itsbigmikey

Longstreet not looking much better. Better pray Leavitt stays healthy

Look who’s on the field man we need to relax

Hope that DT Echoles is just a dog because it was a rough outing for our boy

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Haha frick you too buddy. I want them to have hope and Lane dance all over their grave

Bought a while back when it first came out that Pelosi went long but have recently added

Moving up premarket but can’t see anything released still

This market is so wild lol. If you trade this thing emotionally you’re losing the hell out of money

I was coming in here to say we haven’t bottomed until Paul speaks but he beat me to it!

“ "An estimated $156 billion of data center projects were cancelled or delayed in 2025, and $130 billion in 1Q26. Community pushback against data center construction has accelerated in 2026 as new moratoriums have been introduced, with the majority of the change happening at the local level. This puts pressure on costs and timelines and could alter the geographic distribution of data centers. Sustained data center pushback could ultimately extend the cycle and reduce future supply by lowering capex and financing needs" - Morgan Stanley”

I trust nebius management and have little doubt that they will execute. Might dive into Bloom a little further. To me if bloom is truly legit, this is FUD and is the nebius buying opp I want to take advantage of. AI isn’t decelerating anytime soon imo unless there is a true bottleneck that squeezes it on the “supply” side

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Thank you!