Nate Glass

Dad, Software Engineer, Investor

[Nate Glass @NateWGlass]

@KrisPatel99 Software is cooked

[Nate Glass @NateWGlass]

@Dr_Crossroads Awesome! Where are you getting this data?

[Nate Glass @NateWGlass]

@hanrui_w @Eigen_AI_Labs @nebiusai Congrats! please add more image models to token factory 🙏

[Nate Glass @NateWGlass]

@romanchernin @nebiustf Roman, will token factory ever offer image models like flux pro and nano-banana?

[Nate Glass @NateWGlass]

@amitisinvesting Same.

[Nate Glass @NateWGlass]

@hood__house I embarrassingly had to ask Robinhood support to turn on event contracts after previously asking them to hide it so that I could bet on USA to beat Paraguay.

[Nate Glass @NateWGlass]

Just set up my agentic trader on @RobinhoodApp.

Strategy:

Watch BTC/ETH and QQQ overnight to estimate where crypto stocks should open. If Robinhood’s thin overnight quote is way off, flag a small trade. Exit when normal market liquidity returns.

Going to run it in shadow mode for a few days to see if the strategy works before using real money.

Let’s see how this goes $hood

[Nate Glass @NateWGlass]

@InvestwithMEH 🏅

[Nate Glass @NateWGlass]

@InvestwithMEH It’s broken

[Nate Glass @NateWGlass]

@amitisinvesting Are you telling me RobinHood is a good company again?

[Nate Glass @NateWGlass]

@Dr_Crossroads @shivvermashiv Not sure this is much of a signal. Basically all tech companies were using figma. The question is will they need to in a year or so. I don’t think so - designers will be coding themselves

[Nate Glass @NateWGlass]

@LukasFrije1re Aggripa’s character is part of why I chose $NBIS over $IREN. He was supposedly the voice of Iren retail, but in all the good faith exchanges I read on X, he was so arrogant and insulting.

[Nate Glass @NateWGlass]

@Mr_Derivatives It’s the year of AI. Name a stock that isn’t contributing to the AI buildout that is doing well this year…

[Nate Glass @NateWGlass]

@InvestwithMEH How do you know she quit? Might have been asked to leave. I was reading the Glassdoor reviews and they specifically the crypto org being really chaotic.

[Nate Glass @NateWGlass]

@StockSavvyShay Where did you see this?

[Nate Glass @NateWGlass]

@RobinhoodApp Used it. It says I need $hood to double STAT

[Nate Glass @NateWGlass]

I am not an expert, but I suspect that the pivot from bitcoin mining to AI is a lot more challenging than people think. I work in software, and I’d much rather have a team of experts building a new product from the ground up, than a team of non-experts modifying an existing product.

Sure, there will be many beneficiaries of the AI boom, but at least in terms of “neoclouds”, I don’t think it’s hard to pick the winner. $NBIS

[Daniel @danielisdizzy]

$CRWV has become far more interesting than $NBIS.

$CRWV has a $58B market cap while $NBIS sits at $56B.

But:

• Expected end-2026 revenue run rate
$CRWV: $18–19B
$NBIS: $7–9B

• Backlog
$CRWV: $99.4B
$NBIS: ~$45B

• Expected connected power by end of 2026
$CRWV: ~1.7 GW
$NBIS: 800MW–1GW

There is no reason why $CRWV and $NBIS should trade at nearly the same market cap right now.

[Nate Glass @NateWGlass]

Am I reading this right? If in a year and a half, $NBIS doesn’t go down 5%, you triple your money.

[Nate Glass @NateWGlass]

I met @SayNoToTrading at @amitisinvesting LA meetup a few months ago. He explained how options trading isn’t worth it and if you know what you’re doing your don’t need it. I paid 100k to role my $nbis 170s to 240 a few weeks ago and now it looks like my 190s are cooked. The promise of “free money” with covered calls is so compelling. I got 200k in premium for these when I originally wrote them. That’s a solid salary for less than a year in time value. But man, it doesn’t feel free anymore. I’m learning my lesson once again that you have to decide whether you’re a trader or investor, and stick to it. Covered calls are a bearish strategy, and the illusion of “free money” fooled me into forgetting that I am a forever bull.