Started buying $NBIS in Dec '2024. Naysayers will say this is "Inspect Element." Some people started thrown around PT's for $NBIS. It's too early to put a price on this gem. Agentic AI is lifting off. The Physical AI tsunami is next. HPC demand will achieve escape velocity.

Come on guys do not fall for this AI slop boilerplate language. You are better than this. Also if you’ve worked in corporate america and have made more than $200K a year, you know that no one of importance that respects themselves puts MBA after their name 😂

The savvy concubine positions herself on the day of ascension

Crazy technical mumbo jumbo 😂but bullish for $NBIS. 1) Shift from one-off training demand toward enterprise inference and agentic jobs tied to live applications. *cough until Physical AI hits* 2) Realtime Agentic Observability. Every agent generates traces or realtime data. With $NBIS AI Cloud customers can: • Monitor telemetry (datapoints) on cost and performance of all agentic workloads • Identify inefficiencies across models and compute • Debug and tune workloads in realtime Each "trace" is just a trail of data that engineers can utilize to constantly optimize their agentic workflows. This is similar to what AWS did for Redshift clusters (data warehousing / data pipelines). Responding to a post from @Lazarus_Capital

In the current market environment, it's easy to diminish the complexity of engineering required to stand up even physical infrastructure itself. Few teams are capable of delivering functional, low-latency hardware that consistently meets institutional-grade SLAs. Long $NBIS.

$PLTR Ran an ocular regression. Tell me this isn’t the bottom.

$NBIS have my Good ‘til Canceled buys ready. If the market wills it, little Nebulizer is ready to upsize to 7K shares.

Why is $NBIS spending so much on sales? Why is $NBIS SPEEDRUNNING customer onboarding across all customer sizes and industry verticals? Because jumpstarting the developer ecosystem is the linchpin to going hyper scale. The human brain has difficulty grasping compounding effects. But whoever gets their flywheel spinning first, will be the AI infrastructure winner. And no one is remotely close to $NBIS here. You can’t go two steps outside your front door without hearing about the newest partnership or startup program. So let’s stop calling Nebius a Neocloud. It’s an emerging hyperscaler. One of one.

Somewhere in middle America, God lives in a closed-loop 1.1 PUE datacenter. A $NBIS datacenter.

European sovereign AI race is accelerating. Have you been paying attention Anon? Europe has $NBIS’s stamp all over it.

> Be poor third world country > Government’s main priority is staying in power, not developing the country > Underinvest in education, infrastructure, and social services > Population stays poor and poorly educated > High fertility rates, population breed like rabbits > Escape in high quantities to first world countries that are pro-immigration ….. > Be first world country > Supports skilled immigration (duh) as well as broader pro-migration policies in exchange for nation-level agreements, trade deals, and access to lower cost labor markets > Being seen as humanitarian is also a form of nation level moral grandstanding and benevolence LARPing (similar to how countries race to host the Olympics, even though it is an overwhelmingly negative ROI event) > Also politically palatable within the Overton window, especially amongst younger constituents ….. > Social and cultural frictions are palpable to local populations but are downplayed by politicians as growing pains of integration > Incidents of sexual and violent crime begin to increase, but are characterized as isolated and one-off > Over time more and more migration occurs and migrants themselves become political constituents and embedded within the government apparatus > Pro-migration policies continues to be pushed due to innate tribalism and political expediency (free votes) > Immigration rate exceeds growth rate of native population > Just like hair loss becomes noticeable after you’ve lost around 50% of your density, dysfunction passes certain thresholds such that it becomes unignorable and obvious to natives Europe is here today. Cultural incompatibility is the baseline. Integration is an afterthought. Communities self-segregate and carry a strong in-group mentality. Moral hazard abounds. How do you expect someone to abide by the law when they come from a lawless society? How do you expect someone to not rape, kill, and defraud when the base case is they get sent home? Internalized white guilt and two-tier policing are a natural but late stage product of a vicious and self-reinforcing cycle of unfettered migration. They are perpetuated by politicians engaging in tribalism, or self-interested politicians who have long lost track of the risk-reward of migration, and instead for their own benefit peddle empty words to parroting constituents with suicidal empathy who cannot see the greater picture. Not even talking about transnational religious groups and extremists with their own aims.

Today I was in Shanghai at my brother’s wedding reception. One of my dad’s friends is the former CIO at China Pingan Insurance. Turns out he’s also a fellow $NBIS bull. NFA

Ouch! 🤕

How I feel after adding “Capital” to my X handle and instantly gaining the veneer of credibility