mbm.eth

[mbm.eth @mbmeth]

@NXTC NextCure
If assests sold

If sold for $15M upfront: ~$3.74 per share.

If sold for $30M upfront: ~$7.47 per share.

If sold for $50M upfront: ~$12.46 per share.
More info:
https://t.co/xkJmhawRnM

[mbm.eth @mbmeth]

@NXTC NextCure
If assests sold

If sold for $15M upfront: ~$3.74 per share.

If sold for $30M upfront: ~$7.47 per share.

If sold for $50M upfront: ~$12.46 per share.
More info:
https://t.co/xkJmhawRnM

[AxeCompute @AxeCompute]

The numbers don't lie:

* GPU lead times: 36-52 weeks
* HBM capacity: 100% sold out for 2026
* Enterprise AI deployment delays: 40-60%

The bottleneck isn't talent. It's infrastructure.

#AIinfrastructure #GPU
https://t.co/v4JitMR4Ek