| Date | Tweet |
|---|
| 2026-07-20T17:18:38 | $IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure.
$HUT +10.45% off a 15Y $9.8B AI DC lease
$CIFR +16.76%
$CLSK +13.7%
$WYFI +9.18%
$NBIS and $CRWV are taking their time in the shower.
But does lo… → · 1694 likes · 417,836 views |
| 2026-07-01T13:42:30 | There’s a lot of disinformation going around about $META “cutting capex” because they “overbuilt”.
This is an “if” they have excess capacity.
And it looks like the opposite right now:
Hyperscalers like $GOOGL are so compute constrained that they had to cut allocations to Meta back in March.
Sinc… → · 1906 likes · 925,488 views |
| 2025-12-19 | Latest news: OpenAI is raising funds at a $750B valuation after their $10B+ Amazon round at $500B.
$CRWV: +15.85%
$NBIS: +10.28%
With this deal, companies like Coreweave and Oracle structurally have less counterparty risk with OpenAI's stronger balance sheet to fund capex requirements.
Companies … → · 170 likes · 40,436 views |
| 2025-12-17 | Just In: Amazon's $10B OpenAI Funding and The AI Supply Chain Ripple Effect.
$AMZN is set to invest $10B+ in OpenAI at a $500B+ valuation
Why this is a MASSIVE structural shift for AI stocks:
1. De-Risking the AI DC trade: ( $ORCL, $CRWV, $APLD, $CORZ )
With the SPEED Bill mentioned earlier, th… → · 89 likes · 87,243 views |
| 2025-12-17 | おっしゃる通り、AIデータセンター業界には信用の引き締め（クレジットタイトニング）や物理的な制約といった懸念材料が依然として存在します。この法案ですべての問題が解決するわけではありません。
しかし、エネルギー供給と許認可プロセスのボトルネックを解消するという点で、このセクターにとって最大級の追い風であることに変わりはありません。これにより、収益化（マネタイズ）までの期間に伴うリスクが大幅に低減され $CRWV などがガイダンス下方修正の要因として挙げていた「繰延収益」の計上も加速することになります。
個人的には、この法案は3回分の利下げよりもポジティブだと考えています。なぜなら、金利低下以上… → · 4 likes · 1,183 views |
| 2025-12-17 | Disagree, utilization lag is margin destruction compared to .75 bps rate cut.
Rate cuts are a massive tailwind given how Neoclouds debt to fund expansion.
But, when the US gov guarantees faster revenue conversion on $ORCL or $CRWV on capex spend with the Speed act by a few weeks or even a quarter,… → · 13 likes · 2,219 views |
| 2025-12-17 | Thanks! There were some other posts about the Speed act passing and “bullish for $NBIS and $CIFR”, which is helpful.
But I just wanted to break down “why” since the DC sector is EXCEPTIONALLY nuanced and interconnected.
Speed act passing is better than 3x rate cut, since delays are probably one o… → · 15 likes · 2,428 views |
| 2025-12-17 | Just now, the SPEED Act ADVANCES in the House.
This is the single biggest de-risking bill/event for the Neocloud sector ( $NBIS, $CRWV, $IREN) this year.
Here's why and a rundown:
The U.S. GOVERNMENT is set to support the AI data center buildout from Oracle down to Nebius on national security gr… → · 450 likes · 174,102 views |
| 2025-12-15 | Agreed.
Companies like $CIFR are trading like the $AMZN, $GOOGL deals never happened.
In the whole Neocloud sector, we’re seeing a crash despite de-risking and long term revenue visibility across the board with Mag7 contracts.
$ORCL, $CRWV, and some individual names made sense given OpenAI expo… → · 21 likes · 4,449 views |
| 2025-12-14 | Falling Knife or Dip Buy?
What a brutal Friday for stocks after $ORCL and $AVGO earnings.
Popular FinX names that dropped in just 1 day:
$FRMI | -34.1%
$SNDK | -15.89%
$SEI | -15.3%
$OKLO | -15.13%
$MOD | -14.67%
$ALAB | -14.31%
$FLNC | -13.96%
$LITE | -12.83%
$GLXY | -11.73%
$AAOI | -11.73%
$AV… → · 92 likes · 148,547 views |
| 2025-12-12 | Broadcom [ $AVGO ] earnings results and its effect on the AI sector like $LITE and $NBIS:
Broadcom's ER was "double beat" with $18.02B revenue (+28% Y/Y) and $1.95 EPS, beating consensus.
