Mathias e/acc

$NBIS is a future hyperscaler and a current neoscaler

[Mathias e/acc @TechnoGoddy]

@franklee6924T Yeah, make a retard statement and then back out like the pussy you are 🤣

[Mathias e/acc @TechnoGoddy]

@franklee6924T Oh, I understand the history. I REALLY do. They had great success with both before they got nationalized. You’re a joke, my guy 🤣

[Mathias e/acc @TechnoGoddy]

@franklee6924T Please, please, please elaborate on this. I am genuinely curious to read with what they haven’t succeeded 🤣

[Mathias e/acc @TechnoGoddy]

@franklee6924T It didn’t succeed the last two times? HAHAH, what. You’re really just another retard 🤣

[Mathias e/acc @TechnoGoddy]

@franklee6924T Sure, buddy. Let’s revisit in 2028.

[Mathias e/acc @TechnoGoddy]

@franklee6924T I mean, you can keep saying that but they have done a ton of succesful colos that literally add a ton of money; something $IREN has failed to see as a crazy good way of scaling MWs. Even a 50 MW colo is potentially $2B of revenue at $40M per MW on auction.

[Mathias e/acc @TechnoGoddy]

@franklee6924T Woah, that was a lot of nothing 😮‍💨

[Mathias e/acc @TechnoGoddy]

@franklee6924T @_Sgr_A_Star “Ultimately, none of those bets have truly succeeded”? Are you high or just biased as fuck? Nebius moving up the stacks and adding layers is literally what is going to make them a $1T juggernaut. The agentic layer will make them unstoppable; owning power will eventually fade 🤦🏼‍♂️

[Daniel Romero @HyperTechInvest]

🚨JUST IN: $NBIS Chief Revenue Officer:

"What’s ahead of us is dramatically greater than what we have already reported and shown."

[Mathias e/acc @TechnoGoddy]

@AlexSchettino @Cloudzillas @romanchernin @ItzSuds @nebiusai Takes about two seconds to look up their GW sites.

[Mathias e/acc @TechnoGoddy]

@drakeisaW If prices per MW goes up, so do prepayments. The more valuable each MW becomes, the more companies will prepay to get capacity.

[Mathias e/acc @TechnoGoddy]

@drakeisaW Yeah, I see that. Some people are assuming 100 % prepayments in the future, so 50-60 % is probably conservative 🤔

[Mathias e/acc @TechnoGoddy]

@drakeisaW Dilution is generally when they issue more shares. Not sure what you mean ‘from what’. 25 % is a made up number since it’s his prediction. If you wrote something it would also be a made up number.

[Mathias e/acc @TechnoGoddy]

@drakeisaW Where do you get that from when they get about 40-60 % in prepayments alone and possibly (most likely) even higher in the future? He also addresses dilution as he literally points to 25 % dilution.

[Mathias e/acc @TechnoGoddy]

@Cloudzillas @romanchernin @ItzSuds @nebiusai Maybe the 2 GW coming online in the coming years that aren’t tied to neither Microsoft nor Meta?

[Mathias e/acc @TechnoGoddy]

@Mastacash @romanchernin @ItzSuds @nebiusai Besides that retail investors don’t even matter at this point when they’re approaching 80 % institutional ownership, idiot.