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![EnergyCredit1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3627156434.png) Jeff Davies, the Energy OG [@EnergyCredit1](/creator/twitter/EnergyCredit1) on x 37.7K followers
Created: 2025-07-08 22:41:35 UTC

$NBIS

$DDOG downgraded on fears they are going to lose OpenAI biz 

Who just wrote about OpenAI’s observably platform? 

Clickhouse 

40x multiple on $100mil move from DDOG to CH would add 4b value. Clickhouse just raised at 6b

Continue to believe the entirety of $NBIS mkt cap today will be covered by non DC biz two years fwd.   




XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1942715717943439466/c:line.svg)

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[$nbis](/topic/$nbis)

[Post Link](https://x.com/EnergyCredit1/status/1942715717943439466)