Wow $NBIS relative outperformance is wild. Back in 2025 I wrote my Neocloud thesis on $IREN to $CRWV. But I made the decision months later to consolid...
Twitter @Serenity
Wow $NBIS relative outperformance is wild. Back in 2025 I wrote my Neocloud thesis on $IREN to $CRWV. But I made the decision months later to consolid...
Serenity: 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
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