Nebius Group delivered strong 1Q results as accelerating AI infrastructure demand, expanding contract visibility, and rising pricing continued to support the company’s hypergrowth trajectory. 🔹 1Q revenue, adjusted EBITDA, and gross margin all exceeded consensus expectations, driven by sold-out GPU utilization and pricing strength 🔹 Management highlighted surging demand trends, including a ~3.5x Q/Q increase in pipeline generation and record customer prepayments 🔹 The recently announced $27B Meta agreement and expanding contracted power capacity significantly improve long-term visibility into future growth Management also raised capex guidance as Nebius continues investing ahead of committed 2027 demand, while maintaining expectations for ~40% full-year adjusted EBITDA margins. Read James Kisner, CFA kisner's full report for additional detail on demand trends, AI cloud economics, capacity expansion, valuation, and long-term growth outlook. $NBIS #AI# #ArtificialIntelligence# #CloudComputing# #DataCenters# #Technology# #Infrastructure# #Semiconductors# #Investing# #GrowthStocks# #WaterTowerResearch# @nebiusgroup

$DIVO successfully combines high-quality dividend growth stocks with a tactical covered call strategy to generate monthly income and lower volatility. Here are some stats you should know: Launched: December 14, 2016 Expense Ratio: 0.56% Assets Under Management: $7.27B Distribution Rate: 4.78% 30-Day SEC Yield: 1.53% Distribution Frequency: Monthly Top 10 Holdings: -Caterpillar $CAT 6.06% weighting -American Express $AXP 5.25% -Apple $AAPL 5.16% -Microsoft $MSFT 5.09% -JPMorgan Chase $JPM 5.01% -RTX Corp $RTX 4.91% -Goldman Sachs $GS 4.85% -CME Group $CME 4.62% -Home Depot $HD 4.16% -Amgen $AMGN 3.80% Performance so far in 2026: +5.97% 🟢

🚨 $TNX 10 YEAR YIELD JUST HIT 4.80 BAD BAD! BAD for Growth Stocks, Bad for Market More news of Trump Attack, Iran Attack, Iran attack again, Trump to Destroy iran.. cannot keep track of all the Attack news today!

🚨 Guys & Gals, Yields are serious problem for growth Stocks This is not Leopold Selloff, War needs to end or things will get bad, Next week we have Jackson Hole! Right now we are seeing bounce on Mag7 and Rotation but AI names and Semis are still selling!

🚨🚨🚨 U.S. vacancies-to-unemployed ratio hits highest level since January 2025 There are now 1.05 job openings for every unemployed American. The Fed has 3 options for September: 1. HIKE 25bps (58% chance) Likely pushes Treasury yields and the dollar higher. Bad for high-growth stocks, crypto, and other rate-sensitive assets. Borrowing gets even more expensive, and financial conditions tighten further. 2. HOLD (39% chance) Probably the least disruptive option. With markets currently leaning toward a hike, a hold could initially bring some relief to stocks and bonds. But a hawkish Powell-style message could quickly erase that move. 3. CUT 25bps (1% chance) Likely sends short-term yields and the dollar lower, and gives risk assets an immediate boost. But, cutting while inflation remains elevated could reignite inflation fears and raise questions about Fed credibility. Limitless traders currently see a 25bps hike as the most likely outcome, with a 58% chance of it happening. 🔴 Market: Friday’s jobs report could decide which path the Fed takes. More pain for the markets coming?

💡Listen Yields High US dollar Highs Oil bouncing VIX Stuck Fed Warsh Could not do shit What did you expect from the market today? Macro is running the market now Growth Stocks? High PE getting destroyed End the Iran War and watch Market smooth sailing