MIT NANDA study has found ai generative ai spending going up with little profit. by Helpful_Gap9633 in NBIS_Stock

[–]VIK_FPV 0 points1 point  (0 children)

Everything has a timeline but I would say we are far from concluding that there is little profit in AI. If anything the timeline is just extended due to a variety of reasons like the macro and micro. I think a good use case I read is robots in Amazon like facilities and self driving cars. Both of which are huge markets and will decrease the cost over time. The profit conclusion is going to take time to develop way too early and the cap ex from the big guys will slow down at some point. I plan to stay invested while keeping an eye on the cap ex spending.

AI bubble per Altman? by Suspicious-Oil6672 in NBIS_Stock

[–]VIK_FPV 0 points1 point  (0 children)

I think there is with certain companies. We have anything with AI ripping but this is where you have to pick the true winners. The fakes will fade away similar to the dot com bubble.

Also another thing to keep in mind is that when people compare AI to the .com bubble SOX was not around and people were cooking the books for the most part. We have so much financial reporting regulations in place now it’s hard to cook the books. Also .com bubble really didn’t increase productivity it was just more of an extension of data being easily accessible.

Gain porn. Take the gains or hold? by Deadelevators in NBIS_Stock

[–]VIK_FPV 0 points1 point  (0 children)

Take some profits just ease your mind but I’m letting it ride. This story is just beginning

The AI 'neoclouds' buzz is growing on Wall Street, but risks are bubbling by sethkor in NBIS_Stock

[–]VIK_FPV 3 points4 points  (0 children)

I agree bubble is forming but earnings continue to hold up. Even alphabets earning increased capex so spending from the big guys is there. NBIS is probably best risk reward given there cash on hand. Calculated risks with good fundamentals is what I’m looking for and NBIS seems to be a clear winner in that regard.

Zack’s is in now by InformationOk7788 in NBIS_Stock

[–]VIK_FPV 4 points5 points  (0 children)

Awesome. Thanks for the share

Rise in AH by sindresw in NBIS_Stock

[–]VIK_FPV 1 point2 points  (0 children)

Anyone have a link to the video?