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NextNRG (NASDAQ: NXXT) has quietly built real momentum across multiple fronts. In less than a year, the company scaled from minimal revenue to nearly ~$100M in 2025, driven by record monthly results and an exit run-rate of ~$7–8M per month. Operationally, fuel deliveries surged, with millions of gallons delivered...

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Victor Renard

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24,589,702 просмотров • 6 месяцев назад •via X (Twitter)

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In less than a year this company went from near a zero to close to $100M in revenue NextNRG (NASDAQ: NXXT) climbed from near zero to a revenue run rate approaching $100M, posting 250%+ year-over-year growth as AI-driven energy demand accelerates. Investors are paying attention: institutional holders include BlackRock, Vanguard, Chase, Geode, State Street, and UBS. That’s top-tier backing for a company solving real infrastructure bottlenecks, not hype. NextNRG serves 700+ commercial and enterprise clients, including Amazon, Kroger, and others demanding mission-critical, reliable energy. Its stack marries AI-powered microgrids, on-site generation, intelligent controls, patented technology, and immediate EZFill energy delivery to bridge gaps where grids lag. The United States already accounts for ~45% of global data-center electricity consumption, and the strain is real - even facilities with billions invested can be completed but still lack grid power. NextNRG’s strategy - repeatable deployments, long-term PPAs, and rapid microgrid scalability - positions it where demand, reliability intersect. Watch the data, follow the founders on X, and do your own research. This isn’t fringe - it’s infrastructure being built for the next decade. DYOR. Not a financial advise, this content is for entertainment purpose only!
2:03

In less than a year this company went from near a zero to close to $100M in revenue NextNRG (NASDAQ: NXXT) climbed from near zero to a revenue run rate approaching $100M, posting 250%+ year-over-year growth as AI-driven energy demand accelerates. Investors are paying attention: institutional holders include BlackRock, Vanguard, Chase, Geode, State Street, and UBS. That’s top-tier backing for a company solving real infrastructure bottlenecks, not hype. NextNRG serves 700+ commercial and enterprise clients, including Amazon, Kroger, and others demanding mission-critical, reliable energy. Its stack marries AI-powered microgrids, on-site generation, intelligent controls, patented technology, and immediate EZFill energy delivery to bridge gaps where grids lag. The United States already accounts for ~45% of global data-center electricity consumption, and the strain is real - even facilities with billions invested can be completed but still lack grid power. NextNRG’s strategy - repeatable deployments, long-term PPAs, and rapid microgrid scalability - positions it where demand, reliability intersect. Watch the data, follow the founders on X, and do your own research. This isn’t fringe - it’s infrastructure being built for the next decade. DYOR. Not a financial advise, this content is for entertainment purpose only!

Victor Renard

21,282,468 просмотров • 6 месяцев назад

Amazon, Kroger, Vanguard, BlackRock ~220%+ Growth and $120M+ Revenue Target in 2026: Why NextNRG (NASDAQ: $NXXT) Looks Massively Undervalued NextNRG Inc. has entered a clear hypergrowth phase while still trading at a valuation that implies far more modest expectations. 2024 revenue: ~$28M 2025 run-rate: ~$80–85M (+185–200% YoY growth) 2026 projected revenue: $120M+ Active clients: 700+ including Amazon, Kroger Investors include Vanguard, BlackRock.. Valuation: ~1× forward revenue, compared with 5–15× for energy infrastructure peers With triple-digit YoY growth already demonstrated, visibility toward $120M+ in 2026 revenue, and direct exposure to grid instability, AI-driven power demand, and fleet electrification, NextNRG appears positioned for continued expansion while remaining materially undervalued at current levels. DYOR
1:57

Amazon, Kroger, Vanguard, BlackRock ~220%+ Growth and $120M+ Revenue Target in 2026: Why NextNRG (NASDAQ: $NXXT) Looks Massively Undervalued NextNRG Inc. has entered a clear hypergrowth phase while still trading at a valuation that implies far more modest expectations. 2024 revenue: ~$28M 2025 run-rate: ~$80–85M (+185–200% YoY growth) 2026 projected revenue: $120M+ Active clients: 700+ including Amazon, Kroger Investors include Vanguard, BlackRock.. Valuation: ~1× forward revenue, compared with 5–15× for energy infrastructure peers With triple-digit YoY growth already demonstrated, visibility toward $120M+ in 2026 revenue, and direct exposure to grid instability, AI-driven power demand, and fleet electrification, NextNRG appears positioned for continued expansion while remaining materially undervalued at current levels. DYOR

