Chris Pendergast

Born blah moved to europe blah blah art school blah.

[Chris Pendergast @Penderart]

@franklee6924T The more clients that use their ecosystem the bigger their moat can get. They don’t need to make a ton off of the DC someone else built, they can generate $ and long term clients from software. MSFT gave away windows for the same reason.

[Chris Pendergast @Penderart]

@franklee6924T Not all stacks are the same, agentic search, tokenization, how the physical infrastructure of the DC relates to efficacy of data throughput. NBIS has a significant advantage engineering their own hardware, search and tokens will generate them income as well. Software can scale.

[Chris Pendergast @Penderart]

@Frenkie_Woody AI created this not a photo quite recently

[Chris Pendergast @Penderart]

@KeruboSk Huge red flag. You can’t pay for an any part of a house you don’t own.
Of course you should contribute, it costs money to live, but something that is a positive for both of you. You both should save money vs going it alone and you aren’t being taken advantage of.

[Chris Pendergast @Penderart]

@m_799_8 @grok Probably eczema

[Chris Pendergast @Penderart]

@BruceIronsNFL People who complain about these things without qualifying how they’d afford to do everything they want just don’t count.

[Chris Pendergast @Penderart]

@retail_mourinho Huge over reaction to the price of oil and low interest debt raise.

[Chris Pendergast @Penderart]

@CelikhanS @ayanjainhere 80% of a neocliuds costs to build a DC are GPUs, depreciating those is the single biggest number on their earnings report from a cost basis. 20% is the actually land and building, the current trend is running on NG turbines supplying their own electricity, NG prices are stable

[Chris Pendergast @Penderart]

@daniel_koss And hate/fear/resentment engage, for every negative note you get there’s 5 or 6 (or 10) readers who value the information and opinion but don’t stop, take time and write. Just the nature of things. Trash comments reflect the comment maker’s need to trash someone. Not you.

[Chris Pendergast @Penderart]

@babaken_0 @AdamSchefter Disagree on retooling vs competing. Retooling TO compete - paying Zaire Franklin is an improvement over paying Gary. Enigbare outplayed Gary 2nd half last yr. and with Cooper on LB we’ll still have healthy Pass Rush options aside from Parsons

[Chris Pendergast @Penderart]

@UsmanAl93547378 @AdamSchefter We need the $ to pay for Zaire Franklin, and Gary was likely a cap hit anyways. Enigbare outplayed him second half of last year, Gary was only good when Parsons was in.

[Chris Pendergast @Penderart]

@bitcoinbutcher1 @aleabitoreddit @otium33 $IREN has big advantage in what they already own but it’s all commodify. If both continue to develop well IREN will look to add SaaS layers and NBIS builds fully owned. I see NBIS as having already done the hardest parts first.

[Chris Pendergast @Penderart]

@bitcoinbutcher1 @aleabitoreddit @otium33 $NBIS in house engineering of hardware (racks/wiring design/liquid cooling system) = greater operating efficiencies - more GPU/MW offsets colo fees, they’re building new fully owned, & better growth avenues in full stack token fees. Plus stickier given software layer

[Chris Pendergast @Penderart]

@ImBananas4 @DanInvestings Mix of algorithms, short interest and heavy option trading / hedges. Once the needle really starts moving for any news it carries significant momentum to resistance. Doesn’t have anything to do with fundamentals.

[Chris Pendergast @Penderart]

@DanInvestings Bought more at $89

[Chris Pendergast @Penderart]

@HyperAICapital Bought more at $89, dropped on Coreweaves growing debt vs shrinking margins which has nothing to do with NBIS, who is largely debt free with growing margins.

[Chris Pendergast @Penderart]

@GrindeOptions All DCs dumping because $CRWV has too much debt. Just bought more of my preferred flavor in $NBIS.

[Chris Pendergast @Penderart]

@SohoNehel Write calls when it’s high and buy more on the dips.

[Chris Pendergast @Penderart]

@hotboxmusic An incorrect report of $CrWV failing to get funding for new datacenter - totally inaccurate. Feels like manipulation for shorts

[Chris Pendergast @Penderart]

@ilzmcfly I don’t think that’s it, IREN is getting less $ per MW on their MSFT deal evidences $NBIS unit economics + no IREN software stack makes them straight commodity broker IMO, reliant on BC and no subsidiary businesses. That’s real risk, lower long term upside and no diversification