God of technical trader just scanned the stock market

[老曾记]

Little bank stock, nvda will consider, google, Amazon those also, moo moo also

Maybe throw 1/3 of saving, then further split into 3 part, bank, moo moo, the rest, moo moo take a big slice because all these trading platform seem to crash the most during stock panic, so they got bigger room to recover/go up also

But I'm noob in stock, that's why at most next time also only dare throw in 1/3

Sounds like a good plan. I max also 1/3 savings wouldn't go all in.

[Tuna Seng]

if anyone interested can look at achr. looks like preparing for a big move

[老曾记]

What about nebius ah? Now dropping a bit liao.

[Tuna Seng]

What about nebius ah? Now dropping a bit liao.

profit taking wait for it to settle if you want enter. but i think crwv more upside long term
is selling point is 0 debt. but now this msft deal might make it table on debts to service the hyper scalers

[老曾记]

profit taking wait for it to settle if you want enter. but i think crwv more upside long term
is selling point is 0 debt. but now this msft deal might make it table on debts to service the hyper scalers

The msft make nbis take up debts to service hyper scalers ah? Just like how crwv has to spend more at initial phase right now ?

[Imboredasshit]

buffett say dont touch bank stocks he went to take housing related stocks

[Tuna Seng]

The msft make nbis take up debts to service hyper scalers ah? Just like how crwv has to spend more at initial phase right now ?

nebius is a smaller scale company than crwv. it doesn't have the capability to service hyperscalers. this tap up by msft might force them to take up debts which crwv is already doing


Why would Microsoft (MSFT) partner Nebius if Nebius can't serve hyperscalers?
    •    Complementary capacity: Nebius doesn't need to replace Azure's hyperscale infrastructure. Instead, it can provide specialized compute resources (AI GPUs, data centers in specific regions, energy-efficient setups, etc.) that Microsoft can integrate or resell through Azure.
    •    Diversification: Microsoft doesn't want all its AI compute supply tied up with just a few providers (NVIDIA, CoreWeave, etc.). By adding Nebius, it gets redundancy and bargaining power.
    •    Regional/contractual advantages: Nebius may have local presence or government relationships that Microsoft can tap into without building new facilities itself.

So, the partnership doesn't necessarily mean Nebius must already be "hyperscaler-class." Microsoft often works with smaller but specialized infrastructure providers to fill gaps.

⸻

2. Does this mean Nebius will take on debt to expand?

Very likely:
    •    Nebius's model appears to be backlog + contract financing (issue debt secured against long-term contracts, then use that to build more capacity).
    •    If Microsoft brings a large workload commitment, Nebius may finance expansion with debt, knowing the revenue is relatively locked-in.
    •    This way, Nebius can "scale up" without diluting shareholders too much, though it adds leverage risk.

⸻

✅ So the partnership likely signals:
    •    Microsoft values Nebius's niche capacity / location / specialization.
    •    Nebius will probably lever up (debt-finance expansion) to meet demand from contracts like Microsoft's.

[老曾记]

buffett say dont touch bank stocks he went to take housing related stocks

Master Leong recommend cfa ETF also property related, for dividends

[Tuna Seng]

this israel clown attacked Qatar that's why market turned   red.

[老曾记]

nebius is a smaller scale company than crwv. it doesn't have the capability to service hyperscalers. this tap up by msft might force them to take up debts which crwv is already doing


Why would Microsoft (MSFT) partner Nebius if Nebius can't serve hyperscalers?
    •    Complementary capacity: Nebius doesn't need to replace Azure's hyperscale infrastructure. Instead, it can provide specialized compute resources (AI GPUs, data centers in specific regions, energy-efficient setups, etc.) that Microsoft can integrate or resell through Azure.
    •    Diversification: Microsoft doesn't want all its AI compute supply tied up with just a few providers (NVIDIA, CoreWeave, etc.). By adding Nebius, it gets redundancy and bargaining power.
    •    Regional/contractual advantages: Nebius may have local presence or government relationships that Microsoft can tap into without building new facilities itself.

So, the partnership doesn't necessarily mean Nebius must already be "hyperscaler-class." Microsoft often works with smaller but specialized infrastructure providers to fill gaps.

⸻

2. Does this mean Nebius will take on debt to expand?

Very likely:
    •    Nebius's model appears to be backlog + contract financing (issue debt secured against long-term contracts, then use that to build more capacity).
    •    If Microsoft brings a large workload commitment, Nebius may finance expansion with debt, knowing the revenue is relatively locked-in.
    •    This way, Nebius can "scale up" without diluting shareholders too much, though it adds leverage risk.

⸻

✅ So the partnership likely signals:
    •    Microsoft values Nebius's niche capacity / location / specialization.
    •    Nebius will probably lever up (debt-finance expansion) to meet demand from contracts like Microsoft's.

Wa. Wait I go slowly digest.

[老曾记]

this israel clown attacked Qatar that's why market turned   red.

I rmb u mention crwv has one more lockup expiry, iirc... End Sept. Maybe the red will last till oct for crwv. Can still accumulate more shares.

[Tuna Seng]

crwv going up. have u bought? now still can buy

[Tuna Seng]

I rmb u mention crwv has one more lockup expiry, iirc... End Sept. Maybe the red will last till oct for crwv. Can still accumulate more shares.

85-99 is buying zone now 105 still ok to buy but buy little

[老曾记]

85-99 is buying zone now 105 still ok to buy but buy little

Currently holding 101 share waiting to huat. 

[老曾记]

Coreweave 108 le 
Up another $10 to break even