$1,000 follows their calls into $1,005
Mr. Misunderstood@meeijerThe story behind Arkady Volozh, founder and CEO of $NBIS. Before $NBIS and Yandex, Arkady Volozh was a young mathematician whose research salary couldn’t even cover a small apartment. His story makes his achievements all the more impressive. Born in 1964 in what is now
Mr. Misunderstood@meeijerMany of you may not know this, but I’ve been a proud $ASTS shareholder since early 2025. I like the recent optimism, but caution is still warranted: more capital will be needed and execution must be great. Nonetheless, potential is huge and I keep holding. Average cost:
Mr. Misunderstood@meeijerPeople are still severely underestimating $MSFT. Many still view it as a "slow grower" with a narrow moat, but the numbers tell a very different story. What many overlook is the scale and growth of Microsoft's cloud business. Microsoft Cloud (which includes Azure and
Mr. Misunderstood@meeijerAdded to my $NBIS position today.
Mr. Misunderstood@meeijer$NBIS today is a complete overreaction, and I'm considering adding. Why it's an overreaction: The market is treating $META monetizing spare AI compute as if it's evidence demand is falling. I see it differently. $META has always intended to build AI capacity aggressively
Mr. Misunderstood@meeijer$MSFT two years ago: • $470/share • $240B revenue • 17% YoY growth • $86B income $MSFT now: • $370/share • $320B revenue • 18% YoY growth • $125B net income Lower price. Better business.
