Lila

미식🍣 | 커피☕ | 음악🎵 | 여행✈️ | 생활의 작은 즐거움💫
말보다 관심사로 만나요

[Lila @Lilayy021]

뒤돌아보는 것은 괜찮지만, 다시 되돌아가는 것은 절대 안 돼요.

[Lila @Lilayy021]

The star formation rate in the modern Universe is declining—and it’s not just about a "lack of fuel"

[Lila @Lilayy021]

Effortless, free-spirited styling

[Lila @Lilayy021]

The streets were still bustling with people.

[Lila @Lilayy021]

매번의 단련은 모두 한차례 자아초월의 기회이다.

[Lila @Lilayy021]

마늘 향과 새콤달콤한 육즙이 정말 잘 어우러지고, 비주얼부터 푸짐해요. 랍스터 살도 탱글탱글해서 식감이 정말 좋아요! 🦞

[Just a Dude Who Invests @DudeWhoInvests]

Cathie Wood bought $28,000,000 worth of Meta $META today…

It’s over, it’s been a good run.

[Leshka.eth ⛩ @leshka_eth]

🚨 BREAKING

BUFFETT JUST DUMPED ¥290 BILLION IN JAPANESE BONDS

JAPAN’S 10-YEAR YIELD JUST HIT 3% FOR THE FIRST TIME SINCE 1996

AND THE BOJ COULD HIKE RATES AGAIN AS SOON AS NEXT WEEK

HE DID NOT MAKE THIS MOVE BY ACCIDENT

SOMETHING BIG IS COMING

[Paradis @ParadisLabs]

Just some notes from $NBIS fireside chat at Goldman Sachs Tech Conference:

TLDR: Yep, it's bullish.

1. Order book extends into H1 2028 which is 2 quarters further out than at Q2 ER.

Arkady said "people are demanding tens of thousands of vGPUs and GPUs now. So we see demand today as unlimited."

Bro...what?!!

At Q2, they said that all of 2027 could be sold today. But Nebius having visibility ~1.5 years away massively de-risks their ~5GW contracted power target and their ~$25B of FY26 capex.

On demand, Arkady also said that demand visibility now extends to 24+ months (vs. 18 months previously).

This is HUGE because demand duration is a huge crux for neocloud bears (kinda makes sense why). Even $CRWV CEO said at the GS Conference that they are "struggling to meet demand everyday."

2. "We do not pre-sell much. We are focusing on free capacity, which we will be selling later"

I think two things are happening here with Nebius

First - this is the opposite of $CRWV's model where their ~$104B backlog is take/pay dynamics. Nebius are instead choosing to sit on uncontracted 2027 capacity so they can sell into rising prices, kinda like how $MU and co. were doing pre-LTAs.

Second - keeping some spare capacity keeps room for longer-term strategic partners arriving into 2027 (which will be extremely supply-constrained). I.e. enterprise names coming via the $PLTR partnership.

I think both reasons make sense, I'm fairly confident that 2027 pricing will be higher.

3. "We actually have a list of new customers that are looking for any of the older generation chips that come available."

This lines up with $CRWV disclosing at Q2 an A100 contract priced out to 2029 and completely guts the residual-value thesis bears like Burry lean on.

4. $SHOP "used open-weight models, trained it with their own data repetitively, and they achieved the quality which is higher than they had with GPT-5 and 6."

Feels like that's the whole enterprise adoption thesis summarized....narrow domain, pvt data, repeated loop, open weights > fronteir, at a fraction of the cost.

Probably also why the token factor and the Tavily acq. matter.

So yeah, Nebius' entire infrastructure goes kinda crazy. More than just GPU rental.

5. Contract mix

Marc: 3-6 month short-term deals go out "at a multiple of the ARR per megawatt" of the core. 1-3 year medium-term deals are "the lion's share" and 5+ year hyperscaler deals were done "with the explicit intent that we are looking for the capitalization benefit."

- So the longer duration $MSFT + $META contracts are lower risk collateral for financing the build
- the opportunistic short-duration surge contracts at materially higher pricing are the top-ups.
- and the 1-3 year book with AI natives and enterprises (priced above hyperscaler deals + prepaid) are the core + fastest growing segment.

Just for a summary of the points I found most interesting / different from Q2 earnings.

Cool to also see the "the vision that Arkady has is us becoming a hyperscaler."

I've been sharing the same vision for some time now, and is why Nebius ultimately deserve to trade multiples higher than Coreweave for example.

