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

Small Cap Snipa

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194,018 次观看 • 1 天前 •via X (Twitter)

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

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🚨 $IREN CEO DROPPED A HINT Last year That 1.4 GW WILL BE WITH one of the MAG 7 👇 “Two hours ago we got an email from a TRILLION-DOLLAR HYPERSCALER… They are now INTERESTED IN OUR SWEETWATER DATA CENTER.” Let that sink in. 👀 1. SWEETWATER = 1.4 GW Energization in 3–4 months. At the moment , ZERO other data centers in the U.S. bring this much raw power online this fast. 2. CHILDRESS = Another 300–450 MW - Horizon 4-5, Still available. Still unannounced. Expect CRAZY NEWS in the weeks ahead. If a trillion-dollar hyperscaler plugs into Sweetwater, $IREN becomes a top-tier U.S. AI-compute player Soon. Now I wonder Who’s the trillion-dollar hyperscaler? 🤔 $GOOG $GOOGL $AMZN $MSFT $META $ORCL $NVDA $AMD All of them NEED multi-hundred-MW blocks right now. Only $IREN can deliver 1.4 GW on a single energization event. $cifr $wulf $nuai $nbis

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