But AVGO dropped -11.64% and brought down the AI sector.
Is this a buying opportunity?
Yes.
Broadcom is se… → · 130 likes · 29,196 views |
| 2025-12-11 | OpenAI was the clear leader before.
Now, Gemini 3.0 surpasses it in image generation. Claude Opus 4.5 surpasses it in coding. Can go down the line.
It looked like ChatGPT couldn’t be disrupted after they got first movers advantage. Now from similarweb data we can see popularity with Gemini growi… → · 7 likes · 1,354 views |
| 2025-12-11 | Yep that’s a good example. If you look at convertible offerings for $NBIS and $IREN both their interest rates were 1-2.5% roughly because $MSFT (mag7) is their shared backlog.
A lot of Neoclouds are affected by OpenAi though and even by two hops like $APLD from $CRWV(main tenant), which had to sell… → · 13 likes · 2,225 views |
| 2025-12-11 | They did. A large part of it was OpenAI fears.
eg. OpenAI -> one of $CRWV anchor tenant. $ALPD selling junk bonds -> credit tightening.
Sector selloff after.
Obviously it's multifacted (eg. broader selloff from carry trade unwind), ATM offerings/convertible notes + more dilution for some -> mar… → · 5 likes · 2,087 views |
| 2025-12-11 | I expect a bad day for Neocloud stocks just because $ORCL / $CRWV are "sector leaders".
But this would be an ideal buying opportunity for individual companies in the sector:
Due to the market missing the nuance that $ORCL / $CRWV's debt-filled buildout is for OpenAI as the main counterparty.
Bu… → · 11 likes · 2,416 views |
| 2025-12-11 | The alpha is knowing what types of contracts lead to isolation from current fears and where there's mispricing on individual components in the sector. Compute capacity contracts are take or pay for $MSFT, $META, and others.
Companies like $NBIS, $IREN and others are effectively de-risked due to … → · 36 likes · 3,871 views |
| 2025-12-11 | Oracle [ $ORCL ] earning results and its effect on the neocloud sector like $NBIS & $IREN:
Oracle reported earnings with a beat on EPS and a record backlog but, dropped 12% after hours.
Oracle is down 39.8% from September 11th highs and brought down the sector with it.
Here's why:
The sell-off w… → · 564 likes · 295,459 views |
| 2025-12-10 | So from what I've seen personally with $NBIS, it's largely ATM overhang + sector drag + short term shorts, and large amounts of open interest expiring on the 19th.
For example, $CRWV was up 5.13% yesterday, while $NBIS was down 3.91% same day, and I'd attribute that to either shorts/ATMs.
It's a… → · 28 likes · 2,684 views |
| 2025-12-09 | $NBIS has a 25 million share ATM that's likely being sold on the open market.
$CRWV went up 5.13%+ today while $NBIS ended the day down 3.91%. That's why I really dislike ATMs at this size.
It's just basically waiting for the company to finish the ATM offering or pause it amid other short selle… → · 6 likes · 991 views |
| 2025-12-08 | Short term unwinding from yen carry trade (Japan rate hike, fed cut), which was slightly negative.
Medium term impact should be incredibly bullish on growth assets, especially Neocloud sector that involve debt for growth like $CRWV, $IREN, $NBIS.
Don't see any fundamentals slowing, so great time … → · 6 likes · 1,295 views |
| 2025-12-08 | Stock position updates:
Sitting on high-conviction longs like $NBIS and writing options, relatively lax weekend.
Minor position adds updates from last week:
$LITE - $316.5 (+5.53%) -> ~$335.91
Lite benefits from $NVDA Blackwell + $GOOGL v7 TPU rampup
$AMKR - $37.6 (+18.4%) ~$44.5
Benefits fro… → · 88 likes · 41,970 views |
| 2025-12-05 | A short seller firm @Hedgeye is now shorting Nebius $NBIS. The stock price is now $97.8.
Their claim? Nebius is Coreweave 2.0.
Coreweave [ $CRWV ]:
- Small diversification in customers, mainly hyperscalers, ~quarter of their backlog is OpenAI.
