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@TMTLongShort: Someone ask Burry what his lab ARR estimate is for EOY since I’m blocked Shanu Mathew (@ShanuMathe...

2026-08-06 · 22:41 UTC ·@TMTLongShort ·0 min read

Someone ask Burry what his lab ARR estimate is for EOY since I’m blocked

Shanu Mathew (@ShanuMathew93)

What price per GW assumption are you guys using?

— https://nitter.net/ShanuMathew93/status/2085284909371847157#m