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24 sats \ 6 replies \ @justin_shocknet 21h \ on: ask SN: Investing in A.I. Stacker_Stocks

Somehow I'm down on AMD after holding it for years, I think chips are overvalued future commodities at this point... though I think ARM will grow share in the datacenter

Been sitting on some SMR and OKLO since energy is the real bottleneck

Also picked up some CENX for all the aluminum shit we're going to need domestically

And obviouslty TSLA...

0 sats \ 5 replies \ @Bell_curve OP 20h

Thanks

what about core weave IPO?

update: by energy you mean nuclear, I like it

11 sats \ 1 reply \ @HardMoney 15h

Nebius (NBIS) is a similar company to coreweave for a pubco reference

0 sats \ 0 replies \ @Bell_curve OP 11h

https://group.nebius.com/

Thanks for the info

10 sats \ 2 replies \ @justin_shocknet 20h

Not familiar, at a glance it seems like cloud services arbitrage... not sure if there's a moat or anything

At least MSFT and GOOG have massive datacenter moats for cloud, with energy contracts and all that... I do have some of both because of GOOG ventures exposure to SpaceX and MSFT with the nuclear exposure and underwater datacenter ventures

The also both have distribution and massive data warehouses for that AI to run on, data is the new oil and all that

0 sats \ 1 reply \ @Bell_curve OP 20h

I asked chatGPT...

CoreWeave, a cloud computing company specializing in AI infrastructure, is preparing for its initial public offering (IPO) in 2025. The company has filed its Form S-1 with the Securities and Exchange Commission (SEC) in March 2025, aiming to list on Nasdaq under the ticker symbol "CRWV."

In a significant development ahead of its IPO, CoreWeave secured a five-year, $11.9 billion cloud computing contract with OpenAI. As part of this agreement, OpenAI will invest $350 million in CoreWeave shares during the IPO through a private placement.

For the fiscal year 2024, CoreWeave reported revenues of $1.9 billion, marking substantial growth from previous years. However, the company also reported a net loss of $863.4 million during the same period.

10 sats \ 0 replies \ @justin_shocknet 20h

lol I checked with Grok: https://grok.com/share/bGVnYWN5_3104cccc-fbcc-43f9-aba8-1bc515cc1147

Not seeing anything that tickles my fancy but might be a nice trade if you can catch the knife after lock-up