DocPoston
135 posts
All numbers look good for $NVDA. AI full speed ahead. $NBIS
Just as expected.
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I’m lucky to have an excellent team and collaborators. We’re on the verge of a major breakthrough with our novel vaccine candidate for prevention of Chlamydia infection. Excited for the future! innovate.unc.edu/new-linked-chl…
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The guy is an animal. Recommend a follow... $NBIS
dylan ツ@demian_ai
@nebiustf built a dashboard to track ai related bottlenecks: aibottlenecks.app
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$NBIS being selected among the first clouds to offer NVIDIA Vera Rubin is a huge signal.
Not because “new chips go brrr.”
Because Vera Rubin is built for exactly the AI wave arriving now:
Agentic AI.
Agents are not simple chatbot workloads.
They run longer context.
They use tools.
They retrieve data.
They plan.
They reason.
They call APIs.
They run loops.
They generate more tokens.
That means the bottleneck moves from “who can train the biggest model?” to:
who can deliver the cheapest, fastest, most scalable inference infrastructure?
That is where Vera Rubin matters.
NVIDIA says Rubin is designed for agentic AI, advanced reasoning and massive MoE inference — with dramatically lower cost per token than Blackwell.
And Nebius is not just putting this into a generic GPU rental box.
They are bringing it into Nebius AI Cloud and Token Factory.
That timing is almost stupidly good.
The market is still debating whether AI agents are real.
Meanwhile $NVDA is building the hardware stack for them.
And Nebius is getting access to the next generation compute layer exactly as agentic workloads start moving from demos to infrastructure demand.
Cheaper tokens.
More agents.
More inference.
More compute.
That is the flywheel.
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WHAT A RECOVERY BY $NBIS
This is why you don’t panic sell.
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@StbjergTro97997 Absolute monster. Retail is in their bag with this one. 🚀
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Does people need any more clues about what is going to happen?
Just buy $NBIS - it is really that simple
Shay Boloor@StockSavvyShay
$GOOGL CEO Sundar Pichai says Google now processes more than 3 quadrillion tokens per month across its ecosystem. That kind of token growth is the clearest proof that AI cycle is still supply-constrained with demand pulling on compute, memory, networking & power all at once.
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$IREN back down -34% from $70 to $46.
I wonder if one of the dumbest communities on X finally learned to read?
$NBIS is objectively the better Neocloud, with actual financing.
-> Nvidia didn’t fund $IREN at all. They got a free purchase agreement to let IREN use their logos and dilute for GPUS.
$NVDA actually gave $NBIS capital.
-> $IREN is facing endless dilution like $BKKT, $ASST, $SLNH as retail wealth transfers capital over from $6,000,000,000 ATMs, on a dwindling “5 GW capacity” moat.
$NBIS actually uses equity appreciating financing structures.
And this is reflected in the YTD differences between them both.
I’ve said the same thing last year too. One is up ~100%.
The other is flat, and even negative depending on entry points.
IREN is literally a marketing company at this point by how they manage to convince retail to wealth transfer over capital.
Serenity@aleabitoreddit
I still am bearish on $IREN. Algorithms/retail probably read $NVDA + $IREN partnership and bought it up. However, if you look at the realtity, it's just looks like brand agreement giving $NVDA risk-free convertible notes. So $IREN can continue selling their $6,000,000,000 ATM into retail investors. It's the equivalent of a startup using AWS and saying they have an Amazon partnership so give them $6B. This wasn't Nvidia directly funding $IREN yet, just a risk free option to. There's a "5 GW deployment" but I'd rather not be the one buying into the dilution to fund it.
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@DocPoston @jacobiinvest Immediately rejects and heads lower. Unfortunately
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@Nate_Eigenmann @jacobiinvest Yeah bummer. I’ll just buy more later I guess. 😆
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@longinvest32 Another dip at market open and I’m going to be all out of cash. 💰 🚀
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Everyone’s reading Leopold Aschenbrenner’s Q1 13F wrong.
Yes - he bought $1.57B in $NVDA puts, $2.04B in $SMH puts, plus puts on $ORCL, $MU, $TSM, $AMD, $INTC.
But he didn’t sell AI.
He sold the obvious AI.
His Q1 long book:
🟢 $BE - $879M (largest long)
🟢 $SNDK - $724M
🟢 $CRWV - $556M (added common, trimmed calls)
🟢 $IREN - $401M (+34% share count)
🟢 $CORZ - $389M (trimmed)
🟢 $APLD - $320M
🟢 $RIOT, $CLSK, $BTDR - miner basket loaded
🟢 $SEI, $TE - new power adjacents
The 24 year old who turned $225M into $5.5B isn’t betting against AI.
He’s betting the next leg isn’t the chips.
It’s the electricity and the stranded compute that runs them.
If he’s right, the rotation has already started.
You’re either positioned for the next layer or you’re holding the last one.
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I've been polling EDGAR every 5 seconds since 9AM and it still says unchanged. drop the bag Leopold!!!!
KawzInvests 🦑@KawzInvests
Leopold Aschenbrenner's Q1 13F drops today. His last disclosed holdings vs. current prices: $BE avg cost $96 → $290 (+202%) $LITE avg cost $232 → $1,002 (+331%) $SNDK avg cost $159 → $1,447 (+808%) $CRWV avg cost $120 → $114 (-5%) Started at $225M. Now $9.3B AUM. What do you think he added in Q1?
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@AlphaOwlTrading Touched 212 today and immediately bounced like a lunatic. ❤️
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Nasdaq down -2%!!
$NBIS isn't listening... it just keeps going higher 🚀🚀
If you don't own $NBIS what do you own???
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Btw this doesn’t mean blindly buy.
You should absolutely never do that, but if you can see a general trend that some of the best are playing then it’s smart to borrow ideas.
Go through the companies yourselves, analyze them, understand what the big boys are seeing and if theres a pullback where the thesis still holds, by all means not a bad idea to buy.
Especially if its a multi year trend/play like AI compute / power / bottlenecks etc.
$CIFR $NBIS $IREN $CORZ $GLXY $WULF $BE $MU $SNDK etc. were all multi year thesis’s. One quarter won’t matter.
Mitchell Martan@MitchMartan98
Some of Leopold Aschenbrenners names since the last filing. $BE avg cost $96 → $290 (+202%) $LITE avg cost $232 → $1,002 (+331%) $SNDK avg cost $159 → $1,447 (+808%) $CIFR avg cost $14.76 -> $20.60 (+40.0%) Just have to know whos to look at.
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$NBIS DO NOT MISTAKE today's PRICE ACTION as SELLING - Nobody is SELLING! Literally I think ZERO PEOPLE - What is happening is MORE SHORTS are PILIING IN via Barrows. That is IT - Trying to Avg Up their SELL PRICE - THESE PEOPLE are STUPID! #tradeideas #stocks #stockmarket trade-ideas.com/share.php?code…
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@DrTomsLens You got me with this one. 😂 I feel the no pain, no gain.
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My stocks are so oversold not even a bloody global drawdown can move them down.
Holding data/personalization stocks in this market is more defensive than going all in on Coca-Cola.
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