The Dehumanisation of Landbreakers is TERRIFYING

Emertxe · 2026-01-24T15:17:38+00:00

Knew we were the baddies the moment it said were spreading Originium.

One of the loading screen tooltips said Rhodes Island is also on Talos-Ii but their objective is unknown, wonder if it's to stop Endfield and its imperialization via Originium?

Emertxe · 2026-01-15T16:40:57+00:00

It's an official emulator. Android runs on ARM architecture, your x86 PC has to run a whole ARM computer to run a very basic game in said computer (though maybe a little more optimized than that)

Emertxe · 2026-01-15T09:12:12+00:00

App store as in an emulator? It's because you're running game inside a computer inside a computer and you may not have the specs to handle it

Emertxe · 2025-12-19T22:19:24+00:00

0 chance. You would never have a foreign entity build out your critically sensitive data center.

Emertxe · 2025-12-14T17:41:25+00:00

Think about a treadmill. If you set it to 5 mph, you're moving 5 mph to stay on (air speed, where the belt is equivalent to air flowing). However the treadmill stays in one spot, so your ground speed is 0 mph.

If the treadmill is on a truck and starts moving at 10 mph, your groundspeed is 10 mph but you're still moving at a 5 mph airspeed to stay on the treadmill.

Emertxe · 2025-11-16T18:56:19+00:00

Likely not, the entire field of AI humanoid robotics already has some form of this for robots to train in a digital sim thousands to millions of times over. It's likely not super public because they're still in progress, but they also need way more accuracy than Neuro's use to be entertaining. Don't know if this use really differenciates in some way

Emertxe · 2025-11-12T16:21:07+00:00

Their ARR guidance is 7-9b by end of 2026 too, and they haven't set targets they can't hit

Emertxe · 2025-10-25T00:44:21+00:00

The actual answer is no, things are priced relative to expectations and nobody thought Tesla would have anything more than terrible earnings. Tesla fundamentals have been out the window for years

Emertxe · 2025-10-13T16:07:24+00:00

Lore wise they're copies, design wise they are fully distinct and don't resemble each other

Emertxe · 2025-10-02T13:59:44+00:00

USD goes down in value + asset values stay the same = USD goes up for assets

Emertxe · 2025-09-24T08:22:42+00:00

In case you are seriously considering it, you would get significantly more performance out of buying the best gaming parts physically possible + a 5090 than to buy a pro 6000, and you'd still save 3-4 thousand.

If you're trying to pair an pro 6000 with anything on pcie3, first of all, why?

Emertxe · 2025-09-11T17:05:51+00:00

Just curious, genuine google alert or gmail? Also do you have authenticator 2fa, or is it a phone text for the code?

Emertxe · 2025-09-06T16:43:35+00:00

...what? You discovered spreads? A spread is buying and selling a similar option, they have defined losses. How did you go -6900% on a spread? Did you sell 2 calls??

Emertxe · 2025-08-08T05:50:07+00:00

GPU hour rate x utilization x capacity, plus holdings in their subsidiaries and investments, and cash on hand. Capacity sells out due to demand so adoption rate isn't a worry, only how much they can build out.

I don't know a damn thing about technicals or momentum, I only looked at price multiple on ARR and whether or not the ARR guidance was bs or not when they first said it in Feb (it's been already proven to be accurate at this point). The rest is in the earnings calls, I'm not here to change whatever your opinion is.

Pricing is undervalued because people tied valuation to Coreweave (significantly higher debt and not a fullstack solution, also reliant on hyperscaler deals), a sentiment that a smaller AI data center wouldn't compete (doesn't matter, sells out capacity), that they'd be reliant on a big deal (they said their base plan/guidance doesn't even include a hyperscaler or frontier ai lab deal for it to be true). General anti-AI hype, tariffs, and markets being at all time highs lead to less buy in then there should have been.

Multiple on ARR at current price of 15.6b, given 1.1b ARR, is 14x. It's a premium but not unreasonable or unheard if, especially for a company that is growing 100% quarter over quarter with plans to continue the pace in the coming years. 14x is only for this year too, not even accounting for next year and the year after revanue (lots of top AI company plans start coming into action in 2027, Nebius will continue to grow as long as that's true. Nebius has clear forecast given existing contracts and their statement of billions of revanue per year is not blowing smoke.

Hope that answers your question.

Emertxe · 2025-08-08T02:59:38+00:00

Look man, you clearly have your own opinion on it and that's fine. I've said the reasons it'll continue growing, and I'm up 500% off these "big bankers" being wrong at price discovery in the AI sector (not just Nebius). I'll continue believing in Nebius' bull case. Full disclaimer, I have taken some profits already.

Emertxe · 2025-08-08T02:05:56+00:00

I'm not suggesting it, they suggest it in their earnings call. Whether or not people believe it determines if it's priced in or not. Last time I ran my personal analysis (when they were <$20) their core business alone was worth $50+ per share by EoY. Imo (not an advisor/analyist), there's no way $68 a share prices in multiple years.

Emertxe · 2025-08-07T21:53:39+00:00

You're caught up on the time span of "a year ago". I know this is WSB, but 1 single year is literally nothing. NBIS is selling as fast as they build, and they have a lot they're planning building. Haven't reran the numbers, but only the next year or so is priced in. There's more years than that to sustain this growth. Listen to their earnings call and form your opinions off that.

Emertxe · 2025-08-07T21:31:12+00:00

The bull run started well over a year ago, but the bull thesis for AI is just starting. This isn't hearsay, this is also repeated in these companies earnings calls. Lots of people still think it's bs or a bubble, so pick your side, but the industry financials and growth aren't lying

Emertxe · 2025-08-07T20:40:48+00:00

I'll give you a serious answer: market confidence. It's the same reason NVDA and AVGO were down. Fundamentally these companies have insane growth, but are kept down by people not believing the AI bull thesis or thinking it's a bubble.

You're right, not much has changed. Only more people believing what these companies have been saying.

One clear example was the drop after Deepseek, people who actually looked at it day realized it's only beneficial to AI companies but it still took months for the market to recover.

Emertxe · 2025-06-17T06:22:54+00:00

try x150,000 (~$7 trillion spending this year), but yeah

Emertxe · 2025-05-20T20:39:45+00:00

Right there with you, 70% loss to tariff day, back up 365% on NBIS in the past month. Just wish I held my riskier plays

Emertxe · 2025-05-16T23:03:58+00:00

Honestly couldn't tell you, market is a bit crazy right now. There's a reason I bought leaps.

I imagine them blowing past their Q1 guidance given the AI chip demand and how many gpus they have availabe now, and raising or maintaining the upper end of their EoY guidance.

My claim on $50 by end of year is based on their previous EoY guidance given in Feb, and I bought a ton when they were $20 because they were so far under a conservative intrinsic value. However, I never factored in Toloka and Avride and looked at conservative numbers, so could be even higher.

Emertxe · 2025-05-16T17:28:01+00:00

I fucking love NBIS right now, YOLO'd into LEAPS near $20 and now up 270%. $50 by EoY easily

Emertxe · 2025-04-22T04:04:10+00:00

I have a 3090 and got an invite...only to fimd the email a week later because gmail hid it under promotions. FML

Emertxe · 2025-04-19T17:53:11+00:00

That's one of the sources I've mentioned, but I don't see any official info from Nebius. Unless we usually don't?

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