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Investing visuals
$NBIS 20-F quote:
"A comprehensive suite of AI services – from data preparation to model deployment – within a single environment, eliminating the need for multiple vendors and resulting in efficiencies, reduced operational complexity and improved ROI"
This perfectly reinforces what I shared earlier: $NBIS is building vertically integrated AI offerings.
The all-in-one AI package👌
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$NBIS 20-F quote:
"A comprehensive suite of AI services – from data preparation to model deployment – within a single environment, eliminating the need for multiple vendors and resulting in efficiencies, reduced operational complexity and improved ROI"
This perfectly reinforces what I shared earlier: $NBIS is building vertically integrated AI offerings.
The all-in-one AI package👌
Why I believe Nebius $NBIS has a lot of potential (hint: it is not their hardware business) 👇
$NBIS is a so called "Neo-Cloud" business. Providing GPU compute capacity to other businesses. Due to their own high-tech datacenter they can do so at competitive pricing.
But...this is where the near to mid-term growth is and only a part of what makes $NBIS compelling to me. The most interesting part is their vertically integrated offerings.
A full stack AI platform: from bare metal hardware consisting of GPU & datacenters, to managed cloud clusters, to a software stack they are building on top of it.
To me, its software stack is the most interesting part long term. If GPU's become a commodity, their biggest driver of growth could be the software ecosystem that they are currently building. Toloka is a great example growing 140% YoY. The more they build on top of their own infrastructure, the wider $NBIS moat will become.
Oh and let's not forget $NBIS autonomous driving and delivery robots (Avride) plus its EdTech business (Tripleten).
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Wall St Engine
Buffett: This hasn’t been a dramatic bear market... If being down 15% shakes you, you may need a new philosophy.
The Dow was 240 when I was born—now it’s over 40K. Stocks only go up long term. Somewhere in next 20Yrs There’ll be a crash & you should invest heavily when it comes. https://t.co/PbEQPAzCeX
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Buffett: This hasn’t been a dramatic bear market... If being down 15% shakes you, you may need a new philosophy.
The Dow was 240 when I was born—now it’s over 40K. Stocks only go up long term. Somewhere in next 20Yrs There’ll be a crash & you should invest heavily when it comes. https://t.co/PbEQPAzCeX
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App Economy Insights
What are you watching this week?
• Monday: $PLTR, $HIMS
• Tuesday: $AMD, $ANET, $CELH, $DDOG
• Wednesday: $APP, $DIS, $UBER, $NVO
• Thursday: $MELI, $SHOP, $TTD, $COIN
All visualized in our PRO coverage next Saturday. https://t.co/iCD6j5AqE6
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What are you watching this week?
• Monday: $PLTR, $HIMS
• Tuesday: $AMD, $ANET, $CELH, $DDOG
• Wednesday: $APP, $DIS, $UBER, $NVO
• Thursday: $MELI, $SHOP, $TTD, $COIN
All visualized in our PRO coverage next Saturday. https://t.co/iCD6j5AqE6
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Wall St Engine
WARREN BUFFETT: NEVER BET AGAINST AMERICA; U.S. 🇺🇸 EXCEPTIONALISM IS STILL THERE.'
“We’ve gone through great recessions, we’ve gone through world wars, we’ve gone through the development of an atomic bomb that we never dreamt of at the time I was born, so I would not get discouraged about the fact that it doesn’t look like we’ve solved every problem that’s come along"
"We’ll always find all kinds of things to criticize in the country, but the luckiest day in my life is the day I was born [because] I was born in the United States.”
“If I were being born today, I’d keep negotiating in the womb until they said I could be in the U.S.”
“There are 8 billion people in the world and just 300 million here. If you’re already in the U.S., you’ve already won the game. Make the most of it.”
“WE’RE ALL PRETTY LUCKY!”
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WARREN BUFFETT: NEVER BET AGAINST AMERICA; U.S. 🇺🇸 EXCEPTIONALISM IS STILL THERE.'
