@EndicottInvests Maybe I’m slow. OpenAI building their own data center is compute capacity that no longer goes to Nebius or any other neocloud. How is this bullish?
@HoosierMoney@bennybigbull Agree, it seems like a step to cut out the neoclouds. Hopefully demand is high enough that every MW is essential and utilized.
@StockMarketNerd My whole company uses Claude/claude code. It’s integrated with all our Microsoft tools and everyone loves it. Productivity is way up and we’re constantly building with it. We are a renewable natural gas company.
@JonkooTrades Nice write up. Thanks for sharing. I love the company and the management team and my portfolio is heavy NBIS for the last year. Thankful to see the thesis coming together better than I could have hoped.