SandemanStocks (@sandeman52) on Surfaced

SandemanStocks (@sandeman52) on Surfaced

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@sandeman52Jun 4, 2026 · 11:23 AM

$NBIS Broadcom bringing the entire AI trade down because of their guidance. (It wasn’t bad even!!) Media likes to take a single company’s earnings and turn it into a macro event. It’s not. Let’s remember daddy Jensen just reported…we know what’s under the AI trade “hood” Leo and Barron just bought in heavily. (Plus a little Iran drama) Blips on the radar. Demand still outweighs supply…margins and demand are not decreasing…just increasing for $NBIS. Plus it just ran really hard. Don’t be fooled.

@sandeman52Jun 3, 2026 · 2:50 PM

$NBIS smart money, big money piling in.

@sandeman52Jun 3, 2026 · 12:27 PM

$NBIS is due for one of those pointless short attacks at the opening bell. Go ahead and prove me wrong shorts. Or are you as predictable as that?

@sandeman52Jun 2, 2026 · 12:21 PM

I was not the first person to find $NBIS. But when I found it, I screamed from the rooftop how it was a generational buy. Many thought the run was over at 100, 140, 200, 230, 250, now high 270. So sad. I don’t sell it. I dont trim it. Conviction and 62.5k shares. (Sold 2.5k to roll CC) LFG 🫡

@sandeman52Jun 1, 2026 · 8:36 PM

$NBIS I go to my kids swimming lesson, come back and see this!!! Wow!!!

@sandeman52Jun 1, 2026 · 2:10 PM

$NBIS gonna pull a $MU isn’t it? 😏

@sandeman52Jun 1, 2026 · 1:43 PM

$NBIS are we happy fam? 🙏🙌

@sandeman52Jun 1, 2026 · 1:06 PM

$NBIS remember, there are still convertible note holders that will create mechanical shorting. Use that to your advantage if they do it today at the open or later today.

@sandeman52Jun 1, 2026 · 12:10 PM

$NBIS This picture is becoming my reality 👀🙏

@sandeman52Jun 1, 2026 · 11:19 AM

$NBIS this is spot on. Anchoring bias will be the reason thousands of people will miss the boat. Daniel is spot on. At first I thought the risk reward isn’t as good as it was when this was $40….but that is incorrect. The risk part of the equation is virtually gone. The ratio is actually even better now! Sounds crazy. But it’s not.

@sandeman52Jun 1, 2026 · 9:49 AM

$NBIS “Shares of Nebius jumped over 5% in early premarket trading on Monday after Nvidia CEO Jensen Huang praised the company during his keynote at the Computex conference in Taipei, Taiwan. “We worked with Nebius, and they are growing incredibly fast,” said Huang onstage, before a slide featuring Nvidia and Nebius logos at the top, separated by a heart symbol.” A heart symbol!!! 🤣😭😂❤️👇

@sandeman52Jun 1, 2026 · 9:39 AM

I’ve had a dozen people ask me what the next big stock is. I keep telling them I’m not leaving $NBIS. Why would I? They get mad and say, “I missed it, I need the next 10x, what is it?” Meanwhile $NBIS is up over $246 pre market. Millions in calls are being bought at the July $360 strike. Leo just loaded his fund at around $200 per share. Some people ask for advice and refuse to take it. 🤷

@sandeman52Jun 1, 2026 · 9:25 AM

$NBIS Jensen gives Nebius another shout out. Gotta love it.

@sandeman52May 31, 2026 · 11:07 PM

@JUST_KAWS Bro, $NBIS is his largest position by FAR. You didn’t even mention it.

@sandeman52May 31, 2026 · 11:12 AM

$NBIS great write up here. All investors or potential investors should read. Well done!