Victor Renard

22,343,899 просмотров • 6 месяцев назад

Vanguard - the “mega-fund” people "joke" own everything - just doubled down on NextNRG, Inc. (NASDAQ: $NXXT) For the quarter ended Dec. 31, 2025, The Vanguard Group, Inc. disclosed 2,203,563 shares in its latest 13F-HR, filed Jan. 29, 2026. That’s up from 1,049,265 shares previously — a +110.01% QoQ jump in reported shares. And it’s not only Vanguard. JPMorgan Chase & Co. appears on the same institutional ownership table with 23,241 shares, listed as +94.00% on an amended 13F line. Zoom out: the dataset shows 92 institutional owners holding 6,083,949 total institutional shares. Institutions don’t file memes — they file positions. Important nuance: 13Fs are quarter-end snapshots. They don’t tell you when the buying happened — but a doubling like this often signals deeper passive/systematic participation. Then you check operations: the company reported preliminary Dec 2025 revenue of ~$8.01M (+253% YoY) and ~2.53M gallons delivered (+308% YoY), with ~7% MoM revenue and ~14% MoM volume growth. So here’s the question: why increase exposure now — and what’s the market still missing? $NXXT — DYOR. Not financial advice.
3:14

Vanguard - the “mega-fund” people "joke" own everything - just doubled down on NextNRG, Inc. (NASDAQ: $NXXT) For the quarter ended Dec. 31, 2025, The Vanguard Group, Inc. disclosed 2,203,563 shares in its latest 13F-HR, filed Jan. 29, 2026. That’s up from 1,049,265 shares previously — a +110.01% QoQ jump in reported shares. And it’s not only Vanguard. JPMorgan Chase & Co. appears on the same institutional ownership table with 23,241 shares, listed as +94.00% on an amended 13F line. Zoom out: the dataset shows 92 institutional owners holding 6,083,949 total institutional shares. Institutions don’t file memes — they file positions. Important nuance: 13Fs are quarter-end snapshots. They don’t tell you when the buying happened — but a doubling like this often signals deeper passive/systematic participation. Then you check operations: the company reported preliminary Dec 2025 revenue of ~$8.01M (+253% YoY) and ~2.53M gallons delivered (+308% YoY), with ~7% MoM revenue and ~14% MoM volume growth. So here’s the question: why increase exposure now — and what’s the market still missing? $NXXT — DYOR. Not financial advice.

Victor Renard

12,252,125 просмотров • 6 месяцев назад

UPDATE ! NASDAQ: $DVLT is dropping a HUGE announcement ! They just put out a release saying it signed $750 million in tokenization contracts in Q1 2026, with about $77 million in associated fees tied to banking, IP licensing, token minting, and related services. The company said this supports its $200 million full-year 2026 revenue guidance. (Datavault AI Inc.) What makes this more serious is the broader setup around the company. DVLT has publicly highlighted growing institutional ownership from firms including Vanguard, State Street, and BlackRock, and third-party ownership pages also show Morgan Stanley among reported holders. Datavault’s own March 2026 release said Vanguard had grown to about 11.8 million shares, State Street to about 10.0 million shares, and BlackRock to about 4.1 million shares, based on public filings. (Datavault AI Inc.) On the partnership side, the company has announced work involving IBM, CLEAR, and NYIAX. Datavault said it joined IBM Partner Plus in March 2025, with IBM watsonx tied to its AI-driven monetization stack, and later said IBM committed 20,000 hours of solution-architect and AI-engineering support, which Datavault valued at $5 million. Datavault also announced a CLEAR integration for KYC and identity verification, and described NYIAX as a platform built on the Nasdaq financial framework, with a later definitive agreement to acquire NYIAX announced in March 2026. (Datavault AI Inc.) So the point is not just that DVLT released a big number. The point is that the company is trying to build around that number with institutional visibility, identity/KYC infrastructure, IBM-backed AI tooling, and NYIAX technology that Datavault has explicitly tied to Nasdaq-linked market infrastructure. That does not guarantee success, but it does make this more than a random headline. (Datavault AI Inc.) Disclaimer: This is not financial advice. Stocks can lose value, and you can lose money. We are sharing facts and data, but you should do your own homework and not rely solely on this information when making investment decisions. $NVDA $TSLA $PLTR $GOOG $AMC $GME
0:45

