Revenue grew 684% YoY, EBITDA turned positive, Nvidia invested $2B, and a 1.2 GW megasite got approved. These fundamentals and partnerships signal accelerating demand, likely attracting more institutional and retail interest. The combination of explosive revenue growth, profitability, and Nvidia backing makes NBIS a compelling long-term AI infrastructure play. Execution risk on megasite, high cash burn, AI capex slowdown, dilution from funding rounds, and potential overvaluation.