$NEBIUS(NBIS)$ The most powerful president in the world is backing data centers, and some people are still shorting this space. That looks like the kind of mistake that is very hard to recover from.
Not trying to get political here, I'm focused on making money. But when the President keeps posting about a sector, it deserves attention. Data centers are getting that kind of attention right now. Regardless of how you feel about him personally, policy focus carries weight. Power, permits, infrastructure, tax incentives, grid access, all of that can move billions. If Washington is suddenly leaning toward letting data take the lead, I'll be watching $Cipher Mining Inc.(CIFR)$ , $IREN Ltd(IREN)$ , $TeraWulf Inc.(WULF)$ , $NEBIUS(NBIS)$ and the broader AI infrastructure trade a bit more closely. Politi
$NEBIUS(NBIS)$ In my view, NBIS is the least risky neocloud stock. It has more revenue coming from outside the US, a large Vineland location about to come online, and ClickHouse growing fast. Staying patient should pay off long term. I think mid-300s next year is realistic.
$NEBIUS(NBIS)$ $NVIDIA(NVDA)$ $Exxon Mobil(XOM)$ Cheap oil from Venezuela is exactly what was needed. Warsh and the bears can deal with it. A slowing economy plus cheap oil sounds like interest rates will be dropping.
$NEBIUS(NBIS)$ It feels like it is only a matter of time until institutions step in and absorb the selling pressure. The recent stretch has been uncomfortable, to say the least, but waiting it out seems like the only thing to do.
$NEBIUS(NBIS)$ It's worth stepping back and seeing how fast Nebius has scaled in less than 2 years. They just reported 582m in quarterly revenue. That's a wild number. And it feels like this is just the beginning.
$NEBIUS(NBIS)$ It's frustrating when support gets tapped into extended hours. I got burned on my entry to write a few puts and ended up chasing a higher price and strike before the close, since it now looks like they'll use this as a launchpad going forward.
$APPLIED DIGITAL CORP(APLD)$ Once the $ChronoScale Corp(CHRN)$ details come out, I suspect we see at least $18M/MW, maybe more based on the latest reports from what $IREN Ltd(IREN)$ and $NEBIUS(NBIS)$ are seeing. CHRN provides the GPUs. 50MW at 5 years works out to $4.5B in revenue back to APLD's bottom line. Also worth keeping in mind, RFS comes next week for PF1-2 at 75MW, and RFS for PF2-1 at 75MW follows in early October. AEX 3 LLC has been formed as well, so another lease there looks likely, probably at higher rates than the first. And PF2-2 has 100MW being signed soon, which would be realized