- $1.8B in cash left
- $1.3B+/yearly in debt inte… → · 211 likes · 135,696 views |
| 2025-12-05 | Great idea to short $NBIS because you think it's the same $CRWV, nice thesis!
$CRWV -> $1.3B+ yearly debt interest, large backlog from OpenAI, $1.8B in cash left.
$NBIS -> Convertible notes structure where interest doesn't heavily cut into profitability, diversified customer base for high utiliza… → · 93 likes · 7,304 views |
| 2025-12-05 | Pre-earnings $NBIS was sitting around $115-$135. We've dropped over ~21%-40% since then on:
Robotaxi FSD launch with $UBER, doubled ARR estimates, increased GW capacity guidance by 150%, surprise $META contract, MSCI inclusion inflow.
The only downside: 25m share dilution. Which I extremely disli… → · 8 likes · 2,883 views |
| 2025-12-05 | "Revenue doesn't scale past depreciation" is wrong, you're not stating unit pricing (which degrades) vs. operating leverage (which scales) correctly.
In the "front loading" phase, you have the assets (depreciation is active) but not the full rev yet. As you turn on clsuters for the $MSFT/ $META … → · 6 likes · 1,448 views |
| 2025-12-05 | My stance changed on $AMD after LLMs like opus 4.5 beat gpt codex models in coding, gemini 3 models beat out chatgpt models in image generation, etc.
A large part of my initial bullishness on $AMD was expecting OpenAI to maintain its dominance in LLMs, IPO, and find a way to generate that $1T+ in c… → · 13 likes · 2,193 views |
| 2025-11-26 | Prob just fedramp providers like $ORCL and traditional hyperscalers like $AMZN, $GOOGL, and $MSFT given how critical the data is.
$CRWV is probably the most likely Neocloud but they’re still in application phase. $NBIS is unlikely.
That being said, other Neocloud sector members are indirect benefi… → · 3 likes · 817 views |
| 2025-11-25 | @AustranSkolSwft $WULF is in the neocloud sector as a colo player like $CIFR. $IREN falls there too under full-stack IAAS with GPUs.
Only full-service pure Neocloud would be $CRWV and $NBIS.
But they're all under that new category of small players acting as AWS for AI. → · 4 likes · 1,802 views |
| 2025-11-25 | The main fear I have in the "AI Bubble" is OpenAI and their $1T capex promises. That is a clear bubble (and private valuations of LLMs). Most other things, no.
Any company directly reliant to them $ORCL, $CRWV might be in trouble given how AI models leapfrogged GPT. So the simple thing to do is st… → · 8 likes · 1,007 views |
| 2025-11-25 | Amazing question, so I have a really long nuanced thesis regarding Google TPUs.
SUMMARY: The thing to be worried about is if TPUs and AMD outperform $NVDA long term, so people **PREFER** other GPUs and buy them instead. Not because they ran out of $NVDA GPUs to buy and are forced to go get altern… → · 5 likes · 797 views |
| 2025-11-25 | Good question about risk, I enjoy talking about the downsides too.
1. Hyperscalers completely their own datacenter buildout with GPUs (TPUs with $GOOGL, Tranium with $AWS), energy, locations in 5+ years.
This is the analogy of Qualcomm with Apple. Apple just uses $QLCM, then builds it's own verti… → · 14 likes · 1,705 views |
| 2025-11-24 | From what I've seen in the AI growth sector, Yes, $NBIS is incredibly, incredibly rare since it was Yandex before.
For context, that's basically Baidu/China | Google/US
equivalent but for Russia and they spun off subsidiaries like Avride into Nebius.
For stuff like $CRWV and other companies, thei… → · 7 likes · 1,320 views |
| 2025-11-23 | Markets just suffered their worst deleveraging shock in recent history.
High-beta assets are collapsing:
• $NBIS, $IREN, AI stocks are down ~40%+ from peaks
• $MSTR, $BTC plunged 30-40%+ in the past month
• Crypto erased over $1.2 trillion in value
This wasn’t normal, it was a forced unwind acr… → · 251 likes · 106,508 views |
| 2025-11-22 | $CRWV is well deserving of F tier. If we go from an offering point of view, then it’s top of the line. Balance sheet wise, it’s a nightmare, especially with the $14B+ in debt plus the $1B+ debt interest for the buildout for OpenAi which may or may not be able to pay.
