lmao they will pump this thing till the end won’t they
No-Bee-4692 on
Anyone have a link to bypass the paywall?
mneymaker on
Hmmm NBIS seems like the credit star ngl
Please pump that bad boy
JuliusCaesar121 on
If I were king, calling AI investment a bubble without any reasons would be punishable by life in prison. No parole.Â
I trust the math of the guy putting up billions more the wsb poster with chicken nuggets stainsÂ
If I get to 50 downvotes I’ll join team mentally regarded sell all my SanDisk and micron sharesÂ
PetalSoftShift on
honestly with how fast ai is expanding it makes sense data centres want that credit rating boost because the demand is exploding but it also shows how insanely expensive this whole ai race has become feels like only the biggest players can even keep up now
PaulPatrolRescue on
innovative. like the beginning of cdo’s.
NewOil7911 on
We should pull together multiple data centers debts, to “diversify risk”, and get a AAA rating.
And then sell it to all investors worldwide.
Let’s call it a CDO.
Difficult-Way-9563 on
Get ready for them wanting bailouts when they crash the market
himaalayan on
There’s at least 4-6 more earning quarters before any data center stock bubble burst. Tbh NBIS and IREN are the only obvious multi baggers in the market. In the next year a lot of old corporations, governments etc are going to start integrating AI in their workflows. There is demand, 99% AI wrapper startups will die but the need for compute will still be there. The only bear case is on device models, but looks like we are really far away from it.
Long $NBIS $IREN, everything else has AI priced in anyways.
bad_timing_bro on
The AI circlejerk needs a fresh lubing apparently.
TheBooneyBunes on
There’s absolutely no possible way this goes tits up
Lo_jak on
Im starting to think there might be a bubble…..
Erzkuake on
We don’t know what we’ll sell but we need cash to produce it.
13 Comments
lmao they will pump this thing till the end won’t they
Anyone have a link to bypass the paywall?
Hmmm NBIS seems like the credit star ngl
Please pump that bad boy
If I were king, calling AI investment a bubble without any reasons would be punishable by life in prison. No parole.Â
I trust the math of the guy putting up billions more the wsb poster with chicken nuggets stainsÂ
If I get to 50 downvotes I’ll join team mentally regarded sell all my SanDisk and micron sharesÂ
honestly with how fast ai is expanding it makes sense data centres want that credit rating boost because the demand is exploding but it also shows how insanely expensive this whole ai race has become feels like only the biggest players can even keep up now
innovative. like the beginning of cdo’s.
We should pull together multiple data centers debts, to “diversify risk”, and get a AAA rating.
And then sell it to all investors worldwide.
Let’s call it a CDO.
Get ready for them wanting bailouts when they crash the market
There’s at least 4-6 more earning quarters before any data center stock bubble burst. Tbh NBIS and IREN are the only obvious multi baggers in the market. In the next year a lot of old corporations, governments etc are going to start integrating AI in their workflows. There is demand, 99% AI wrapper startups will die but the need for compute will still be there. The only bear case is on device models, but looks like we are really far away from it.
Long $NBIS $IREN, everything else has AI priced in anyways.
The AI circlejerk needs a fresh lubing apparently.
There’s absolutely no possible way this goes tits up
Im starting to think there might be a bubble…..
We don’t know what we’ll sell but we need cash to produce it.