Nebulizer
@SMASIMHO
10/31: 100% $NBIS (seriously now)
Substack @nebulizerlabs
Opinions are biased. Portfolio is undiversified.
加入 November 2025
196 正在关注 13K 粉丝
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.
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