← @oguzerkan

$NBIS

BULLISH2026-04-29
Price around the call
2026-04-29
By horizon✓ hit+85.8%
1d
+11.5%
5d
+31.9%
21d
+85.8%
Original post
Oguz Erkan · 2026-04-29

Hyperscaler cloud YoY growth rates, Q1 2025 vs Q1 2026: $AMZN: 16% vs 28% $MSFT: 33% vs 40% $GOOG: 28% vs 63% They all accelerated from already high bases.. There is no bubble. Period. Demand is skyrocketing and we are just getting started. $NBIS $CRWV $MSFT $GOOG $AMZN

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