Jan. 5 at 9:00 AM
$NBIS — Nothing to Say Is a Good Thing
I’m not tweeting about
$NBIS right now because there’s simply nothing new to say.
Great company.
Great stock.
No news.
And honestly, that’s a feature — not a bug.
My core thesis remains unchanged.
$NBIS is built different for three reasons:
1) Superior Talent
Deep technical and operational bench that actually knows how to scale infrastructure.
2) Superior Assets
Hard-to-replicate AI infrastructure assets positioned exactly where demand is forming.
3) Superior Strategy
Talent → capabilities → strategy. Execution follows naturally.
With no headline noise and while I’m busy with fund-related admin work, I’m perfectly happy letting the story compound quietly.
Full analysis here! It's free👉 @StockAnalyst_SA
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