Joe Cold 😵‍💫

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

[Joe Cold 😵‍💫 @MildBullyMMA]

🤣 these edits are getting out of hand.

[Joe Cold 😵‍💫 @MildBullyMMA]

@FinnishGear Oh shit, i used to eat lunch for a few weeks in this area of the base. Cool to see a ceremony there.

[Joe Cold 😵‍💫 @MildBullyMMA]

@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.

[Joe Cold 😵‍💫 @MildBullyMMA]

@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.

[Joe Cold 😵‍💫 @MildBullyMMA]

@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.

[Joe Cold 😵‍💫 @MildBullyMMA]

@KobeissiLetter "The propaganda will only be used for promotional purposes"

[Joe Cold 😵‍💫 @MildBullyMMA]

@DarRamesnis Nuotrauka kaip tiesiai iš wolto 👌🍻

[Joe Cold 😵‍💫 @MildBullyMMA]

@dr_moonie Akmuo

[Joe Cold 😵‍💫 @MildBullyMMA]

@DarRamesnis

[Joe Cold 😵‍💫 @MildBullyMMA]

@DarRamesnis Tada jau atsilieki ir teks vytis! 🍻

[Joe Cold 😵‍💫 @MildBullyMMA]

@jrouldz Everything is team sports after politics went team sports.

[Joe Cold 😵‍💫 @MildBullyMMA]

@theKomis @JonErlichman Ai buildout hasn't hit society on a physical level. The level off is years away.

[Joe Cold 😵‍💫 @MildBullyMMA]

@longinvest32 @MktMavPro @onestoploss The 30% gpu price hike from yesterday already covered it. 🤷‍♂️🤣

[Joe Cold 😵‍💫 @MildBullyMMA]

@onestoploss Typing this up hours after nbis margins on gpus went up 30% overnight is crazy careless analysis.

[Joe Cold 😵‍💫 @MildBullyMMA]

@Midnight_Captl 100 is alot of ground to cover in a short quarter.

[Joe Cold 😵‍💫 @MildBullyMMA]

@DeItaone 50 first threats

[Joe Cold 😵‍💫 @MildBullyMMA]

@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.

[Joe Cold 😵‍💫 @MildBullyMMA]

@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.

[Joe Cold 😵‍💫 @MildBullyMMA]

@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.