Brad Freeman

My man… $IREN & $NBIS are going to keep aggressively raising debt and equity too. This isn’t a CoreWeave thing. The balance sheet you’re looking at looks prettier because their footprint is so much smaller. If they want to be as big as CoreWeave on installed capacity they’re going to raise a lot more $ too.

Full $NBIS episode below! https://t.co/9V1NDtuqEm

My pure play public Neo-cloud rankings: 1. $NBIS a small gap 2. $CRWV a much larger gap 3. $IREN https://t.co/cl7VptSl5F

My pure play public Neo-cloud rankings: 1. $NBIS a small gap 2. $CRWV a much larger gap 3. $IREN https://t.co/1s3pFmdH3S

Episode 6 on $NBIS is live. I officially understand why retail investors find this so exciting. Potentially driving the most legitimate & structural differentiation. Need to execute on expected capacity ramp. Plenty to love. Plenty of risks to cover. We do it all below. https://t.co/7TZrqxikaE

I have officially been peer pressured enough into bringing the vest back. You win. $NBIS episode live! 40 minutes on the investment case and where we go from here. https://t.co/pKaMPMA81F

@SedsGoBlue $SOFI after $NBIS but open to doing anything :)

Alright… the people have spoken. Next pod episode is on $NBIS. Fascinating back story & company. Arguably showing a lot more signs of software-level differentiation than its peers. Glimmers of potentially becoming a lot more asset light too. Excited to share our thoughts. Monday. 🎯

Hearing more & more about $NBIS, $IREN & neo-cloud demand for 2028 starting to represent a significant portion of capacity. $NBIS CEO spoke about it yesterday. Definitely bodes well for AI infrastructure cycle longevity and these companies continuing their impressive ramps. 🤷‍♂️

Starting to hear a lot about $NBIS, $IREN & neo-cloud demand for 2028 starting to represent a significant portion of available capacity. $NBIS CEO spoke about it yesterday. Definitely bodes well for AI infrastructure cycle longevity and these companies continuing their impressive ramps. 🤷‍♂️