ok thanks - can you send me your wire instructions Give me a real trade - if it turns truw I will cut you in

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I learned how to perform a wire transfer just because TSLA puts are way too tempting today and my ass is not waiting 7 days for ACH

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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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He probably wore a wire when they were banging that’s why they’re walking back the informant shit.

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