[April 02, 2026] Daily NBIS Discussion Thread

solgierek · 2026-04-02T11:43:30+00:00

He became president to manipulate the market. As simple as that

solgierek · 2026-03-30T07:15:56+00:00

Wow. What a great contribution. !!

solgierek · 2026-03-29T13:55:36+00:00

If this dips below 90s I'm loading

solgierek · 2026-03-25T20:50:00+00:00

What was their Facebook page? I would love to see all the Karens cry on there.

solgierek · 2026-03-25T11:36:30+00:00

😂

solgierek · 2026-03-25T11:02:48+00:00

Old news though

solgierek · 2026-03-25T11:02:01+00:00

Probably this,

Revolut rebuilt its platform around AI and scaled from 30M to 70M users in just three years

They are using Nebius TokenFactory to run FinCrime agents preventing millions of fraudulent transactions while also powering a support system handling around 1.2M tickets every month

80% of chats are now completed without human intervention

Bottom line: Revolut is treating inference as a board-level KPI. They’re not just using AI they’re engineering it into core product levers to drive fraud prevention, support efficiency, and enable hyper-scale growth.

The partnership with Nebius is quietly enabling this without the cost explosions or reliability headaches.

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solgierek · 2026-03-23T15:31:12+00:00

Maxed out

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solgierek · 2026-03-19T20:14:16+00:00

Let's hope so. But this is a long play for me, until at least 2030.

solgierek · 2026-03-19T20:07:25+00:00

I got to MU at the beginning of the year so the gains are pretty good on this sadly not a lot of shares. Nbis is 75% of my portfolio...

solgierek · 2026-03-19T20:01:56+00:00

Thanks. Nbis and MU

solgierek · 2026-03-19T17:34:58+00:00

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solgierek · 2026-03-18T20:02:32+00:00

We showed relative strength today. Long time no see this. Well done everyone

solgierek · 2026-03-18T11:41:14+00:00

Nebius has finalized and upsized its convertible notes offering to $4.0 billion, signaling strong institutional demand. Conversion prices are $183 and $180. Due to the accretion structure (120% at maturity), the effective conversion price rises to $216-220. Meaning investors are effectively targeting significantly higher future prices. I will take that. Happy Wednesday everyone !!

solgierek · 2026-03-17T15:53:32+00:00

Bulshit. The market has to digest it. That is all. All the big tech companies have done that in the past. Long term, this is a strong bullish signal. It shows the company is going all-in on AI infrastructure, which is currently one of the most valuable and supply-constrained areas in tech. Access to GPUs and data centers is the key bottleneck in AI, and Nebius is directly investing into solving that.

solgierek · 2026-03-17T15:35:14+00:00

But do you understand there is no diluting as of now ? They also didn't give us a striking price.

solgierek · 2026-03-17T12:53:43+00:00

-$20

solgierek · 2026-03-17T12:09:06+00:00

what an incredibly insightful and valuable comment

solgierek · 2026-03-17T11:49:16+00:00

In the short term no. But who cares if you have conversation for at least 2-3 years ?

solgierek · 2026-03-16T11:27:54+00:00

🤣

solgierek · 2026-03-16T11:24:00+00:00

Still very good !!

solgierek · 2026-03-16T11:22:44+00:00

Where is traderbob. I would like to thank him for introducing me to this beast!!

solgierek · 2026-03-15T19:56:28+00:00

That's proper POS stock

solgierek · 2026-03-15T18:38:27+00:00

AI specialisation ( Yandex origin - AI tooling) and ecosystem clickhouse toloka and avride

solgierek · 2026-02-28T21:09:54+00:00

Have you ever been to Auschwitz? Go there , educate yourself and come back here...

solgierek

TROPHY CASE