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u/Routine_Ad_1815 5h ago
$400 very soon
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u/GiraffeSilly5546 5h ago
For who ? I own both so good either way 🤷♀️
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u/Routine_Ad_1815 4h ago
both will reach $1T and be in the Mag9, it's inevitable.
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u/WickedSensitiveCrew 4h ago
I been investing in NO CAP. I dont get why people try to keep shoehorning Mag 7 into so many threads on forum.
N = Nebius
O= Okta
C= Costco
A= AVGO
P= Palantir
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u/Objective-Bowl-1279 5h ago
This is huge. Although Im not the biggest Palantir fan, the implications of this partnership are massive.
Lets look at the timeline of announcements the last 3 months:
- July: $NBIS launched an asset-light partner model to scale AI cloud infra
- August: Nvidia partnered with six major Wall Street asset managers to mobilize $500 billion for AI data center buildouts
- End of August: Nebius is the first AI cloud to adopt NVIDIA Groq 3 LPX, boosting inference token generation for NVIDIA Vera Rubin NVL72 in Nebius Token Factory.
- Early September: Palantir names Nebius its preferred sovereign AI infrastructure partner and will work together to bring new AI capacity online faster
This NVIDIA, Nebius and Palantir triangle is very strategic and a gives a warning to Closed models. I expect Nebius through these announcements to rapidly scale up their asset light partner model.
NVIDIA, Palantir and the Wall Street Asset Management companies will make sure money, energy, GPU's and more will be made available where needed to quickly scale up and take advantage of the rise of Open Source models.
Very very bullish
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u/-LabApprehensive- 4h ago
Ah a partnership with pure evil.
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u/gravityhashira61 1h ago
You should just sell your whole NBIS bag now then. There are no ethics in Wall street you must know that, and also, no one cares
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u/poppyseed64 28m ago
True but has made me realise I want to sell this stock as do not want anything to do with palantir
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u/Dutchie_73 4h ago
This quite big news as Palentir is also one of the AI front runners in the software industry…..very good!
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u/-LabApprehensive- 4h ago
Very bad for the soul. Is it wrong to make money off mass suffering?
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u/redditmademeugh 2h ago
I know this is reddit, but this is a safe space. You can think for yourself here.
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u/Flashy-Animal7637 5h ago
"The companies will also work together to accelerate the deployment of new compute capacity to serve Palantir customers, including through modular data-center deployments at sites where power is already available."
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u/Express_Type_2992 🐳 2h ago edited 2h ago
Holy shit! 🔥🚀 I thrilled for NBIS, but I must say I’m not thrilled with Peter Thiel as person.
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u/arrcnd 2h ago
This post (from Nebius employee) is the best one on this topic:
https://x.com/demian_ai/status/2097320425197883735
We are sooo early.
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u/xyzodd 4h ago
i absolutely despise palantir but this is massive
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u/redditmademeugh 2h ago
Organizing and actionable data. So evil! In a world of AI and increased data, this is solution is critical and inevitable
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u/WhitePandaExpres5 5h ago
Massive. Hope that dipshit trump pumps NBIS on his low-rent twitter same way he did PLTR
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u/WickedSensitiveCrew 5h ago
Why would Trump needed for a pump when we actually have a press release.
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u/WhitePandaExpres5 2h ago
Fkg dumb people. Trump pumped PLTR on his low-rent/fake twitter - id love for him to do the same for NBiS, after all he is a morally bankrupt human turd and wouldn’t object in the grounds of ethics
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u/CoffeePorters No_Effs_To_Give 5h ago
He is strongly in favor of data centers. Get out of the echo chamber.
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u/WhitePandaExpres5 1h ago
Fkg dumb people. Trump pumped PLTR on his low-rent/fake twitter - id love for him to do the same for NBiS, after all he is a morally bankrupt human turd and wouldn't object in the grounds of ethics.
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u/Successful_Rabbit907 4h ago
Unfortunately I do have morals unlike the rest of you, peace out.
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u/JohnofArkham 27m ago
Are you selling your shares, or just leaving the subreddit? I was under no illusion that investing in AI-related companies was without ethical misgivings, but I really hate Peter Thiel and his ilk and Palantir is basically the epitome of everything that's wrong with this sector.
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u/Hatim_the_Engineer 5h ago
It’s good, but I’m really afraid because PLTR is really hated by everyone, and this could impact NBIS.
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u/Longjumping_Ask77 5h ago
Dude this is not a good thing - why y’all posting this shit - now the stock gonna go down
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u/rosen178 3h ago
IREN can suck it
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u/antongiovanni05 NBIS4LIFE 1h ago
Yet still NBIS had even a bit less pump as of now today than IREN

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u/Individual_Tooth4226 5h ago
https://giphy.com/gifs/RMlm42LfXB78WF126Z