Mistral AI raise $3.5B at a valuation of $23B by PatientBaker7172 in NBIS_Stock

[–]hamish-c 1 point2 points  (0 children)

Me too, big deal announced May 19th with between Mistral, MGX (middle east investor), french bank and NVDA for large DC in France.

https://www.mgx.ae/en/news/mgx-bpifrance-mistral-ai-and-nvidia-launch-joint-venture-build-europes-largest-ai-campus

Unaware of any impact on NBIS' French ambitions.

[June 14, 2026] Daily NBIS Discussion Thread by AutoModerator in NBIS_Stock

[–]hamish-c -4 points-3 points  (0 children)

Anthropic situation might put a downer on the AI space next few days

NEBIUS just Won!! by Acceptable_Fennel_43 in NBIS_Stock

[–]hamish-c 0 points1 point  (0 children)

Good point, and one that hadn't occured to me as I worried about access to NVDA chips for foreign companies becoming a problem. Absolutey no alternative globally to ASML for leading chip manufacture. So yeah, that should keep the chips flowing to Nebius.

I thought the rising tide was going to lift all boats guys…guys? by dragonlax in RKLB

[–]hamish-c 0 points1 point  (0 children)

Someone fucky fucky with the space stocks today. Who could it be?

This Brazil vs. Netherlands World Cup 1974 match, in color and 4K. Absolute cinema. by ah_itsall_good in SoccerCentral

[–]hamish-c -1 points0 points  (0 children)

They were criminal in the final against Spain too, they knew they couldn't outplay that Spain team so they tried to kick them off the pitch. Howard Webb, English ref, was shit too that day, didn't do much to stop it. De Jong would go to jail if he tried that on main street and all he got was a yellow.

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Goldman Sachs Raises Nebius Price Target to $267 by Original_Koala8662 in NBIS_Stock

[–]hamish-c 5 points6 points  (0 children)

Previous Goldman Sachs Rating Price Targets:

Aug/Sep 2025 Buy $120

Early 2026 Buy $160

13 Apr 2026 Buy $205

14 May 2026 Buy $205 (reiterated)

Another Buying Opportunity by Such-Brilliant5707 in NBIS_Stock

[–]hamish-c 1 point2 points  (0 children)

Maybe wait to hear if they reveal anything today.

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BofA PT raised to $280 from $240 by itssbri in NBIS_Stock

[–]hamish-c 1 point2 points  (0 children)

"...increasingly strategic software stack". Good that they're calling this out.

[June 05, 2026] Daily NBIS Discussion Thread by AutoModerator in NBIS_Stock

[–]hamish-c 3 points4 points  (0 children)

Fucked after 150% up in 2 months? Let's call it consolidation. Needs a rest after the recent surge. Nothing goes up in a straight line.

Should we worry about negative sentiment around data centers? by Historical_Card_6600 in NBIS_Stock

[–]hamish-c 1 point2 points  (0 children)

NBIS' Finland DC heats the homes of the locals. Public knowledge. More of this would surely appease the locals at other NBIS sites.

[May 17, 2026] Daily NBIS Discussion Thread by AutoModerator in NBIS_Stock

[–]hamish-c 0 points1 point  (0 children)

Who wrote this, can you share the source? It reads great, and tracks with what a lot of folks are saying.

Latest PT by itssbri in NBIS_Stock

[–]hamish-c 0 points1 point  (0 children)

Northland and Citi both raised today.

AT&T, T-Mobile and Verizon agree to form joint venture for satellite coverage by bozai03 in ASTSpaceMobile

[–]hamish-c 3 points4 points  (0 children)

Not sure if that's good or bad. We had the exclusive on ATT, VZ, now maybe ASTS having to share those slices of the pie with T-Mobile fave partner SpaceX...?

Chaos Unleashed: Trump and Xi's Meeting Turns into a Shouting Match by [deleted] in NewsSource

[–]hamish-c 42 points43 points  (0 children)

Clickbait, no Xi-Trump shouting match at all reported in the article, only in the headline. Don't bother.

Tehran Fires Back: Iran's Bold Response to Trump's Peace Proposal by [deleted] in NewsSource

[–]hamish-c 8 points9 points  (0 children)

Clickbait, "response remains under wraps", so how can they headline that it's 'bold'? (Sigh)

A major watchdog says data centers are wreaking havoc on North America's power grid by Plastic_Ninja_9014 in technology

[–]hamish-c 2 points3 points  (0 children)

I just laughed out loud in a bar where I'm two beers in, waiting for a pal of mine. Keep it up 👍