#$nbis

Lone Pine Capital just filed its Q2 2026 13F. 🐋 Managed by Stephen Mandel · $16.4B across 34 holdings 🟢 Bought: $NBIS, $STX, $HD, $AMAT +17 more 🔴 Sold: $VST, $TLN, $CLH, $THC +24 more

Situational Awareness just filed its Q2 2026 13F. 🐋 Managed by Leopold Aschenbrenner · $20.2B across 26 holdings 🟢 Bought: $MU, $SNDK, $TSM, $NBIS +12 more 🔴 Sold: $SMH, $NVDA, $ORCL, $BE +22 more

Citadel's 13F held every Aschenbrenner stock: NBIS, BE (aistockwire.com)

Hedge Fund #Citadel already held every stock in #Leopold #Aschenbrenner’s book before buying it $BE $NBIS $SNDK

Leopold Aschenbrenner’s Situational Awareness Q2 Top: $SNDK $5.7B | $MU $5.6B New: $NBIS $1.23B | $STM $584M Power: $BE $1.9B AI infra: $TSM $1.3B | $CRWV $0.7B Heavy memory & AI bets @LeopoldAschen #SNDK #MU #AI NOT FINANCIAL ADVICE. DYOR

🚨 Tickerade’s Friday Trending List is here! 🔥 Leading retail conversations right now: $SPCX • $HTZ • $NBIS • $SPY 👀 And $RDDT (Reddit) making a crazy comeback toward the S&P 500?! Full list + AI analysis available now on the Tickerade app 📲 Link in bio 🔗

This $CRWV Q2 earnings call is very bullish. They’re guiding 8GW by 2030. That’s definitely hitting $120B annual revenues Q2 Revenue is $2.6B up 112% YoY with $104B revenue backlog up 242% YoY This is making me so bullish for all datacenter companies in general like $NBIS $IREN $SHAZ $CIFR $HUT