TRACE
Trace a source
tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice
publisheddirectional thesisLONGyoutubenot an explicit trade

NBIS directional thesis

A nineteen billion dollar deal with a customer the market trusts more than the US government, throwing off six billion in pure profit.

$110.22entry snapshot
pendingcurrent snapshot
— pendingsince mention
“The other end of the spectrum is what Nebius just signed. I'm signing fucking $19 billion to Microsoft.”
73:51claim_id mcl_34432f74451b9815f6open evidence ↗
Classification directional thesis

Human-reviewed public claim.

Evidence span 73:51

Evidence URL, source timestamp, and excerpt are attached to this permanent claim page.

Correction path available

Creators or reviewers can request reclassification, context, or entity corrections without erasing the source record.

Machine-readable claim
{
  "version": "market-claims.v1",
  "claim": {
    "id": "mcl_34432f74451b9815f6",
    "url": "/trace/claims/mcl_34432f74451b9815f6",
    "status": "PUBLISHED",
    "claimType": "DIRECTIONAL_THESIS",
    "direction": "LONG",
    "claimText": "A nineteen billion dollar deal with a customer the market trusts more than the US government, throwing off six billion in pure profit.",
    "confidence": 0.72,
    "expert": {
      "slug": "investlikebest",
      "displayName": "Invest Like the Best",
      "kind": "PERSON",
      "status": "UNCLAIMED",
      "avatarUrl": "/api/avatars/75a94db5-5",
      "url": "/trace/experts/investlikebest",
      "claimed": false
    },
    "primaryEntity": {
      "kind": "ASSET",
      "assetClass": "EQUITY",
      "symbol": "NBIS",
      "name": "NBIS",
      "exchange": null,
      "confidence": 0.78
    },
    "evidence": {
      "evidenceUrl": "https://www.youtube.com/watch?v=kAIVualeQjM&t=4431s",
      "sourceUrl": "https://youtube.com/watch?v=kAIVualeQjM",
      "timecode": "73:51",
      "startMs": 4431000,
      "endMs": null,
      "excerpt": "The other end of the spectrum is what Nebius just signed. I'm signing fucking $19 billion to Microsoft."
    },
    "performance": {
      "entryPrice": 110.2200012207,
      "currentPrice": null,
      "returnPct": null,
      "relativePct": null,
      "method": "PASTE_AUTHOR_PRICE"
    },
    "resolutionStatus": "OPEN",
    "ambiguityNotes": null,
    "horizon": "3-12mo",
    "isExplicitTrade": false,
    "notFinancialAdvice": true,
    "disclaimer": "AISO tracks public statements, not verified portfolio positions. This is not financial advice."
  },
  "expert": {
    "slug": "investlikebest",
    "displayName": "Invest Like the Best",
    "kind": "PERSON",
    "status": "UNCLAIMED",
    "avatarUrl": "/api/avatars/75a94db5-5",
    "url": "/trace/experts/investlikebest",
    "claimed": false
  },
  "source": {
    "platform": "YOUTUBE",
    "title": "Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview",
    "sourceUrl": "https://youtube.com/watch?v=kAIVualeQjM",
    "publishedAt": "2025-09-30T12:01:34.000Z"
  },
  "evidence": {
    "evidenceUrl": "https://www.youtube.com/watch?v=kAIVualeQjM&t=4431s",
    "sourceUrl": "https://youtube.com/watch?v=kAIVualeQjM",
    "timecode": "73:51",
    "startMs": 4431000,
    "endMs": null,
    "excerpt": "The other end of the spectrum is what Nebius just signed. I'm signing fucking $19 billion to Microsoft.",
    "quote": "The other end of the spectrum is what Nebius just signed. I'm signing fucking $19 billion to Microsoft.",
    "speaker": "Dylan Patel"
  },
  "entities": [
    {
      "kind": "ASSET",
      "assetClass": "EQUITY",
      "symbol": "NBIS",
      "name": "NBIS",
      "exchange": null,
      "confidence": 0.78
    }
  ],
  "marketData": {
    "entry": {
      "price": 110.2200012207,
      "currency": "USD",
      "observedAt": "2025-09-30T12:01:34.000Z",
      "method": "PASTE_AUTHOR_PRICE"
    },
    "current": null,
    "returnPct": null
  },
  "snapshots": [
    {
      "kind": "ENTRY",
      "symbol": "NBIS",
      "assetClass": "EQUITY",
      "price": 110.2200012207,
      "probability": null,
      "currency": "USD",
      "provider": "paste.trade",
      "providerSymbol": "NBIS",
      "observedAt": "2025-09-30T12:01:34.000Z",
      "method": "PASTE_AUTHOR_PRICE",
      "returnPct": null,
      "relativePct": null
    }
  ]
}

AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.