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"@FransBakker9812 @MVanbrunsc47513 @eisokant @CoreWeave Sounds like they will use gas turbines. The lead time for these is 4-7 years. This has to be very expensive on a $/MW basis. If they are willing to do that then Sweetwater is looking even better"
X Link @mcF_dan 2025-10-15T16:52Z 2320 followers, XXX engagements
"Now do the maths on how $/MW u can get from a premium low latency inference suited site like north carolina with a low TTM due to retroffittin strategy and with confirmed massive demand. That site is NC-1 and $WYFI is going to 100"
X Link @dotsamaenjoyer 2025-10-15T14:32Z XXX followers, XXX engagements
"🖼 NFTs Report October XX 2025 🚀 Top100 Largest Gainers (Today): X. MetaWinners $MW: $1066.84 Market Cap: $10668374.00 24h Volume: $12570.71 24h Change: XXXXX% X. Lifinity Flares $LIFINITY: $XXXXXX Market Cap: $8909719.00 24h Volume: $6801.55 24h Change: XXXX% X. Synclub's SnBNB Early Adopters $SNBNB EARLY ADOPTERS: $1136.01 Market Cap: $28813860.00 24h Volume: $3122.75 24h Change: XXXX% X. The Sandbox LANDS $LAND: $XXXXXX Market Cap: $37151425.00 24h Volume: $13424.59 24h Change: XXXX% X. CryptoNinjaPartners $CNP: $XXXXXX Market Cap: $10186125.00 24h Volume: $8418.92 24h Change: -0.03%"
X Link @ZoneCrypto 2025-10-11T15:25Z 1565 followers, XX engagements
"Some quick thoughts and maths on $NBIS $1.1B ARR and 220MW by end of 2025 = $5M/MW Lets say 500MW by end of 2026 at the same multiple We get $2.5B ARR Slap on a 15x multiple and we get $37.5B for Nebius Add say 7.5B for the non-core assets Market cap = $45B or $168/share"
X Link @JM_Investment0 2025-10-06T19:35Z XXX followers, 1155 engagements