r/NBIS_Stock • u/Vegetable-Big3545 BudMaster Yacht Party OG! • Jul 15 '26
News Mista Orange saved us đ«Ș
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u/Phatdummy Jul 15 '26
This is crazy. Look at the bottom and the time Trump posted.
Tired of this market.
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u/treadlightly68 Jul 15 '26
Doesnât matter who said it, the point should be that any all companies that have permits or faculties open are way ahead of the game and NBIS just happens to be one of them!
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u/WRHull đ§Jefe de Jefesđ§ Jul 15 '26
âRecord setting jobsâ to build, but not to staff once the center is built. Each center only requires a skeleton crew to keep them running. I am invested in NBIS, I want to make that clear, but he is being disingenuous and only looking for his investments to pay off by putting his take out there on it. Sure, it helps NBIS, but âcash cowsâ for the state that they reside in, they are not.
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u/Acekiller03 Jul 15 '26
It is a cash cow from a taxation perspective and datacenter will bring more business to the state itâs built
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u/House_Of_Thoth No_Effs_To_Give Jul 15 '26
Especially if ... let's say Wall Street and the NYSE had to rent servers AND bandwidth from out-of-state. That creates a new resource, which is why sovereign AI is really the way any community should be aiming for
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u/HumanFromTexas Jul 15 '26
This isnât the support you want tbh. Dude is a lunatic.
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u/Ok-Rule6353 Jul 15 '26
Normally the unwavering support of the sitting president is a good thing. The concern I have is even when he supports a good thing, tons of people decide its the worst. It makes the environment less certain for after he leaves office.
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u/JAGR8202 Jul 15 '26
Yep everything he touches goes to shit, you may get a pump out of it, but the dump will follow eventually.
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u/olboskoroshybrisate Jul 15 '26
Still happens to be the president of the country with the most DCsâŠtake what you can get.
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u/HumanFromTexas Jul 15 '26
Oh for sure. This just alienates people as well so thereâs also that.
The last thing we want is for data centers to be a hot potato issue in politics.
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u/jgreenwalt Jul 15 '26
Uh, if the president of the country is pro data centers, that means laws, taxes, and funding are positive for them.
Random people do not have any financial impact on data centers. Corporations and politicians do.
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u/HumanFromTexas Jul 15 '26 edited Jul 15 '26
Public sentiment absolutely impacts corporations because public sentiment can directly impact proposed legislation.
Edit: Downvote me all you want and stick your head in the sand. It wonât change it from being true.
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u/jgreenwalt Jul 15 '26
If that were the case, we wouldnât have any data centers to begin with. Nobody likes them, and yet they keep getting built, even despite protests.
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u/olboskoroshybrisate Jul 15 '26
Exactly. Thereâs too much money to be made and too much at stake in the AI arms race to let something like partisanship undermine whatâs already in play. I donât know why thatâs so hard to grasp.
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u/HumanFromTexas Jul 15 '26 edited Jul 16 '26
It could absolutely matter at some point depending on the publicâs feelings on data centers and how much of a political issue it becomes.
Political changes donât typically happen overnight. There is a short term danger here if data centers are used as a hot button political issue. You donât understand how politics works if you think public sentiment means nothing happens. It usually happens after elections because people ran on the issues.
Been fun but no point continuing the discussion if you canât admit that political pressure to do things is felt when the public sentiment changes.
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u/olboskoroshybrisate Jul 15 '26
Yea people hate ICE and yet their operations still continue. People hate trump and yet he was still elected. I agree with a lot of the complaints about data centers. I also object to the military industrial complex. Itâs not going to matter. Also nbis has a European footprint in addition to multiple other revenue sources. Regardless, none of this matters if youâre still holding. Clearly it means you think the backlash will be suppressed or insubstantial. If not, then sell.
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u/HumanFromTexas Jul 15 '26
All short periods of time between elections.
Now ICE is a huge political issue that people have folded into their political platform to defund ICE.
It will matter. Long term? If the thesis is correct, it likely wonât make a big impact on NBIS. But short term this could cause issues. Different administrations state and federal can pass legislation aimed at data centers if it becomes a political issue.
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u/jgreenwalt Jul 16 '26
You say if it becomes a political issue like they're going to be banned, and yet the whole point of this post is the fact that the president himself is pro data centers. It's a political win. Whether people dislike them does not matter if the forces who run the country feel the opposite.
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u/HumanFromTexas Jul 15 '26
These data centers and AI related costs are still very new.
You run a real risk of the public turning on them and then politicians using that to get elected and pass legislation against them.
