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Non-Tech : Kirk's Market Thoughts
COHR 139.05-0.2%Nov 17 3:59 PM EST
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To: Elroy who wrote (25193)7/15/2025 12:46:55 PM
From: y2kate1 Recommendation

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Kirk ©

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Put me on the spot! ((-: he loves to go into the weeds, but I start to glaze over a bit, honestly.. I'm more interested in technicals and managing a trade or a position. If he likes something, I check out the chart.

Seems like building out AI data centers is an explosive business to be in at the moment. I guess you'd have to think so in order to pass "go". We bought CRWV too although he didn't like it nearly as much, due in part to its much higher debt levels. NBIS is expanding aggressively while taking a more fiscally conservative approach. He's not concerned about operating losses at this stage. He also likes that NBIS offers a "full stack" solution, while CRWV does not.

And yes, the $12 billion market cap seems to suggest early days.

**He also likes that they have a strong presence in robotics and autonomous vehicles via AvRide, which has a partnership with Uber. And NBIS owns about 1/3 of a company called Clickhouse, a non-public company partnered with META, which has a $6 billion valuation all on its own.

In any case- planning to ride at least a portion to Breeze's 66 target and hold some for long term.
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