DingyCapital

Stock Market, Health, Economics - I normally just repost shit I find interesting that can either make me money or improve my health or knowledge ~ NFA

[Mark Hogan @MB_Hogan]

$NBIS JUST IN: Famed Billionaire Ron Baron’s Fund Baron Capital Group initiated a position in Nebius in Q1

From Baron Capital:

“Nebius is a Big Idea with a remarkable origin story – the company was born from Yandex, popularly known as the “Google of Russia,” which founder Arkady Volozh built into a $30 billion business over 25 years with leading positions in online search, e-commerce, ride-hailing, music streaming, maps, and cloud services. After Russia’s invasion of Ukraine, Volozh divested all Russian assets in the largest corporate exit from Russia in history ($5.4 billion), reconstituting the company as Amsterdam based, Nebius. The company boasts a world-class 1,300-strong team of engineers with decades of experience building large-scale computing systems and a vision to build a leading AI cloud business from first principles – a purpose-built vertically-integrated hardware and software stack optimized for AI workloads.

Nebius’ long-term vision requires significant resources to build the physical infrastructure and acquire customers. In the interim, Nebius is strategically and very selectively signing bare-metal GPU deals (renting the data center with the GPUs installed but no software on top of the GPUs) with Microsoft (up to $19 billion) and Meta (up to $27 billion). While there is a range of outcomes on the long-term value of GPUs in a bare-metal model (with the main concern revolving around the rapid depreciation of old GPUs as new more efficient ones are introduced), the useful life of AI accelerators appears to be longer than previously anticipated, as the economic output of GPUs (as measured by token throughput) has been increasing over time as models have improved, meaning project returns get better with age. Dylan Patel of SemiAnalysis explained the dynamic on the Dwarkesh Podcast (March 2026)14: GPT-5.4 from OpenAI generates more tokens on H100s than GPT-4 did, despite being a far more capable model, because newer architectures (such as sparse mixture-of-experts) are more computationally efficient per token. The implication is that an H100 is worth more today than when it was purchased three years ago. For Nebius, this means the residual value of its GPU fleet after long-term contracts expire could be substantially higher than depreciation schedules assume. The rapid growth in AI-demand has also driven H100 one-year rental prices higher by approximately 40% from $1.70 per hour in October 2025 to $2.35 per hour by March 2026 (SemiAnalysis, March 2026),15 even as NVIDIA’s newer Blackwell GPUs entered the market. In our view, as long as incremental AI token demand exceeds the token supply enabled by the new chips produced in a given year, older GPUs retain – and can even gain – value (as long as token throughput increases over time as models improve – despite an increase in intelligence). More importantly, these deals function as a quasi-financing mechanism for the AI cloud buildout. Meta's deal in-particular provides access to investment grade borrowing costs with no equity dilution, while acting as a backstop customer if enterprise demand for the AI cloud doesn't materialize on schedule.”

At today's price, we are essentially buying a contracted bare metal business and a portfolio of valuable stakes at a fair price, and getting what could become a very big idea, as one of the world's next great AI cloud platforms with a world-class Founder/CEO and a team of engineers who have succeeded before at an attractive entry point.

We have conviction in Nebius' ability to build a large AI cloud business. They are leading the neocloud space in building a full suite of software offerings on their platform, much in line with what the big three hyperscalers have built for cloud workloads, i.e., multi-tenant compute, unified storage, inference-as-a-service, and security certifications, the kind of platform depth that took incumbents years to assemble.”

https://t.co/Hk6tSP47bM

[Lee | Investor (multi-asset) | Palantard @sheslee]

Danny’s method of tracking whales is something I’ve been watching and studying the past few years that I’ve known him.

His proprietary method of analysing these Chinese charts he uses is the key to his investing success.

But it is also extremely important to understand his analysis, how he comes to his conclusions rather than just blindly trading on his calls alone. That’s just borrowed conviction on what someone else sees.

Most people that hate on what he does mostly never bothered reading his introductory explanation, or just misinterprets what he says.

Again, no system is 100% so we need to have some level of personal discernment on our part… how we size positions, how well we enter/exit trades etc

Just wanted to speak up for @dannycheng2022 because I’ve learned a lot from him through the years we’ve known each other 🫡

[signüll @signulll]

there is a singular reason why lingerie is back & if you had figured out the connection here by mapping tech to culture, then you would’ve made a lot of money.

anyone want to guess why victoria secret & the broader lingerie market is back??

[DingyCapital @dingies]

@RobKuhn_ In your life? Not in an Mtt but people do In cash games all the time - those are poker tables also? U play online where this isn’t possible lol

[Dr_Silberschmelzer @silberschmelzer]

$BB stock surges overnight as CFO stands firm on AI vision. While retail was debating meme mania vs growth story, BlackBerry shares have jumped over 200% since April as investors bet on growth from its QNX software and AI-related opportunities.

[Jason's Chips @jasonschips]

All of the lights

Liiiights

Liiiights

[DingyCapital @dingies]

@macrogliblyglo1 These seems very sharp and true. So do I sell all my stocks tomorrow?

[macrogliblyglosh @macrogliblyglo1]

Long but really important. Brandon has long history of calling these macro shifts as well

[DingyCapital @dingies]

@danielisdizzy Does coreweave own clickhouse? 🛑

[Dr. Tomislav Marinovic @DrTomsLens]

This is basically $NBIS' thesis

[DingyCapital @dingies]

@Sandeman52 ⛅️

[Dave Limp @davill]

Some LC-36 updates. Now that we’ve had access to the pad and integration facility we can share a bit of good news. The propellant farm, oxygen, liquid hydrogen and LNG tanks are all in good shape. This is good luck because these are very long lead items. The water tower is also good. The big support tower is damaged, but it can be repaired in place rather than torn down and replaced. The booster “Never Tell Me The Odds” and the three GS-2s that were onsite in the integration facility also look good.

I’ve seen some speculation that we might move directly to the 9x4 configuration, but we won’t do that. Rate manufacturing of 7x2 is going well, and we’re going to continue that at pace as planned and store the stages for use. In addition, we had already been working for some time on eliminating our transporter-erector in favor of an alternative vertical conop, and we’ll now go directly to that; so we don’t need a new transporter-erector.

We will fly again before the end of this year. Gradatim Ferociter.

[DingyCapital @dingies]

@YodaStockInvest who else can launch?

[DingyCapital @dingies]

@ManOfTheLibrary He didn’t even do anything at all in this video of all the videos to clip. 🧐

[James Walker @jwalkermobile]

Boarding this morning’s flight with my emotional support trout…

[DingyCapital @dingies]

@21cshock @wallstengine @grok @grok does $rklb have a launchpad for $asts ?

[Con @__Con_]

I don't say this lightly:

This is one of the best traders to follow on all of X.

And he's only at 259 followers. I can't believe it.

[shirish @shiri_shh]

The laptop hasn't changed in 30 years. NVIDIA just changed it

RTX Spark is their first PC chip ever.

- RTX 5070 level GPU
- 128GB unified memory
- 1 petaflop of local AI
- thin, light, barely throttles unplugged

Your AI agent lives on the machine. 24/7. No cloud.

This is step one of the agentic AI PC, and everyone else is about to copy it.

[DingyCapital @dingies]

@elonmusk Life changing - Ty Elon! Love u 🥰