Archive mode — the ledger is frozen as of August 24, 2026. Past calls and track records remain browsable; no new data is being ingested.
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u/LarryBlink

1 thesis · first seen May 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%+6.7%+6.7%
3d111100%+6.1%+6.1%
1w1100%-7.5%-7.5%
1m111100%+12.1%+12.1%
3m1100%-6.8%-6.8%
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$NBISr/wallstreetbetsNewsbullish
u/LarryBlink · 111d agono track record yet

NBIS: Nebius reports first quarter 2026 financial results

Nebius reported 684% YoY revenue growth to $399M and achieved $129.5M EBITDA profitability while expanding AI infrastructure. With $2B Nvidia investment, early access to Blackwell/Rubin chips, a 1.2 GW Pennsylvania megasite approved, and $9B in cash, the company is positioned as a major AI infrastructure beneficiary.

At post $207.27Now $210.83+1.7% since postedas of Aug 24, 1:28 PM ET
1d+6.7%
3d+6.1%
1w-7.5%
1m+12.1%
3m-6.8%
6m—
1y—
original post →

End of results.