unclebrian

@EndicottInvests I’m thinking 1.8-2.2 GW active power in 2027

$NBIS Some hypotheical ARR scenarios for 2027 Anything over 1.5GW of active power and over 12M / MW are ultra bullish scenarios IMO.

@TradingWithGuy Do you deserve a treat?

My accountant just told me I’m due $6,000 in a tax refund. How would you split it between treating yourself and investing?

@quantum_trader @compoundturtle_ Lol

@mastonk123 @compoundturtle_ Damn these butthurt cry babies are all over X and the internet! BOTH are great companies but NBIS already had a fantastic run and $IREN has more upside now! FACT!

$NBIS or $IREN — who outperforms over the next 10 years? $NBIS — Nebius Mcap: ~$54B Secured power: 3+ GW Owns 75%+ of its infrastructure $IREN — Iris Energy Mcap: ~$20B Secured power: 5 GW 100% owned infrastructure (land, power & data centers) Which are you picking?

@StbjergTro97997 this is probably conservative too, and not becuase of the demand of tokens but the supply.

$NBIS $sive No one is bullish enough

@compoundturtle_ from the data you put out, only a fool wouldnt choose IREN. Thats the misleading part, but i dont expect much from you guys

@mastonk123 Which one should I have bought then? I don't see how this post is misleading.

@ceomnsr None actually, tho i have only been investing 2,5 years

What's one stock you wish you never sold?

@longinvest32 around $225 in USD

How we looking in Europe ? $NBIS 😉

Can someone tell me where $NBIS and $RKLB closed today on the European markets? Can’t seem to find it anywhere

@tune_ventures Reminder that most people bought around $50

$LMND Reminder that Lemonade stock is up: ~80% over last year ~500% off the bottom 2.5 years

$NBIS for all you nebiusaholics, this is Nebius price on the Frankfurt exchange. 195,60 euro = $227,70 USD

@Para_Capital where do you see this

$NBIS trading at $226 USD in Europe today up 7.5% on the day. $13 higher than US close on Friday. Let’s fucking go!

@McnallieM @nvidia @IREN_Ltd Or, heard me put, nvidia buys them today at a 14 dollar discount

Consider this... @nvidia has a 5-year right to purchase 30 million $IREN shares at $70/share @IREN_Ltd is currently trading at ~$56/share That means retail investors can buy $IREN today at a $14 discount to the price the world's most valuable company agreed to pay You can own $IREN cheaper than $NVDA can...

@OInvests Yeah… but burning 600k on the sphere, a day. You can’t rationalize that.

@mastonk123 Visibility is important, when you want to become a name the entire world recognises

4 stocks essential for the AI buildout. $IREN $NBIS $MU $VRT If you could only pick one for the next 3 years - which would it be? 👇 NFA

@OInvests Not if you are Iren. I don’t think their customers choose them because they are in a big building. But they have to use the money from the 6 billion ATM on something 🤷‍♂️

@mastonk123 Is advertisement not important?

@StbjergTro97997 @EndicottInvests Tak

@mastonk123 @EndicottInvests A 3rd-party model I saw used ~$17.7M/MW for Rubin vs ~$11.6M prior-gen. So 17.5–19 is my range, not official guidance.

$NBIS: For those smarter than me, do we have any idea what the revenue per MW will be for Vera Rubin’s? Whether it’s a rumor or sourced from something legitimate. I’ve seen anywhere from 12M-20M per MW. Trying to understand it a bit more

@StbjergTro97997 @EndicottInvests Hvordan er du nået frem til det?

@EndicottInvests @mastonk123 Should bare around 17,5-19

$NBIS We are opening at $230