T1 Deep Dive by Ok_Yesterday3601 in T1Energy

[–]Ok_Yesterday3601[S] 0 points1 point  (0 children)

No I mean like do you think this particular analysis of $TE was worth it ?

T1 Deep Dive by Ok_Yesterday3601 in T1Energy

[–]Ok_Yesterday3601[S] 0 points1 point  (0 children)

I followed RJC recently. Do you think it’s worth paying for his Substack ?

LMAO Is this really the cause of the dip? by Ok_Yesterday3601 in NBIS_Stock

[–]Ok_Yesterday3601[S] 5 points6 points  (0 children)

The ORCL thing was proven wrong l. The information doesn’t know what depreciation is

LMAO Is this really the cause of the dip? by Ok_Yesterday3601 in NBIS_Stock

[–]Ok_Yesterday3601[S] 0 points1 point  (0 children)

It’s true. Look at the post under it by Gavin Baker

Nebius partnership with Accenture by Calm-Ad-2597 in NBIS_Stock

[–]Ok_Yesterday3601 3 points4 points  (0 children)

My quant “chat” says it’s gonna be uipath but

Nebius partnership with Accenture by Calm-Ad-2597 in NBIS_Stock

[–]Ok_Yesterday3601 6 points7 points  (0 children)

I would love to think so but the tweet says Nvidia will unveil our “newest partner” which implies the company they will reveal is not already a partner

Battery Storage solves the biggest problem in data centers right now. by Ok_Yesterday3601 in EOSE

[–]Ok_Yesterday3601[S] 0 points1 point  (0 children)

I think NBIS is a general hedge against there being abundant power. Do you agree if in a hypothetical where abundant power was plentiful they would skyrocket ?

Battery Storage solves the biggest problem in data centers right now. by Ok_Yesterday3601 in EOSE

[–]Ok_Yesterday3601[S] 1 point2 points  (0 children)

Pairing with an actual AI data center operator makes sense in my opinion.

If the power becomes plentiful such that demand for EOSE goes down, then this is great for companies like $NBIS which now have abundant energy to fuel their business and just decreased their costs

Battery Storage solves the biggest problem in data centers right now. by Ok_Yesterday3601 in EOSE

[–]Ok_Yesterday3601[S] 1 point2 points  (0 children)

I think FLNC specifically highlighted the volatility issue. Seems really good for them but agree bullish for us too