Serenity
@aleabitoreddit
Only on X, don’t trust fake accs
AI/Semi Supply Chains Research
Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.
Joined July 2025
212 Following 1.1M Followers
Feels like the public interpretation is all wrong…
I’m pretty sure $MSFT backing out on NScale deal is bullish for Neoclouds like $NBIS or even $IREN with energized capacity with Microsoft?
Pretend Microsoft just ate a bunch of Chipotle burittos:
- They order toilet paper delivery scheduled Q1 2027
- NScale says: sorry 3-4+ year delay of the toilet paper (into 2030’s) because of UK grid constraints
- Microsoft still urgently needs toilet paper so they will get it elsewhere
The cancellation does send warnings about what happens if a Neocloud can’t execute on contracted demand.
But that just makes the other toilet paper sellers more valuable since Microsoft will go elsewhere for supply.
Show more
