$NBIS, $JOBY & $BA Emerge as Key Winners in the New Tech-Industrial Cycle-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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$NBIS, $JOBY & $BA Emerge as Key Winners in the New Tech-Industrial Cycle

AfraSimon
05-13

1. $NEBIUS(NBIS)$

- >$40B in ai infra contracts with $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$

- $2B strategic investment from $NVIDIA(NVDA)$

- jensen literally framed partnership around “agentic ai demand explosion"

- ~25% stake in ClickHouse ($15B valuation = ~$4B embedded value)

- gpus + POWER

- chart strong

NBIS @ $154.

2. $Joby Aviation, Inc.(JOBY)$

- new $250M investment from toyota

- dubai launch soon (huge catalyst)

- unusual weekly volume + chart perky

- good earnings

- DoT/FAA new program "to accelerate advanced air mobility deployment in the US"

Joe Lonsdale (Palantir) recently mentioned

JOBY:...now $10.83

3. $Boeing(BA)$

- iconic "american" co like $Dell Technologies Inc.(DELL)$ $Intel(INTC)$

- trump loves boeing

- reportedly close to "massive china order"

- air force trying to have a Boeing 747-8 ready by fourth of july...heavily modified for presidential use👀

- insider buys

- weekly chart looks solid

BA @ $237.

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# Nebius Turns Profitable, Surges 16% on Earnings: Has $NBIS Won?

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iBuy_uSell
·05-13
for nbis chart, are they updated or adjusted to?
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Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\"></p></body></html>","htmlText":"<html><head></head><body><h2 id=\"id_2086256196\">1. <a data-mention-id=\"NBIS\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a></h2>\n<p>- &gt;$40B in ai infra contracts with <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a></p>\n<p>- $2B strategic investment from <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a></p>\n<p>- jensen literally framed partnership around “agentic ai demand explosion\"</p>\n<p>- ~25% stake in ClickHouse ($15B valuation = ~$4B embedded value)</p>\n<p>- gpus + POWER</p>\n<p>- chart strong</p>\n<p>NBIS @ $154.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/a69a00104a18b204de61453705697972\" tg-width=\"1529\" tg-height=\"1113\"><span> </span></p>\n<h2 id=\"id_608671587\">2. <a data-mention-id=\"JOBY\" class=\"teditor-mention\" data-mention-name=\"Joby Aviation, Inc.\" href=\"https://ttm.financial/S/JOBY\">$Joby Aviation, Inc.(JOBY)$</a></h2>\n<p>- new $250M investment from toyota</p>\n<p>- dubai launch soon (huge catalyst)</p>\n<p>- unusual weekly volume + chart perky</p>\n<p>- good earnings</p>\n<p>- DoT/FAA new program \"to accelerate advanced air mobility deployment in the US\"</p>\n<p>Joe Lonsdale (Palantir) recently mentioned</p>\n<p>JOBY:...now $10.83</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/bd6e7c9305279e9192e37f74aefc5a04\" tg-width=\"1620\" tg-height=\"1091\"><span> </span></p>\n<h2 id=\"id_3914136107\">3. <a data-mention-id=\"BA\" class=\"teditor-mention\" data-mention-name=\"Boeing\" href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a></h2>\n<p>- iconic \"american\" co like <a data-mention-id=\"DELL\" class=\"teditor-mention\" data-mention-name=\"Dell Technologies Inc.\" href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a></p>\n<p>- trump loves boeing</p>\n<p>- reportedly close to \"massive china order\"</p>\n<p>- air force trying to have a Boeing 747-8 ready by fourth of july...heavily modified for presidential use👀</p>\n<p>- insider buys</p>\n<p>- weekly chart looks solid</p>\n<p>BA @ $237.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/fb072be5d0f26159a311ff03200b8038\" tg-width=\"1621\" tg-height=\"1092\"><span> </span></p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\"></p></body></html>","text":"1. $NEBIUS(NBIS)$ - >$40B in ai infra contracts with $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ - $2B strategic investment from $NVIDIA(NVDA)$ - jensen literally framed partnership around “agentic ai demand explosion\" - ~25% stake in ClickHouse ($15B valuation = ~$4B embedded value) - gpus + POWER - chart strong NBIS @ $154. 2. $Joby Aviation, Inc.(JOBY)$ - new $250M investment from toyota - dubai launch soon (huge catalyst) - unusual weekly volume + chart perky - good earnings - DoT/FAA new program \"to accelerate advanced air mobility deployment in the US\" Joe Lonsdale (Palantir) recently mentioned JOBY:...now $10.83 3. $Boeing(BA)$ - iconic \"american\" co like $Dell Technologies Inc.(DELL)$ $Intel(INTC)$ - trump loves boeing - reportedly close to \"massive china order\" - air force trying to have a Boeing 747-8 ready by fourth of july...heavily modified for presidential use👀 - insider buys - weekly chart looks solid BA @ $237. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off","highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/563713342693680","repostId":0,"isVote":1,"tweetType":1,"viewCount":703,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["META","NVDA","INTC","MSFT","NBIS","JOBY","BA","DELL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":985,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":563675350926464,"commentId":"563675350926464","gmtCreate":1778649162905,"gmtModify":1778649168979,"authorId":3549668038727602,"author":{"id":3549668038727602,"idStr":"3549668038727602","authorId":3549668038727602,"name":"iBuy_uSell","avatar":"https://static.tigerbbs.com/0e3e47e5305e34c6968002ff9c31335a","vip":1,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":563713342693680,"objectIdStr":"563713342693680","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"for nbis chart, are they updated or adjusted to?","text":"for nbis chart, are they updated or adjusted to?","html":"for nbis chart, are they updated or adjusted to?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}