Danny

[Danny @Danny198704]

@ChrisCamillo Same

[Danny @Danny198704]

@InvestorVideos @EndicottInvests I can see your point but it's not accurate. Because the buyers of houses in your example cannot borrow money. But in coreweaves case their customers can borrow money. Plus even before 100% funding those big contracts were just a few players.

[Danny @Danny198704]

@SPetrovic2448 @EndicottInvests I'm also a shareholder of both but why would you oppose the deal? If approved you now own a share in a much bigger company (so more power) with additional cost savings as well.

[Danny @Danny198704]

@EndicottInvests True, I also thought that when I saw some posts about $crwv but yeah both have Nvidia behind them. Still rising yields might be a problem for the build out in general also given what Hock Tan said a few days ago, capital being the next (and most difficult) bottleneck

[Danny @Danny198704]

@capybaraReborn 2. Being right in the long run is very different from in the short run, bitcoin is perhaps worthless but if you went short when it was at 20.000 you're still looking at a big loss
I think the AI trade lately for companies like Nebius, Iren is a bit like bitcoin. Mostly sentiment

[Danny @Danny198704]

@capybaraReborn Although I have some Nebius shares I think you are largely correct. However:
1. Nvidia has a 10% stake which you didn't mention and Nebius might be one of the keys to force hyperscalers to buy nvidia gpus (as nebius datacenters will otherwise be faster)

[Danny @Danny198704]

@ariaradnia $now

[Danny @Danny198704]

@CMDarnton0 Check $WGS as well, they have a lot of data too but then on rare diseases. The ceo of tempus also mentioned them (that that's where the flywheel is working too). In the future that (genomic) data will be so valuable.

[Danny @Danny198704]

@arv9293 @StockSavvyShay I think they'll go two steps further here, they will be the platform where multiple AI can communicate before giving you an answer. And they will manage and earn from the subscription for that "super ai" (and just pay a small fee to the actual providers).

[Danny @Danny198704]

@rivm Ik hoop dat ook wordt gezien dat verreweg de meeste mensen zich wel aan de voorschriften houden. Ik woon in Amsterdam en zie hier bij de sloterplas eigenlijk iedereen minimaal 1,5m afstand bewaren. Het is denk ik voor de algemene gezondheid goed als we nog wel naar buiten kunnen

[Danny @Danny198704]

Hallo, @cyberego_.