Yogibaba

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[Yogibaba @babayogiat]

@daniel_koss Any idea what the 100%+ prepayments mean and how much additional they need to raise next yr?

[Yogibaba @babayogiat]

@babyfolio Any idea what 100%+ prepayments mean for 27 funding needed? Unclear how much they still need to raise

[Yogibaba @babayogiat]

@daniel_koss I get your gist 👍. nvda will be the loser if he steps away. Most likely he stays either continuing with some oversight or steps into a advisor/president role

[Yogibaba @babayogiat]

@boneGPT Depends on Jensen if he wants to step aside and what else they have on him.

[Yogibaba @babayogiat]

@MajusiMr @SMASIMHO @MktMavPro I have a big position in nbis and bullish but nevertheless thinking thru bear cases.

[Yogibaba @babayogiat]

@SMASIMHO @MktMavPro Do you think market will react positively if they dont address? Iren said they will slow down unless i misheard. I’m not sure arkady wants to slow.

[Yogibaba @babayogiat]

@SMASIMHO @MktMavPro The key from next week er is how nbis will fund 2027 capex. Even with prepayments they still have to raise a lot. All the spot pricing increases are great but without the underlying capex clarity market will be skeptical

[Yogibaba @babayogiat]

@babyfolio The questions are 2 fold - 1. Can they raise the 25b or so needed to continue building in 2027 2. How long will demain sustain. Right now the 1st question is the big overhang

[Yogibaba @babayogiat]

@AtlasShrug1 @jaysyoon So the demand driving the capex goes away?

[Yogibaba @babayogiat]

@DennisLWenger Wow, like humanity didnt exist before elon and wouldnt exist after him?

[Yogibaba @babayogiat]

Will $tsla and $SPCX face big guppy level death?

[Yogibaba @babayogiat]

@RJCcapital @Wuteang $OPEN works for distressed props that need to be dumped quickly. I recently was selling and contacted $open for a quote. I got a fire sale offer that i declined. now selling for 20% more directly. Cant see this comp succeeding meaningfully.

[Yogibaba @babayogiat]

@Yuchenj_UW Isnt this what Elon is doing with $SPCX

[Yogibaba @babayogiat]

@DonaldTrumpNat @grok , verify if trump said this

[Yogibaba @babayogiat]

@daniel_koss How would you rate spacex vs nebius on ai cloud/dc capabilities?

[Yogibaba @babayogiat]

@babyfolio Congrats and well done!

[Yogibaba @babayogiat]

@NavalismHQ @naval Now I'm beginning to think @NavalismHQ is an enlightened soul 🙏

[Yogibaba @babayogiat]

@ValueAnalyst1 Because spacex is trying to generate revenue by buying & renting gpus to justify its insane valuation. Similar to oracle and other neoclouds.

[Yogibaba @babayogiat]

@elonmusk Pamp it up 😂