Warren Pies
@WarrenPies
Founder @3F_Research | PM $RAA | $FCTE | Formerly with Ned Davis Research | Recovering Attorney (step 4) - Not investment advice
Joined February 2014
1.9K Following 78.7K Followers
Nebius ($NBIS) raising on-demand pricing by 29%.
The 3Fourteen GPU Availability Index went from 80% at the beginning of the year to 9%.
GPU availability leads pricing.
B200 still at 0%...GH200 tightening further.
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