Meng Li

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

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