ichbin

261 posts

ichbin

ichbin

@ichbin117659

Katılım Mart 2026
2 Takip Edilen206 Takipçiler
ichbin
ichbin@ichbin117659·
@KiraAspen3 OMG hast du mal deine fress.. gesehen.
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KiraAspen 💜🍍🇨🇦
🖤🤍 day is ending... I got a super amazing question through NGL about lifestyle burnout that I am excited to talk about. Thinking a video reply maybe... (let me know your thoughts!!) Anyway it will definitely be tomorrow! Sweet dreams 😴
KiraAspen 💜🍍🇨🇦 tweet media
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ichbin@ichbin117659·
@KiraAspen3 Na wie fühlt es sich an nur mit titten Aufmerksamkeit zu bekommen ohne deine titten bis du nix ist das nicht traurig
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ichbin
ichbin@ichbin117659·
@InkedGrd Gibt es hier eigentlich auch keine Schlampe....
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Inked Grd
Inked Grd@InkedGrd·
Do serious men even exist on this app?? 🤨🥰
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ichbin@ichbin117659·
@riginna1sn Peinlich das man luft anhalten muss Eklig dein bild
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Riginna Sandra
Riginna Sandra@riginna1sn·
I know I'm chubby but I hope you'll still say "hi"
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ichbin@ichbin117659·
@romanchernin @nebiusai Oh ein Lebenszeichen Es wer schön wen nebius sich um ihr Aktionäre kümmert wer es so viel Arbeit gewesen nach Meta news mal ein positives Kommentar abgeben?
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ichbin
ichbin@ichbin117659·
@MB_Hogan Und die ersten Verträge mit neue Partnern wurden schon unterschrieben
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Mark Hogan
Mark Hogan@MB_Hogan·
$NBIS JUST IN: Nebius today just announced a new business model that lets infrastructure partners deploy Nebius’s full-stack AI cloud platform in their own AI data centers 🔥🔥 “The model brings additional capacity to Nebius customers, and expands the availability of value-added AI compute globally at a time when demand continues to outstrip supply.” “Under the model, partners finance and own the infrastructure and hardware, and operate the data centers. Nebius supplies its systems architecture and supply-chain access; deploys and maintains its hardware design and software and services stack on the partner infrastructure; and takes the resulting capacity to market through its global sales organization.” “Partners get fully-owned AI infrastructure assets, designed to Nebius standards, and a fast route to serve the AI cloud market. Nebius’s architecture and platform transform a partner’s raw capacity into a production-ready AI cloud, which Nebius then connects to customers. Because Nebius brings the demand, partners can begin generating a return as soon as the capacity goes live.” “For Nebius, this asset-light approach expands the capacity it can offer its customers, such as AI natives and enterprises, with minimal incremental capital requirements. Partners’ data centers will join the Nebius capacity pool, adding incremental capacity to that coming online from Nebius’s owned data centers and colocations.” Arkady Volozh, founder/CEO of Nebius, said: “Our new asset-light model gives infrastructure partners a flexible way to benefit from the explosive growth of AI. Our software allows partners to reach a much wider customer base with much better margins than conventional wholesale bare-metal contracts. We’re inviting data center investors, regional partners and others with capacity or capital to contribute to join us in serving this demand — combining their assets and local strengths with Nebius’s technology, platform, operational expertise and customer demand.” “Nebius anticipates pursuing a variety of economic arrangements under this partnership model, including revenue-sharing agreements, licensing fees and commissions, as well as committed capacity arrangements that would provide Nebius with access to additional compute to be sold to customers. The company has already entered into initial arrangements under this asset-light model.” “As part of the partnership agreements, Nebius will equip partner teams to run the site and will remain responsible for the cloud software and service levels, while the partner manages the facility and hardware. Customers receive the same standard of service whether they run on Nebius’s own infrastructure or a partner’s.” nebius.com/newsroom/nebiu…
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ichbin@ichbin117659·
@Funmentalist Es kommt darauf an wie man fällt wen nebius sich um ihre Aktionäre kümmert wer die akie nie im Leben unter 220 gefallen nebius könnte auf 100 fallen und die Verantwortlichen von nebius nic machen Aber nebius schweigt
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The Fundamentalist
The Fundamentalist@Funmentalist·
$NBIS $300 - WHAT A COMPANY!!! $NBIS under $200 - WHAT A SHIT!!!
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The Fundamentalist@Funmentalist·
$NBIS Unless we break below $180-$186, I think we are quite fine. Once we go to the $170s, we can start a discussion. We just need to hold tight until earnings, where I believe $NBIS once again proves that they are moving in the correct direction
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ichbin@ichbin117659·
@AlphaOwlTrading Wen nebius bei guten natürlich 8% verliert und iren 1 % Und nebius Rückgang damit nix zu tun
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Alpha Owl
Alpha Owl@AlphaOwlTrading·
Why is $NBIS selling off??? Because New York Governor Kathy Hochul announced a one year pause on new hyperscale data centres over 50MW. $NBIS has exactly ZERO planned data centres in New York. Yes this is a buying opportunity. Next.
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Aditya R
Aditya R@AdityaInvests90·
$NBIS is down 20%+ on the month but fundamentals have never looks better This company just signed another $1B deal with reflection AI and also has multi-billion dollar deals ongoing with $META and $MSFT Guidance for 2027 during their next earnings call can also show how much more undervalued the stock currently is if they guide for $20B+ ARR $NBIS is a excellent buying opportunity
Aditya R tweet media
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ichbin@ichbin117659·
@Funmentalist Ist doch scheiss egal ob es stimmt oder nicht noch 3 oder 4 sowelche berichte negativ und wir sind bei 100 bis 120 es interessiert niemanden ob es stimmt oder fake
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The Fundamentalist
The Fundamentalist@Funmentalist·
$NBIS What is this? First of all, if hyperscalers started building data centers themselves, they still wouldn’t meet the demand Second, where will startups and smaller businesses do their job, if $NBIS and others won’t exist?
Austin Lieberman@LiebermanAustin

