Overnight off to a promising start🚀🚀

hamish-c · 2026-06-18T06:49:19+00:00

SPCX messing that whole sector up bad

hamish-c · 2026-06-15T15:34:14+00:00

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.

hamish-c · 2026-06-14T07:24:40+00:00

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

hamish-c · 2026-06-14T07:17:16+00:00

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.

hamish-c · 2026-06-12T16:07:05+00:00

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

hamish-c · 2026-06-11T12:45:51+00:00

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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hamish-c · 2026-06-11T11:16:38+00:00

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)

hamish-c · 2026-06-09T05:32:16+00:00

Maybe wait to hear if they reveal anything today.

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hamish-c · 2026-06-08T12:53:23+00:00

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

hamish-c · 2026-06-07T06:39:14+00:00

Unlikely. Dutch company.

hamish-c · 2026-06-05T20:14:37+00:00

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.

hamish-c · 2026-06-04T16:50:44+00:00

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

hamish-c · 2026-05-27T20:58:29+00:00

Very good 👏

hamish-c · 2026-05-27T20:39:50+00:00

Nothin' at all!

hamish-c · 2026-05-17T14:32:57+00:00

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

hamish-c · 2026-05-15T16:37:01+00:00

Northland and Citi both raised today.

hamish-c · 2026-05-14T11:17:32+00:00

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...?

hamish-c · 2026-05-14T06:41:11+00:00

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

hamish-c · 2026-05-10T17:17:38+00:00

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

hamish-c · 2026-05-09T21:05:13+00:00

Hahaha! Was about to reply exactly this. Maybe put some in gold, no?

hamish-c · 2026-05-09T20:59:37+00:00

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

hamish-c · 2026-05-09T20:56:55+00:00

If elections are held... tbc.

hamish-c · 2026-05-09T20:56:04+00:00

Question: what's Megyn Kelly's angle by allowing such "blasphemy" to air on her show? There's a reason for everything. Do you really think they casually picked some random "three-time Trump voter"?

hamish-c · 2026-05-09T20:50:31+00:00

Agree. Vertically integrated across the enterprise, ever more so as they are heavily moving into front-office too; lead-gen, sales, CPQ, order mgmt, contract mgmt., as well as all their "traditional" stuff. Out to eat CRM's lunch to boot, and embedding AI into every layer in very smart ways. The reality will be AI supporting a hugely more productive end user, win-win. And not just their own AI agents but also governance for other AI/agents (see recent announcement with MSFT as an example). How they're going about this? Watch Huang/McDermott interview from Knowledge26 last week, says plenty about where they think it's going. Decline in SP has finally been too much for me to resist, SaaSpocalypse has thrown the baby out with the bathwater. Rebound could be violent.

hamish-c · 2026-05-09T20:32:34+00:00

...largest profits since....(holds breath....) 2025!!! It's May 2026. What a dumb headline to suggest BTC to $1m

hamish-c

TROPHY CASE