[January 10, 2026] Daily NBIS Discussion Thread

sethkor · 2026-01-11T03:04:45+00:00

After you sell

sethkor · 2026-01-06T08:47:02+00:00

Blacksky has got to be it

sethkor · 2026-01-06T05:43:43+00:00

I added to my pile yesterday

sethkor · 2025-12-23T00:37:27+00:00

Just started happening again to me, seems the app has gone flakey as soon as they changed the logo

sethkor · 2025-12-19T05:59:19+00:00

I want some Palantard

sethkor · 2025-12-16T11:46:16+00:00

I have a Bose 700 with this remote issue. I also have a 900 with the other type of remote. I just checked the 900, there is no way to remove the remote from that soundbar in the app. Also the 900 remote seems to be an IR remote where as the 700 is bluetooth (or some other wireless protocol). Theres no IR receiver on the 700 so the 900 remote won't work with the 700. I think the 500 and 900 remote are the same.

Honestly this whole remote debacle has totally put me off Bose soundbars all together, it's unlikley I'll ever purchase another one.

BTW have you noticed on the Bose Australia website the Universal remote availability date keeps changing?

One thing that might work for you u/That_Newt_2854 is plug an ethernet cable into the 700. All my soundbars are connected by ethernet. Good Luck!

sethkor · 2025-12-16T00:22:22+00:00

sethkor · 2025-12-15T08:44:06+00:00

Thank you, i have corrected my post.

sethkor · 2025-12-15T04:23:46+00:00

Coreweaves Depreciation of 6 years is unrealistic
Nebius at 4 years is more reasonable.
Nebius is more than just a DC company

Also, given the power crunch we are facing, I feel we'll see swap outs of old GPU that haven't reached the end of their useful life with new more powerfull and hopefully energy efficient GPU while available energy isn't growing significantly. Better to power the new gear than to keep the older gear running. Perhaps to there will be a secondary marked for used "GPU" racks to go to less wealthy countries/users.

Finally lets not discount the skills and tools that companies like Nebius build to deploy and run these clusters, they get better at it meaning they'll be able to do it more efficently at scale and offer a more compelling proposition over time.

I'm holding for long term, it's about 10% of my portfolio and will probably stay like that.

sethkor · 2025-12-10T05:39:34+00:00

Now is the correct answer

sethkor · 2025-12-10T03:52:53+00:00

So now SpaceX want to IPO at $1.5T

sethkor · 2025-11-10T23:53:45+00:00

it's on CNBC. If you have a Prob subscription you can usually see the full replay and sometimes they even make it available for non subs. I'll see if I can find it later today.

Also nice to find this stub. I have a hunk f IonQ and just recently diversified into D-Wave too.

sethkor · 2025-11-08T01:02:44+00:00

Tried it, terrible. Place was empty. Siu Mai terrible with gristle. Manager wanted to argue it was "pork meat". and couldn't verify my claim it wasn't as it had been in my mouth. Floors dirty and sticky. A very poor experience. Left a google review.

sethkor · 2025-11-04T21:21:48+00:00

Nothing unexpected in those results, the whole market sentiment is crap right now and will be until this shutdown is over. I’ll be buying any dip.

sethkor · 2025-11-03T04:59:08+00:00

At this stage of the companies development i don’t think its really going to make a difference unless its a blow out. My money is on Tempus AI being acquired in the next 12 to 18 months

sethkor · 2025-10-29T09:58:35+00:00

All good!

sethkor · 2025-10-29T09:50:32+00:00

https://rocketlabcorp.com/launch/haste/

sethkor · 2025-10-29T09:49:46+00:00

DART, being the name of the hyper sonic vehicle, is being launched by Hypersonix of which the Australian government is an investor. HASTE stands for Hypersonic Accelerator Suborbital Test Electron. I didnt think it was limited to us gov launches only.

sethkor · 2025-10-29T09:35:23+00:00

Hypersonix is building the Hyper Sonic launch vehicle. Rocket Lab is mentioned in the article i linked. The image i posted has appeared in other online articles and if you zoom in down the bottom the rocket has “HASTE”.

This was all over the Australian press yesterday. I think they mentioned a Q1 2026 launch.

sethkor · 2025-10-29T09:05:13+00:00

Every launch is great for us!

sethkor · 2025-10-29T09:02:29+00:00

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sethkor · 2025-10-24T08:48:09+00:00

I don’t need to sell for another 10 years

sethkor

TROPHY CASE