Nebius’s financial execution over the past few days has been impressive. But take a look at the news below. To all the die-hard Nebius long-term holders, I can’t help but feel it might be time for a bit of a reality check.
FINANCIAL POST
Wall St Engine
#NBIS
#IREN#NBIS
it means nothing if the data center construction gets delayed.
Are you factoring in the potential grid/water issues or local pushback at IREN’s Texas sites? How can they hit their targets if they face the same physical bottlenecks as Nebius?
#IREN#NBIS
Your analysis is always incredibly insightful. Intriguing narrative on the DSX OS integration. But at the end of the day, stock price is driven by actual execution. No matter how great the software ecosystem is,
@jiahanjimliu@stocktalkweekly Are you factoring in the potential grid/water issues or local pushback at IREN’s Texas sites? How can they hit their targets if they face the same physical bottlenecks as Nebius?
@jiahanjimliu@stocktalkweekly Your analysis is always incredibly insightful. Intriguing narrative on the DSX OS integration. But at the end of the day, stock price is driven by actual execution. No matter how great the software ecosystem is, it means nothing if the data center construction gets delayed.