Dr. Tomislav Marinovic

Dr. Tomislav Marinovic@DrTomsLens

At this point, it wouldn’t be much of an exaggeration to say: Proximity to $NVDA isn’t everything. It’s the only thing. P.S. Think I stole this line from an old movie. But can’t remember which one, someone help me out?

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

Dr. Tomislav Marinovic@DrTomsLens

$NVDA acquiring Hugging Face is the equivalent of Microsoft acquiring GitHub, just for sovereign AI. With GitHub, Microsoft reached 180M+ developers and penetrated 90% of the Fortune 100. With Hugging Face, NVIDIA is potentially claiming an even larger share of the open AI

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

Dr. Tomislav Marinovic@DrTomsLens

$NBIS opening red on news of $NVDA acquiring Hugging Face and asserting its dominance over the open AI ecosystem, a key component of the Nebius thesis, means a big part of the market is simply retarded.

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

Dr. Tomislav Marinovic@DrTomsLens

$ZETA is getting hot. The market is finally catching up to David Steinberg being out in the real world 24/7, understanding enterprises as well as anyone, and now embracing the forward-deployed engineering model. This means Zeta is now basically sending its engineers out into

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

Dr. Tomislav Marinovic@DrTomsLens

$NVDA asserting its dominance over the open AI ecosystem is also extremely exciting for $NBIS and $PLTR. In my view, this is major thesis validation for both: • Nebius as the token factory infrastructure hosting and serving these open models. • Palantir as the application

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

Dr. Tomislav Marinovic@DrTomsLens

Gavin Baker: “You can kind of get to a 9–10 month payback for Nebius.” I had to rewatch this sequence three times (11:50), but he really did say this. Gavin’s argument is actually more bullish than the one $NBIS itself gave in Q2. Nebius said its new Q2 deals have an expected

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Dr. Tomislav Marinovic@DrTomsLens

NASA awarded Jeff Bezos’ Blue Origin a Mars contract worth up to $700M. There’s no confirmation $RKLB actually submitted a final bid, but Rocket Lab has been publicly pitching its own Mars telecom orbiter, so I think it’s pretty reasonable to assume they were interested. And

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Dr. Tomislav Marinovic@DrTomsLens

$DUOL: green birds are meant to fly Luis von Ahn: “The main thing you need to know is that I plan to dedicate my life to building a future in which, through technology, every person on this planet has access to the best quality of education. And not only that, but a future in

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close