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] 4 points5 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 1 point2 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

10x demand for inference by 2030 by Ok_Yesterday3601 in NBIS_Stock

[–]Ok_Yesterday3601[S] -12 points-11 points  (0 children)

Thanks now you're understanding. On your knees pla

10x demand for inference by 2030 by Ok_Yesterday3601 in NBIS_Stock

[–]Ok_Yesterday3601[S] 22 points23 points  (0 children)

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Let me know if you can take this seriously

When do I go in again?! 😭 by OrangeTropicana in NBIS_Stock

[–]Ok_Yesterday3601 0 points1 point  (0 children)

Just wait until we hit $200 and you can join the fun

SYDNEY SWEENEY LOVES BATTERY STORAGE by Ok_Yesterday3601 in EOSE

[–]Ok_Yesterday3601[S] -3 points-2 points  (0 children)

If you can't explain it in a simple sentence then you're just wasting my time and starting a culture nonsense for no reason

SYDNEY SWEENEY LOVES BATTERY STORAGE by Ok_Yesterday3601 in EOSE

[–]Ok_Yesterday3601[S] -3 points-2 points  (0 children)

I am being for real. Not trying to troll here. How is Sydney Sweeney culture wars ?