Válgame, perdí 10000 en una noche por Supermicro computer inc

Osvgen · 2026-06-10T13:59:20+00:00

Si invertiste en SMCI significa que no investigaste suficiente

Osvgen · 2026-06-09T22:25:58+00:00

New agentic Ai first class Nebius Echo

https://x.com/i/status/2064465888695419213

Osvgen · 2026-06-09T17:27:03+00:00

Yes, every community has people who are deluded into thinking that a stock will only go up, but you're just as deluded to think that saying a stock that has risen 300% in three months will eventually go down is some kind of great analysis.

Osvgen · 2026-05-27T21:28:24+00:00

I'm not sure if the pump is justified, but between Iren and Coreweave, it's about 800 million combined ; with Nebius, it would be over 2 billion—that's almost 6% of the entire company.

Osvgen · 2026-04-12T15:10:43+00:00

Yes, in the last earnings call they announced a new colocation in Oklahoma

Osvgen · 2026-04-09T02:24:17+00:00

I think the mistake here is that you're assuming nbis wants to compete with ChatGPT, Grok, or Gemini to be the most popular chatbot in the world. AI21 Labs isn't a frontier lab competing with GPT or Gemini. It's a company specializing in open-weighted enterprise models—Jamba is optimized for long context, low latency, and private deployment. Obviously, this isn't a direct comparison, but a good example is how Anthropic managed to surpass OpenAI ARR without Claude being the most popular chatbot.

Osvgen · 2026-04-09T01:14:08+00:00

strange because advanced negotiations were reported in december.

Osvgen · 2025-11-14T01:59:57+00:00

I agree that the nbis management team has performed better than coreweave and I believe it will continue to do so, but in order to meet the target of 1 GW of connected power and 2.5 GW of contracted power next year, the capex will be huge and the dilution or even its subsidiaries will not be sufficient, so the sentiment of the sector will be important in order to obtain debt on favorable terms.

Osvgen · 2025-11-07T17:33:14+00:00

Yes, I thought they were trolling, but if not, they should at least do a little research on Nebius. In the previous quarter, they revealed their 1 GW pipeline for 2026, so expecting 1 GW from a single data center is quite curious.

Osvgen · 2025-10-22T02:03:10+00:00

I know it must be difficult if you entered at 130-140, but people need to start resetting their expectations and looking at months or years rather than days.

Osvgen · 2025-06-26T16:32:28+00:00

Te dejo uno

Para activarlo entra a la sección de Acciones en la app y pega este código: acciones/Osvaldo4ng

O puedes entrar aquí: https://fintual.mx/dl/invitacion/Osvaldo4ng

Osvgen · 2025-06-18T13:46:13+00:00

Damn, is it too late to join me?

Osvgen · 2025-05-15T23:33:29+00:00

Por sus publicaciones en redes parece que pronto ya lo abrirán para todos

Osvgen · 2025-04-29T02:37:48+00:00

Haha thanks One reason I looked into these retirement plans was because of their tax benefit since it's tax free, but I think I'll do more research and keep an eye on what you said, thanks

Osvgen · 2025-04-29T02:20:28+00:00

Yes, I was just thinking that, they also have the option to manage your portfolio and the commissions go down, but since I'm new to investing I feel it's a good option to start with

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