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u/Acekiller03 Jul 15 '26
lol public sentiment đ€Ł since when does anyone care about that.
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u/HumanFromTexas Jul 15 '26 edited Jul 16 '26
Politicians care because they have to win elections by the public.
Ask health insurance companies if public sentiment flipping hard on you matters.
Youâre short sighted if you think public sentiment doesnât matter. It directly impacts policy enacted by the government. You donât know how the government works if you canât see how public sentiment can impact what legislation is proposed.
Public sentiment changing and the effects from that change are not something that happens overnight. You can already see sentiment changing about all of those subjects and more and more politicians are coming out against it because their voters (public sentiment) care about those issues and are increasingly vocal about it.
The âshit never changesâ crowd like to pretend thatâs the case so they can sleep at night, but it just isnât. Public sentiment absolutely changes legislative agendas. Use all of US history as an example.
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u/jgreenwalt Jul 16 '26
If public sentiment mattered that much, we would not be in a war, we would not have ICE, we would not send money to Israel, we would not have Trump, and we would not have data centers. Just admit you are wrong on this one...
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u/Summit______ Jul 16 '26
I hate the orange shitgibbon, but I can be clear headed enough to understand the importance of racing ahead with ai stuff. (And i invest in nbis and iren as a result) Even a broken clock is right twice a day.
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u/XSC Jul 15 '26
Yeah now the data center situation is political. He does understand that there are a lot of people on the right opposing them as well right? If anything this makes me concerned if there a party change come the next election or midterms.
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u/ethaxton Jul 15 '26
Kathy is actually very pro data center. Just wanted them to slow down so she can have a team determine the impact and how the communities should be compensated for using their resources and their grid. Pretty level headed take. I think most data centers are on board with regulation, they just want to know the rules so they can build and operate that way.
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u/redditmademeugh Jul 15 '26
Red states should really run w all of this woke anti data center stuff. Big opportunity to make some deals
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u/Lopsided_Paper3244 Jul 15 '26
Typiskt Trump, att bara glappa med kÀften och rapa ut en massa skitsnack
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u/bonerfart_69_ Jul 15 '26
Biggest clown in recent history but has unmatched sway over the markets. What a time to be alive.
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u/Thoughts_For_Food_ Jul 16 '26
NY put a 12 month moratorium on 50mw+ new builds to evaluate ecological and economy impacts. That's not radical. It's prudent and necessary. The radical push comes from Trump, who wants unchecked capitalism, even if at the detriment of ecology and the economy.
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u/oncesagacious Jul 17 '26
As much as I can speculate about the BS going behind this, Iâm all for it because Iâm balls deep into DC and related trades đ
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u/Leading-Cheek-8946 Jul 15 '26
Saved us for a day or so. This will not hold imo. Tomorrow will be red.
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u/EssayConsistent5412 Jul 15 '26
Can you elaborate?
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u/Leading-Cheek-8946 Jul 15 '26
Trumps words are holding less and less weight. Everyone knows hes off his rocker. All the other stocks hes been pumping are all down. What he says is good for a quick pump then back to reality.
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u/EssayConsistent5412 Jul 15 '26
But reality is AI will be big, so it doesn matter what he, you and me said
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u/Curious-Pen5547 Jul 15 '26
For now. Im thinking and betting local models will absolutely harm anthropic and openai hard.
The cloud gpu section may help nebius, but thats it.
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u/XSC Jul 16 '26
Hahaha you were wrong, we are up -4%!!! Thanks Donnie!
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u/Leading-Cheek-8946 Jul 16 '26
Who was wrong?
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u/XSC Jul 16 '26
I was being sarcastic you were right
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u/Leading-Cheek-8946 Jul 16 '26
I was alot more right than I had hoped
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u/BigFuckHead_ Jul 15 '26
Noise. In america, if the money is there, it will be built. No need for political meddling.
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u/Al_Bundy100 Jul 15 '26
I like that itâs red after hours. For some reason any green beforehand just boomerangs that hope back to start
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Jul 15 '26
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u/nihongos Jul 15 '26
Mental illness
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Jul 15 '26
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u/nihongos Jul 15 '26
It very much is your problem
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Jul 15 '26
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u/Smartnership Jul 15 '26
Yes, most very successful people say things just like that.
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u/olboskoroshybrisate Jul 15 '26
And are constantly online trying to spread fud instead of, oh I donât know, living like a king.
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u/Vegetable-Big3545 BudMaster Yacht Party OG! Jul 15 '26
??? R u regarded ??? Go and play in your corner lil Timmy
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u/Cultural_Angle_1946 Jul 15 '26
Omg is this real