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Meng Li
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Meng Li

AI Analysis and Stock Analysis, I share AI insights at https://aidisruption.ai.
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Nebius deep dive: operational health and DCF valuation reveal if AI cloud growth justifies the risk. Is the current valuation too optimistic? #nebius #ai #datacenter #clouds $NBIS $IREN $CRWV https://youtu.be/4cdmvEFW098
Nebius deep dive: operational health and DCF valuation reveal if AI cloud growth justifies the risk. Is the current valuation too optimistic?

#nebius #ai #datacenter #clouds $NBIS $IREN $CRWV

https://youtu.be/4cdmvEFW098
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Nvidia is expanding Isaac robotics tools and edge computing as a long-term bet, but robotics is not yet a separate revenue driver, so will customer deployment scale turn it into a second growth curve? $NVDA #robotics https://aidisruption.ai/p/how-much-can-robots-boost-ai-chip
Nvidia is expanding Isaac robotics tools and edge computing as a long-term bet, but robotics is not yet a separate revenue driver, so will customer deployment scale turn it into a second growth curve?
$NVDA #robotics
https://aidisruption.ai/p/how-much-can-robots-boost-ai-chip
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