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![AlvaroMysterio Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1785063778666651649.png) Alvaro Mysterio [@AlvaroMysterio](/creator/twitter/AlvaroMysterio) on x 4759 followers
Created: 2025-07-19 23:11:36 UTC

I researched $NBIS in the X search bar and was going through posts and replies, and one thing I noticed is that not every investor comes from a technical background, so no matter how detailed explanation I give, they just struggle to understand the business which I can relate to, because even when I come from computer science, data and a little bit of finance background, sometimes I come across companies from different field and struggle to find conviction, so I will take another effort to explain to someone who is an alian to tech.

The only thing you need to know is what $NBIS does? and how it does it differently from big players like Google and Amazon, and other new companies like $CRWV and $IREN?

Imagine the world of computers is like a big playground where companies build super-fast machines to help make smart robots and fun AI games, like teaching a computer to draw pictures or chat like a friend. $NBIS is one of those companies, but it's special because it's like the kid who builds their OWN playground slides and swings just for AI fun, instead of using someone else's boring old ones.

Building their own playground is VERY IMPORTANT and I'll explain why.

Once they build it, they rent out these super-powerful computer parts called GPUs (think of them as magic brains for AI) to people who want to create cool AI stuff like fun games for you.

Now, their competitors are like other playground builders, but they are big ones like $AMZN's AWS and $GOOG's GCP, which make playgrounds for all kinds of games (not just AI), and smaller ones like $CRWV or $IREN, which also focuses on AI but in different ways.

As I said, $NBIS builds everything itself (like a full DIY kit), unlike most competitors who buy ready-made parts from third parties, but $NBIS designs their own computers and software just for AI. This makes their machines run faster, use less energy, and cost less to rent, which is why $NBIS pricing is 30-40% less than AWS and GCP, and yes, the reason for lower prices is very important, which is explained above. It's like building your own bike that's super speedy instead of buying a slow one from the store. 

This helps them get the newest, fanciest GPUs from Nvidia(who is a partner as well, a buddy), quicker than others, so their playground is always up-to-date. 

Big competitors like AWS or Google do AI plus a million other things, like storing your beach photos or running your cupcake websites.

$NBIS says, "Nah, we're all about AI!" So their tools are extra good at AI jobs, like training smart bots or running them super efficiently.

It's like a store that only sells ice cream flavors — instead of a whole grocery store — so its ice cream is the yummiest. Would you go to the store that only sells ice cream or to a grocery store that sells a million other items as well?

Or like a general purpose doctor who can treat common diseases versus a neurosurgeon who does brain surgery. Who will you go to if you have to get brain surgery done? Exactly.

Then you ask, what about $CRVW and $IREN? Okay, so you are building your playground but it costs a little more money, but your also sell cupcakes, juices and summer drinks on weekends, so you have saved a lot plus you know you have side businesses to rely on when your playground needs more money... unlike others, $NBIS has over $X billion in cash and X other such side business is growing fields + XX% in a 4th company to fund their AI computers business. This ability to get more money quickly in a non-dilutive way is very important.

They build it themselves.
They build it efficiently.
They build it faster.
They build it in low cost.
They charge you less.
And
They have enough money to build more.

![](https://pbs.twimg.com/media/GwQYhz2XIAECicb.png)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946709539488948548/c:line.svg)

**Related Topics**
[finance](/topic/finance)
[investment](/topic/investment)
[$nbis](/topic/$nbis)

[Post Link](https://x.com/AlvaroMysterio/status/1946709539488948548)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

AlvaroMysterio Avatar Alvaro Mysterio @AlvaroMysterio on x 4759 followers Created: 2025-07-19 23:11:36 UTC

I researched $NBIS in the X search bar and was going through posts and replies, and one thing I noticed is that not every investor comes from a technical background, so no matter how detailed explanation I give, they just struggle to understand the business which I can relate to, because even when I come from computer science, data and a little bit of finance background, sometimes I come across companies from different field and struggle to find conviction, so I will take another effort to explain to someone who is an alian to tech.

The only thing you need to know is what $NBIS does? and how it does it differently from big players like Google and Amazon, and other new companies like $CRWV and $IREN?

Imagine the world of computers is like a big playground where companies build super-fast machines to help make smart robots and fun AI games, like teaching a computer to draw pictures or chat like a friend. $NBIS is one of those companies, but it's special because it's like the kid who builds their OWN playground slides and swings just for AI fun, instead of using someone else's boring old ones.

Building their own playground is VERY IMPORTANT and I'll explain why.

Once they build it, they rent out these super-powerful computer parts called GPUs (think of them as magic brains for AI) to people who want to create cool AI stuff like fun games for you.

Now, their competitors are like other playground builders, but they are big ones like $AMZN's AWS and $GOOG's GCP, which make playgrounds for all kinds of games (not just AI), and smaller ones like $CRWV or $IREN, which also focuses on AI but in different ways.

As I said, $NBIS builds everything itself (like a full DIY kit), unlike most competitors who buy ready-made parts from third parties, but $NBIS designs their own computers and software just for AI. This makes their machines run faster, use less energy, and cost less to rent, which is why $NBIS pricing is 30-40% less than AWS and GCP, and yes, the reason for lower prices is very important, which is explained above. It's like building your own bike that's super speedy instead of buying a slow one from the store.

This helps them get the newest, fanciest GPUs from Nvidia(who is a partner as well, a buddy), quicker than others, so their playground is always up-to-date.

Big competitors like AWS or Google do AI plus a million other things, like storing your beach photos or running your cupcake websites.

$NBIS says, "Nah, we're all about AI!" So their tools are extra good at AI jobs, like training smart bots or running them super efficiently.

It's like a store that only sells ice cream flavors — instead of a whole grocery store — so its ice cream is the yummiest. Would you go to the store that only sells ice cream or to a grocery store that sells a million other items as well?

Or like a general purpose doctor who can treat common diseases versus a neurosurgeon who does brain surgery. Who will you go to if you have to get brain surgery done? Exactly.

Then you ask, what about $CRVW and $IREN? Okay, so you are building your playground but it costs a little more money, but your also sell cupcakes, juices and summer drinks on weekends, so you have saved a lot plus you know you have side businesses to rely on when your playground needs more money... unlike others, $NBIS has over $X billion in cash and X other such side business is growing fields + XX% in a 4th company to fund their AI computers business. This ability to get more money quickly in a non-dilutive way is very important.

They build it themselves. They build it efficiently. They build it faster. They build it in low cost. They charge you less. And They have enough money to build more.

XXXXXX engagements

Engagements Line Chart

Related Topics finance investment $nbis

Post Link

post/tweet::1946709539488948548
/post/tweet::1946709539488948548