@OInvests@datacentrebull Not sure it’s “massively bullish”, but it makes the 150k gpus they have more valuable, higher entrance barriers for competitors, they have higher collateral value against their gpus for better financial costs.
They can also push the extra costs on new gpu’s to the customers
@EndicottInvests Do you think $IREN’s (presumably) terrible earnings will affect nebius, considering that nebius already showed last quarter that they can execute?
@EndicottInvests Hey Nate, i was just wondering, considering your previous experience and role at McDonalds, if you could use your influence to get Burry a job there? Maybe as a cashier or he can flip the patties?