TheoDore(@theodore_invest):Michael Burry's logic of depreciation has been continuously proven to be wrong. And here is one interesting perspective on AI infrastructure names, $IREN & $NBIS Neocloud companies are now in a position to pass costs on to customers, and if the initial investment is recovered in about three years, profits per additional MW are likely to surge afterward. this will instantly make their financials look explosive. In this context, not only is $NBIS financially stable, but $IREN also has a visible contract size of $16 billion and a current market capitalization of $15 billion. This is a part to think once again. this account touches on these structural core issues. might be useful to follow 🫡

2026.10.08 18:08

Michael Burry's logic of depreciation has been continuously proven to be wrong. And here is one interesting perspective on AI infrastructure names, $IREN & $NBIS Neocloud companies are now in a position to pass costs on to customers, and if the initial investment is recovered in about three years, profits per additional MW are likely to surge afterward. this will instantly make their financials look explosive. In this context, not only is $NBIS financially stable, but $IREN also has a visible contract size of $16 billion and a current market capitalization of $15 billion. This is a part to think once again. this account touches on these structural core issues. might be useful to follow 🫡