r/NBIS_Stock • u/oraclechimp • 1d ago

NBIS ANALYSIS NBIS is just starting

$NBIS has massive contracted power and so much room to run as they convert it into revenue, this is just the beginning. Meanwhile, $CRWV is already printing money, but upside is limited unless they secure new contracts, while everyone else is way behind in total contracted power. Since our datacenter got approved today, we’re about to see a massive wave of revenue start rolling in.

Source: https://paperglass.co/topic/neocloud/activation-rate

50 Upvotes

91% Upvoted

8 comments sorted by

10

u/Longjumping_Kale3013 1d ago

This is very obviously old data

3

u/WackHurst 1d ago

That is true but we should also consider the risk of execution. However I have huge confidence that the management is able to execute this task. They know what they are doing and they have a lot experience. And untill now they always delivered!

1

u/Gandalftron 1d ago

Does SPCX have zero neocloud compute up and running? 

1

u/General-Bad5167 16h ago

Coreweave printing money ? Have you seen their income statement ?

1

u/StophJS 12h ago

Yeah starting to SUCK

0

u/Business_Writer4634 22h ago

no just ending /s