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$WBD Merge with $CMCSA they say....

Very nice target for $NBIS

$NBIS There is no volume behind this push up into CRWV earnings...... Hope it isn't a setup for a big flush...

Roman Chernin, Nebius CBO on AI Cloud Infra & Scaling Global Platforms x.com/i/broadcasts/1…

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$WBD thestreamable.com/discovery-glob…

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$WBD Great timing if you were, um, trying to sell yourself, a Batman and Superman movie in the same calendar year. DC Studios... full launch

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$NBIS Not sure where 'fair value' is for this particular day, but I know that Arkady is a winner.

Make $NBIS Green Again

What is missed about $NBIS is that they have already done this before. This isn't new to them. #Beentherescaledthat

Roman out there doing the lifting for $NBIS. Arkady is coming.

This is Goldman's take on 2030 $NBIS

In the past, $WBD would react to rate movements due to debt load, though basically all debt was fixed. Now, with a $17B SOFR + bridge loan, 1% in rate cuts would change the math.

$PSKY With very little follow through today despite the huge beta move, it might be another great entry Monday morning when we get the counterflex to today's rally.

AI can already help write pieces of a stack, but a self-maintaining, production-grade software platform for $IREN is at least 10 years out, if it happens at all. Until then, software remains the moat. Land + power is necessary, but without a stack, it’s not sufficient.