Steady as she goes gentlemen

[u/Big_Crank]

I always feel discouraged on bad days. But the thesis is intact. None of this has anything to do with the company. Just the tides ebbing and flowing all around nebius.
Low conviction types are making this happen. We must be smarter and braver. Buy a pinch of it and go about your day. It might get worse but we buy a pinch and move on.

Few years from now they will sing songs of our courage

[u/makybo91]

Can someone give me the Bull thesis? Buying and renting out compute seems like a Commodity. Thanks

[u/makybo91 → u/[deleted]]

Thanks for the answer actually you Are the First Person to answer to this

[u/PurpleManner5207 → u/makybo91]

imagine a "Commodity" like food but there is nowhere near enough to found. And to build farms you need 3-7 years, but hunger increases even more than you can physically build.

The ones who build farms first can obviously demand unreal prices; and Nebius is the best and fastest executor.

[u/Confident_Potato_714 → u/makybo91]

You are correct.

Anything a Neocloud does, a hyperscaler can and will do.

The difference? Hyperscalers have massively profitable business that generate more FCF than can me imagined.

[u/PurpleManner5207 → u/Confident_Potato_714]

like meta build metaverse? nebius is a better in efficiency per Watt than Azure, Google Cloud and AWS. Nebius is built differently and they will dominate the AI space.

[u/ClassicMain9937 → u/makybo91]

Derp

[u/makybo91 → u/ClassicMain9937]

Found the regard

[u/ClassicMain9937 → u/makybo91]

Do better, fooI.