I reserve the right to change my mind... but... as of today... after listening to the $NBIS earnings call and thinking through my long term investment thesis... if I could only own ONE stock for the next 3-5 years it would be $NBIS. Several weeks ago I thought $NBIS had a good chance of reaching $1,000 per share by 2030/2031... after this earnings report and management commentary around mid-term pricing at $20-25M per MW and short term pricing at $40-50M per MW... knowing the blended MW rate over the next 4-5 years could be closer to $20M per MW vs $10M per MW... knowing what higher MW pricing will do for margins.. knowing these GPUs will be depreciated over 4-5 years... knowing those GPUs will still have significant residual value after 4-5 years... I think $1500+ per share for $NBIS in
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