It’s always good to be open to hearing the bear case for the stocks you hold. Knowing the risks and either accepting or debunking them, only increases your conviction. For $NBIS, one of the risks being emphasized here on X is the Vineland delays. I look at it simply: the compute will be required regardless. Whether it comes online on schedule or after a delay, the demand for that compute isn’t going away. So yes, the headline can create short-term risk, but I don’t see the delays changing the long-term thesis. Once the capacity comes online, the compute will be utilized. Either way, my thesis remains intact. For everyone asking me about the Vineland delays: short-term noise, long-term irrelevant.
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