Crossroads
@Dr_Crossroads
Investment enthusiast. Driven by faith, family, and the conviction that the best is yet to come. YouTube
Joined May 2017
399 Following 34.3K Followers
On the $NBIS deal in Spain, I made a VERY unclear post calling it "massive," but I didn't mean the size (mw vs gw).
What I meant was the implications (see below), not the size itself. Looking back, it was definitely unclear on my end. Sorry about that!
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Not massive in size. That was confusing for me to post.
It's massive because $NBIS is the exact company that is going to thrive in this anti-US tech angst that has come over the EU.
We've seen them with similar UK and Finland agreements over the past few months, and I believe they are, more than any other company, going to dominate Europe's inference demand.
This is also unlikely to be disrupted no matter what the plans of $META etc are, due to the anti-US tech wave.
When I initially invested with Nebius, that was part of my thesis, though at the time the company was primarily focused on the US.
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