LSUcam7
| Favorite team: | |
| Location: | FL |
| Biography: | |
| Interests: | |
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| Number of Posts: | 8905 |
| Registered on: | 9/2/2016 |
| Online Status: | Not Online |
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re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 4/10/26 at 4:22 pm to tigerbacon
quote:
tigerbacon
That’s how you trade a stock. Well done.
I am not shocked at all if we see $115 again nor am I shocked at $215. Just riding the wave..
1
re: Software Stocks Plunge
Posted by LSUcam7 on 4/10/26 at 12:34 pm to bayoubengals88
Love the idea.
Patience and some heavy stones might be needed for a quarter or so but software is getting close to max fear.
Patience and some heavy stones might be needed for a quarter or so but software is getting close to max fear.
This is high quality bourbon territory.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 4/10/26 at 9:37 am to HogPharmer
I’ve had the trade up to cover all my shares with a $165 contract. I just can’t seem to press submit!
But remember well the last 6 months.
Don’t get carried away here after the run.
If you weren’t making aggressive moves at $80 back in Feb, why the hell would you do that when it’s nearing double that price?
But remember well the last 6 months.
Don’t get carried away here after the run.
If you weren’t making aggressive moves at $80 back in Feb, why the hell would you do that when it’s nearing double that price?
I don’t believe reactionary. To my understanding there are several key players from AI21 on Nebius’ advisory board.
Then NVDA who was purported to buy AI21 Labs backs out & makes a $2B investment into NBIS, the low end of the expected purchase price.
I think this was orchestrated over the past 4-5 months.
Then NVDA who was purported to buy AI21 Labs backs out & makes a $2B investment into NBIS, the low end of the expected purchase price.
I think this was orchestrated over the past 4-5 months.
quote:
You're a fool.
I voted for a transfer of power from DC to The People’s interest.
So I must agree with you.
The MAGA narrative has you by the nuts, and I don’t fault you. You’re a party guy.
I’m about results and this ain’t it.
I’m about results and this ain’t it.
re: Trump new tweet on tucker, candace, megyn, and Alex jones
Posted by LSUcam7 on 4/9/26 at 10:27 pm to Huge Richard
Ehh.. I think the fire was already lit.
DOGE, Epstein.. many have been questioning. The fricking swamp is as full as ever.
Iran was the gas on the fire.
DOGE, Epstein.. many have been questioning. The fricking swamp is as full as ever.
Iran was the gas on the fire.
quote:
They're ruining this board.
Seems to inversely correlate directly with the results of Trump’s policy results.
The cult might not be but those who were optimistic are pissed.
This was supposed to be turning point in American politics and its relationship with THE PEOPLE.
frick him for derailing true MAGA efforts. Saw it first with DOGE. Thankful that Elon called him on his shite.
Trump was the best card dealt on the ballot but that large margin is shrinking quick. What the frick..
I honestly don’t know how you can look at this situation and not be at least slightly concerned with the direction.
frick him for derailing true MAGA efforts. Saw it first with DOGE. Thankful that Elon called him on his shite.
Trump was the best card dealt on the ballot but that large margin is shrinking quick. What the frick..
I honestly don’t know how you can look at this situation and not be at least slightly concerned with the direction.
Feels like short covering today. We shall see.
Stay prudent, gents! Don’t get carried away the stock is up 50% on the year.
Stay prudent, gents! Don’t get carried away the stock is up 50% on the year.
BOOM
ALL TIME HIGHS
frick YOU PAUL
ALL TIME HIGHS
frick YOU PAUL
Close to all time highs
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 4/8/26 at 8:31 pm to astonvilla
I’m no AI expert. But from what I understand AI21 originally had a goal to compete with the largest LLM players.
They now focus on more specialized enterprise solutions and claim to have far better accuracy versus the leading foundational models through their new product, Maestro.
This helped me understand a bit
ai21.com/maestro
They now focus on more specialized enterprise solutions and claim to have far better accuracy versus the leading foundational models through their new product, Maestro.
This helped me understand a bit
ai21.com/maestro
Google had interest too
quote:
AI21 has long been considered “on the shelf,” with Google also previously exploring a potential acquisition. In recent weeks, however, talks with Nvidia have advanced significantly and have reached the most senior levels.
Nvidia’s primary interest in AI21 appears to be its workforce of roughly 200 employees, most of whom hold advanced academic degrees and possess rare expertise in artificial intelligence development.
quote:
Today, AI21 focuses primarily on specialized language models aimed at enterprise customers, where accuracy and reliability are critical and the tolerance for error is far lower than in consumer applications.
NVDA was reported to have had interest in buying AI21 Labs as recently as Dec 25.
For some reason or another it didn’t happen. In steps Nebius.
For some reason or another it didn’t happen. In steps Nebius.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 4/8/26 at 6:36 pm to bayoubengals88
Nebius in Talks to Buy Israeli AI Startup AI21 After Nvidia Deal Fizzles
AI21 Corporate: About Us
This is a continuation of Nebius’ efforts to build a relevant, full-stack AI offering. Expectation is that it would come in at a $2-2.5B mark, so I’d call it significant.
I’m loving AI’s takeaway on this-
AI21 Corporate: About Us
This is a continuation of Nebius’ efforts to build a relevant, full-stack AI offering. Expectation is that it would come in at a $2-2.5B mark, so I’d call it significant.
I’m loving AI’s takeaway on this-
quote:
This is Nebius saying:
“We don’t want to be CoreWeave. We want to be AWS.”
re: So what are we buying next week?
Posted by LSUcam7 on 3/27/26 at 5:41 pm to bayoubengals88
GEMI
Just reaffirms the data center spend.
Nebius compute availability is spoken for and sold the frick out.
Nebius compute availability is spoken for and sold the frick out.
quote:
Meta now plans to spend $10 billion on its AI data center in El Paso, Texas, up from a prior commitment of $1.5 billion.
The data center aims to bring 1 gigawatt of capacity online by 2028.
Meta is ramping up its investments in AI infrastructure, telling Wall Street in January that capital expenditures this year would reach up to $135 billion.
re: OWLT Baby products.
Posted by LSUcam7 on 3/25/26 at 11:07 am to ATLsuTiger
Haven’t even looked. Wow I made out like a bandit on a full exit.
WTF happened?
WTF happened?
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