SJL

[SJL @SJL168]

@gurgavin They raid in the middle night? Sounds a rumor

[SJL @SJL168]

@Rustallintsla fsd技术够了。我天天用，觉得可以了。最新版对路口，黄灯处理达到了人类水平。感觉没啥可提高了。

[SJL @SJL168]

@mubeitech 美国的犯罪门槛很低，不小心就会引发驱逐，绿卡不安全。

[SJL @SJL168]

@BP_Investments_ You are thinking the institutions who bought at 27.5 recently are idiots?

[SJL @SJL168]

@daniel_koss Another risk is $spcx is on neocloud business with much more capital. It will expand fast. Elon is good at on building up infrastructure.

[SJL @SJL168]

@VJNCapital $spcx is in the neocloud business

[SJL @SJL168]

@VJNCapital Fierce competition, high risk.

[SJL @SJL168]

@darrencao2024 Nbis is very risky IMHO. Russians are not trustworthy.

[SJL @SJL168]

@Jay936109666322 @SharePlanner @unusual_whales Why can call get dividend?

[SJL @SJL168]

@Fidget_Finance Strike $5 for meta? What's that?

[SJL @SJL168]

@babyfolio I am conservatively optimistic on nbis. The data center competition is feriece. Spacex also joined it. I don't like the do-everything approach. They need to concentrate. I do expect they will raise capital soon. The prepay thing would not happen again.

[SJL @SJL168]

@theresa_perrin @BrianMyrick14 @GregY_Market I agree, if they had done this last week, the price would be much better, which means the dilution will be much less, since fewer shares will be needed to raise the same amount of money.

[SJL @SJL168]

@AntonLaVay @octopusycc oralce属于data center，它融资其不说明server的需求在吗？侧面确认了smci的booking的真实性？

[SJL @SJL168]

$SMCI, Oracle did 40bn fund raising, which means they are buying servers. It verified 39bn booking is true. The demand is there.

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@Financhle @negligible_cap Why don't they buy put? Isn't more profitable

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@mentalityx1 @CapitalObserver 20% is not enough. It's a hardware, heavy capital business. The margin is not high, which means the part cost is the majority cost.

[SJL @SJL168]

@RanjitAlpha asking a down-payment is possible, but not enough to cover your part suppliers. The business is heavy capital. Asking pre pay for total, that's not possible. Even it happened then you have to give the customer a huge discount which will squeeze the margin.

[SJL @SJL168]

@brent_e_trader I remember you sold it.

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$SMCI I do remember the ceo mentioned in the previous conferecall, if we double our revenue, we need help on the capital. The stock ran from 30s to 50 was driven by institutions, they understand balance sheet and capitals. I am sure they understand the possibility of raising.