“We’ve gone through great recessions, we’ve gone through world wars, we’ve gone through the development of an atomic bomb that we never dreamt of at the time I was born, so I would not get discouraged about the fact that it doesn’t look like we’ve solved every problem that’s come along"
"We’ll always find all kinds of things to criticize in the country, but the luckiest day in my life is the day I was born [because] I was born in the United States.”
“If I were being born today, I’d keep negotiating in the womb until they said I could be in the U.S.”
“There are 8 billion people in the world and just 300 million here. If you’re already in the U.S., you’ve already won the game. Make the most of it.”
“WE’RE ALL PRETTY LUCKY!”
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Wall St Engine
Apple $AAPL is reportedly shifting its iPhone release schedule. Per The Information, starting with the iPhone 18 series in 2026, the higher-end Pro models will launch in the fall as usual, but the standard models will be delayed until the following spring. https://t.co/GGLzP1dZK8
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Apple $AAPL is reportedly shifting its iPhone release schedule. Per The Information, starting with the iPhone 18 series in 2026, the higher-end Pro models will launch in the fall as usual, but the standard models will be delayed until the following spring. https://t.co/GGLzP1dZK8
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Offshore
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App Economy Insights
📊 This Week in Visuals:
💻 Microsoft $MSFT
📱Apple $AAPL
♾ Meta $META
💊 Eli Lilly $LLY
💳 Mastercard $MA
☕️ Starbucks $SBUX and many more!
https://t.co/MjIZrx87PD
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📊 This Week in Visuals:
💻 Microsoft $MSFT
📱Apple $AAPL
♾ Meta $META
💊 Eli Lilly $LLY
💳 Mastercard $MA
☕️ Starbucks $SBUX and many more!
https://t.co/MjIZrx87PD
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Offshore
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The All-In Podcast
David Sacks Explains How AI Will Go 1,000,000x in Four Years
"I would say the rate of progress is exponential right now on at least three key dimensions."
1) The models
"So number one is the algorithms themselves. The models are improving at a rate of, I don't know, 3-4x a year."
"They're not just getting faster and better, but qualitatively they're different."
"Remember, we started with pure LLM chatbots."
"Then we went to reasoning models."
"We didn't even get to the agents part of it yet, but that's the next big leap after reasoning models."
"We're just starting to scratch the surface there."
2) The chips
"Then you've got the chips."
"Depending on how you measure it, each generation of chips is probably 3-4x better than the last."
"It's not just the individual chips that are getting better, they're figuring out how to network them together."
"Like with NVL72, it's like a rack system to create much better performance at the datacenter level."
3) The compute
"And that would be the third area where you're seeing basically exponential progress."
"Just look at the number of GPUs that are being deployed in datacenters."
"So when Elon first started training Grok, I think they had maybe 100K GPUs. Now they're up to 300K. They're on their way to a million. Same thing with OpenAI's data center, Stargate."
"And within a couple years they'll be at, I don't know, 5M GPUs, 10M GPUs?
How Sacks gets to 1,000,000x:
"The algorithms, the chips, and the datacenters are all improving or scaling at a rate of 3-4x a year."
"That's 10x every two years."
"Where people don't understand exponential progress is that if you're getting better at 10x every two years, that doesn't mean you'll be at 20x in four years."
"It means you'll be at a 100x."
"So you multiply those things together: the algorithms, the chips, and the raw compute that's available."
100x models 🧠
x 100x chips 💾
x 100x compute ⚡️
= 1,000,000x AI 🤖
"You're talking about 1,000,000x increase."
"Some of which will be captured in price reductions, some of it will be in the performance ceiling, and then some of it will just be in the overall amount of AI compute that's available to the economy."
"But the impact of this thing is gonna be absolutely massive."
"And I think people still don't even appreciate that fact because they don't understand exponential progress."
tweet
David Sacks Explains How AI Will Go 1,000,000x in Four Years
"I would say the rate of progress is exponential right now on at least three key dimensions."
