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![mvcinvesting Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1285902652111499265.png) M. V. Cunha [@mvcinvesting](/creator/twitter/mvcinvesting) on x 47K followers
Created: 2025-07-14 11:30:33 UTC

With all due respect, you’re clearly missing some key context here.

First, $NBIS has real structural efficiencies that set it apart from other neocloud providers. Just because you don't know about them doesn’t mean they don’t exist. Second, $NBIS is not competing on price with hyperscalers, it’s competing with other neoclouds. And yes, it charges more than them, except $CRWV. Why? Because its cost advantage allows it to maintain higher margins than CoreWeave even at competitive prices. As a relatively unknown player in the market, it’s natural for the company to leverage its efficiencies to pass on cost savings to customers, while also benefiting from the increased awareness that follows.

Not every sector is about pricing power, and considering your largest position is $LMND, I’m sure you understand that.


XXX engagements

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**Related Topics**
[$nbis](/topic/$nbis)
[$crwv](/topic/$crwv)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/mvcinvesting/status/1944721171636781177)