Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack
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Joined April 2024
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Interesting that $NBIS is showing $0.99 pricing for B300s
The explanation?
A temporary supply-demand imbalance
“When we launch new regions, the increase in available capacity drives prices down.”
— Nebius CTO
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