[Banana3 @Banana3Stocks]

$NVDA

Normal bullish price action

Above all major moving averages

Rising 13EMA

Rising 50DMA which just had a bullish crossover through the 100DMA

Major daily, weekly, and monthly breakout on the horizon

First target remains 🎯 $241 then target 🎯 $254

[빚갚는미친개 @mad_dogdebt]

딱 한달 뒤, 미국 하이닉스 사는게 정답이였음ㅋ

미국 하이닉스 샀으면, 전원 수익ㅋㅋㅋㅋ

[Summer 在交易 @Summer_trading]

过去10年，英伟达涨了14572%。

你没看错，不是1457%，是一万四千五百七十二。

比特币涨了12457%，排第二，全球最受追捧的"数字黄金"，10年下来还是没跑赢一只股票。

AMD涨了8024%，特斯拉2698%，苹果1210%。

这五个名字占据了前五，全都跟算力、AI相关。

再往下看就扎心了。微软869%，谷歌751%，Netflix 670%，亚马逊557%，Meta 375%。这些名字随便拿出来一个都是大牛股，但跟前五一比只是零头。

标普500涨了312%，黄金213%，美国通胀39%。

也就是说，这10年里你只要买了标普500，就跑赢了通胀8倍。

但如果你选对了英伟达，回报是标普的47倍。

选对赛道和选对公司，差距就会非常大。

[머시머시 @mercy_kwonu]

어느 부부가 TV를 보다가
남편이 옆집 남편 이야기를 꺼냈다.
남편 : 여보, 옆집 남자 대단하더라.
매일 새벽 5시에 일어나서 운동하러 나가던데.
아내 : 그러게. 당신도 좀 본받아봐.
나도 운동하는 남편 있으면 좋겠어.
남편 : 알았어. 내일부터 나도 새벽 5시에 나갈게.
아내 : 정말?
남편 : 응.
옆집 남자 따라가서 뭐 하는지 구경이나 해봐야지.

누군가가 주식이나 자산으로 큰 돈을 벌었다는 소식을 들으면,
그 사람이 치열하게 공부하고 리스크를 감내한
새벽 5시의 고통은 보지 못한 채 그저 너도 저 사람처럼
수익 좀 내봐 라며 결과만 부러워합니다.

시장에서 남들이 사니까 따라 사고, 핫한 테마라고 하니까 무지성으로 뛰어드는 뇌동매매는
왜 그 자산을 사야 하는지 철학이나 전략도 없이 그저 타인의 뒤꽁무니만 쫓는 위험한 행위입니다.

[Investment Wisdom @InvestingCanons]

Warren Buffett: “A tolerance for short-term swings improves our long-term prospects.”

If you're a long-term buyer of stocks, and a market pullback stresses you, remind yourself who you are.

Never forget which game you're playing.

[CoinMarketCap @CoinMarketCap]

LATEST: 📊 StoneX analyst Mark Palmer gives Robinhood a Buy rating and $170 price target, citing Robinhood Chain and prediction markets as growth drivers.

[CNBC @CNBC]

BREAKING: The Treasury Department on Wednesday said it will buy back $6 billion of government debt in an operation aimed at keeping bond markets functioning.

The much-anticipated announcement triples the normal buyback operation and follows an announcement Aug. 19 from Treasury Secretary Scott Bessent that the department would at least double the normal amount for already-issued securities.

Full details: https://t.co/cSl164qCLa

[Crypto GEMs 📈🚀 @cryptogems555]

RED IS NOT COOL

😱😱

[AskLivermore @asklivermore]

S&P 500 down
Nasdaq down
DOW down
Russell 2000 down

Markets have been choppy, flat, and slow.

Stay patient, once mid-term elections finish and markets price in potential Fed rate hikes, the bull-run starts.

Until then, it's going to be frustrating. Slow daily grinds and fake outs both sides.

[zerohedge @zerohedge]

One week before the FOMC, online rate hike odds are starting to drift higher (approaching SOFR odds of 63.6%). This is high enough for the Fed to know it won't "surprise" markets.

But it all depends on Friday's CPI: many say even a slightly hot number and Warsh will hike

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: 🇺🇸 US Treasury Department to buy back up to $6 billion in longer-term debt 👀

Buy Bitcoin 🚀

[SunMoon(해달) @t0_god]

변동성 터지기 좋은 자리니 대비 하시길

오늘, 내일은 다음 주 FOMC 전 마지막 물가 지수 발표가 있는 날

금일 21:30 : PPI(생산자 물가 지수)
내일 21:30 : CPI(소비자 물가 지수)

주요 IB들의 컨센 평균은 헤드라인 YoY 3.37%로 지난 발표 대비 소폭 상승, 코어 YoY 2.4%로 소폭 하락 예상

현재 페드 워치 기준 다음 주 금리 베팅은 25bp 인상이 약 64%로 정배

어제 미 재무부의 바이백 계획이 시장 기대치를 못미치면서 단기채 < 장기채 금리가 재상승, 위험자산들이 좀 흔들렸는데

이번 물가 지수 발표가 악화되어 단기채 금리까지 오를 경우 위험 자산들은 더 크게 흔들릴 확률이 높음
(반대로 컨센 하회하면서 단기채 금리 낮아지면 '휴.. 해치웠다' 반등 가능)