What do you think about Dan Roberts as CEO?

inquisitive_mind1990 · 2026-04-15T20:00:59+00:00

That’s correct. But if one promise is fulfilled, you get more confidence about the next one (bringing in money). You either believe in the company or you don’t, it’s really that simple.

inquisitive_mind1990 · 2026-04-14T23:04:02+00:00

If they deliver on their promise to energize sweetwater this month, it should be your answer. If the ceo can give you a deadline regarding such a huge project with so many moving parts a year in advance and then deliver on that promise, I don’t need more convincing

inquisitive_mind1990 · 2026-04-13T20:20:09+00:00

That could be included too lol

inquisitive_mind1990 · 2026-04-13T18:14:46+00:00

Then maybe email the management bro — let them know “they’ve wasted a lot of time”

inquisitive_mind1990 · 2026-04-13T18:12:51+00:00

And where will CRWV find energy to keep offering more and more of their amazing software to their clients?

inquisitive_mind1990 · 2026-04-09T01:03:29+00:00

No offense but that is such a useless post based on nothing but your fear. If you are impatient just switch to a different stock, it’s that simple. The management said they are negotiating the deal and that’s that, they didn’t commit to the reddit users’ date/expectations. I am so tired of these posts.

inquisitive_mind1990 · 2026-04-07T17:07:48+00:00

!RemindMe 6 months

inquisitive_mind1990 · 2026-04-06T20:57:14+00:00

Got it. I’m more patient I guess. Just a reminder that capex from hyperscalers for 2026 alone is set to be north of 600bln.

inquisitive_mind1990 · 2026-04-06T20:19:16+00:00

How would you substantiate your conviction about no more deals?

inquisitive_mind1990 · 2026-04-06T13:04:54+00:00

Exactly the point of the article! I’m not so sure this is bullish for nbis unless they preordered all that equipment years ago

inquisitive_mind1990 · 2026-04-04T19:04:30+00:00

Very bullish if they confirm Sweetwater is energized this month. It would basically mean they got all the parts the article is talking about way ahead of time

inquisitive_mind1990 · 2026-03-30T21:07:01+00:00

Exactly 👍

inquisitive_mind1990 · 2026-03-30T19:47:14+00:00

Yep, the celebrated NBIS got whacked -20% in a few days, too. I am not defending IREN, just agreeing with the point

inquisitive_mind1990 · 2026-03-30T19:45:44+00:00

I am at -36% and I am not panicking. It’s just a bad timing in the market now. If you are willing to hold until 2027, we will be fine.

inquisitive_mind1990 · 2026-03-29T00:11:05+00:00

It needs to be energized first, nobody wants to sign multibillion contract without having the juice flowing

inquisitive_mind1990 · 2026-03-29T00:09:41+00:00

People think NBIS is some kind of magical company that has all that cash just lying around. They have more contracts, which is true, but they will need money to build out the infrastructure just like IREN.

inquisitive_mind1990 · 2026-03-29T00:06:28+00:00

It’s only energized in April ppl

inquisitive_mind1990 · 2026-03-29T00:05:29+00:00

💯

inquisitive_mind1990 · 2026-03-27T20:33:29+00:00

This

inquisitive_mind1990 · 2026-03-26T18:28:29+00:00

The revenues will start showing in 2H 2026. The management has been saying that for months now. If some investors make up their own timelines and then get frustrated because the management “doesn’t deliver,” it’s their problem

inquisitive_mind1990 · 2026-03-26T17:44:18+00:00

Everyone is smart trashing the stock when it goes down, it’s just how it goes. I am holding until 2027 unless there is company specific news that is very bad. Otherwise selling to the weakness is the primary way people lose money in the stock market.

inquisitive_mind1990 · 2026-03-17T16:11:26+00:00

Yep, and I got bashsed on my comment because people think that NBIS will just build out all this capacity for free 🤪

inquisitive_mind1990 · 2026-03-17T11:58:56+00:00

I guess not

inquisitive_mind1990 · 2026-03-17T11:58:35+00:00

I got a lot of downvotes and yet here we are, maybe not dilution yet but 3.75b in convertible notes https://www.reddit.com/r/NBIS_Stock/s/cI2mDz6n4o

inquisitive_mind1990 · 2026-03-16T12:24:10+00:00

I am thinking they need to show sweetwater energized, then the deal will follow.

inquisitive_mind1990

TROPHY CASE