$SMCI hired an sec reporting analyst from PwC in January. Here is some extensive DD. 10-K FILING IS IMMINENT

$SMCI hired an SEC auditor, who liked this on Linkedin. SOC2/3 compliance are the last two steps before 10/k filing. This means everything is already done.

@EarnToFly Won’t happen. They already are SOC approved and submitted. Its done. Its on reddit

$smci hiring SEC staff since January

@TheRoaringKitty BBAI

@kanyewest You’re gonna get yourself killed

RT @bensaida7: @jojo_capital If they weren’t running ads, they would never have a chance in the search space. Unless you’re an established…

@jojo_capital If they weren’t running ads, they would never have a chance in the search space. Unless you’re an established brand, its a must. Especially for companies that were forced to skip the pre-ipo steps and get re-listed within 3 days of restructuring. They’re p much a startup company.

@jojo_capital $NBIS For brand awareness. Marketing isnt always ROI focused, esp for billboards/traditional media. Theyre going the partner ARR route. Also, aren’t advertising on Meta, which is a ROI money pit. They’re targeting branded and competitor keywords on google ads, not conversion

@nebiusai @nvidia Make a press release

@LongTermIn1025 @B__Digs @OptimumEngineer You’re retarded

$NBIS

RT @AravSrinivas: Also we’re going to buy more capacity to keep serving DeepSeek R1 in American data centers! Those shorting NVDA are short…

@nebiusai tweet something about Deepseek

@DekmarTrades $NBIS?

@user889889 @OddDiligence Current valuation is at 9b. With 1b GW, valuation should be at 65b market cap.

$NBIS $NVDA $SPY Listen closely to what he says they are building. The Nebius IR presentation lists 2025 at 100 MW and ‘medium term’ as 240 MW. But, Arkady is now saying hundreds of MW in 2025 and one GW for 2026 - four times the prior guidance.

@rosskennedy @CubbieBears @mvcinvesting They have a billion in annual recurring revenue projected for 2025 as well as 3b in cash. They went through a significant restructuring, divesting from Russian assets. At 20x sales they should be valued at $80

@stockdatamarket @HedgeyeTech This company is based in the Netherlands.

@PatPwNd @mvcinvesting You’re missing a lot. Already divested from Russian assets.