@pianist__alma@benitoz Who said there was “constant dilution”
They have the finances and if needed they will use ATM which isn’t on the radar.
Let’s focus on facts.
Virtually nobody is pricing in what's coming in AI.
I wrote an essay series on the AGI strategic picture: from the trendlines in deep learning and counting the OOMs, to the international situation and The Project.
SITUATIONAL AWARENESS: The Decade Ahead
The U.S.A - IS GOING TO BE - buying stakes in AI companies - $NBIS being one of the best EVER has to be IN PLAY!
People will say it is NOT US based....that is NOT THE ISSUE HERE.....the key is COMPUTE ACCESS for the U.S.A. and .@nebiusai has a HUGE footprint in the U.S.A. with the Missouri Data Center and more on the way! Makes perfect sense!
Thought experiment:
You are a fund manager who was short AI stocks, or simply missed the entire generational AI rally.
You own 0 of the stocks that went up 500% to 1,000%.
Your investors are not happy.
The media asks if AI is a bubble.
What do you say?
Option 1: “We missed it.”
Option 2: “It’s 100% a bubble!”
@Sandeman52 $NBIS a lot of $240 calls popped up- 3k, Puts in $270 plus range is likely not going to happen. Without news it’s sticking in $239/240 market which is not bad for the long term
@aleabitoreddit I actually think they want to slow down the compeition as there Claude platform hasn't taken off as they hoped in the commercial markets.
@aleabitoreddit Thank you- Really getting disgusted with Anthropic’s leadership- there rhetoric is dividing and misleading an already confused public. You can’t slow this down, which will lead to worse consequences with Russia and China. Politicians just need to move faster.
$TE: ☀️Santander, JP Morgan, HSBC and Societe Generale worked on T1 Energy's April convert. Expect these firms to initiate research coverage in the coming weeks/months.
BTIG, Roth and Johnson Rice already cover T1 Energy.