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Small Cap Snipa

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Stock market research. AI / data centers / power infra / cloud compute. NFA

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Jim Cramer bearish data centers: “If you are borrowing money to buy something related to the data center, here’s what you’re going to do. Tomorrow morning, 9:30 AM, sell it. No matter what. You will not regret it.”

Jim Cramer bearish data centers: “If you are borrowing money to buy something related to the data center, here’s what you’re going to do. Tomorrow morning, 9:30 AM, sell it. No matter what. You will not regret it.”

1,626,372 次观看

Jim Cramer: “The data center thesis is now under attack and it may never be the same” $NBIS $IREN $CIFR $WULF

Jim Cramer: “The data center thesis is now under attack and it may never be the same” $NBIS $IREN $CIFR $WULF

212,847 次观看

Jim Cramer on $IREN and the neoclouds: “If you’re going to do neoclouds the only one I like is $CRWV with Michael Intrator. The others are too speculative for me.”

Jim Cramer on $IREN and the neoclouds: “If you’re going to do neoclouds the only one I like is $CRWV with Michael Intrator. The others are too speculative for me.”

161,635 次观看

Jim Cramer on $ASTS: Worried and wait till $40 to buy “You gotta be worried, the company is losing a fortune. That kind of stock is out of favor. I think at $40… you can wait till $40 till you have to pull the trigger. I am not kidding.”

Jim Cramer on $ASTS: Worried and wait till $40 to buy “You gotta be worried, the company is losing a fortune. That kind of stock is out of favor. I think at $40… you can wait till $40 till you have to pull the trigger. I am not kidding.”

142,898 次观看

Jim Cramer says to avoid $CIFR: “I think you should steer clear of Cipher Digital, I really do.”

Jim Cramer says to avoid $CIFR: “I think you should steer clear of Cipher Digital, I really do.”

93,965 次观看

Jim Cramer on $RKLB: “Pure spec, that’s the problem. It’s a pure spec. I like that voyager.”

Jim Cramer on $RKLB: “Pure spec, that’s the problem. It’s a pure spec. I like that voyager.”

80,712 次观看

Jim Cramer flips bullish on data centers: “The prices are still below their peaks and now they seem primed to go higher.”

Jim Cramer flips bullish on data centers: “The prices are still below their peaks and now they seem primed to go higher.”

72,051 次观看

$CIFR ANNOUNCES THIRD DATA CENTER CAMPUS LEASE: Cipher Digital just locked in its third hyperscaler tenant • AWS - 15 years/$5.5B • Fluidstack - 10 years/$9B with extensions • TBA - 25 years Demand for compute isn’t just strong, it’s being contracted for decades in advance

$CIFR ANNOUNCES THIRD DATA CENTER CAMPUS LEASE: Cipher Digital just locked in its third hyperscaler tenant • AWS - 15 years/$5.5B • Fluidstack - 10 years/$9B with extensions • TBA - 25 years Demand for compute isn’t just strong, it’s being contracted for decades in advance

35,308 次观看

Videos

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Jeff Bezos wants AI to approve Miami building permits in 10 seconds: “Miami should have an AI application that reads your building permit and it should give you a yes or a no in 10 seconds. Why does it take months and months and months to get a building permit? It doesn’t make any sense.”

Jeff Bezos wants AI to approve Miami building permits in 10 seconds: “Miami should have an AI application that reads your building permit and it should give you a yes or a no in 10 seconds. Why does it take months and months and months to get a building permit? It doesn’t make any sense.”

Small Cap Snipa

1,823,871 次观看 • 7 个月前

$IREN CEO Dan Roberts thinks the company is now the only “neocloud certified hypervisor” from Nvidia. Not sure what that means.

$IREN CEO Dan Roberts thinks the company is now the only “neocloud certified hypervisor” from Nvidia. Not sure what that means.

Small Cap Snipa

331,160 次观看 • 1 个月前

Jeff Bezos “Everyone has their own data center, and that’s not going to last” He said the quiet part out loud The grid can’t keep up, we need substantial power upgrades to fuel AI demand The AI trade isn’t just software, it’s energy Everyone should watch this video

Jeff Bezos “Everyone has their own data center, and that’s not going to last” He said the quiet part out loud The grid can’t keep up, we need substantial power upgrades to fuel AI demand The AI trade isn’t just software, it’s energy Everyone should watch this video

Small Cap Snipa

1,094,401 次观看 • 9 个月前

Jim Cramer on $NBIS: “Nebius is at the nexus of the craziness right now. This stock is not done going down. There will be another time to buy it, but that time is not now.” The bottom signals have begun.

