Nami Nebius

💚 Holding 89.9% $NBIS till 2035 💚 INTJ doctorate cofounder with specialty in politics, macro 💚

[Nami Nebius @NamiNebius]

@EndicottInvests @Dr_Crossroads @jiahanjimliu How do you find $30 billion for Nvidia Vera Rubin?

[Nami Nebius @NamiNebius]

@zephyr_z9 Rob in hood

[Nami Nebius @NamiNebius]

@rohanpaul_ai It’s not hard to hack. There’s no incentive to do it.

Ai is not creative. Just regurgitates information. It’s quite dumb.

[Nami Nebius @NamiNebius]

@EndicottInvests Reddit is way cheaper palantir balance sheet wise

[Nami Nebius @NamiNebius]

No rate hikes. Housing is going through a recession.

[Shay Boloor @StockSavvyShay]

Bank of America now expects three Fed rate hikes in 2026 with 25bps increases in September, October and December taking rates to 4.50%.

The bank also doesn't expect cuts until 2028 while Polymarket now gives a 61% chance of at least one Fed hike next year.

[Nami Nebius @NamiNebius]

@SMASIMHO Like a caterpillar before turning into a butterfly

[Nami Nebius @NamiNebius]

@StockSavvyShay @brewmarkets I wouldn’t short it. Elon Musk is the boss.

[NVIDIA Europe @NVIDIAEU]

NVIDIA's Vera Rubin platform is bringing world-class supercomputing power to scientific discovery, combining native FP64 performance, NVIDIA CUDA-X libraries, and the full-stack capabilities of the NVIDIA AI platform.

Built for the era of AI agents, Vera Rubin NVL4 brings supercomputing performance into a single rack for climate modeling, computational fluid dynamics, energy exploration and more. Adopted by global system manufacturers and leading research centers, Vera Rubin NVL4 is expanding the reach of scientific computing with agentic AI.

Read the press release → https://t.co/f4Yjsfux5z

#NVIDIAVeraRubin #ISC26

[Nami Nebius @NamiNebius]

Congratulations to Nebius group $NBIS on the Nasdaq 100 inclusion. Looking forward to more great news.

[郭明錤｜Ming-Chi Kuo @mingchikuo]

Contrary to recent market rumors, my latest industry checks indicate that Google currently has no concrete plan to procure memory chips from CXMT.

[Nami Nebius @NamiNebius]

@sssz_zzz Retail is so pessimistic when a stock goes up as if someone is going to steal your money.

[Nami Nebius @NamiNebius]

@FirstSquawk You stop the money printer. I store my cash under my mattress.

[Nami Nebius @NamiNebius]

@firstadopter Show portfolio before subscribing.

[Nami Nebius @NamiNebius]

@PhotonBull Who cares about Iran.

[Itamar Golan 🤓 @ItakGol]

I think GLM 5.2 is the first real “oh shit” moment for frontier AI labs from the open model world.

Not because it’s better than Opus or GPT.

It’s not.

But because, for the first time, I used a public open model across different real tasks and didn’t immediately feel the gap.

That’s new.

I’ve been very skeptical of open models. Most of them feel impressive in demos and disappointing in actual work. Good for benchmarks. Weak in messy tasks.

GLM 5.2 didn’t feel like that.

After a few hours with it, my honest reaction is:

This is the closest thing I’ve seen to a ChatGPT moment for open/public models.

The economics are still not trivial. Proper inference may require something like 8 Nvidia H200s, around $400K to buy or $20K/month to rent.

But compare that to enterprises paying millions a month to closed labs.

Suddenly, open models are not a hobbyist narrative.

They are a CFO conversation.

[Nami Nebius @NamiNebius]

Zai GLM 5.2 is 8 times cheaper than Claude Fable 5 but the usefulness is to be determined

[Nami Nebius @NamiNebius]

@matvelloso @Zai_org Say frontier open model 😂

[Nami Nebius @NamiNebius]

This was my exact guess.

If you’re not bullish equities now, you will fomo.

[Nami Nebius @NamiNebius]

@rohanpaul_ai Nuclear power versus human food

[Nami Nebius @NamiNebius]

@DrTomsLens $BRK.A or nothing