BDigs

BDigs@B__Digs

So now we're supposed to believe that $NBIS has been rippin' diesel generators illegally 10 days after getting full approval for the Bloom site amendment. This app is getting useless quick.

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close

BDigs@B__Digs

When $PSKY has to divest a lot less than thought, $LION will pop.

tweeted Tue, Aug 25 · counted from Wed, Aug 26 close

BDigs@B__Digs

$NBIS isn't merely an early $nvda customer. It increasingly appears to be NVIDIA's lead independent AI-cloud laboratory and deployment partner for turning new full-stack architecture into production.

tweeted Mon, Aug 24 · counted from Tue, Aug 25 close

BDigs@B__Digs

For $NBIS, many think of Arkady as a GW acquirer, but the true bull case is that he's a MW optimizer.

tweeted Sat, Aug 22 · counted from Mon, Aug 24 close

BDigs@B__Digs

Ouch... another body taken out by $NBIS

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

BDigs@B__Digs

So Jensen owns about 10% of $NBIS and is putting together a '$500bn funding package for AI infrastructure development' and we are worried about the chance of Vineland being delayed a few weeks?

tweeted Mon, Aug 10 · counted from Tue, Aug 11 close

BDigs@B__Digs

Bullish $NBIS

tweeted Mon, Aug 10 · counted from Tue, Aug 11 close

BDigs@B__Digs

$NBIS may have become a meme stock. Arkady is no meme. The thesis makes more sense when you stop FUDing about annoyed neighbors in Independence and Vineland, or the fate of the kennels in Birmingham, and worrying that Arkady somehow has to finance and build 3GW of data centers

tweeted Mon, Aug 10 · counted from Tue, Aug 11 close