I bought $NBIS at $232.49.
I *think* the market is wrong for selling the neo-clouds here and it feels like an overreaction to the META news.
AWS just raised GPU rental prices by 20%.
META is using their compute to monetize in a way that makes their overall business more diverse in terms of AI revenue streams.
Given the backlog and senior management claiming that 4 customers are fighting for one GPU, it feels like a knee-jerk reaction to the META headline.
Will buy more in low $200s if we see it, last time we got that price on $NBIS was 3 weeks ago on a market-wide drawdown so it feels like this might be an opportunity.
@rmewife96@onestoploss WhatsApp'ta yatırım stratejilerimi ücretsiz olarak paylaşacağım (Alım-satım noktaları, yatırım analizi vb. dahil). Bu sizin için faydalı olabilir. Ücretsiz edinin!! ✅
WhatsApp'a 333 yazarak yanıt verin: +12159892139
Bu uygulamadır:https://t.co/lutsRrfcdg
$NBIS is up 10% today while $CRWV is in the red.
YTD performance:
• $NBIS: +215%
• $CRWV: +33%
Current market cap:
• $NBIS: $65B
• $CRWV: $51B
Yet here’s where they stand:
• Backlog
$CRWV: $99.4B
$NBIS: ~$45B
• Expected end-2026 revenue run rate
$CRWV: $18–19B
$NBIS: $7–9B
• Expected connected power by end-2026
$CRWV: ~1.7 GW
$NBIS: 800MW–1GW
I’m not saying $CRWV has a better business than $NBIS.
I’m saying there’s no convincing case for it to trade at a lower market cap.
Yes, $CRWV carries more debt, but that alone doesn’t justify the valuation gap.
$NBIS has had an incredible run.
$CRWV hasn’t.
Buy the laggard.
@laurenengelhart@InversorNovato_ Voy a compartir mis estrategias de inversión gratis por WhatsApp (incluyendo puntos de compra y venta, análisis de inversiones, etc.). Esto te puede ser de gran ayuda. ¡Obténlo gratis!
Responde 333 a WhatsApp:+17633136243
Esta es la aplicación: https://t.co/utiruqn1RL
@BlakeRo85432210@aleabitoreddit I will not charge any fees; I publish all trades for free.
I share real-time trading alerts, trading strategies, and the latest market updates on WhatsApp.
Reply with "join" to my WhatsApp number +16085171922 to join for free
My WA link: https://t.co/9nx1cw04Uv
@BlakeRo85432210@aleabitoreddit I will not charge any fees; I publish all trades for free.
I share real-time trading alerts, trading strategies, and the latest market updates on WhatsApp.
Reply with "join" to my WhatsApp number +16085171922 to join for free
My WA link: https://t.co/9nx1cw04Uv