Tobacco Barn

Tobacco Barn@Spiralout_one

Also the only cloud provider with dual CEO’s and a massive incentive package with no shareholder value clause 🤡 $NBIS >

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close

Tobacco Barn@Spiralout_one

Don’t normally agree with Chanos but this is sketchy, no? The $4b ARR is using the capacity that will be online and the revenue they expect to earn from it?? That is not how it should be done. $IREN $NBIS > Would love for someone to tell me this is not what this means?

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close

Tobacco Barn@Spiralout_one

Led by @jiahanjimliu Low IQ Chinese… everytime. $NBIS >

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close

Tobacco Barn@Spiralout_one

And next quarter IREN will talk about the compute auction they are running.. this company is a joke

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Tobacco Barn@Spiralout_one

Love how none of the long time bulls are commenting. They are coordinating their response to another less than stellar ER. $NBIS > $IREN

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Tobacco Barn@Spiralout_one

$NBIS $NVDA Pts coming out on Nvidia over the next 12 months have it being near $10T mkt cap and you don’t think @nebiusai, a very important strategic partner to Nvidia can be $1T mkt cap by 2030? 🚀

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Tobacco Barn@Spiralout_one

This is why… $NBIS >

tweeted Sun, Aug 23 · counted from Mon, Aug 24 close

Tobacco Barn@Spiralout_one

$NBIS Nebius probably issued shares from the remaining ATM after the post earnings run up and bought the 15.8M shares back on the open market or will issue them to the debt holders from their share treasury.. so while still dilution in theory it shows their shrewd financing

tweeted Sat, Aug 22 · counted from Mon, Aug 24 close