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Posted on 9/6/26 at 3:39 pm to meeple
Saudi Arabia doubled its holdings in nbis.Announced today
LINK-marketbeat.com/saudi central bank increases nbis holdings by 110%
LINK-marketbeat.com/saudi central bank increases nbis holdings by 110%
This post was edited on 9/6/26 at 3:44 pm
Posted on 9/7/26 at 1:18 pm to LChama
Also.. Amundi increased its Nebius position by 658,233 shares, bringing its disclosed holdings to about 2.0 million shares (0.79%)
Posted on 9/7/26 at 7:53 pm to LChama
Posted on 9/8/26 at 5:51 am to LChama
It is. I think I heard that they are moving their depreciation out another year.
Need confirmation.
This would improve margins, but I’m no igoringa.
Need confirmation.
This would improve margins, but I’m no igoringa.
Posted on 9/8/26 at 6:07 am to bayoubengals88
Partnered with palantir!
This post was edited on 9/8/26 at 6:09 am
Posted on 9/8/26 at 6:55 am to LChama
Cam was all over this months ago.
HUGE!!!
HUGE!!!
Posted on 9/8/26 at 6:55 am to LChama
gidde up!!
Posted on 9/8/26 at 6:58 am to bayoubengals88
This sounds like THE use case we’ve all been waiting for.
And Palantir to start things off?!!!
And Palantir to start things off?!!!
Posted on 9/8/26 at 6:59 am to bayoubengals88
BB, you think we still go after decart now that anthropic backed out?
Posted on 9/8/26 at 7:09 am to bayoubengals88
quote:
Palantir to start things off
Wait... I didn't know that Palantir was a hyperscaler... ?!?!?!
Posted on 9/8/26 at 7:20 am to Jax-Tiger
Great start to the week
Posted on 9/8/26 at 7:43 am to LChama
quote:What did I miss?
BB, you think we still go after decart now that anthropic backed out?
Posted on 9/8/26 at 7:47 am to bayoubengals88
quote:
What did I miss?
Anthropic dropped it's plans for acquiring Decart AI. Saw something while duing it's due diligence and backed off.
Interesting. I wonder what it saw that spooked them.
Posted on 9/8/26 at 7:47 am to bayoubengals88
Anthropic backed out apparently yesterday. No reason given.
Posted on 9/8/26 at 8:30 am to LChama
The cynical me sees good news and expects the stock price to tank...
Posted on 9/8/26 at 8:31 am to Jax-Tiger
Posted on 9/8/26 at 10:15 am to bayoubengals88
If you don't factor in demand when calculating chip rental prices, you will probably be wrong. Folks taking a short position on Nebius are finding that out.
Posted on 9/8/26 at 10:28 am to Jax-Tiger
Gap fill....
$270 in no time...
$270 in no time...
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