AI Stories: NBIS, NVDA, EOSE& PYPL
Hello everyone! Today i want to share some AI stories with you!
1
$NEBIUS(NBIS)$one year ago was a speculative AI infrastructure story worth $8B with a ~$200M revenue run-rate.
Today, it has more cash ($9.3B) than its entire market cap a year ago and generated more profit in Q1 alone ($295M) than last year’s annual revenue.
Nebius is positioning itself as the cloud utility for the agentic AI era.
2
$NVIDIA(NVDA)$just hit new all-time highs and crossed a $5.5T market cap for the first time ever.
Nvidia is now worth more than the GDP of every country in the world except the U.S. and China.
3
$Eos Energy Enterprises Inc.(EOSE)$builds long-duration energy storage batteries which are the kind the grid increasingly needs as AI data centers, electrification and manufacturing all push power demand higher.
Their batteries can act like a shock absorber for the grid handling both rapid cycling and longer-duration discharge which is the combination utilities can't get from lithium alone.
The bar was extremely low after Q4 and Q1 was the first real step toward rebuilding credibility but if Frontier Power USA works then Eos could move from a promising battery manufacturer with financing issues into a long-duration storage platform with its own project deployment engine.
4
$Robinhood(HOOD)$JUST POSTED ITS APRIL METRICS
User growth is steady but platform monetization continues scaling much faster:
• 27.6M funded customers (+1.65M YoY)
• $345B platform assets (+49% YoY)
• $249B equity volumes (+57% YoY)
• 225M options contracts (+34% YoY)
• $18B margin book (+114% YoY)
5
$PayPal(PYPL)$is partnering with Anthropic to launch AI training for small businesses including a free course and Claude for Small Business plugin.
The plugin connects Claude to PayPal, QuickBooks, HubSpot and Canva to help manage tasks like invoicing and refunds with human approval.
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