Sappy

#GME 🚀🌙 College student

[Sappy @sappy_som]

@DragonAlgoTrade What kind of classic set up is this? What classically happens next? Day of earnings

[Sappy @sappy_som]

@TylerHODL17 @Mr_Derivatives What are they saying good sir?

[Sappy @sappy_som]

@Dark_Prince078 Are they pre releasing?

[Sappy @sappy_som]

@Dark_Prince078 It’s not. It’s on Thursday

[Nebulizer @SMASIMHO]

1) Compute is scarce. Jevon's Paradox you've heard this argument a million times. The question is if you believe it or not. That's your decision as an investor.

2) $NBIS's bread and butter isn't hyperscalers. It's AI startups and enterprises. They've seen 4 customers compete for every GPU cluster coming online.

$NBIS has depended on hyperscaler contracts to supercharge their financing and increase their return on equity (minimize dilution etc.)

What hyperscaler bare metal contracts enable $NBIS to do is build faster and take the rest of the money and build for their own higher margin customers (operating leverage is at the center of the $NBIS thesis).

3) So why won't customers just choose hyperscaler compute over $NBIS?

The point here is more subtle. The hyperscalers of the world do not build specialized AI clouds. They are very much general-purpose service clouds with a host of non-AI solutions. Things like object storage, serverless functions, managed databases, CDNs, identity services, IoT platforms, and hundreds of other things that have nothing to do with training or serving a model.

AI is a feature of their cloud. It is not the thesis of their cloud.

We see this differentiation manifesting itself in real-time. $NBIS is winning in enterprise. Something stated by Roman Chernin himself. You also see $NBIS customer success stories such as Revolut and now Reflection AI.

4) So what does this all mean together?

$NBIS's AI-first cloud captures and services the leaders of the AI-native startup world. $NBIS is selective (given demand / supply imbalance) to choose customers in a VC like fashion that will be the Fortune 500 of tomorrow.

As these companies grow, scale, their compute demand scale too (Revolut is one example commonly cited) and $NBIS expands their revenue alongside them.

By starting now, $NBIS enters a fly wheel of continuous improvement by having their FDE's work closely with AI startups that are defining SOPs and requirements in real-time. This head start and advantage compounds leading to a increasingly more specialized and sticky ecosystem.

This is something generalized hyperscalers cannot compete with although they may be able to supply more compute as a whole.

Finally, with these customers $NBIS is able to monetize GPUs (or tokens) at a much higher rate. The structural advantage in unit economics and fantastic operating leverage is what sets $NBIS apart from other "Neo Clouds".

[Sappy @sappy_som]

@iamsohot2020 How often are you wrong @iamsohot2020

[FantasyManDan @FantasyManDan]

If $shaz or $nbis were creams, I would rub them on my belly and giggle.

[Moose @Brownmoose]

$NOK

PAY ATTENTION THIS WEEK.

We are at phase C

[Sappy @sappy_som]

@CryptoBankz_65 Bruv

[Sappy @sappy_som]

@caitlingirouar1 Cdawggggggg

[Sappy @sappy_som]

@caitlingirouar1 Not much wbu c dog

[Sappy @sappy_som]

@MrBeast 5,676,969

[Sappy @sappy_som]

@MrBeast 5,000,067

[Sappy @sappy_som]

@MrBeast 5,000,069

[Sappy @sappy_som]

@MrBeast 5,000,001

[Sappy @sappy_som]

@MrBeast 5,000,000 🤗

[Sappy @sappy_som]

Noice.

[Alpha Owl @AlphaOwlTrading]

$NBIS expansion continues!!

→ First entry into Spain 🇪🇸
→ 18MW colo deal
→ 5th European country

Great find @RayT168 👏

[Sappy @sappy_som]

$NBIS wave 4 landing right in the pocket
38.2% fib + prior wave iv low + 50 day MA all stacked at $200-220
Hold it → wave 5 projects $327-361 Lose $132 → count dead
NFA

[Sappy @sappy_som]

@blondebroker1 $NBIS PLEASE

[Sappy @sappy_som]

@cmsinvests @antibearthesis Me 🤙