Trading Journal navigating traditional and web3 markets. Just posting ideas and shower thoughts about tech, crypto, precious metals.
Joined June 2021
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Love him or hate him the Oracle of Omaha
has some great quotes and I’m reminded
of one tonight. “Only when the tide goes
do you discover who has been swimming
naked”.
It’s moments like these I’m glad I’m long
commons.
Still bullish all the same stuff, price action does not drive my bias.
Been buying in small clips just been busy with our businesses.
Hope everyone is surviving
Colt45.eth retweeted
$NBIS Arkady spitting fire 🔥 Day 2
Question:
" So you think Chips are the biggest upcoming constraint?"
Nebius CEO Arkady:
"Capacity hmm, will be there, we have enough contracted already.
Capital ... as i said before is not a problem, it is just a task. It is how you get there.
We have a pretty healthy balance sheet. We have always been more conservative here. We used all kinds of instruments.
From last week probably some of the capital sources are temporarily closed like asset backed and debt market ( 😅I chuckled at this more than I should have btw)
But we are now working with customer advances and several other instruments that will provide us with enough capital to buy this next GW "
And then my favorite Part :
Question 2:
Nebius has taken a more disciplined approach with the balancesheet. What is that? Is that coming from your background from running Yandex?
Nebius CEO Arkady:
"Just ... we are building a REAL company. A company is measured by earnings. How much value you generate. Healthy businesses generate cash"
🫳🎤
Imagine this and drones coming at you😂
🤖 Made with AI
I don’t mean to offend anyone but apart from fish and chips the majority of other British food looks incredibly similar to wet dog food.
Colt45.eth retweeted
Imagine getting shaken out instead of building positions right at the dawn of a new Industrial Revolution
Couldn’t be me!
Colt45.eth retweeted
BREAKING: Former gambling helpline director gets 10 years for stealing $1.4M to fund his own gambling
Still bullish $nbis and data centers.
If ai is a world changing technological weapon, data centers and energy are the bullets.
Going to be a bumpy ride but I’m long and adding.
We are crying about neoclouds now because of an unsuccessful Korean ipo launch??
Are we just searching for reasons to be bearish at this point?
I don’t know how $nbis expects anyone to take them seriously these days. I don’t think they even sponsor a single sports team.
Colt45.eth retweeted
Heading to Berlin tonight for GTC. Looking forward to this for more than one reason: nvidia.com/en-eu/gtc/keynote…
It’s time.
Sold my last 200 $NBIS @ $169.32. Completely out of this clown show. Send it back to $125 and it’s a possible re-enter, but I’m not sure neoclouds recover even back to last week levels.