Nebulizer(@SMASIMHO):Nscale's IPO was seeking ~$30-35B. Investors now pushing back to $16–19B is much more reasonable given the 2028 ramp, bare metal overhang, and all the execution headline failures. And anyone selling you a software story is putting a hood over your head and mugging you blind.

Nebulizer

@SMASIMHO

10/31: 100% $NBIS (seriously now) Substack @nebulizerlabs Opinions are biased. Portfolio is undiversified.

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Nebulizer@SMASIMHO

2026.10.29 00:00

Nscale's IPO was seeking ~$30-35B. Investors now pushing back to $16–19B is much more reasonable given the 2028 ramp, bare metal overhang, and all the execution headline failures. And anyone selling you a software story is putting a hood over your head and mugging you blind.