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Posted on 7/16/26 at 12:23 pm to LB84
Momentum giveth and momentum taketh.
Nebius could come out today and say they’ve cured cancer not sure it would bounce. Caught up in the AI fear.
Nebius could come out today and say they’ve cured cancer not sure it would bounce. Caught up in the AI fear.
Posted on 7/16/26 at 12:24 pm to LSUcam7
There’s blood all over my portfolio
Posted on 7/16/26 at 12:49 pm to LSUcam7
I would bet the whole thing has a ton to do with margin accounts being at an all time high. Striking when u can do the most damage.
Posted on 7/16/26 at 1:05 pm to bayoubengals88
Buckle up
Posted on 7/16/26 at 1:32 pm to LChama
this does all reek of leverage unwind
Posted on 7/16/26 at 2:02 pm to jefforize
I think it might hit 145-150 for the bottom and then rebound sharply upwards. I will likely add significantly to my position if it does hit in that range. Right now its too volatile due to the insiders selling off their shares.
Posted on 7/16/26 at 4:39 pm to MrLSU
New Chinese model better than Anthropic seems to be the biggest issue right now.
Posted on 7/16/26 at 4:42 pm to bayoubengals88
What does that mean long term? Assuming the Chinese model isn’t going anywhere where does that leave everyone else?
Posted on 7/16/26 at 4:52 pm to SETH6180
quote:It leaves our stocks too expensive. I have no answer.
Assuming the Chinese model isn’t going anywhere where does that leave everyone else?
Posted on 7/16/26 at 4:52 pm to jefforize
Posted on 7/16/26 at 5:21 pm to bayoubengals88
quote:
New Chinese model better than Anthropic seems to be the biggest issue right now.
Wouldn't better and cheaper AI models - Chinese or otherwise - ultimately increase the demand for compute, not decrease it?
Posted on 7/16/26 at 5:32 pm to David_DJS
Yes, but the other angle is…why is Mag 7 spending trillions and is it necessary?
What happens if it stops?
What happens if it stops?
Posted on 7/16/26 at 5:32 pm to David_DJS
Posted on 7/16/26 at 5:36 pm to bayoubengals88
Posted on 7/16/26 at 5:41 pm to David_DJS
quote:He addresses this here:
Wouldn't better and cheaper AI models - Chinese or otherwise - ultimately increase the demand for compute, not decrease it?
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 7/16/26 at 5:48 pm to David_DJS
quote:
As open models keep closing the intelligence gap with closed ones, more of that decision tips toward self hosting.
This is the mechanism that actually drives Nebius's revenue.
Nebius does not need to win the model race but rather needs open models to keep getting good enough that enterprises choose to rent compute instead of buying API tokens from a closed provider and every release like Kimi K3 makes that case stronger.
Loading Twitter/X Embed...
If tweet fails to load, click here. Posted on 7/16/26 at 5:59 pm to bayoubengals88
BINGO
Posted on 7/16/26 at 8:50 pm to LSUcam7
The way this reads makes me think NBIS could be a top 10 largest company in 5-10 years.
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 7/16/26 at 9:05 pm to bayoubengals88
If he’s right, this is key.
quote:
AI Capex will still continue because:
1. If American Labs stop training capex, then Chinese models will also stop improving. AI progress will have stopped. American companies have never given up just because Chinese are trying to copy them.
2. Chinese model still consume alot of compute/GPUs for inference. Inference demand will outstrip training demand anyways.
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