@sandeman52May 30, 2026 · 1:05 PM

@YabbaDabba1x I get a free advisor from scwab with my large account. He calls once a year to see if I need anything. I say no, I’m good. He did t even know what $NBIS was. 🤣

@sandeman52May 30, 2026 · 11:21 AM

@KhalidIshaq85 $NBIS is 99% of my portfolio. Been in since the $40s

@sandeman52May 29, 2026 · 11:32 PM

Goes to show you these talking heads know little to nothing. Cramer bashed $NBIS multiple times. Now he’s singing its praises. Goes to show you these talking head “experts” are overrated at best, and lead you down the wrong path at worst. How can this guy have a show about stocks and be wrong so much? I just don’t understand.

@sandeman52May 29, 2026 · 8:09 PM

$NBIS what a crazy day! Congrats everyone who held through the volatility today (and the last 6 months!) Rolled my covered calls today on the dip from $280 to $320. Gives me some breathing room. Great way to end the week! Something seems to be cooking. LFG!

@sandeman52May 29, 2026 · 4:38 PM

$NBIS I hope you guys didn’t get taken out this morning with a stop loss set. Stop losses are not your friend. Or worse yet, sold on the dip? 👀

@sandeman52May 29, 2026 · 11:49 AM

Guys, I promise you this, if I become a billionaire I’ll throw a massive party for all my followers. $NBIS holders get VIP access. Just tell me what we need to have at the party. Crazy answers only 👇

@sandeman52May 28, 2026 · 9:31 PM

$NBIS well, that was a great day. We are still early. Crazy bullish calls were bought by whales today. I hope my conviction during those draw downs a few months ago helped a few peeps. 🤞 The goal is to have retail hold a ton of shares, and have the hedge funds tail/chase us….which seems to be the case. 🫡

@sandeman52May 28, 2026 · 5:36 PM

$NBIS Y’all know the closest thing you can compare ClickHouse to is $SNOW right?

@sandeman52May 28, 2026 · 5:30 PM

I’m in a pretty zen place right now. If $NBIS keeps going up, awesome. If it dips, I’ll probably sell 2000 shares and roll my calls way higher with the $$$.

@sandeman52May 28, 2026 · 2:40 PM

$NBIS I see a dozen people asking me if it’s still good to enter here. Instead of repeating myself, here is what I say: I keep saying this, and I said it to people asking the same thing when it hit the low 100s, “is it still a good buy, it’s run up so much” …short term anything can happen. Long term it’s going up a lot. I can’t tell you what to do. Yeah it could come down, but maybe it keeps going up. Sorry. I’m not an oracle. That’s why when I see a generational opportunity I just buy and dont sweat entries. Never have. Never will. But that’s just me….because if it dips 50% after buying I wouldn’t care. In the end you need to do what’s comfortable for YOU. Are you good with buying and being red 1-3 months? Are you good with waiting and seeing another deal announced and it zips to $300 and you have zero shares? Just ask yourself these questions. In these circumstances it’s sometimes prudent to do 1/2 and 1/2. Hope that helps.

@sandeman52May 28, 2026 · 11:33 AM

@BillforTravel He’s definitely smarter than Cathie now that his biggest position is $NBIS

@sandeman52May 28, 2026 · 11:26 AM

So, the young gun, Leo Aschenbrenner decided to make $NBIS his biggest position and people are going nuts. Sandeman did this a long time ago 😉. Some listened, some didn’t. All good! 🫶 I’ve been holding 65,000 shares (about 99% of portfolio) for a while now. I saw a couple $3 million draw downs and didn’t blink. Didn’t worry one bit. Rallied the troops 💪 I didn’t discover $NBIS but when I did in the $40 dollar range I’ve probably been the most vocal and bullish. Kinda sounded obsessive at times even 😂 That’s because I saw a generational opportunity, and it’s just starting. I dont always go all in, but when I do, I do Nebius.

@sandeman52May 28, 2026 · 10:51 AM

@RosannaInvests I like this chart. Did you make it? Where is $NBIS though? 👀

@sandeman52May 27, 2026 · 8:17 PM

@BatonRougeBorn Example: $NBIS low risk because of META And MSFT contracts, partnership with NVDA, tons of subsidiaries including ClickHouse. So low risk. Potential 20 bagger by 2033. I go heavy in plays like that. Ultra heavy.

