Inner Loop Intelligence
All Themes
·
All Sources
Slack: C0A031DLJ78/ts:1771330407.2609
Author: James S
Date: 2026-04-07
Type: slack
Evidence: 1
Themes: 1
ai-capex-infrastructure-bottleneck
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[E594]
NBIS had great earnings call Thursday night — management still delivering everything from 3 months ago. Happy holding NBIS despite data center stress narrative.
challenging · 2026-04-07