
Interesting article from the big man: https://www.bloomberg.com/news/articles/2026-05-05/larry-fink-predicts-birth-of-futures-market-for-computing-power
I'm sure like many of y'all, you've been eyeing the flash memory/ram shortage and watching SNDK and MU rip to the high heavens, maybe some FOMO, etc. I know I've felt it. It feels like it's getting harder and harder to predict what might continue to run as the AI buildout continues, and wondering if we'll see those kinds of moves with our precious NBIS.
I think Fink is correct here in assessing the limited cap for compute power, maybe not insofar as we'll see a futures market but this alludes to companies of this type, including NBIS, which provide cloud compute.
What do you all think about it? Do you think cloud has a realistic ceiling, and will it ever be hit? Good luck to everyone in their investing journey with NBIS. Key word investing, not trading. Will see y'all in 2030 on planet lambo