Brand new European based hyperscaler Nebius ($NBIS), founded by the once upon a time founder of Russian search engine Yandex, Arkady Volozh, caught fire today thanks to an investment of $700, which included $NVDA as an investor.AI infrastructure firm Nebius Group on Monday said it was raising $700 million in a private placement from investors including Nvidia ,...Read More

The abbreviated session after Thanksgiving is often a ripper, except for the instances when retail sales are front and center. Although important, retail sales isn’t what is driving this market fervor, as evidenced by the fact that no one really cares about Amazon’s or Dell’s retail business anymore, only datacenters.It was a grandiose month of...Read More

We spatchcocked the turkey this year because Mrs. Fly has been targeted by Instagram reels to accomplish this task. I’ve also managed to take the parts of the butchered turkey and made some stock out of it, which will be used to make a masterful gravy tomorrow. Because we ripped the spine out of the...Read More

Things are good and they’re gonna stay that way. The Turkey Gods are coming and then we will get to enjoy in the revelry of wanton consumerism, foisting ourselves into 2025 at what we can hope to be recourd highs. Before discussing this potential trade, I want to preface it with the fact that I...Read More

I wanted to convey my thoughts on AI and datacenters and then finally the power necessary to power these systems in one condensed post. This is a difficult task because the vast majority of the facts I know are stuck in my head, placed there by countless hours of listening to conference calls and reading...Read More