They also have $1.9B cash left.… → · 4 likes · 1,546 views |
| 2025-11-22 | Yeah I'd might move $GLXY down to a C tier alongside $APLD if we just had to compare HPC sector as you mentioned.
But because of their other segments, their balance sheet is vastly better so they had to tap into less debt/crdit facilitaties, which is why it's a grade higher.
They do a ton of oth… → · 6 likes · 5,284 views |
| 2025-11-22 | Agreed. But to @_melonBird with the SemiAnalysis ranking on $CRWV, I agree with that table. Coreweave and $NBIS are the two with full-stack nailed down in the whole Neocloud sector.
Coreweave spent many years and billions of USD on acquisitions to get software right.
However, that table doesn't me… → · 10 likes · 3,650 views |
| 2025-11-22 | So I think you're replying to points I never made. Just to clarify: I didn't rate $BITF. If you read my post, it fell into the unrated category, so I'm not debating where it goes in comparison with $WYFI or $SLNH.
As for $SLNH, we're not disagreeing on anything I put it as F tier as well since it'… → · 2 likes · 3,556 views |
| 2025-11-22 | Sure, I put $NBIS as S tier from that capacity funding angle because it's isolated from credit tightening affecting other DC stocks like $APLD (that had to sell junk bonds).
From Q3 earnings, $CRWV is facing $1.21-$1.25B in interest expenses and only has $1.94 billion in cash equivalents.
Other… → · 21 likes · 3,475 views |
| 2025-11-22 | If you spent just 30 seconds reading the post, you would see I didn't rate $BITF.
With $CRWV there's short term upside because sell-off was way too much to the $60s. But medium-long term they have way too much debt interest.
While $NBIS and $IREN funds through convertibles or little interest cut… → · 3 likes · 2,577 views |
| 2025-11-22 | I did, rated $DGXX D tier. Originally put it in U like $CLSK, but forgot to edit them out when I looked into them further.
Correct me if I'm wrong but $DGXX $65m revenue is unsecured, there's no anchor tenant like $CIFR is to $GOOGL or $CORZ is to $CRWV.
There's also more execution risk on pivot… → · 32 likes · 26,732 views |
| 2025-11-22 | The Neocloud Sector Tierlist.
Post Q3 earnings + Market Sector Drop:
[S] Tier: $NBIS
[A] Tier: $CIFR, $WULF, $IREN
[B] Tier: $GLXY, $CORZ
[C] Tier: $APLD, $CLSK
[D] Tier: $WLAC, $DGDX, $WYFI
[F] Tier, $CRWV*, $SLNH
[U] Tier: $GRRR, $MARA, $DGDX, $CLSK, $BITF, $HIVE, $RIOT **
Ranked in order fr… → · 531 likes · 226,918 views |
| 2025-11-20 | I'm very precise with my wording. You skipped over "expected" while reading discussions about guided contracted capacity.
So reiterating what I've said above but with a longer explanation:
$IREN's original moat was GW capacity + vertical integration. $NBIS's moat was full-stack.
However, Nebius… → · 10 likes · 2,383 views |
| 2025-11-19 | $ALPD took on really bad debt with junk bonds at 9.25% and is connected with $CRWV, which also has a lot of bad debt really cutting into margins/FCF + OpenAI (which also doesn't have the funds yet) taking up a lot of backlog + capacity buildout. That kind increases long term risks by a lot, I haven'… → · 0 likes · 924 views |
| 2025-11-19 | Sure happy to explain further than the TLDR on why I've downgraded $IREN and upgraded $TSSI a strong buy. $TSSI has high upside on the drop from $30 to $7 since it was an overreaction to temporary Q3 operational scaling bottlenecks and factory cost not underlying demand.
It's well capitalized to … → · 25 likes · 7,781 views |
| 2025-11-19 | Accident! I didn’t feel like editing my post when I read it over again. So $CRWV is weird since it’s oversold, $55B backlog (think $22B of which is OpenAI), Neocloud sector leader, spare capacity backstopped by $NVDA.
