10H·

Nebius estimated revenue growth is insane:

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9 Commenti

immagine del profilo
Some companies are closing the deals now and others are waiting because the conditions are shifting from day to day in favor of the cloud compute providers... $IREN
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immagine del profilo
@Klein-Anleger That's exactly why I continue to buy $CME. Futures on computing power will be introduced there soon, you know what kind of revenue generator that can be.🤷🏼‍♂️
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immagine del profilo
@Get_Rich_or_Die_Tryin with 100 billion market cap a bit big, but I'll take a look. Thank you!
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immagine del profilo
@Klein-Anleger I don't think you can compare the two companies. They are developing in completely different directions.
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@Olli68 but after the last purchase from Iren it's a bit more similar again, isn't it?
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immagine del profilo
@jkb92 I can't say whether the software company is going in this direction. I have not looked into it.
I also don't think that $IREN wants to become a challenger to the hyperscalers AWS, Azure etc. like $NBIS at some point. I think they will remain in the partner/supplier status of the hyperscalers.
But maybe they will become a takeover candidate for Nvidia or Meta.
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@Olli68 I don't think anyone has even suggested the latter, have they?
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immagine del profilo
@jkb92 No, I was just explaining why the two have different goals and are going in different directions. But that's just my personal opinion.
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immagine del profilo
I will continue to buy more 🚀
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