Guy in the crowd making fun of the superheroes latex suit.
The opinions expressed are a reflection of my employers views and do not reflect my own.. dawg. #NAFO
@EndicottInvests Yup, didn't flinch either. We've seen days like this before many times and the thesis gets more validation daily. Buying opportunity and fomo more like.
@longinvest32 Example of what that might look like:
And the sale just to rebuy for a couple dollars more is the best "trying to time it" gets you most of the time. Hold, long.
@romanchernin@Accel@Mweigand13@nebiusai The "Yandex" part to me is what strengthens the case of Nebius. It is actually a huge bonus to have a management team that has already managed to demonstrate amazing execution in much rougher conditions economically and politically than todays Amsterdam hq and smiles from Huang.
@swishzilla@TheBigBerbowski Yes. The market sees a partnership. But on a practical level, BE is a foundationally solid company to have operating infrastructure. It means much less risk of meaningful delays even in situations out of NBIS managements hands. It means more diversity in solutions while growing.
@swishzilla@TheBigBerbowski To have THE energy company of the Ai cycle, the same one backed by pope Leopold in a deal with Nebius isn't also bullish for them? It sounds like you underestimate the weight bloom carries rhese days.
@heavygoldbag@oroborous Ai efficiency gains is whats missing in this equasion. The bet is that AI gets good enough, fast enough, that the "inflate away" part is viable.