-7.0%return · 30D
$1,000 follows their calls into $930
VT $1,004
Sep 16Oct 15
- Win rate
- 41%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #453
- 3 ranked closes
- Longest streak 2
Sam Kampner@KampnerSam$IREN $NBIS $CRWV $HUT The beocloud businesses model is actually very simple. You build electric connectivity, buy the GPUs and supporting infra, then rent it out for a fat margin. That’s it. As simple as that. This is not rocket science, folks. Don’t listen to the panicans.
Sam Kampner@KampnerSam$NBIS $IREN $HUT Are neoclouds dead? I don’t think so. Using reasonable assumptions, Blackwell seems to have a payback period of roughly 3 years, even after CapEx and operating costs. The economics look even better for Vera Rubin. The market may be repricing the sector
