Q: NBIS market cap is much lower than CRWV yet NIBS has more offerings in autonomous driving, robotics, training etc. It was nice to see the recent GS price target of $68.
Do you see a pathway for NBIS market cap to expand further as they continue to execute and get discovered?
Do you see a pathway for NBIS market cap to expand further as they continue to execute and get discovered?
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Galaxy Digital Inc. Class A common stock (GLXY $37.55)
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Core Scientific Inc. (CORZ $13.27)
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CoreWeave Inc. (CRWV $124.91)
Q: Does yesterdays deal between Coreweave and Core Scientific have any impact on the deal Coreweave has with GLXY do you guess? While your in guessing mode, any thoughts what GLXY is going to do with that warchest they just raised?
Q: This is a hard stock to stomach. Do the wild swings in price have to do with the fact that it is not heavily traded? What size of a position would you recommend that an aggressive investor hold in a portfolio? My thinking with this name is that you either have to trade it or hold it and forget it. I am inclined to go with the latter option, subject to your comments about valuation. I note that the short float has increased recently which always makes me nervous. Thank you, Jason