@FillUpJ_Fry @burrytracker What would you say the top growth strategy that they plan on executing to reaccelerate top line?
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@cvel317 @burrytracker GameStop closed a bunch of unprofitable stores.. hence why you see the revenue declined.
That is one of the main reasons behind lower revenue, more sure - go look for yourself.
The business is now profitable, basically zero debt.
~9 billion is cash in the war chest.
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This got awkward fast
GameStop wants to buy eBay in a deal worth ~$55.5B
So today, Ryan Cohen went on CNBC
And the obvious question was:
How does a company worth about ~$11 billion buy one worth about ~$48 billion
$GME has closed -10% since the interview aired
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@cvel317 @burrytracker Do you know why revenue declined, and NOW PROFITABLE? Hmmm hmm hum de humm
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@FillUpJ_Fry @burrytracker Look at the revenue - declining each year 😂. And it’s still trading at 2.5x revenue. It should be trading 0.5x since it is a declining business 💀
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@cvel317 @burrytracker Shit valuation?
Go look at the financial statements again retard
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$GME Half Cock, Half Stash
@ryancohen probably sucking some and snorting some coke.
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@pepe_maltese Half Cock, Half Stash. This guy is on coke and probably sucks his own.
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@StockSavvyShay The guy just keeps losing. Doesn't know how to play game theory.
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@FillUpJ_Fry @burrytracker You are his liquidity HAHAHA. He'll hit his compensation targets by making $GME investors the sacrificial lambs who would buy anything at shit valuation.
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$NBIS +105% YTD
$IREN +17% YTD
- the nebius clown
BitcoinAIGuy@BitcoinAIGuy
@thekriskay @planA_thru_Z im not angry, I'm laughing at you 😂 ur a clown
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Just watched the $GME CEO @ryancohen interview. He's such a con artist.
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@BitcoinAIGuy @Edge_Bolt HAHAHAHA! People can’t take a joke 🤣 This is funny
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$NBIS biggest asymmetric play is if it manages to be recognised as a competitor to @OpenAI and @AnthropicAI when it comes to agentic AI for enterprise. If successfully executed, $NBIS truly becomes a $1T company in the next 3-5 years - $100B by end of this year.
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$NBIS will share the market that @OpenAI and @AnthropicAI are dominating - Agentic AI Solutions focused on open-weights. Now, if these companies are $1T market capitalisation. I don’t see why $NBIS will not easily be valued at $100B by end of this year.
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I called the route that $NBIS is taking, which is validated the acquisition of @Eigen_AI_Labs
Unknown@cvel317
I believe that there is a need for an open-weights model API solution that is as sophisticated as close-weights model API solutions. I think, $NBIS is gunning heavily for this gap with their TokenFactory offering. By acquiring @tavilyai, they took a step forward.
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Called $NBIS and $META deal expansion weeks before.
Unknown@cvel317
[2/2] It would make sense for $META and $MSFT to expand their compute capacity with $NBIS over other providers. And makes them an ideal vendor for many more. I am genuinely very bullish on $NBIS. 😬
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@WolvesSuperfan @Para_Capital How is it cheap? It’s trading at a higher multiple than $NBIS - both trailing and guided sales.
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@Para_Capital Iren getting so cheap though it might be worth a flyer😅
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But please tell me again $IREN crowd that $NBIS doesn’t have any experience building AI cloud infrastructure.
$NBIS has the best team in the space.
Nebius@nebiusai
Nebius has achieved NVIDIA Exemplar Cloud on NVIDIA GB300 NVL72 for training — among the first globally, and one of few to achieve Exemplar across multiple GPU generations. This is the latest milestone in an engineering collaboration that now spans AI factory design, fleet management, inference optimization, and the Physical AI Data Factory Blueprint. nebius.com/blog/posts/neb…
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Sounds like software is not as “simple” after all. That you can achieve higher efficiency looking at the entire system - from software to physical layers. Lots of unique value can still be created leading to higher margins. And you’ll need the right team for that which $NBIS have
Daniel Koss@daniel_koss
Interview with Nebius Co-Founder Roman Chernin Please like & share this video so that all $NBIS investors on X will see it! :) If you prefer watching on YouTube: youtu.be/ZSo4tWCw4NU Timestamps: 00:00 - Why AI Infrastructure Is So Hard to Understand 00:24 - Market Fragmentation and What Actually Differentiates Providers 01:30 - Consolidation, Segmentation, and the Future AI Cloud Landscape 02:56 - What Analysts and VCs Still Get Wrong About AI Infrastructure 05:34 - Nebius Cloud: Product Readiness and Customer Proof Points 07:42 - Why Inference Workloads Are Exploding 09:11 - Training vs. Inference: How AI Models Actually Reach Production 10:10 - Why Inference Market Share May Concentrate Around a Few Winners 12:36 - Customer Use Cases: Coding, Enterprise AI, and Real-World Adoption 14:01 - Why Integrated Training and Inference Matter Strategically 16:01 - Building Scalable AI Infrastructure With High Utilization 18:24 - Token Factory: Inference as a Managed Service 20:24 - Revolut Case Study: AI-Driven Product Enhancements 22:56 - Token Factory Performance Optimization and Competitive Advantage 25:07 - Scale, Capacity, and Efficiency as Growth Drivers 28:36 - Why Inference Capacity Could Become the Next Major Bottleneck 30:10 - How Nebius Benchmarks Performance Across Providers 33:14 - The Future Size and Shape of the Inference Market 36:38 - Value-Based Pricing: Moving Beyond Cost per GPU Hour 40:55 - How Nebius Wins Deals: Quality, Performance, and Customer Experience 44:53 - Autonomous AI Platforms and the Rise of Agent-Based Models 47:28 - Tavily, Agentic Applications, and the Next Layer of the AI Stack 50:45 - Strategic Trade-Offs: Scaling, Product Roadmap, and Customer Relevance 55:40 - Final Thoughts: Adapting to the Next Shift in AI Workloads @nebiusai @romanchernin
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