For those who struggle to understand what’s happening here, what the original “ AI cartel” $MSFT – $NVDA is trying to achieve is to attract Lenders so debt can be raised to purchase GPUs ( $NBIS will try to use this contract as a guarantee). I wonder whether they are finally… https://t.co/1zXQ9oQbZI
— JustDario 🏊♂️ (@DarioCpx) September 9, 2025
If your favorite “Bitcoin miner” stock is not moving off of the $NBIS deal, that’s not a good sign.
It means they have fundamentally chosen to NOT participate in the AI data center theme and that’s going to be a very costly decision in this environment.
*see $CLSK price action*
— Chris (@StonkChris) September 8, 2025