10H·

Nebius estimated revenue growth is insane:

$NBIS (+15,85%)

9 Commenti

Klein-Anleger@Klein-Anleger

10H

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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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

@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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Klein-Anleger@Klein-Anleger

@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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Olli@Olli68

@Klein-Anleger I don't think you can compare the two companies. They are developing in completely different directions.

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jkb92@jkb92

@Olli68 but after the last purchase from Iren it's a bit more similar again, isn't it?

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Olli@Olli68

@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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jkb92@jkb92

@Olli68 I don't think anyone has even suggested the latter, have they?

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Olli@Olli68

@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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FinanzKeks@ImmoHai

I will continue to buy more 🚀

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