Chris .dev

Call me biased, but Tesla nailed this interior.

Jesus, I thought that was Jesus.

The Cankles had me rolling

ESOL? Afraid is not a verb. Dog Wears a mask not dog wear a mask.

@maxvoltrader Do you think this lack of transparency is just the perfect excuse for big oil to rig the prices?

@amitisinvesting russian blackbox

so… the debate is over right? $NBIS is the best neocloud out there? is it still even a question or has Nebius officially won? stellar mgmt, multiple equity stakes in diverse businesses, scooping up deal after deal… i trimmed some at $105 to derisk and buy more $NVDA, letting the rest of my position ride although the CCs on this even for $200 are very attractive it does feel overbought here (i would not buy at $150) but it is now in price discovery so anything goes i still don’t love the biz model of the neoclouds with unlimited dilution + no profitability but $NBIS does seem to be differentiating themselves with ambitions to be a hyperscaler cloud vs just a neocloud debate is done? are they the single best one out of the entire batch of neoclouds? +8%

@yunqstpatrik Facts, as long as Coreweave is still standing, the game is far from over. Do you think their backers will keep doubling down, or are they looking for the exit?

@amitisinvesting Coreweave still there. Not a definitive win

@risenwater True, the debate was doomed from the start. We can all thank him for lowering the collective IQ

@amitisinvesting The debate was ridiculous to begin with, and you can thank the DB Mike Alfred.

@Shakar83 Glad we're on the same page. 🤝Always open to hearing your takes. Followed you，hope you’ll follow back so we can keep the dialogue going!

@Chrisdevpo They were not that bullish in January:D , bragging now might backfire soon.

@PGAFrankM AI has real revenue now, but dilution and competition are the silent killers. Holding a mix of cloud, power, and miners is the only way to play this volatility like a pro.

@amitisinvesting I hold $NBIS $IREN $CIFR. Congrats to everyone but way too early to call it. Anyone remember some early internet leaders like Netscape and Yahoo.

@johnnynaj Looking back, 80s and 90s were a gift, but fear kept most people away. Since the bottom is in the rearview, do you think $150 is the new entry point or are you waiting for a healthy pullback?

@amitisinvesting You nailed this Amit! Well done. We all should have been buying the dip in the 80’s and 90’s.

@Lazarus_Capital Glad we're on the same page. 🤝Always open to hearing your takes. Followed you，hope you’ll follow back so we can keep the dialogue going!

@Chrisdevpo It's a private holding that's been focused on building out and scaling their product in a market environment that has seen software names sell off. I guess to answer your question it's both and more? Still, the product is improving and eating market share.

@Bios4L If you have anything good to share, remember to share it with me. It's a two-way street.

@Chrisdevpo 100% agree

@GMGoz1x Facts. After NBIS landed that Meta monster deal, the debate was over before it even started. Retail is officially in a frenzy. Do you think we’re already pricing in 2027, or is this just the start of true price discovery?

@amitisinvesting There was never a debate in the first place. Just a bunch of fanatics piping up their tribe. $NBIS have pulled it off.

@em013L When quantum ran, we were still guessing how it worked. At least with AI, we can see the cash in the earnings calls. Moving from metaphysics to accounting is a huge win.

@amitisinvesting At least there is something to the business unlike when quantum computers ran

@shane_warkentin Do you think this "power moat" gives them the upper hand if Neoclouds start a race to the bottom on pricing?

@amitisinvesting $Iren has some cheap long term power agreements

@CryptoZ4 NBIS definitely cracked the retail code. Think this hype can actually flip into a long-term valuation moat?

@amitisinvesting Too early to call, we’re only in the 3rd inning. But they definitely seem to be grabbing most of the retail attention currently

@elpistollero_ Edge AI is the true "last mile" play. $DUOT's approach to localizing compute is genius. Think this has more explosive potential than just stacking GPUs?

@amitisinvesting now interesting best complement maybe look edge AI and $DUOT

@rgwheels84 $CRWV is a beast, Neocloud is officially a dual-core race now. Not picking a side yet is the pro move.

@amitisinvesting @Dillon_Valdez $CRWV has gone up significantly too. It doesn’t seem like a neocloud has been picked yet IMO.

@DinerCoffee21M Spot on. NBIS is definitely outgrowing the neocloud label. Never wrong to take profits and let the rest ride. Price discovery is a spectator sport for the pros.

@amitisinvesting IREN is the vertically integrated long term winner

@BenWarbecker002 Glad we're on the same page. 🤝Always open to hearing your takes. Followed you，hope you’ll follow back so we can keep the dialogue going!

@Chrisdevpo Agreed Chris.