High-stakes best ball & FFPC | Exploiting ADP value 🔆
Joined November 2015
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Delta Wave Fantasy Football retweeted
Ashton Jeanty has:
More REC than Ja’Marr Chase.
More Receiving Yards than Justin Jefferson.
More Rec TDs than Chris Olave.
Delta Wave Fantasy Football retweeted
NFL CHEAT SHEET - WEEK 6 🏈
A quick look at how defenses are performing vs. each position this season.
Keep these matchups in mind for Sunday 👇
Delta Wave Fantasy Football retweeted
I still remember this moment like it was yesterday😭☠️😭
At least he got his guy! @HoustonTexans
Everyone and their dog was on JAGS
And y’all didn’t take eagles ? Lmfao
Vegas always wins 🛫
#JAGS #eagles #vegas #nfllondon
Delta Wave Fantasy Football retweeted
Will we get Makai Lemon and Antonio Williams breakout games in the same week?
#Commanders WR Terry McLaurin suffered a hamstring injury in practice Friday and is listed as questionable to play Sunday.
Delta Wave Fantasy Football retweeted
Trade summary, per @Schultz_Report:
Cowboys get - Joey Porter Jr.
Steelers get - 2nd-round pick, conditional 6th-round pick
Delta Wave Fantasy Football retweeted
Wow $NBIS relative outperformance is wild.
Back in 2025 I wrote my Neocloud thesis on $IREN to $CRWV. But I made the decision months later to consolidate it all into Nebius...
Despite the the hate from FinX back then.
Very interesting to see Nebius up 6% even during sector drop…
After Oracle was reportedly seeking payment protection if Project Jupiter misses its 2028 opening.
With Oracle:
"seeking to protect itself from potential cost increases related to a large DC project in New Mexico by sending a force majeure notice" per Reuters.
Lot of new people like to piggyback after it’s up a lot, but there was a lot less people bullish back in 2025.
Especially during the period with a ton of institutional short sellers back in December.
I still think markets might be underestimating sum of parts growth, even if its core business grows like crazy 2027+ onwards.
Nebius [ $NBIS ] at $86.69 is the purest Neocloud and AI-infra asymmetry left.
This is the highest revenue Neocloud untouched by $CIFR | $WULF and colo providers that has no:
- Plaguing uncertainty that $IREN, $ORCL face from full-stack execution.
- High interest debt that $CRWV, $APLD, and others face.
- Revenue uncertainty at scale with Hyperscaler contracts that $CLSK, $BITF, $WYFI, $SLNH, and others lack.
After the market-wide drop with the AI sector overrun by fear:
Nebius is going forward with: $8B midpoint ARR next year, $4.7B+ in cash, diversification in enterprise clients from ( $META, $MSFT, $ACN, $SHOP, Governments), hyper-growth portfolio companies, and a proven full-stack high-margin business.
With extreme demand, execution uncertainty (margins), and isolation from current issues plaguing the markets with OpenAI contract dependency and credit tightening:
Nothing even comes close to Nebius in terms of asymmetrical upside.
You are simply just waiting for company execution.
Delta Wave Fantasy Football retweeted
Jaxson Dart, who is probably going to be out for at least a month, walked to the locker room.
Caleb Williams, who might not miss a single game, cried while being carted to the locker room.
Delta Wave Fantasy Football retweeted
Jaxson Dart strains his MCL: Walks to the locker room. No crying. No cart. No drama. Will probably missed a couple games at least.
Caleb Williams strains his hammy: Cries. Gets carted off with a towel over his face. Might not even miss a game.
Delta Wave Fantasy Football retweeted
Falcons’ QB update:
Rush and Penix both threw to starters in the routes-on-air drill today during the media viewing portion of practice. #Falcons
Delta Wave Fantasy Football retweeted
Cooper Rush said he and Michael Penix Jr. split first-team reps in practice Wednesday.