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@StephenEllis_PR
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DΓmelo. From Puerto Rico π΅π· - UT Knox Grad .β¦β¦β¦ Owner of San Juan Smokehouse @tastethesmoke β¦β¦. Degen Dad
San Juan, PR
Joined June 2009
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3 years
Love my Hood π πLa Placita #santurce #puertorico
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Exactly this
$NBIS right now sits in that strange space between clarity and potential. Itβs quiet, deeply integrated, and hard to price. Thereβs no clean way to model it. No obvious comps, no recurring disclosure trail. For now, itβs mostly assumptions and inference. You look at what
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Top signal??????
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Great find and recap. I still own a shitload of $IREN and $NBIS for their different advantages. IREN for their hardware and energy scale and NBIS for their real βfull stackβ approach
π₯ Shots Fired? Nebiusβ Co-Founder Just Called Out the Entire βAI Infraβ Industry! $NBIS' Co-Founder and CBO Roman Chernin just published a sharp and polite, but in my opinion very aggressive article in Forbes. Roman is a class act, sharp and deeply experienced. But I cannot
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BREAKING: CHAOS ERUPTS IN A QUIET LONG ISLAND NEIGHBORHOOD AS TOM LEE OF FUNDSTRAT GLOBAL ADVISORS FLEES A MOB OF ANGRY $BMNR BAGHOLDERS
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Five recent bullish updates/market factors to consider related to $NBIS 1. Strategic Partnership with Accenture for Sovereign AI Expansion to build a sovereign AI cloud tailored for enterprises and governments. Accenture contributes its distribution networks and compliance
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is it gay to have sex with a female robot teleoperated by a man?
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Sitting in cash waiting for conditions to improve is worth being a little late without all the added stress and risk. Dips and volatility are opportunities only if you have capital to take advantage.
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I hate it when I buy a generational entry on an Altcoin but a month later it pulls an even more generational entry
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Crypto looking nasty and boring. Pivot to HPC/AI stocks
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Cause most of it is liquid dog shit and even if it wasn't the case, insider cabal and whales would ruin it in a heartbeat.
Why can't we build a Crypto 100 index like the S&P 500 where every few month the 5 worst performers get dropped and the 5 best performers get added. You stake it and get paid out "dividends" for holding which are fees accumulated from buying.
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Retail doesn't give a flying fuck about crypto anymore. Why would they? They can gamble on stocks and prediction markets via Robinhood. Crypto offers nothing except more risk with less upside.
This is the lowest sentiment for crypto as cultural substrate Iβve ever seen in almost a decade. Yes, this includes myself.
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@thekookreport was right in his spaces: satellite coverage isnβt about selling data from orbit by the gigabyte, but about the knowledge that your phone can send a text or call for help from anywhere. That baseline service is insurance and should be priced accordingly. $asts 1/8
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@Credib1eGuy ppl who bought in 2009-2011 have been selling into trump & saylor all year
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No one is bidding Bitcoin and Crypto π«€
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Fax
@Ashcryptoreal Weak markets are obsessed with headlines.
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BULLISH $NBIS!!! $MSFT CEO Satya Nadella said during their Q3 EC that: βWe will increase our total AI capacity by over 80% this year and roughly double our total data center footprint over the next 2 years, reflecting the demand signals we see.β. While also emphasizing that
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Give this intern a pay raise for humor and awareness! Lol
You probably don't want us anywhere near a remodel
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Great recap on why weβre on a Data Center Supercycle. Trillions will be poured into this sector and adjacent ones (energy production and storage). If youβre not exposed to this sector youβll be missing out big time. $IREN $NBIS $CIFR $EOSE $BE $TE $FLNC $NPWR $NUAI $OKLO $SMR
The past few days have been packed with good news for investors. The Fed cut rates, Trump struck a deal with China, and Powell said investment in data centers and AI is still going strong. He made it clear this isnβt like the dot-com bubble as today companies are actually
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