Sandeman Research @SandemanMarkets
Turned $50k to $15M+ in 12 years. Retired in my 40s, retired my wife. Trying to help others achieve their financial goals, free of charge. EOY 2026 goal: $18.5M Joined October 2016-
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Just remember, when the market gets volatile, talking heads like to doom speak and doom post…just like they did in October. I don’t put an ounce of credence into what they have to say. I’ve done more research in what I own than they have by a factor of probably x500.
The European and UK physical robotics market is projected to reach ~20 billion dollars within the next couple years and $NBIS is positioning itself to capture a majority share of it. Following the massive news about their Living Lab, I am incredibly bullish on $NBIS simply considering the broad range of sector diversification I get from one company. They are no longer just a physical AI play. By providing the essential infrastructure and developer tools, they have turned into a picks and shovels play for physical AI. This means this sector of their business will win regardless of which specific robotics players succeed. Elite execution from management here.
🚨 JUST IN: NEBIUS LAUNCHES PHYSICAL AI LIVING LAB WITH NVIDIA $NBIS announced the launch of its Physical AI Living Lab, a six-month program designed to help UK and European robotics startups build and deploy AI-powered robots using $NVDA’s full Physical AI software stack and
This bull cycle will last far longer than Wall Street expects. There is no bubble. AI infrastructure and semiconductor demand are still in the early stages, supporting S&P 500 earnings growth toward $650 by 2031. Inflation is not the issue many claim; a supply shock simply changes relative prices. Why does everyone forget their undergraduate economics? Warsh is not a hawk. We are also heading toward a constructive Iran deal that restores risk-on momentum. Ignore the doomers. This cycle has substantial room to run.
This single post by @Sandeman52 is crucial for everyone to come back to during hard days and pullbacks He has forged my mind into iron and over the past few months of reflecting has turned me into someone who is immune to irrationality in the market I used to get extremely nervous, worry, and over analyze every tick on the chart, the money in my account is my full net worth, I save all I can and put it in here to chase my dreams and one day hope to retire my immigrant parents But I was being a bitch for the longest time in how I was handling downturns, the day I conquered my mind, was the day I exponentially started to make more money I have full confidence I will reach my goals, and more now than ever, believe I can even go beyond them
Confidence is the game changer. Not just in the market, but in life. It’s all in your head. Your brain is more powerful than anything. It literally creates your reality. Without confidence you have no conviction. You are a quivering bowl of Jello. Some people have
I try to instill a mindset in people not to be lead by fear but logic. Some listen, some don’t. Not everyone can win…and that’s ok…that is life.
If the boomers running capital markets tried Codex or Claude Code for a few days, think they’d be buying these dips. It’s very hard for people completely out of touch with AI to grasp what has happened to value creation over the last 12 months.
$NBIS pop premarket and drop at open… Until it doesn’t… And just continues to climb. Rope a dope You will get lulled to sleep and then KO 💥 Today or tomorrow….or next week. I could care less when.
$NBIS price action is always played with for a period of time, like a cat toying with a mouse…then eventually it will rip 6 days in a row. This has been the pattern since I got in at the 40s and 50s. Do not fret short term price action. I’m telling you now, throw logic
$NBIS Nebius has launched a Physical AI Living Lab in partnership with NVIDIA to help robotics startups across the UK and Europe build and deploy AI powered robots using NVIDIA’s software platform and Nebius AI Cloud infrastructure. The six month program will give startups acces
If you expect your stock to go up or down short term with logic, you will be sorely disappointed. If you ask why something is down on a single day, and it bothers you, ETFs may be for you. If something moving up or down affects your emotions, you are in severe jeopardy of
Whoa, cool!!! …or just follow me. For free. Less trades. Less headaches. Just a few stocks I hold and I teach the mindset that got me 62% CAGR over 12 years. That’s 31,900% gains in 12 years. Your choice. I’m here for the karma and to pay it forward. 🫡🤷👊 Don’t want a penny from you. Don’t need it.
If you have a small account, I will guide you to your first $100K. 1. We have a BALANCED portfolio right now. Core positions in healthcare, military defense, mixed with higher volatility AI names. 2. We are BUYERS of any big red day in AI. This is the opportunity of a
$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
$NBIS excuse me, what?!?!
$NBIS is gaining serious momentum in helping startups scale. Very encouraging to see. CRO Marc Boroditsky said in Q1 that several customers are competing for every GPU Nebius brings online. In other words, Nebius’ revenue office is essentially running a Shark Tank, granting
The hardest thing for most retail investors to get over is this: Paper losses Once you get over this fear things will change. If you can’t, I suggest ETFs. Otherwise, you may inadvertently sell at lows and chase back at highs.
$TE this is a screenshot from Stocktwits. It shows the frustration people have with FUD and manipulation. My answer to this is: if you believe in a company, ignore the FUD. Don’t worry about it. Just look at the paper loss and laugh. Who cares. Time in the market will always beat the FUD and manipulation. I lost over $1 million on paper yesterday (in $NBIS) I literally don’t give a fk. I’ll probably lose another paper mill today. Big whoop. Put your head down and focus. Remember the AI bubble FUD in October? Same thing. I have zero position in $TE. But if you believe in the company, who cares what “ Fuzzy Panda” says? Like, for real?
$NBIS The cadence of news will become something like this: Large anchor customer announcements every few months (Meta size contracts) Followed by incremental expansion announcements followed by “capacity fully committed” style updates Rinse and repeat.
Oh nooooo!!!! A 24 year old doesn’t have a stock that made me 400% in less than a year in his portfolio!!!! Hold me! I’m scared! I guess I need to rethink everything!!! 😂🤣 You guys are out of control.
Oh nooooo!!!! A 24 year old doesn’t have a stock that made me 400% in less than a year in his portfolio!!!! Hold me! I’m scared! I guess I need to rethink everything!!! 😂🤣 You guys are out of control.
$NBIS if anyone is concerned about the price movement, just remember after it hit $140 in October. Multiple violent down days in no news. This is normal. It’s up massively in the last few months.
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