$1,000 follows their calls into $1,055
Gobe@StrateGeeeI don’t have a pension, $NBIS is my retirement fund
Gobe@StrateGeeeAgreed. Trimmed $NBIS at exactly $239.58. It was only like a 5% haircut. Would buy again if every trim at that time wasn’t already earmarked. This risk/reward has only improved. When we see $200-300 again is the only unknown. They will execute no matter the share price.
Moody@MoodyWriter13There’s a lot of debate on X right now about whether $CRWV could collapse and what that would mean for the entire neocloud sector. I raised this question 8 weeks ago, when the $PANW CEO predicted that many neocloud providers could be available at significantly lower prices in
Gobe@StrateGeeeYup, one of the reasons I like $QCOM When $META gets too expensive for some of you all, $QCOM will be a nice play on their devices.
Ben Bajarin@BenBajarinIn case folks are wondering, $qcom @Snapdragon powers all the new Meta hardware. 1. Ray-Ban Meta Audio glasses, powered by Snapdragon S7 Gen 1 2. Muse Charm (AI handheld), powered by Snapdragon Wear Elite 3. Meta VR glasses, based on Snapdragon Reality Elite
Gobe@StrateGeee$IREN 🤣🤣 Bad performance + false communication directly to shareholders. I’ve not heard a sentence out of the CEOs mouth that did not include “We own and control every part of the stack” YTD speaks for itself h
SemiAnalysis@SemiAnalysis_IREN continues to come up in our conversations with neocloud customers, and usually for the wrong reasons. In Prince George and Mackenzie in Northern BC, Canada, we’ve heard the stories: multi-day power outages, network upgrades, storage failures, air quality controls leading to
