J

[J @j_3093]

@oguzerkan The discount is not only an ARR situation.
$NBIS flawless execution, better financing conditions, and software layer for higher efficiency token issuance are consider in the premium

[J @j_3093]

@jdmce @Shaughnessy119 @Citadel I'm skeptical too on those valuations.
My point is that there's are good value plays with moats on AI

[J @j_3093]

@jdmce @Shaughnessy119 @Citadel You grasp the main idea.
$goog, $msft has the data plus the model.
LLMs will be commodities used by enterprise on their proprietary data.
Google will have both, the enterprise stack plus its internal ecosystem where it can monetize AI directly

[J @j_3093]

@jdmce @Shaughnessy119 @Citadel The Cloud, data, and apps. The AI is native to the stack.

Google example. They can monetize it through Ads, YT, Workspace, and APIs integration

Arguably, Open AI has a weaker moat because it sits above the enterprises stack only

[J @j_3093]

@jdmce @Shaughnessy119 @Citadel The moat is no not in the LLM.
It is on the ecosystem whre the LLMs and other future types of models can be implemented as agents.

Google's moat is stronger now because it has the best ecosystem for this models to thrive value to the final user

[J @j_3093]

@Iberian_America If you ate tacos in a mall, you research was deficient

[J @j_3093]

@EndicottInvests @Couch_Investor "Nebius" rich jajaja

[J @j_3093]

@unusual_whales Who the fuck is buying this shit? Seriously

[J @j_3093]

@danielnewmanUV This is scary...

[J @j_3093]

@AdiiiFCB @Whynotpratheep Because his dad is not there. His dad is in his conscious/heart.

Live and be happy. If someone I love just accomplished something the moment I die, I would prefer for him/her to enjoy it fully for me instead of abstaining and visit my bones

[J @j_3093]

@Rizwanabbasi022 120%

[J @j_3093]

@K3N3_X He got a red because it was a CLEAR GOAL OCASSION.
LAST MAN RULE does not exist.

Yesterday's wasn't a clear goal ocassion because the ball was behind Giuliano and he was the one that contacted Cubarsi

[J @j_3093]

@shiva_daniel_rg @AxeelFCB No existe la regla de último hombre.
Existe ocasión manifiesta de gol.
No es manifiesta de gol porque el balón no está controlado

[J @j_3093]

@TheSaberLion @cafreiman @grok Thanks! Super helpful!

[J @j_3093]

@AlpacaAurelius I am the higher power

[J @j_3093]

@wealthmatica @grok why is this not replicable?

[J @j_3093]

@QualityInvest5 @TheEUInvestor @grok please show revenue and margin growth trend plus analysts insights

[J @j_3093]

@Humanodecultura @NekosagiVN No. Los 613 mandamientos fueron dictados por dios de acuerdo a su moral.
Aunque fueran códigos civiles, siguen siendo "divinos" porque fueron dictados por dios.
La realidad es con muchos son ridículos porque no son divinos sino humanos

[J @j_3093]

@AmeriNaija @CoffeeLover_pm @MorePerfectUS This is like saying that if Jeff Bezos walks into a bar, and the 30 people inside have a combined net worth of $120 billion…
then everyone in the bar is a billionaire.