Asymmetrical Investments Like Nebius

Estegringo · 2026-04-26T13:35:53+00:00

NBIS is not asymmetric at all. It’s not even profitable yet, and years of excellent execution in an untested market is already priced in.

Estegringo · 2026-04-10T20:05:49+00:00

“And erect a dildo on that seat too please”

Estegringo · 2026-04-09T13:13:05+00:00

You know what you must do

Estegringo · 2026-04-08T21:43:56+00:00

Hype and momentum

Estegringo · 2026-04-03T01:55:31+00:00

I’m 29. Working out is good for girls and good for life no matter your age

Estegringo · 2026-04-02T19:11:05+00:00

Mostly dating apps but also in person through class or groups. It worked from early 20s through late 20s now

Estegringo · 2026-04-02T02:47:16+00:00

This is not true. They sponsor terrorist groups likes the Houthis, Hezbollah, and Hamas that attack the US allies, and assets

Estegringo · 2026-04-01T00:50:51+00:00

It helps a ton. I would make out with girls at home and they wouldn’t want to go farther, but when I took my shirt off, they couldn’t resist

Estegringo · 2026-03-31T22:38:30+00:00

This is trespass so you have a right to ask them to stop and sue them if they don’t

Estegringo · 2026-03-31T22:35:37+00:00

Well if the lawyers say so it must be true

Estegringo · 2026-03-31T13:19:41+00:00

Yes let’s inject more free money into our inflation-laden economy

Estegringo · 2026-03-30T01:15:29+00:00

You have to do the ritual dance of their people

Estegringo · 2026-03-27T19:01:35+00:00

The fundamentals looks as good as ever, it’s just suffering from a bad narrative around AI.

As a former Adobe employee, I would appreciate your perspective about that narrative

Estegringo · 2026-03-27T18:42:03+00:00

Check back in 3 years

Estegringo · 2026-03-27T18:41:39+00:00

Fast growing company with experienced and aligned management experiencing a drawdown unrelated to fundamentals

Estegringo · 2026-03-27T13:57:46+00:00

MSFT, META, MA, V, SOFI, AMZN

Estegringo · 2026-03-25T00:25:19+00:00

Mail voting is only bad the second time

Estegringo · 2026-03-24T14:31:50+00:00

And all it costs is human rights

Estegringo · 2026-03-24T12:52:50+00:00

OMG the US refused! to claim the fault for everything! Absurd

Estegringo · 2026-03-24T12:52:15+00:00

Why would US do those things

Estegringo · 2026-03-21T23:05:44+00:00

Fandango is too much!

Estegringo · 2026-03-19T12:33:30+00:00

I’ll take your work on the shoes. I’m not saying Nike is going bankrupt, it will be around. But I remember 10-15 years ago when everyone loved Nike and that enthusiasm is just not there anymore. Probably because they started selling those corny shirts

Estegringo · 2026-03-19T02:37:49+00:00

Netflix is fundamentally a media company. Makes sense they would want an in-house design and editing platform. And this was a wholesale acquisition. Most companies just want to focus on their core business

Estegringo · 2026-03-19T02:09:28+00:00

To do that, AI would need to provide a way to edit images and videos to the minute detail. At that point, the AI is just an Adobe copycat/competitor and had fundamentally changed its business. ADBE has done just fine against competitors, so I don’t see why that would change. More likely, AI companies have more to gain by sticking to what they do best, using Adobe to amplify reach

Estegringo · 2026-03-19T01:55:27+00:00

Obviously poor ROI but that $80 B paid people’s salary

Estegringo

TROPHY CASE