
DVB
23.4K posts

DVB
@DeepValueBagger
$13M NW | fatFIRE | Peter Lynch 2.0. Long term investor, chasing deep value baggers. Ex-Senior Exec Tech/SV. Building agentic equity research platform. e/acc




Kimi K3 is the new deepseek scare? Seriously guys, X gush over for the next few weeks then totally forget about it. People's behavior don't change like that. I'm still paying for gpt and claude subs and continue doing what I have always done with them. I have too much data and workflow tied to them. Most people have zero knowledge how to access K3 because it's not packaged like gpt and claude.


God brought me from $10m to NEGATIVE $500k in 7 months Here's why I'm greatful 🙏❤️


🚨 $NBIS is now Nvidia's 2nd largest holding, overtaking Coreweave! According to the 13G filings, Nvidia owns: 47,213,353 Coreweave shares worth ~$3.46B 22,256,412 Nebius shares worth ~$4.17B This is the first document where Nvidia itself puts the full share count on record, rather than us having to stitch it together from various filings. Important because the previous 13F only showed a ~0.5% stake, so screeners, trackers, and AI systematically understated the stake. You can even test this now! Ask an AI, what % of each company does NVDA own. Claude told me NVDA only owned ~1m shares of $NBIS


$NBIS UPDATE: $775M debt financing raise secured plus confirmation from Nebius that latest Microsoft tranche has been delivered “Nebius recently delivered the latest planned capacity tranche to Microsoft and remains on track to deliver the remaining tranches in line with the contracted schedule.” Quote from Ophir Nave, Chief Operating Officer of Nebius: "We are executing across all the areas that matter for growth: securing capacity, raising capital, strengthening our product offering, and developing other capital-efficient models to scale even further and faster. This financing is an important step in that strategy, and reinforces our confidence that our disciplined, diversified approach — from owned data centers to asset-light partnerships — together with robust demand for our high-value software stack, will enable us to build a sustainable AI cloud business with strong and durable margins.” businesswire.com/news/home/2026…








