realism, photorealistic CGI, 8K resolution, inspired by high-end car commercials and adventure films." }, "camera": { "type": "Dynamic Drone Shot", "lens": "50mm Anamorphic Prime Lens", "aperture": "f/2.8", "position": "Starts low, near the water's surface, looking up at the front wheel of the Defender as it mounts the bridge.", "movement": "A slow, dramatic crane-up and forward push that arcs around the front of the vehicle as it reaches the center of the bridge. The movement is smooth but has a subtle, organic drift, as if being piloted." }, "environment": { "location": "A dense, humid, and misty tropical jungle canyon.", "bridge": "A rickety suspension bridge made of old, weathered, dark wooden planks and thick, fraying rope railings. It sags visibly under the weight of the vehicle.", "river": "A calm, deep, and murky green river flows slowly beneath the bridge. The water's surface reflects the dense canopy and the sky above.", "flora": "The riverbanks are thick with lush, vibrant green vegetation: large ferns, hanging moss, and massive, ancient trees whose canopies create a natural ceiling.", "atmosphere": "The air is thick with a visible, low-hanging mist that rises from the river. High-resolution particle simulations of water droplets, pollen, and a few lazy insects drift through the air." }, "lighting": { "primary_source": { "type": "Dappled Sunlight", "position": "Filtering through the dense jungle canopy high above.", "color_temperature": "5000K (Warm, soft white light)", "intensity": "Moderate, creating a dynamic pattern of moving light and shadow across the vehicle and bridge." }, "effects": "Strong volumetric light shafts ('god rays') pierce through the mist and foliage. Bright, specular highlights glint off the car's metallic paint, the wet leaves, and the river's surface." }, "main_subject": { "vehicle": "A 2025 Land Rover Defender 110 in a deep, metallic 'Carpathian Grey' finish.", "condition": "The vehicle is mostly clean, suggesting it's at the start of an expedition, but the tires and lower side panels are spattered with fresh, wet mud.", "details": "The LED headlights are on, casting a soft, white glow. The vehicle's advanced air suspension is actively working, making micro-adjustments to keep the body level on the uneven bridge surface." }, "animation": { "vehicle_movement": "The Defender moves at a very slow, steady crawl. The wheels turn slightly as the driver makes careful steering corrections.", "physics_simulation": "A hyper-realistic physics simulation is applied to the bridge. It visibly sways and creaks under the immense weight. Individual wooden planks bend and groan as the tires roll over them.", "environment_animation": "The mist drifts slowly. Leaves and vines sway gently. The river's surface has a subtle, slow-moving current." }, "audio_design": { "style": "Tense, immersive, and atmospheric, blending mechanical and natural sounds.", "timeline": [ { "time": "0.0s - 8.0s", "sound": "A rich bed of ambient jungle sounds: the hum of insects, distant bird calls, and the gentle lapping of the river." }, { "time": "Throughout", "sound": "The low, powerful, and controlled hum of the Defender's modern engine."
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