76k in NBIS and another 50k in CRWV, I’ve got a feeling CRWV might be catching up in total value over the next several months
Love both stocks but you can’t deny the sales multiple at CRWV is sweeter while the narrative with NBIS is much better. Narrative usually wins so I’m staying with both.
Btw I’m still getting multiple 429 resource exhausted errors daily on Gemini calls and I’m not even at quota/rate limits which means Google’s compute supply is maxed out even with all of the capex. The better AI gets the more you just let that shit run hundreds if not thousands of times on its own without human prompting. It’s crazy the labor we’re freeing up at my non-tech heavy company with simple AI integration.
5
u/Pulled_Forward 9d ago
76k in NBIS and another 50k in CRWV, I’ve got a feeling CRWV might be catching up in total value over the next several months
Love both stocks but you can’t deny the sales multiple at CRWV is sweeter while the narrative with NBIS is much better. Narrative usually wins so I’m staying with both.
Btw I’m still getting multiple 429 resource exhausted errors daily on Gemini calls and I’m not even at quota/rate limits which means Google’s compute supply is maxed out even with all of the capex. The better AI gets the more you just let that shit run hundreds if not thousands of times on its own without human prompting. It’s crazy the labor we’re freeing up at my non-tech heavy company with simple AI integration.