$CoreWeave, Inc.(CRWV)$ I know this is old news from the Q1 conference call, but six new data centers were brought online in Q1, bringing the total from 43 to 49 active ones. I haven't seen this highlighted much on the forum. People keep bringing up the 43 number. This helps explain the high capex that's keeping margins down until the second half of the year. I'm looking forward to hearing how many data centers are opened in Q2, which ends in a few weeks. As the percentage of newly activated data centers versus the total activated continues to go down, the margins will go up.
Here's what's really happening... The market doesn't care if $CoreWeave, Inc.(CRWV)$ is chasing bigger ARR targets or if $IREN Ltd(IREN)$ has more contracted gigawatts. All that matters right now is NBIS. Every dip, every pullback gets bought up. The crowd sees it as the long-term winner, the one with the biggest upside. Fundamentals, hype, short-term noise—none of it matters. If you're watching the tape, you see conviction in action, plain and simple.
$Advanced Micro Devices(AMD)$ The biggest fear for a bear, if I were in that position, would be a premarket news drop about a new Helios system purchase agreement or a partnership announcement with someone like Anthropic. Technically, the chart is in a good spot to break through this upper channel resistance level; you can see the persistent push on the daily chart. It's actually good to see this healthy push and pull to gain ground. We'll see who comes out on top in the end. I'm long.
$Rumble Inc.(RUM)$ Northern Data reportedly holds one of the largest GPU estates globally. On a post-acquisition basis, the combined Rumble + Northern Data entity starts to look significantly undervalued versus AI/cloud peers like $NEBIUS(NBIS)$ and CRWV. Short interest is elevated at around 27% with over 10 days to cover, making positioning extremely tight. The market may be underpricing the shift from a media platform to AI infrastructure exposure. If sentiment flips, the setup is positioned for an aggressive re-rating driven by both fundamentals and shorts.
$NEBIUS(NBIS)$ This company is really impressive. Every concern I had is being addressed, even better than I imagined. My initial concern was the high cost of GPUs for AI data centers. However, the older GPUs are still performing and will continue to generate revenue for many years, so that concern is gone. Furthermore, Nebius has access and is a preferred provider, getting first dibs on the newer hardware. Concern gone. My next worry was water usage, but with closed-loop cooling, that's gone. The new GPUs also require less cooling, so that concern is gone too. Then there was the issue of electrical supply straining the grid and potentially raising prices for the surrounding area. They're using hydrogen fuel ce
$NEBIUS(NBIS)$ This stock went up $28, over 14% in a single day, and there are still people here bashing it. They’ve got massive losses and zero credibility.
$NEBIUS(NBIS)$ Just watched Peter Diamandis on Squawk on the Street recently talking about SpaceX. It was really insightful, highly recommend it. We are not in a bubble at all. We're not even through the first inning yet.