Y'all know what's interesting about the $NBIS x $PLTR partnership? We know the underlying infrastructure for this partnership is modular deployments. (PR language + $PLTR x Armada deal). Modular data centers are perfect for 2 reasons. 1/ Can be deployed at edge or regional locations. Brings inference closer to the customer while satisfying data residency and sovereignty requirements. 2/ Can be perfectly sized to meet a single enterprise customer’s compute requirements, with fully isolated, dedicated infrastructure. Armada's Leviathan units come in 1.77MW chunks, and can be scaled into larger pods as needed. Armada also has smaller Triton and Cruiser units depending on individual needs. My view is that speed-to-power + enterprise shift to open will be the dominant trends of 2027+. And $NBIS asset-lite sitting on top of these modular deployments is right on the intersection of these two trends. Management has stated that asset-lite ramp begins in 2027, and we have already seen the shift in lion's share of token consumption from closed to open take place. Gut tells me we could see 50-100MW+ come online in 2027 alone. Armada's current annualized IT load output is 42.5MW. In the process of scaling up 3x. Also remember, asset-lite doesn't just mean w/ $PLTR and Armada. Plenty of others with land, power, and capital looking for a blueprint / distribution channel that $NBIS can provide. CAPEX light, margin heavily accretive. Very underlooked and underappreciated growth accelerator that is not priced in by sell-side.

Y’all Rhonda saw this dude from across the room and said “he has giant triceps!” So I had to go compare. Thanks for being a good sport, Colby. 👊 I’m the one on the left

Y’all talking about A.I. cracking btc as if most of our money not on the internet. Going to crack your fuckin head wide open right after when you open your checking account and it says 0 dollars.