@sandeman52May 27, 2026 · 5:34 PM

$NBIS I bet some new investors don’t even realize they are sitting on a gold mine in the 25% ownership of ClickHouse. One day that 25% will be worth than NBIS current market cap. One reason I can go heavy in $NBIS and sleep well. It’s called a golden safety net.

@sandeman52May 27, 2026 · 4:18 PM

$NBIS guys, the hedging won’t last forever. Once it stops it’s the equivalent of pushing a beach ball underwater and letting it go. Just watch.

@sandeman52May 27, 2026 · 10:34 AM

$NBIS $342 price target sounds reasonable to me. Are we good with that, guys?

@sandeman52May 26, 2026 · 11:11 PM

With 65,000 shares of $NBIS, you would think I would feel disappointed with the drop from $224 pre market to $205.50 in a matter of hours. About $1.3million in paper loss intraday at one point. I felt…nothing.

@sandeman52May 26, 2026 · 1:48 PM

If you are concerned about a massive $NBIS dip at the open, on no news, you need to control your emotions. This is nothing.

@sandeman52May 26, 2026 · 12:29 PM

Did you buy enough $NBIS or no?

@sandeman52May 26, 2026 · 1:13 AM

$NBIS amen brother. Set it and forget it.

@sandeman52May 25, 2026 · 1:42 PM

$NBIS happy Memorial Day everyone!!!

@sandeman52May 23, 2026 · 1:38 PM

@oncetravelled Haha. Sometimes I wonder what would happen to tickers like $NBIS

@sandeman52May 22, 2026 · 1:27 AM

@Morteza_Esteki My risk management for $NBIS is its subsidiaries.

@sandeman52May 22, 2026 · 1:21 AM

$NBIS I think by 2032 the NBIS stake in Clickhouse alone will equal NBIS market cap of today. Roughly $50B Never mind Avride and the other subsidiaries. Could be sooner too.

@sandeman52May 21, 2026 · 7:04 PM

$NBIS I think they will announce 2-3 more mega deals by year end. I think one of those will be Anthropic I think they will increase their eoy ARR numbers I think their projections for 2027 ARR will blow people away. I think iReN hOLdeRs will say “derp…power…derp..derp” Feel free to bookmark and wreck me January 1st if I’m wrong.

@sandeman52May 21, 2026 · 1:52 PM

$NBIS I feel bad for the people telling me this was over extended even when it was in the $180s 2 days ago. I said it’s better to buy now than miss the train. Y’all asked me what my holdings were. I said 99% $NBIS. There is a reason for that. Some were pennywise and pound foolish. To all my fellow longs. Let’s ride! We had zero doubts. 🫡👊

@sandeman52May 20, 2026 · 9:59 PM

$NBIS can’t believe I just found this account a few minutes ago. Saw one of his NBIS posts, liked it…then scrolled down on his other posts and saw this one. Good stuff Penguin!

@sandeman52May 20, 2026 · 8:31 PM

All numbers look good for $NVDA. AI full speed ahead. $NBIS Just as expected.

@sandeman52May 20, 2026 · 1:12 AM

@JakeOnWrist I do. Right now 99% $NBIS

@sandeman52May 19, 2026 · 11:51 PM

@T32633Trader Mostly $NBIS right now

@sandeman52May 19, 2026 · 11:50 PM

@EagleEyes1300 Mostly $NBIS. But little bit $RKLB and ASTS

@sandeman52May 19, 2026 · 11:37 PM

@LarryAn51061316 Sure! I’m heavy in $NBIS. I also would buy $ALAB Long term winners. NBIS especially.

@sandeman52May 19, 2026 · 8:16 PM

$NBIS Whoa! Someone is bullish…but why? Hmm let’s brainstorm… Short timeframe means they may expect: A major contract announcement Earnings blowout Hyperscaler partnership news Another MW expansion reveal momentum squeeze Gamma squeeze AI infra sector melt-up

@sandeman52May 19, 2026 · 6:09 PM

$NBIS excuse me, what?!?!