Pretty hard not to be super bullish on data centers and neoclouds when you see estimates like this. Fwiw, we added aggressively to our $NBIS position the past few days including premarket this morning… we had trimmed ~40% of our shares in May/June and have now bought back most/all of those shares over the past 2 weeks as the stock pulled back -40% from the recent highs. $NBIS is back to being our 2nd largest position and I feel great about it. NFA. DYOR. *I own $NBIS personally and so does @FirstWaveFund
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