Miss on recent earnings due to revenue lag from delays but this shouldn’t matter … → · 2 likes · 466 views |
| 2025-11-18 | My opinion is that $TSM forward earnings was the biggest indicator of the AI trade so far since they span from all hyperscalers such as $GOOGL TPU prod to $AMZN, as well as $NVDA, $AMD, and we've already seen them blow away earnings + margins.
Even if $NVDA forward revenue is quoted heavily downwa… → · 16 likes · 1,019 views |
| 2025-11-18 | I think you might be confusing yourself and I'm just trying to clarify the terms. You were saying $ORCL is not full stack because they did DC leasing and $IREN is full stack in your first comment.
Now you're shifting from $ORCL and talking about $IREN.
And we're just going into semantic definitio… → · 2 likes · 547 views |
| 2025-11-18 | Again it’s very nuanced and I’m just trying to point out what you might be conflating or misunderstanding.
$NBIS and $CRWV have the highest normalized margins but the reason why $CRWV is unprofitable is because of their large debt interest.
If you remove that from the equation and maintain higher … → · 1 likes · 559 views |
| 2025-11-18 | That's a correct with full-stack as software as a layer on top of GPUs, so $ORCL would fit that mark. Earlier you were conflating vertically integrated and full-stack offering, which are two distinct terms.
This is a very nuanced, with $NBIS, $CRWV you're confusing you're confusing "straight GPU le… → · 3 likes · 727 views |
| 2025-11-18 | So think you're confusing the terms a bit, let me clarify.
Full stack offering = AI Cloud $NBIS $IREN $CRWV
Bare Metal = $CIFR, $WULF type offerings (AWS plugs in their own GPUs into $CIFR)
$IREN is pivoted to doing a full stack offering AI cloud when they decided to buy billions in GPU for the $M… → · 2 likes · 728 views |
| 2025-11-18 | I don't use full-stack and vertically integrated interchangeably, my wording is very precise when I talk about $ORCL.
$NBIS does mixed to expand margins.
The main issue with $IREN is that they're doing full-stack where software orchestration is an incredible and misunderstood moat and it increa… → · 9 likes · 2,205 views |
| 2025-11-18 | Thanks for sharing! 市場急落で多くの高ベータ成長資産が30〜50%下落している今、基礎が揺らがずむしろ強化された銘柄へ再配置する局面。AIデータセンター分野で最も非対称な上昇余地を持つのは $NBIS 。
信用収縮やGPU実行リスクで $IREN $CRWV などのネオクラウド企業が影響を受けた一方、NBIS はその懸念から相対的に隔離されている。 → · 19 likes · 3,006 views |
| 2025-11-17 | I'm only addressing the earlier incorrect framing because I've seen it from others too when talking about $NBIS.
It's not hitting capacity ceiling. It's immediately selling out of capacity they bring online, which is positive.
Your follow up is correct though, it's an execution risk that Neoclou… → · 0 likes · 472 views |
| 2025-11-17 | Nebius [ $NBIS ] at $86.69 is the purest Neocloud and AI-infra asymmetry left.
This is the highest revenue Neocloud untouched by $CIFR | $WULF and colo providers that has no:
- Plaguing uncertainty that $IREN, $ORCL face from full-stack execution.
- High interest debt that $CRWV, $APLD, and ot… → · 407 likes · 1,760,741 views |
| 2025-11-16 | I think your comment just pointed out at how crazy $NBIS growth is going from $146m revenue this quarter to $2.1B+ next year a quarter.
So we look at future growth (next year), rather than current numbers based on $MSFT contract (~$19B, 5 years), $META ($3B, 5 years), and their regular clients (cur… → · 18 likes · 3,518 views |
| 2025-11-16 | @soulbiri1 Both $CRWV and $ORCL are geographically monogamous with OpenAI so their own debt problems shouldn’t affect $NBIS.
But yeah sell-off was wild to watch when you point out the numbers and analyst projections before earnings. → · 19 likes · 5,803 views |
| 2025-11-15 | Yeah I made another post about credit tightening and contagion from OpenAI in one of my other posts but $NBIS seems the best isolated in those terms because of their strong balance sheet, convertible note structure.
It’s mostly indiscriminate sector selloff on top of the something structural mainl… → · 4 likes · 595 views |
| 2025-10-27 | The Neocloud thesis aged well.