1) The models
"So number one is the algorithms themselves. The models are improving at a rate of, I don't know, 3-4x a year."
"They're not just getting faster and better, but qualitatively they're different."
"Remember, we started with pure LLM chatbots."
"Then we went to reasoning models."
"We didn't even get to the agents part of it yet, but that's the next big leap after reasoning models."
"We're just starting to scratch the surface there."
2) The chips
"Then you've got the chips."
"Depending on how you measure it, each generation of chips is probably 3-4x better than the last."
"It's not just the individual chips that are getting better, they're figuring out how to network them together."
"Like with NVL72, it's like a rack system to create much better performance at the datacenter level."
3) The compute
"And that would be the third area where you're seeing basically exponential progress."
"Just look at the number of GPUs that are being deployed in datacenters."
"So when Elon first started training Grok, I think they had maybe 100K GPUs. Now they're up to 300K. They're on their way to a million. Same thing with OpenAI's data center, Stargate."
"And within a couple years they'll be at, I don't know, 5M GPUs, 10M GPUs?
How Sacks gets to 1,000,000x:
"The algorithms, the chips, and the datacenters are all improving or scaling at a rate of 3-4x a year."
"That's 10x every two years."
"Where people don't understand exponential progress is that if you're getting better at 10x every two years, that doesn't mean you'll be at 20x in four years."
"It means you'll be at a 100x."
"So you multiply those things together: the algorithms, the chips, and the raw compute that's available."
100x models 🧠
x 100x chips 💾
x 100x compute ⚡️
= 1,000,000x AI 🤖
"You're talking about 1,000,000x increase."
"Some of which will be captured in price reductions, some of it will be in the performance ceiling, and then some of it will just be in the overall amount of AI compute that's available to the economy."
"But the impact of this thing is gonna be absolutely massive."
"And I think people still don't even appreciate that fact because they don't understand exponential progress."
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Wall St Engine
WARREN BUFFETT ON ELON MUSK’S DOGE EFFORT TO CUT GOVT SPENDING:
“The problem of controlling gov’t revenue and spending is never really solved—it’s hurt many civilizations. Bureaucracy is contagious and unchecked. I wouldn’t want the job. But it’s a job that needs to be done.” https://t.co/lO37PL4XEA
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WARREN BUFFETT ON ELON MUSK’S DOGE EFFORT TO CUT GOVT SPENDING:
“The problem of controlling gov’t revenue and spending is never really solved—it’s hurt many civilizations. Bureaucracy is contagious and unchecked. I wouldn’t want the job. But it’s a job that needs to be done.” https://t.co/lO37PL4XEA
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Wall St Engine
WARREN BUFFETT TO STEP DOWN AS BERKSHIRE CEO AT YEAR-END
Warren Buffett just announced that the time has come for Greg Abel to take over as CEO of Berkshire Hathaway at the end of this year. He said he’ll formally bring it to the board of directors tomorrow.
END OF AN ERA! https://t.co/KJdAaYCxcG
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WARREN BUFFETT TO STEP DOWN AS BERKSHIRE CEO AT YEAR-END
Warren Buffett just announced that the time has come for Greg Abel to take over as CEO of Berkshire Hathaway at the end of this year. He said he’ll formally bring it to the board of directors tomorrow.
END OF AN ERA! https://t.co/KJdAaYCxcG
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Investing visuals
JUST IN: WARREN BUFFETT RETIRES 🚨
Warren Buffett just announced that Greg Abel will take over as CEO of Berkshire Hathaway $BRK.A at the end of this year.
The time has come for the GOAT to hand it over to the next generation. https://t.co/foWkZOy05L
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JUST IN: WARREN BUFFETT RETIRES 🚨
Warren Buffett just announced that Greg Abel will take over as CEO of Berkshire Hathaway $BRK.A at the end of this year.
The time has come for the GOAT to hand it over to the next generation. https://t.co/foWkZOy05L
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