Jim Cramer on $NBIS: “Nebius is at the nexus of the craziness right now. This stock is not done going down. There will be another time to buy it, but that time is not now.” The bottom signals have begun.

Small Cap Snipa

322,354 次观看 • 3 个月前

$IREN CEO Dan Roberts full interview this morning on CNBC: • Capex funding • The bottleneck is bringing GPUs online • Political pushback on data centers • Global AI cloud footprint

$IREN CEO Dan Roberts full interview this morning on CNBC: • Capex funding • The bottleneck is bringing GPUs online • Political pushback on data centers • Global AI cloud footprint

Small Cap Snipa

120,674 次观看 • 1 个月前

Blackrock CEO Larry Fink gave his market outlook over the next 12 months: “I am very bullish on the markets over the next 12 months” He said investing in data centers, chips, and compute will be the next revolution in finance

Blackrock CEO Larry Fink gave his market outlook over the next 12 months: “I am very bullish on the markets over the next 12 months” He said investing in data centers, chips, and compute will be the next revolution in finance

Small Cap Snipa

231,112 次观看 • 3 个月前

🚨 Jim Cramer on $NBIS and Situational Awareness led by Leopold Aschenbrenner: “When this man touches something it turns to gold. Jensen Huang introduced me to Nebius two years ago. He said ‘I want you to keep an eye on them.’ The stock was at $16… always worth listening.”

🚨 Jim Cramer on $NBIS and Situational Awareness led by Leopold Aschenbrenner: “When this man touches something it turns to gold. Jensen Huang introduced me to Nebius two years ago. He said ‘I want you to keep an eye on them.’ The stock was at $16… always worth listening.”

Small Cap Snipa

309,655 次观看 • 4 个月前

$PLTR CEO Alex Karp believes Palantir is on the side of the average American: “I want people to remember if fentanyl was killing 60,000 Yale grads instead of 60,000 working-class people, we'd be dropping a nuclear bomb on whoever was sending it from South America”

$PLTR CEO Alex Karp believes Palantir is on the side of the average American: “I want people to remember if fentanyl was killing 60,000 Yale grads instead of 60,000 working-class people, we'd be dropping a nuclear bomb on whoever was sending it from South America”

Small Cap Snipa

624,820 次观看 • 9 个月前

JUST IN: $BMNR Chairman Tom Lee gives a bearish outlook to start 2026: “I think 2026 could look like this year. This year had a bear market and then a bull market… I think the first half next year could be down 10%-15% and then a big recovery”

JUST IN: $BMNR Chairman Tom Lee gives a bearish outlook to start 2026: “I think 2026 could look like this year. This year had a bear market and then a bull market… I think the first half next year could be down 10%-15% and then a big recovery”

Small Cap Snipa

596,295 次观看 • 10 个月前

Morgan Stanley’s Stephen Byrd full interview on CNBC: Power is the largest bottleneck, more than chips. “Over the summer, the tech community reached out to all the U.S. time-to-power solution providers and said whatever power you have in ‘27 & ‘28, we will take it.” $CIFR $WULF $HUT $GLXY $IREN $WYFI $NBIS

Morgan Stanley’s Stephen Byrd full interview on CNBC: Power is the largest bottleneck, more than chips. “Over the summer, the tech community reached out to all the U.S. time-to-power solution providers and said whatever power you have in ‘27 & ‘28, we will take it.” $CIFR $WULF $HUT $GLXY $IREN $WYFI $NBIS

Small Cap Snipa

53,132 次观看 • 25 天前

Jim Cramer is selling his data center stocks: “We want to slim down our data center exposure and replace it with more healthcare. The data center has become a major battle ground and will stay that way till the election is over. These things are very unpopular.” $NBIS $IREN $CRWV $CIFR $WULF $HUT $APLD

Jim Cramer is selling his data center stocks: “We want to slim down our data center exposure and replace it with more healthcare. The data center has become a major battle ground and will stay that way till the election is over. These things are very unpopular.” $NBIS $IREN $CRWV $CIFR $WULF $HUT $APLD

Small Cap Snipa

89,153 次观看 • 1 个月前

Chamath: “A gigawatt now costs $100 billion.” Chamath Palihapitiya said when he started his data center project, one gigawatt was just $4 to $5 billion. Now it’s 20x higher.

Chamath: “A gigawatt now costs $100 billion.” Chamath Palihapitiya said when he started his data center project, one gigawatt was just $4 to $5 billion. Now it’s 20x higher.

Small Cap Snipa

224,379 次观看 • 4 个月前

Jensen Huang discusses Nvidia’s investment in $NBIS and $CRWV: “Everybody who invested with me in CoreWeave, extremely happy. Everybody who invested with me in Nebius, incredibly happy. We could see the demand and the pipeline of opportunities coming their way.”

