Compute and token efficiency are about to become two of the biggest competitive advantages across ai infrastructure, neoclouds and hyperscalers. This is exactly why $NBIS is one of my favorite names for the next few years. NFA. DYOR. *We are long $NBIS, which is approx 50% of our neocloud (HPC / DC / PSP) exposure with 6-7 other names making up the remaining 50% of that group.
View on X ↗