shoutout to @SandemanStocks for this. two of the cleanest research graphics on $NBIS and the broader AI cycle, all data. zero noise. the kind of work this app needs more of. 20 bullish NBIS developments since may. everything from the palantir partnership to the $5.75B financing to the oct 1 GPU price hike. the thesis isn't hoping NBIS works - the thesis is the receipts have been building this whole time. on the broader side - hyperscaler capex at record levels, oracle OCI +121%, broadcom AI chip revenue +221%, coreweave backlog at $104B. the AI cycle isn't slowing. it's accelerating. wthis is why i've been long NBIS and the AI infrastructure trade all year. the data keeps confirming it. the chart keeps confirming it. and now you have one post that walks you through every reason this tr
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