Adam Yoon

735 posts

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Adam Yoon

Adam Yoon

@AdamYoon7

BS Financial Economics MA Econometrics/Quantitative Economics An average 9-5 guy interested in Tech/$tocks

Katılım Kasım 2022
499 Takip Edilen96 Takipçiler
Adam Yoon retweetledi
Nebius
Nebius@nebiusai·
This is our first full NVIDIA Vera Rubin NVL72 rack, photographed in our Finland data center. The NVIDIA Spectrum-6 switches we took delivery of last week is the scale-out fabric NVIDIA built for Vera Rubin. Compute and network are now being brought up together, in the same data center, by the same teams. The close co-engineering relationship we enjoy with NVIDIA means we work together from the earliest stage of every new platform, shortening the path from first rack to production workloads. After bring-up and validation comes software polishing and production-grade testing, so when Vera Rubin reaches our customers, it delivers its full potential from day one.
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Benji Investing
Benji Investing@Benjiinvesting·
Everyone I hear calling for an AI bubble crash are going to really be disappointed when they find out our stocks go up and down 40% every week and it doesn't bother us. Also, most of them have an AARP card and have never used AI. $NBIS
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Small Cap Snipa
Small Cap Snipa@SmallCapSnipa·
$GOOGL CFO: “WE EXPECT OUR CAPEX TO INCREASE SIGNIFICANTLY IN 2027” “INCREASE IN 2026 RANGE IS DUE TO THE ACCELERATION IN THE DELIVERY OF CAPACITY TO MEET GROWING DEMAND”
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CrypBankz📈⛓️
CrypBankz📈⛓️@CryptoBankz_65·
$NBIS has already recovered 24% from its one-month low after falling 45%. Once the remaining losses are erased, we'll be right back around the $282 level. I believe that can happen within the next two weeks, especially if NBIS delivers another outstanding earnings beat. At that point, the path to $300+ is wide open. Believe whatever you want, but my conviction hasn't changed: NBIS is a $400 stock by year-end.
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Jordan
Jordan@HyperAICapital·
$NBIS continues to show strength overnight. Would like to see a close above $230 in the coming days
Jordan tweet media
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Benji Investing
Benji Investing@Benjiinvesting·
Institutional buying moves stocks, I really wonder who just drove up $NBIS today 20%. Because us $NBIS bulls don't have enough money to move it like this. I doubt it's retail.
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matt
matt@longinvest32·
Did I offend Allen I don’t remember ever talking with you on the app?
matt tweet media
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The Fundamentalist
The Fundamentalist@Funmentalist·
$NBIS The next line of resistance is $212, but the price action today is perfect. We might finally see the next leg up after looking terrible for a few weeks
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Adam Yoon
Adam Yoon@AdamYoon7·
@Funmentalist im curious what the institutional ownership % is right now to date. my guess is 80% vs 20%
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The Fundamentalist
The Fundamentalist@Funmentalist·
$NBIS Can you explain to me what happened with the company between Friday morning (European time), when we hit $162, and today? This is a perfect example showing you that you must know what you own. I bet that a significant part of retail got out of the stock below $200 because they had no idea what company they bought
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Adam Yoon
Adam Yoon@AdamYoon7·
@MktMavPro @RayT168 They been killing it in the past couple of weeks with great news and more to come for sure... Also, $NBIS is known for being conservative all around so... CALLS.
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The Fundamentalist
The Fundamentalist@Funmentalist·
$NBIS News or no news, whatever The important implication is that $NBIS is now protected by the most important company in the world You want $NBIS to fail? You need $NVDA to fail first
CK Capital@CKCapitalxx

$NVDA now holds a 9.3% stake in $NBIS per new SEC filings. This is the single most bullish thing you can have as an AI company. The supplier at the center of the entire buildout, with perfect visibility into every order book and roadmap on earth, choosing to own nearly 10% of you. Jensen doesn't guess where compute demand is going. He ships it.

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Adam Yoon
Adam Yoon@AdamYoon7·
$NBIS King of inference.
MiniMax (official)@MiniMax_AI

MiniMax M3 is partnering with Nebius @nebiustf , becoming the first open-source model on the platform to launch under a dedicated partnership arrangement. As more enterprises adopt open-source models in production, inference platforms and model providers are forming deeper, more integrated partnerships. M3 is now available to developers through Nebius Token Factory.🎉

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Keşfet

@johnjames33w @Benjiinvesting @SmallCapSnipa @CryptoBankz_65 @HyperAICapital @longinvest32 @DrTomsLens @philllyfanatic