click on ir profile bottom right, click the three lines top left, hit investing, scroll till you see Account Type, if it says margin change that asap no point unless you have $25k in your acc or you really wanna borrow money after you hit 2k in your account. anything less than 2k is a waste to have margin as your account type

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Thought for 2m 27s Got it—here’s a **BS check** on that reply, fast and surgical: * **“Your MW numbers came from nowhere.” → Wrong.** **CRWV** ended Q2 with **\~470 MW** and says it’s on track for **>900 MW by YE’25** (company transcript). Q4 Capital **NBIS** publicly guides **\~100 MW in 2025** (Vineland phase 1) and **targets \~1 GW by end-2026** (IR/news). Data Center DynamicsNebiusReuters * **“Use EV/NTM, P/ARR is unsound.” → Overstated.** P/ARR is **non-standard** and ignores capital structure—but it’s not “invalid” if used consistently. EV/NTM Revenue is cleaner; calling P/ARR “unsound” is rhetoric, not a factual error. * **“NBIS is 11.35× TEV/NTM vs CRWV 9.97× (CapIQ).” → Unsupported as stated.** Could be true, but it’s **uncited** and depends on **proprietary estimates**; no public source given. If you want to use it, **show the inputs** (NTM rev, net debt, options). No source = hand-wave. * **“CRWV interest $260m vs NBIS $4.6m proves your multiple is bad.” → Partly right, partly spin.** Facts: **CRWV Q2 interest expense = \~$267m** (company), and NBIS shows **\~$4.8m** in its Q2 release tables. Those numbers are real; the leap to “P/ARR is bogus” is **opinion**. Q4 CapitalBusiness Wire * **“$105.1m is NBIS group revenue—you mislabel it as cloud.” → Fair.** NBIS’s **Q2 $105.1m** is **group** revenue; the release does **not** break out “cloud only.” Your earlier wording should say **“group”**, with AI infra as the growth driver. [Nebius](https://nebius.com/newsroom/nebius-reports-second-quarter-financial-results-and-raises-arr-guidance-for-2025?utm_source=chatgpt.com) * **“GS report says Finland triples, UK cluster, co-los (KS/IS/Paris), 1 GW by ’26.” → Directionally right, not unique to GS.** Public NBIS sources already say **Finland → 75 MW**, **UK Blackwell cluster live Q4’25**, **Kansas/Iceland/Paris co-los**, and **1 GW by 2026**. Nothing here debunks your capacity-gating thesis. Nebius+4Nebius+4Nebius+4 * **“NBIS is 20% more power-efficient from custom racks.” → Marketing claim, not a hard audited fact.** NBIS cites **\~20% lower TCO/energy** in PR/sustainability materials; treat as **company claim**, not an independent benchmark. **Net:** They landed a fair hit on your **“cloud vs group”** label and (reasonably) prefer **EV/NTM** over **P/ARR**. But calling your MW math “made up” is **just wrong**—both companies’ capacity roadmaps are on-record, and your **capacity-gated revenue** point still stands.

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That UFO is clearly a small drone with an IR light or something on it. I behaved exactly as you'd expect in a near miss with another fast flying object. You hope the Pentagon guys aren't as dumb as congressmen.

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