$1,000 follows their calls into $828
Jay Bleezymore@JayBleezy42069Please Leopold the great pump Nebius again 🙏🙏🙏 ht
Jay Bleezymore@JayBleezy42069This real estate logic completely misses the point. Nebius isn’t winning by being a bare metal landlord. They are winning via their Token Factory to actively kill that model. If you just rent out raw chips, you get crushed by depreciation. The real moat is software efficiency.
strictrope@strictropeThe neocloud business model is the oldest and most time tested model in history. You buy assets, and you rent them out. Economics will normalize once supply and demand find equilibrium, but power constraints, accelerating compute demand, and existing shortage won't allow that to
Jay Bleezymore@JayBleezy42069$NBIS 260C 8/21 there are some signs of life today. First observation is how the order fills in regards to the price action the spot rises to the ask side without the spread changing. This shows stong conviction and I am temted to buy some here. Im just holding my shares & leaps
Jay Bleezymore@JayBleezy42069Pump Nebius harder Macron
Jay Bleezymore@JayBleezy42069This assumption on chips obsolescence is just wrong. The workloads will simply shift, newer silicon will all go towards training the frontier models whereas the older “obsolete” chips shift to enterprise inference and open source fine tuning. Nebius’ business model protects them
Special Situations 🌐 Research Newsletter (Jay)@SpecialSitsNewsGartner forecasts 80% of neoclouds won't exist by 2030 $CRWV $NBIS $IREN Key Drivers Behind Gartner's Projection Massive ROIC & Capex Mismatch: Gartner estimates that total global AI data center buildouts would require ~$8.5 trillion in cumulative industry revenues by 2030
