UltraInstinct
1K posts
@BMNRTracker they claim they havent atm below mnav below 1 so far. What do you think?
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I am very happy that the $BMNR team bought back shares last week.
Not a small buy either. $85 MILLION BUYBACK!
If we get a 2nd week in a row of buybacks, we may get back to 1.00 mNAV quicker than you think.
The team is 96% of the way to the 5% Alchemy. Time to take it slow. Very slow.
This is where we currently stand.
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@cozenom @BMNRTracker It’s dangerous for one institution to accumulate that much ETH! It will be too concentrated. He should instead invest in ETH infrastructure.
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@BMNRTracker They will very likely push for 10%, they didn't spin up preferred infrastructure and float all those bonds just to tap it once.
It is in their interest to announce the move to 10% as late as legally possible, in order not to front run themselves.
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$BMNR I clearly see what Scam Lee doing. He don’t want to reach 5% so that it’s not easy finding a reason to dilute to fund his speculative investments! It was very easy with the cash he had on hand! I would’ve appreciated buying quick and done with this stupid 5% goal!
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@JackPatera12 @BMNRTracker @fundstrat @BitMNR Oh yea? You mean TOM who is sitting on $9B loss on his ETH purchase? $20M loss already on Beast Industries? Blew up shareholders money worth $200M on options? Calling Bottom every day? You don’t need to know better to point these things out. So shut your bitchass 🤣👌
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@Smhd786 @BMNRTracker @fundstrat @BitMNR Sounds like you know better than Tom and should be running the show 🤣
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$BMNR bought back ~$85 million of shares this past week!
Thank you for listening to the shareholders! @fundstrat @BitMNR
We are in good hands!
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So was that the bottom for Neo clouds?
Seems the Kimi K3 plus various new contracts for the likes of $IREN & $HUT are showing the market the demand is still nuts
LONG $NBIS
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@TJTheWheelDeal Too many pumpers on this name. @EndicottInvests @longinvest32 to name a few..They bagged a lot of people around $290 by calling ridiculous Price targets lol 😂
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Timeline is full of $NBIS bullish posts. Is there a legitimate bear case or just typical execution risks from companies early in their journey?
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@jeremymjacquin There is no moat for data centers, pretty much anyone can build one by hiring the builders. The pumpers think its SAAS and deserve high revenue multiple. Please give me a break. $NBIS $IREN $WULF
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$NBIS most certainly does NOT have a moat.
Stay prudent 🖖🏼
I remain short $NBIS 📉
AllThingsVentured@AllVentured
The Jevon’s paradox cope on here is hilarious. There is $10T of paper asset value teetering on the OpenAI ponzi. Nobody has a moat. Chinese models will be built on Chinese hardware at a fraction of the cost. AI becomes a public good. Nobody ever turns a profit.
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Too bad that all the non-stop weekend pumping by $NBIS retards only gave them 1%🤣👌 They will be greatly disappointed when this hits $90 again.
@EndicottInvests @longinvest32
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So sad that all the non stop weekend pumping by $NBIS pumpers didn’t turn out how they expected!!
@EndicottInvests @longinvest32
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@fundstrat Wow that’s rich coming from someone who blew up the shareholder money on options…
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my friend
something to consider for yourself
"active trader" does not mean successful
S@evercapable
@fundstrat I am a fairly active trader, and I didn't understand a word you said.
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@BMNRTracker I don’t understand why you assign 0.83? 1 is the correct reference you dumtwit.
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$BMNR
MNAV = 0.83
NAV per share = $19.33
$BMNR $16.03
$ETH $1,879
BMNR MNAV Tracker@BMNRTracker
With $ETH currently at $1,873, $BMNR would be trading between $15.95-$16.10 given the 0.83 mNAV it closed Friday at.
Dansk
@venusinox1 @jeremymjacquin Yea also see how much they spend. I can easily spend $10B to make $8B lmao 🤣 You guys are unbelievable
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@jeremymjacquin using TTM to evaluate a company growing 200%+ next year lol try harder next time pls
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🚨 $NBIS Bear Cases Heating Up: Efficiency Disaster vs $CRWV
Nebius is growing revenue fast and everyone wants to praise all the hirings but at what cost?
Revenue per employee:
• $CRWV: ~$2.84 MILLION (2,189 employees) — lean AI cloud machine printing money.
• $NBIS: ~$569K (1,543 employees) — barely 1/5th the efficiency.
That’s not hypergrowth. That’s over-hiring + bloated ops while burning billions in CapEx. Negative FCF, surging SG&A/personnel costs, and massive dilution/financing to fund the buildout.
Customer prepays are masking the bleed for now.
$CRWV shows what disciplined scaling looks like. $NBIS? Still in the “spend now, pray later” phase with a sky-high valuation.
Classic growth trap in the neocloud wars.
No current position in $CRWV
I remain short $NBIS 📉
#NBIS #CRWV #AIInfra #CashBurn #Neocloud
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@AdityaInvests90 Compute shortage and moratorium on data centers. Sounds like a perfect recipe for a disaster. More states will follow what NY did after realizing how much energy and water it’s sucking out and its impact on local residents. Already seeing energy bill way higher!
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Once again demand has pushed the limits this is very bullish for $NBIS, $CRWV, $IREN and many more Neo clouds as they provide the capacity in data centers for compute.
Won’t be surprised to see datacenter stocks up big next week…
Kimi.ai@Kimi_Moonshot
Kimi K3 has received far more love than we expected, and our GPUs are feeling it. Over the past 48 hours, demand has pushed close to the limits of our current capacity. To protect the experience of existing subscribers, we're temporarily pausing new subscriptions and prioritizing compute for current members. Existing subscribed users are not affected. We're adding capacity as fast as we can and will reopen new subscription spots in batches. Going forward, we'll also split membership into two more focused plans: Kimi Membership for Kimi Web, App, and Work; and Kimi Code Membership for coding workflows. This will help us match compute more precisely and keep the experience stable. Thank you for your patience and understanding!
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@jeremymjacquin Pumpers don’t wanna hear all these. They only care about ARR lol..
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$NBIS Pumpers are in full force trying to pump their bags! 😂😂 Pathetic !
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BitMine is committed to optimizing value for $BMNR shareholders
Bitmine (NYSE-BMNR) $ETH@BitMNR
10/ Bitmine celebrated its first year of operations on June 30, 2026: ➡️Reached 5.74 million ETH, 4.8% of the ethereum:native supply ➡️Launched MAVAN, the largest single-stakeroperator in the world ➡️Moonshot including @MrBeast Industries, Eightco $ORBS, A+ and others ➡️Partnering with Ethereum foundation 2.0 @ethlabs_org @ethereuminsti @eth_systems @ethereumfndn ➡️First ETH preferred offering $BMNP , setting benchmark yield for ETH DATs ➡️Uplisted to Big Board @NYSE ➡️Added to @FTSERussell 1000 Large-cap Index
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