Talis

The intelligence layer for self-directed investors.

[Talis @trytalis]

@ZacWhelan_ Let’s go

[Talis @trytalis]

@ZacWhelan_ Lets go 🚀

[Talis @trytalis]

@ZacWhelan_ 🤑

[Zach Whelan @ZacWhelan_]

Crazy to see the performance delta across the AI infrastructure / neo-cloud trade over the last year:

$NBIS +63%
$WULF -2%
$CRWV -42%
$IREN -45%

Same tailwind, very different outcomes across different capital structures, power strategies and execution.

Who wins long term?