1 month later:
$CRWV 120.34 → 135.64 (+12.7%)
$NBIS 107.70 → 126.49 (+17.5%)
$WULF 10.63 → 13.69 (+28.8%)
$IREN 41.68 → 64.69 (+55.2%)
$CIFR 11.47 → 20.70 (+80.4%)
$BITF 2.54 → 4.51 (+77.6%)
$WYFI 22.83 → 36.52 (+59.9%)
$GRRR 19.90 → 16.95 (−14.8%)
$SLNH 2.75 → 2.8… → · 310 likes · 388,803 views |
| 2025-10-26 | This is about HPC not bitcoin mining…
Just to summarize again, the point was miner margins will always be less than $NBIS because of middleware.
And how the transition off of middleware like $CRWV is an incredibly high moat (looking at $ORCL).
And if we go into the numbers, software stack > capac… → · 5 likes · 1,056 views |
| 2025-10-26 | $IREN has good margins for crypto mining and large GW capacity but that doesn’t translate directly into HPC.
They’re going the $CIFR $WULF route in the meantime with middleware orchestration funneling to hyper scalers but that cuts into margins a lot in the long run.
$NBIS is direct to $MSFT full … → · 17 likes · 4,495 views |
| 2025-10-26 | Thanks, just wanted to add I'm still bullish on Neoclouds across the board from $IREN to $CIFR. Short term there might be higher upside due to narratives around capacity but I'd expect markets to care about margins more when it comes time to execution + earning reports.
In terms of raw asymmetrica… → · 8 likes · 744 views |
| 2025-10-26 | To settle the Neocloud debate:
$NBIS > $IREN + others.
Based on the $ORCL report, NBIS whitepaper, $CRWV acquisitions, and other factors,
I decided to consolidate millions into Nebius and sell off miners like $CIFR.
📏 Gross Margins > GW capacity
Here's the math + why:
We've had a huge spe… → · 525 likes · 222,679 views |
| 2025-10-26 | I mention $CRWV in the other comments as the gold standard example crypto miners pivoting to HPC aim for.
Even then $NBIS has higher GPU utilization after CRWV spends billions on software acquisition and years to build it out.
People have too much rose-tinted lens on $IREN and other crypto miners … → · 8 likes · 1,676 views |
| 2025-10-25 | No, I held almost every Neocloud up until this week. But ended up selling HPC miners Friday after consolidating more information that came out eg. $ORCL buildout failing, $NBIS new whitepaper 2 days ago, $CRWV recent acquisitions, more insights into margin calculations.
But I'll put that into $NBI… → · 6 likes · 941 views |
| 2025-10-25 | $ORCL failed to match these capacities and it's a $800B company.
You're betting that a lot of these small $3-$15B crypto miners pivoting can build it out.
$CRWV took years and billions of dollars in acquisitions to make it sort of work and even after that, $NBIS has higher utilization as per their… → · 4 likes · 906 views |
| 2025-10-25 | I'd disagree, software orchestration is one of the biggest moats possible, which is why $NBIS > $IREN clear as day for me in terms of asymmetrical upside. But to each their own!
I'd agree IREN has slightly higher potential upside due to scale of GW deployed but way way larger execution risk in term… → · 26 likes · 2,852 views |
| 2025-10-25 | $NBIS has access to cheap power, but it might not be as cheap as $IREN or $CIFR. But just to give you a sense of why it matters a lot less:
Software utilization/orchestration is a moat and matters ~30–70 TIMES more than cheap power. (someone pls fact check the math)
A H100 burns ~0.84 kW. At $0.05… → · 14 likes · 2,113 views |
| 2025-10-23 | So in terms of raw upside, $IREN is promising just because of pure GW capacity. However, $NBIS has the highest asymmetrical return out of any Neocloud.
With the recent Nebius whitepaper, they published a bit about GPU utilization, etc. Their full stack software + diversified customer base with star… → · 9 likes · 1,367 views |
| 2025-10-22 | Yeah I’d agree with the breakdown. But think you’re focusing on the wrong thing (external competitive advantage).
Their full stack software + diversified customer base with startups, SMBs, helps their own opex, which is the moat in and of itself.
