H2o

24 | Disruptive/Innovative Tech Investor | 85% $NBIS/15% $RKLB $UBER $TMDX | Searching for someone who knows something about anything

[H2o @WatersCap_]

Both $RKLB and $NBIS offer a founder led company, in high barrier to entry sectors, with established business practices in those sectors, providing excellent results. We cannot comprehend what our world is going to look like in 10yrs with AI and Space. Bet on the future

[H2o @WatersCap_]

@Wolf0fAmazon @MrCarter_06 Not you no, you post actual content not just babbling

[H2o @WatersCap_]

@Spiralout_one Enduring this drawdown after missing the entire run this year must be brutal. Idk how $IREN holders see the difference in price now and still try to compare

[H2o @WatersCap_]

@CFc19971622 @Pre_Consensus @daniel_koss @babyfolio @Sandeman52 If this is your approach to investing I could only imagine how bad your returns are

[H2o @WatersCap_]

@MrCarter_06 @Wolf0fAmazon Maybe if you spent less time commenting on every $NBIS post with your 6 year old level insights your portfolio would be doing a bit better! How’s that ytd % looking pal??

[Markos @MarkosAAIG]

This part is so underestimated by the market... and it's a reason why Nebius trades much higher than its peers. Last week we spoke with a GPU cluster founder who has been deploying compute at scale since the mining days, over 150,000 GPUs. He walked us through why this gap is so hard to close for the smaller players. A lot of them have a background in crypto mining, where you never had a customer to serve. You just do it for yourself. If it's down, it's down... you fix it and you're operational again.

So no high-level automation, and every new customer means an engineer configuring the switch, rebooting the servers and installing the drivers by hand. That's a huge process they have to go through when they pivot from mining into building infrastructure for customers. Now, some do it better than others. You don't have real customer feedback either, because if you have one or two big contracts, the client already knows what it wants and teaches you nothing. For a big part, you work off their expertise. Of course, you learn from it, but it's different than handling tens or even hundreds of customers. So what they do is outsource big parts of the stack, fight over whatever talent is left, and end up with the B, C and D grade contracts.

The A grade contracts go to the ones that own the full stack, have automated it, and actually know how to service a customer. And that's the big moat behind $NBIS they've been handling this since the Yandex days.

Nebius and CoreWeave fall in that leader group. Iren $IREN is making steps to get there I'll give them time. WhiteFiber $WYFI same but they also need more to prove. lot of other smaller players I have strong doubt if they will survive.

[H2o @WatersCap_]

@_HalalTrader_ Are you patting yourself on the back for a short that you didn’t take? Pointless slop

[H2o @WatersCap_]

@Saldivva All points you made are very fair. Anyone denying this post as at least a possibility for the near future is coping. Very well could happen. If someone is truly in $NBIS for the long term you won’t be shaken out here

[H2o @WatersCap_]

@KyleAdamsStocks @mvcinvesting Need more level-headed takes like this

[H2o @WatersCap_]

@pepemoonboy

[Daniel Berk @danielcberk]

How I'm going to assert dominance around the other parents during preschool drop off

[H2o @WatersCap_]

@pulsewhalewana @therogueoracle @TheBigBerbowski $NBIS was first listed on the Nasdaq in October 2024 not sure what you’re on about. Still a great buy today long term

[H2o @WatersCap_]

@therogueoracle @TheBigBerbowski Lets compare returns over the last 5 years and then talk gambling

[H2o @WatersCap_]

@TheWaveCount The issue is this your opinion “Buy zone: $76.70 – $157.88” and you offer a paid service. Tells me everything I need to know but free will I guess!

[H2o @WatersCap_]

@therogueoracle @TheBigBerbowski Can agree to disagree on whether it’s a good oppurtunity still at recent prices. I bought most under $40 and have been buying recently again. But oh boy am I bagholding

[H2o @WatersCap_]

@TheWaveCount I just don’t enjoy people getting away with pushing low quality analysis to those who don’t know any better. I was once in their shoes so I call it out

[H2o @WatersCap_]

@TheWaveCount Red😂😂 I bought a year before your account was made

[H2o @WatersCap_]

@TheWaveCount Another brainless reply from a brainless human. Good luck with your patreon, you’ll need it with that portfolio performance of yours

[H2o @WatersCap_]

@TheWaveCount My comment was objectively based on your low quality analysis and you can’t expand any further?

[H2o @WatersCap_]

@therogueoracle @TheBigBerbowski Every stock is an X stock if mentioned on here. A little bit of research tells you if stocks on here are worth your time. Might be worth your time to find out why $NBIS is talked about so much here🤷🏻‍♂️ Surprisingly, there was a time when it was never mentioned