Jensen Huang discusses Nvidia’s investment in $NBIS and $CRWV: “Everybody who invested with me in CoreWeave, extremely happy. Everybody who invested with me in Nebius, incredibly happy. We could see the demand and the pipeline of opportunities coming their way.”

Small Cap Snipa

201,278 次观看 • 3 个月前

Jensen Huang calls $NBIS and $CRWV word class AI clouds Nebius: • $27B AI cloud deal with Meta • 5GW Partnership with Nvidia • $2B investment from Nvidia CoreWeave: • Multi billion dollar cloud deal with Anthropic • $21B cloud deal with Meta • $2B investment from Nvidia

Jensen Huang calls $NBIS and $CRWV word class AI clouds Nebius: • $27B AI cloud deal with Meta • 5GW Partnership with Nvidia • $2B investment from Nvidia CoreWeave: • Multi billion dollar cloud deal with Anthropic • $21B cloud deal with Meta • $2B investment from Nvidia

Small Cap Snipa

204,839 次观看 • 4 个月前

Jensen Huang: “Each gigawatt is about $50 billion. It’s the most expensive factory in the world. But that one $50 billion factory also generates $300 billion to $400 billion in intelligence. The production value is incredible.”

Jensen Huang: “Each gigawatt is about $50 billion. It’s the most expensive factory in the world. But that one $50 billion factory also generates $300 billion to $400 billion in intelligence. The production value is incredible.”

Small Cap Snipa

188,196 次观看 • 4 个月前

The Silicon Stack Podcast | Ep. 2 Featuring Paul Prager I sat down with $WULF CEO Paul Prager. The Naval Academy grad who has transformed TeraWulf into one of the fastest-growing pure-play AI/HPC data center platforms in the U.S. We discuss: • The 20-year Anthropic deal • Statewide data center moratoriums • Power generation (BTM & FTM) • Overseas expansion plans

The Silicon Stack Podcast | Ep. 2 Featuring Paul Prager I sat down with $WULF CEO Paul Prager. The Naval Academy grad who has transformed TeraWulf into one of the fastest-growing pure-play AI/HPC data center platforms in the U.S. We discuss: • The 20-year Anthropic deal • Statewide data center moratoriums • Power generation (BTM & FTM) • Overseas expansion plans

Small Cap Snipa

82,128 次观看 • 1 个月前

Jensen Huang: “If you don’t own everything, you have a 0% chance” This is the reality of the next era of computing. Agentic AI is HERE. The future computer isn’t a laptop or an iPhone. It’s autonomous agents working, thinking, and acting for you 24/7. Don’t get left behind.

Jensen Huang: “If you don’t own everything, you have a 0% chance” This is the reality of the next era of computing. Agentic AI is HERE. The future computer isn’t a laptop or an iPhone. It’s autonomous agents working, thinking, and acting for you 24/7. Don’t get left behind.

Small Cap Snipa

245,885 次观看 • 7 个月前

This is the most important video for AI investors right now Eric Schmidt: “AI’s natural limit is electricity, not chips” The former $GOOGL CEO dropped the truth. Forget the chip shortage, power is bottleneck Find out who controls the power… and monetize every last megawatt

This is the most important video for AI investors right now Eric Schmidt: “AI’s natural limit is electricity, not chips” The former $GOOGL CEO dropped the truth. Forget the chip shortage, power is bottleneck Find out who controls the power… and monetize every last megawatt

Small Cap Snipa

299,303 次观看 • 9 个月前

$PLTR CEO Alex Karp two weeks ago on Palantir shorts: “They’re in the business of being skeptical and being wrong and we’re in the business of giving an unfair advantage to American workers, American war fighters, and our investors” Today: Karp sells 585,000 shares worth $96 million

$PLTR CEO Alex Karp two weeks ago on Palantir shorts: “They’re in the business of being skeptical and being wrong and we’re in the business of giving an unfair advantage to American workers, American war fighters, and our investors” Today: Karp sells 585,000 shares worth $96 million

Small Cap Snipa

326,280 次观看 • 11 个月前

$CIFR CEO Tyler Page teases future behind-the-meter on-site generation for Cipher Digital 👀 “Hyperscalers and neoclouds are looking for ways to get power faster. The easiest way in a lot of cases is tapping the pipeline by our property and generating our own electricity.”

$CIFR CEO Tyler Page teases future behind-the-meter on-site generation for Cipher Digital 👀 “Hyperscalers and neoclouds are looking for ways to get power faster. The easiest way in a lot of cases is tapping the pipeline by our property and generating our own electricity.”

Small Cap Snipa

123,561 次观看 • 4 个月前