You mention miners like $IREN but if we look at $OR… → · 38 likes · 3,610 views |
| 2025-10-22 | I respectfully disagree, "fair value" should be higher. There's been new $NBIS data centers for ARR boost, 3x rate cuts which is a huge catalyst.
Just now, Anthropic might sign a $20B+ dollar deal with $GOOGL, which is bullish for Clickhouse, $WULF, $IREN, and Neoclouds. $META x $CRWV deals.
Goog… → · 32 likes · 4,889 views |
| 2025-10-20 | More hyperscaler contracts coming in. But you're spot on with earnings + rate cuts (+ Nov/Dec seasonality) as the biggest near-term catalysts.
Usually companies get rerated after earnings when they release more insight into forward projections.
When $META signed with $CRWV that's extremely bullis… → · 5 likes · 986 views |
| 2025-10-18 | @HesterPeirce @SEC_Enforcement @FINRA @CFTC - Investigate whether this media reporting, which materially affects the markets, violates Rule 10b-5. Probe patterns/coordination with external security transactions.
Most recent occurrence was October 7th, "Internal Oracle Data Show Financial Challenge… → · 24 likes · 2,642 views |
| 2025-10-18 | Extremely poorly written and zero-contextualization article. Intentional no-contextualization led to broader selloffs last time they published an Oracle hit-piece @SEC @secpaulsatkins
The core point - “Escalating compute demands could result in overbuilt servers without sufficient financial returns… → · 133 likes · 61,228 views |
| 2025-09-27 | @Veganhippo21 @DeepValueBagger $CRWV has 9%+ interest rate on debt while $NBIS fundraising terms are miles better → · 4 likes · 647 views |
| 2025-09-27 | Yeah, $NBIS is #1 choice by a longshot. $17B MSFT deal was over 5 years so fastest revenue ramp, not including more deals.
They own a ton of great companies like 30% Clickhouse, which Anthropic uses. Great balance sheet (eg. $4B+ raised $138+), no major interest like $CRWV.
NBIS does full stack,… → · 50 likes · 8,151 views |
| 2025-09-26 | @__visionxry__ Was waiting for dilution news and turned out to be positive rather than large interest that $CRWV did
https://t.co/9B5OXuk0J2 → · 1 likes · 670 views |
| 2025-09-26 | @Only4CBN $NBIS is better to all in instead of $CRWV, similar backlog. From the top of my head NBIS has better fundamentals with 4.1B funding at $138 share vs. 9%-11% rate with CRWV as an example. → · 4 likes · 619 views |
| 2025-09-23 | @NeuralCadence $COIN is like the equivalent of $CRWV, setting the mc for companies in the sector.
$NBIS is like $HOOD, better balance sheet, more diversified customers, etc.
I think NBIS will overtake CRWV in a year or two like how HOOD took over COIN.
$IREN doesn't have mag7 deals yet → · 14 likes · 1,125 views |
| 2025-09-23 | @__visionxry__ $NBIS is highest conviction stock I have for a 1 year timeframe.
I'd be more willing to hold $RKLB on a 5Y timeframe.
Holding a year for long term capital gains is smart unless it randomly pulls a $CRWV and goes up 600% in a short amount of time → · 6 likes · 1,435 views |
| 2025-09-21 | That's the same 4T+ thesis with $NVDA and their GPUs/ASICs (Google Cloud TPUs, AWS Trainium) when hyperscalers could replace Nvidia.
Same applies to $NBIS. MSFT wouldn't sign a 17B 5 year contract if they could build it out themselves this fast.
If you read my DD, NBIS, $CRWV are Nvda's strategic… → · 5 likes · 908 views |
| 2025-09-19 | $CRWV went from $41 to $183 in the span of 3 months but part of that was less float.
We could see $NBIS similarly from $99 to $225 by March if they have a Q4 earnings blowout along with triple rate cut in the best scenario, but otherwise I'd say 1 year timeframe.
$RKLB I like the most on a 5 year… → · 8 likes · 1,551 views |
| 2025-09-19 | I agree, hyperscaler chips is the biggest threat to $NVDA's 4T+ empire + GPU providers. But, $NBIS and $CRWV are NVIDIA's solution to protecting it's moat and GPU margin compression.
So they're supporting companies like NBIS on purpose to diversify demand from hyperscalers and prevent margin compr… → · 13 likes · 1,574 views |