Nebulizer(@SMASIMHO):Financing environment is definitely tight right now. Difference between $NBIS and $CRWV comes down to existing balance sheet and long-term margin profile. Arkady did say today that customer prepayments should be enough to bridge 2027 CAPEX (in additional to other potential sources outside of debt markets).

Nebulizer

@SMASIMHO

Current Status: Full Port $NBIS Substack @nebulizerlabs Opinions are biased. Portfolio is undiversified.

가입 November 2025

187 팔로잉 중 12.3K 팬

Nebulizer@SMASIMHO

9hours ago

Financing environment is definitely tight right now. Difference between $NBIS and $CRWV comes down to existing balance sheet and long-term margin profile. Arkady did say today that customer prepayments should be enough to bridge 2027 CAPEX (in additional to other potential sources outside of debt markets).

Nicholas Mugalli@RealNickMugalli

10hours ago

Dude if $NVDA is not willing to help $CRWV idk who would… Jensen: we invested in them... ($NBIS $CRWV) that's different than backing them…expect them to work on their own to get the financing they need…