Bartek Biadasiewicz

🚴🌲⛹️🌄 🥋🇪🇺

[Bartek Biadasiewicz @bartmanb]

@growthrapidly Because they still didn't disclose who the Frontier Lab was🤣

[Bartek Biadasiewicz @bartmanb]

@MlodyTrejder A ja właśnie otworzyłem Ubera. Jakieś 4% portfolio.

[Bartek Biadasiewicz @bartmanb]

@antibearthesis I like it. It's your convictions.
I would add another neo cloud and I stay away from crypto. But a lot of good stocks here.

[Bartek Biadasiewicz @bartmanb]

@lilybrodi Basically , all of them

[Bartek Biadasiewicz @bartmanb]

@Mel2Gibson Whatever started it , doesn't matter . A young strong guy beating up guy twice or three times his age, lying defensensly on the floor is shameful. Also all these idiots around smiling and recording are absolute selfish bastards.
Skin colour has nothing to do with the incident

[Bartek Biadasiewicz @bartmanb]

@growthrapidly Another proof of demand. Nebius raising prices so whole sector is going up.

[Bartek Biadasiewicz @bartmanb]

@FinancePotentia It's all priced in?

[Bartek Biadasiewicz @bartmanb]

@QQQ275Soon You are selling when other people are buying, but I get that as long you have a higher conviction stock to redeploy.

[Bartek Biadasiewicz @bartmanb]

@LarryB31314 Not sure if it's a smart move. $SOFI is showing great resilience at these levels

[Bartek Biadasiewicz @bartmanb]

@Maciej_Inwestor Być może będzie jak z Google, kompresja wartości akcji w końcu pęknie i kurs szybko wystrzeli w rejony $350

[Bartek Biadasiewicz @bartmanb]

No major market crash so far, no bloodbath, no 50% drop in AI stocks. Where are all of the future tellers from yesterday?
$NBIS $NVDA $PLTR

[Bartek Biadasiewicz @bartmanb]

$IREN is holding up surprisingly well today

[Bartek Biadasiewicz @bartmanb]

@Falcon0nX 48% up until today. After today it might be 40-42 as I have a lot of beta names in my portfolio

[Dr. Eli David @DrEliDavid]

Hi Dario and Sam 👋
If you want to slow down your AI development, feel free to do it. Anyone preventing you?

Slow down, stop, or even shut down your AI. Why do you need the government to intervene?*

*Answer: To stop your emerging competitors.

[Bartek Biadasiewicz @bartmanb]

@sheemawn Zabezpieczyli swoje interesy i swój compute. Pora utrudnić życie innym.

[Bartek Biadasiewicz @bartmanb]

@DarioAmodei Hipocrite

[Bartek Biadasiewicz @bartmanb]

We actually need more compute to safeguard AI and more compute to run more tests to make it safer.
Yes market may overreact on Monday, but we will need more compute anyway.
$NBIS $NVDA $CRWV $IREN

[TheBigBerbowski @TheBigBerbowski]

Why would the slowdown in models translate into pressure for AI stocks?

Slowdown in model development does not translate into the slowdown of the current buildout. If anything, it’s even more bullish for the short/mid-term if labs focus on deploying current models rather than constantly rushing the next one.

Large parts of capex are committed. $GOOG $META $MFST $NVDA still build.

We still need all the memory, storage, energy, compute, cables, transceivers.

The theatre from yesterday is the definition of a noise.

[Bartek Biadasiewicz @bartmanb]

@mvcinvesting I will re-rotate from safe non AI stocks to neoclouds on Thursday and I will buy the dip when $CRWV is at 73-75, $CIFR at 14.50 and $NBIS at 190. Just another opportunity to average down slightly.

[Bartek Biadasiewicz @bartmanb]

@hypergrowth102 Their contracts and revenues don't get cancelled. There might be a bit of overreaction 5-15% but certainly not 50%.
Who is going to slowdown if China don't slow down? Which neocloud will refuse new contract because it's dangerous for humanity?
This market is very competitive

[Bartek Biadasiewicz @bartmanb]

@OInvests Not everyone. I don't expect bloodbath. Little correction maybe. Earnings were good. Over 80% of companies beat EPS expectations.
Obviously anything can happen, like a temporary overreaction but I think it will go sideways for few more weeks.