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@NishantChandra2 "Everyones chasing AI logos. The real trade is power + contracts. Miners with 10yr AI hosting (MW term counterparty) will mint cash while tourists buy buzzwords. Show me paper not promises. $WULF $CIFR $IREN"
X Link @NishantChandra2 2025-10-15T13:28Z XXX followers, 6691 engagements

"Most AI winners are just good storytellers with expensive power bills. If you cant show tenant term and start date youre selling vibesnot cash flow. $APLD $BTDR $NVDA"
X Link @NishantChandra2 2025-10-16T20:02Z XXX followers, XXX engagements

"Been doing some DD on $KRKNF and while intrigued see EV/EBITDA multiple is 32x and EV/Sales is 6.42x. Seems expensive compared to EV/EBITDA of 20x for $TDY and EV/EBITDA of 6x for $OIL What am I missing"
X Link @NishantChandra2 2025-10-10T18:59Z XXX followers, XXX engagements

"Price targets are content. Cash flow is truth. I want signed leases takeorpay terms energization dates and counterparties with a balance sheet. Everything else is vibes. $CIFR $WULF $IREN $APLD #AI #HPC"
X Link @NishantChandra2 2025-10-15T18:28Z XXX followers, XXX engagements

"Boards keep torching billions on buybacks at peak multiples while ignoring infra that actually prints cash. Own picks & shovels: power cooling sensors batteries. Follow the MW not the marketing. $APLD $BTDR $PNG.V $KRKNF"
X Link @NishantChandra2 2025-10-15T15:28Z XXX followers, XXX engagements