🔥 The NBIS setup, but it's CIFR now
Everyone forgot how NBIS did it. Q1'25: $50.9M. Q1'26: $399M. +684% YoY. Nobody believed the AI cloud conversion story until the print forced them to.
CIFR is running the exact same playbook, different asset class. 🏗️➡️🖥️
Legacy BTC mining