$1,000 follows their calls into $1,041
- Win rate
- 45%
- Streak
- 3closes
- Best call
- No call read in the last 30 days
- Active calls
- NBIS
Track record building
- Peak #71
- 3 ranked closes
- Longest streak 3
$1,000 follows their calls into $1,041
Asmallfish@Asmallfish5Ah, that’s why. Well, it is what it is, I was planning to hold $psnl for a couple more years to see a 5x from here. Hopefully the mgmt won’t agree to any low ball offers.
Wall St Engine@wallstengineM&A RUMOR via RTRS: Personalis is reportedly exploring a potential sale after takeover interest from Merck $MRK and at least two other suitors. The company is said to have hired Centerview, TD Securities and Cooley to review options. Merck is already Personalis’ top customer,
Asmallfish@Asmallfish5This is a strong, real-world validation of the vision that $NBIS team has been sharing all along. Bridgewater just proved: proprietary data + fine-tuned open models beats frontier prompting on real enterprise tasks. They tested GPT, Claude, and Gemini on document filtering
Aakash Gupta@aakashguptaBridgewater just published numbers that should make every frontier lab nervous. The world's largest hedge fund tested Gemini, Claude, and GPT on six document filtering tasks its investors do every day. Naive prompts scored around 50%. A coin flip. Expert-written prompts pushed
Asmallfish@Asmallfish5I think this dip due to the Meta news is another chance. If anything, Meta will probably need more compute than before. However, it has been clear that $NBIS is building to be a new hyperscaler, not just a compute provider to the hyperscalers, so what I care most is if they
SandemanStocks@Sandeman52$NBIS just dropped 5% because of this headline. Anyone want to tell the people that META comes to NBIS for compute? Nothing burger lol
Asmallfish@Asmallfish5ZUCKERBERG: $META NEEDS ALL THE COMPUTING POWER IT CAN GET “The offers that you get for using the compute are so high that it may make sense to rent out or consider those kind of deals instead of your own internal uses” I guess the market’s reaction indeed got it wrong in the
Asmallfish@Asmallfish5This is my take as well. The market's initial reaction actually got it wrong in the opposite direction
Asmallfish@Asmallfish5100% agree with the take.
Northwise Project@InvestNorthwiseCannot express how bullish the new $NBIS plan to service and integrate cloud on top of hardware partners is. This is not a pivot by the company. This is not weakness. Anyone who tells you it is has never modeled Nebius or has no idea how to model the company. We expect Nebius
