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[@NishantChandra2](/creator/twitter/NishantChandra2)
"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](https://x.com/NishantChandra2/status/1978483036875284887) [@NishantChandra2](/creator/x/NishantChandra2) 2025-10-15T15:28Z XXX followers, XXX 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](https://x.com/NishantChandra2/status/1978914393044750485) [@NishantChandra2](/creator/x/NishantChandra2) 2025-10-16T20:02Z XXX followers, XXX engagements


"Half of AI features are churn bandaids. If cohorts dont bend you shipped dopamine not product. Post your NRR or stop saying platform. $SNOW $MDB $NOW"  
[X Link](https://x.com/NishantChandra2/status/1979268718757580881) [@NishantChandra2](/creator/x/NishantChandra2) 2025-10-17T19:30Z XXX followers, XXX engagements


"So many pivots to AI are capex rugs: big spend zero tenants. If theres no takeorpay theres no businessjust dilution. $RIOT $HUT $CLSK"  
[X Link](https://x.com/NishantChandra2/status/1979351759425302819) [@NishantChandra2](/creator/x/NishantChandra2) 2025-10-18T01:00Z XXX followers, XXX engagements


"VCs chase TAM slides; operators chase switching costs. Default file formats + SDKs are the kill shot. If ripping you out is easy so are your returns. $ADBE $SNOW $MDB"  
[X Link](https://x.com/NishantChandra2/status/1979714157785047273) [@NishantChandra2](/creator/x/NishantChandra2) 2025-10-19T01:00Z XXX followers, XXX engagements