Sam Badawi
@Sam_Badawi
Stock analyst & creator. Interviews + deep dives on stocks, fundamentals & AI. Origins of Alpha + Quarterly Conviction on YouTube | Beta opens Dec 1 ⤵️
Joined March 2020
699 Following 56.7K Followers
Market dislocation from reality -53%.
Slow DCAs in full effect on Nebius $NBIS.
Nebius $NBIS says it has a gigawatt worth of Nvidia's $NVDA Vera Rubin coming next year.
Chief revenue officer Marc Boroditsky says there is already significant demand for them.
He says it used to come mostly from model builders, but now the broader market is asking too.
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