$NBIS down while $MU is up. The Neo-cloud opportunity is over They were a temporary solution for hyper scalers to ramp up compute but it makes way more sense for them to build their own. So there will still be neoclouds but their market opportunity (and multiples) will be way lower than everyone got hyped about.

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ichbin@ichbin117659·
@TopTechStocksUS Wen nebius bei gute Nachricht fällt Dan sehen wir morgen 180
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Top Tech AI Stocks 🤖 🔥 📈
$NBIS This is the buy zone! The shakeout on NY moratorium news & Iran macro fears is senseless. Hold on to your shares & make your best call if you are on the sidelines. 🎁📈
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ichbin@ichbin117659·
@Octavia4kjf Omg was ist mit dein Gesicht passiert du überschätzt dich gewaltig
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Octavia
Octavia@Octavia4kjf·
Was meinst du? Ist die Aussicht sehr schön oder gibt es etwas anderes, das schöner ist?🤭
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ichbin@ichbin117659·
@LiebermanAustin Wer lacht wen der Kurs fällt auf 155 und du kauft nicht dan steigt er auf 600 wer ist dan der dumme?
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Austin Lieberman
Austin Lieberman@LiebermanAustin·
Earlier this year, bought $NBIS at $70 and sold at $230 People dunked on me for saying I’ll consider buying again at $150 because they say it will never get there. $150 is extremely likely. All it takes is contract delays, production delays, and/or more capital raises. All very likely
Austin Lieberman@LiebermanAustin

When and how I’ll buy $NBIS again $150 = 2% position $120 = add 2% $100 = add 2% For those of you wondering I made it an 8% position at ~$70 and sold at ~$230 2 weeks ago. So yes I have the ability to change my mind 😉

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ichbin@ichbin117659·
@CryptoBankz_65 Sorry wir waren bei fast 300 Heute gute Nachricht und minus dan weiß du was morgen passiert 178 bis 182
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CrypBankz📈⛓️
CrypBankz📈⛓️@CryptoBankz_65·
Ok, make this make sense. $NBIS just secured another $1B compute deal with Reflection through 2029, yet the stock is dumping. I see why common sense is actually uncommon While you're selling on fear, institutions are accumulating quality businesses at better prices. I don't want to see any crying in the coming months.
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ichbin@ichbin117659·
@Funmentalist Jeden Tag ein anderer Grund morgen trump übermorgen openai dan elon musk und schon sind wir bei 140
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The Fundamentalist
The Fundamentalist@Funmentalist·
$NBIS Alright, found the real reason for the drop You can interpret it as bearish, omg they will delay data center buildout However, if we go back to school, your first economics class, what did they teach you? Supply/demand curves and how supply/demand shocks affect equilibrium price What happens when you shift the supply curve left? You will get higher prices if demand stays the same and trust me demand will be the same if not higher MAN UP
Wall St Engine@wallstengine

NEW YORK TO ENACT THE FIRST STATEWIDE DATA CENTER MORATORIUM IN THE U.S., PER NYT. Gov. Kathy Hochul will pause approvals for new hyperscale data centers using 50MW+ of power for one year while the state studies energy, water and environmental impacts. The order takes effect immediately, but does not affect projects that already have required permits. Hospitals, universities and back-office financial services are not expected to be impacted.

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ichbin@ichbin117659·
@daniel_koss Und was haben wir davon wen nebius bei eine gute Nachricht nicht im Plus ist doppelt so viel verliert wie die Konkurrenz dan siehe wir wieder Kurse von 170 dollar Und wen trump dan noch scheisse macht sehen wir Kurse 120 dollar Solange nebius sich nicht um ihre Aktionäre kümmer
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Daniel Koss
Daniel Koss@daniel_koss·
$NBIS stock goes up and down. But the team has executed like they are possessed for every damn second. Unlike so many hype stocks, Nebius is 100% underhyped imho. The more people realize how open source winning will be a global prio 1 for every economy, the more obvious this will become.
M. V. Cunha@mvcinvesting

🚨 $NBIS is preparing its first data center in India. Just two hours ago, the company posted two on-site job openings in Hyderabad, both related to new data center launches. Asia, here we go. I first discussed this possibility in June last year, after The Economic Times reported that India-based data center companies were looking to attract neocloud firms to the country. h/t @David917S for flagging this.

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