@retail_mourinho It’s not really bad news, market sentiment has changed + Space x dragging the sector down. All noise and we’ll be back to positive before long.
Had to grab some more shares to celebrate the successful launch duo today @AST_SpaceMobile & @SpaceX
Just waiting on price action to follow suit, patiently.
🤞🚀🅰️
#ASTS#ASTSMOBILE#SPACEX
🧵 Arkady Volozh doesn't want Nebius to be the next neocloud.
He wants it to be the next hyperscaler.
And he's being deadly serious about it.
His words: "Think about Nebius as a fourth hyperscaler. You do not achieve that by acting as a hardware wholesaler. You have to own the whole stack."
So what does owning the stack look like in practice?
→ They design their own servers and racks — saving 15–20% per unit of power vs buying pre-assembled
→ $2B strategic investment locked in from Nvidia
→ $40B+ in hyperscaler agreements signed with Microsoft & Meta
→ And now a $643M acquisition of Eigen AI — a startup that optimises chip performance for AI workloads
That last one is the quietly interesting move.
Every real hyperscaler eventually goes deep on silicon efficiency. This is Nebius planting that flag.
Revenue up 680% YoY. Capacity sold out. The market is starting to believe the thesis.
Is $NBIS actually building the fourth hyperscaler?
I know what my bets on...
NBIS TO 1T 🚀
#Nebius #NBIS #AI #AIInfrastructure
🚨 Big move from $NOK
Nokia just announced a massive expansion of its photonic chip production in Allentown, Pennsylvania — one of the only U.S. facilities capable of advanced test & packaging of photonic chips into optical modules. Converge Digest
The numbers:
📈 Up to 10x increase in production capacity
👷 Workforce nearly doubling to 500+ jobs in engineering, manufacturing & R&D
💰 $500M+ projected economic impact over 5 years
⚡ Optical tech that can cut energy usage by up to 75% Nokia + 3
This is part of Nokia's multi-year plan to invest $4 billion in U.S. R&D and manufacturing for AI-ready network connectivity. Nokia
The AI buildout needs optical infrastructure. Nokia is positioning itself right at the centre of it. 👀
#Nokia #NOK #Photonics #AI #Semiconductors #Investing
I’m curious, successful launch + three satellites into orbit at once + confirmation of deployment thesis for the year.
And shareholders decides to sell, baffles me..
@AST_SpaceMobile#ASTS#SPACEX