UPDATE ! NASDAQ: $DVLT is dropping a HUGE announcement ! They just put out a release saying it signed $750 million in tokenization contracts in Q1 2026, with about $77 million in associated fees tied to banking, IP licensing, token minting, and related services. The company said this supports its $200 million full-year 2026 revenue guidance. (Datavault AI Inc.) What makes this more serious is the broader setup around the company. DVLT has publicly highlighted growing institutional ownership from firms including Vanguard, State Street, and BlackRock, and third-party ownership pages also show Morgan Stanley among reported holders. Datavault’s own March 2026 release said Vanguard had grown to about 11.8 million shares, State Street to about 10.0 million shares, and BlackRock to about 4.1 million shares, based on public filings. (Datavault AI Inc.) On the partnership side, the company has announced work involving IBM, CLEAR, and NYIAX. Datavault said it joined IBM Partner Plus in March 2025, with IBM watsonx tied to its AI-driven monetization stack, and later said IBM committed 20,000 hours of solution-architect and AI-engineering support, which Datavault valued at $5 million. Datavault also announced a CLEAR integration for KYC and identity verification, and described NYIAX as a platform built on the Nasdaq financial framework, with a later definitive agreement to acquire NYIAX announced in March 2026. (Datavault AI Inc.) So the point is not just that DVLT released a big number. The point is that the company is trying to build around that number with institutional visibility, identity/KYC infrastructure, IBM-backed AI tooling, and NYIAX technology that Datavault has explicitly tied to Nasdaq-linked market infrastructure. That does not guarantee success, but it does make this more than a random headline. (Datavault AI Inc.) Disclaimer: This is not financial advice. Stocks can lose value, and you can lose money. We are sharing facts and data, but you should do your own homework and not rely solely on this information when making investment decisions. $NVDA $TSLA $PLTR $GOOG $AMC $GME

Victor Renard

6,004,760 просмотров • 3 месяцев назад

NASDAQ: $DVLT is dropping a HUGE announcement ! They just put out a release saying it signed $750 million in tokenization contracts in Q1 2026, with about $77 million in associated fees tied to banking, IP licensing, token minting, and related services. The company said this supports its $200 million full-year 2026 revenue guidance. (Datavault AI Inc.) What makes this more serious is the broader setup around the company. DVLT has publicly highlighted growing institutional ownership from firms including Vanguard, State Street, and BlackRock, and third-party ownership pages also show Morgan Stanley among reported holders. Datavault’s own March 2026 release said Vanguard had grown to about 11.8 million shares, State Street to about 10.0 million shares, and BlackRock to about 4.1 million shares, based on public filings. (Datavault AI Inc.) On the partnership side, the company has announced work involving IBM, CLEAR, and NYIAX. Datavault said it joined IBM Partner Plus in March 2025, with IBM watsonx tied to its AI-driven monetization stack, and later said IBM committed 20,000 hours of solution-architect and AI-engineering support, which Datavault valued at $5 million. Datavault also announced a CLEAR integration for KYC and identity verification, and described NYIAX as a platform built on the Nasdaq financial framework, with a later definitive agreement to acquire NYIAX announced in March 2026. (Datavault AI Inc.) So the point is not just that DVLT released a big number. The point is that the company is trying to build around that number with institutional visibility, identity/KYC infrastructure, IBM-backed AI tooling, and NYIAX technology that Datavault has explicitly tied to Nasdaq-linked market infrastructure. That does not guarantee success, but it does make this more than a random headline. (Datavault AI Inc.) Disclaimer: This is not financial advice. Stocks can lose value, and you can lose money. We are sharing facts and data, but you should do your own homework and not rely solely on this information when making investment decisions. $NVDA $TSLA $PLTR $GOOG $AMC $GME
0:45

NASDAQ: $DVLT is dropping a HUGE announcement ! They just put out a release saying it signed $750 million in tokenization contracts in Q1 2026, with about $77 million in associated fees tied to banking, IP licensing, token minting, and related services. The company said this supports its $200 million full-year 2026 revenue guidance. (Datavault AI Inc.) What makes this more serious is the broader setup around the company. DVLT has publicly highlighted growing institutional ownership from firms including Vanguard, State Street, and BlackRock, and third-party ownership pages also show Morgan Stanley among reported holders. Datavault’s own March 2026 release said Vanguard had grown to about 11.8 million shares, State Street to about 10.0 million shares, and BlackRock to about 4.1 million shares, based on public filings. (Datavault AI Inc.) On the partnership side, the company has announced work involving IBM, CLEAR, and NYIAX. Datavault said it joined IBM Partner Plus in March 2025, with IBM watsonx tied to its AI-driven monetization stack, and later said IBM committed 20,000 hours of solution-architect and AI-engineering support, which Datavault valued at $5 million. Datavault also announced a CLEAR integration for KYC and identity verification, and described NYIAX as a platform built on the Nasdaq financial framework, with a later definitive agreement to acquire NYIAX announced in March 2026. (Datavault AI Inc.) So the point is not just that DVLT released a big number. The point is that the company is trying to build around that number with institutional visibility, identity/KYC infrastructure, IBM-backed AI tooling, and NYIAX technology that Datavault has explicitly tied to Nasdaq-linked market infrastructure. That does not guarantee success, but it does make this more than a random headline. (Datavault AI Inc.) Disclaimer: This is not financial advice. Stocks can lose value, and you can lose money. We are sharing facts and data, but you should do your own homework and not rely solely on this information when making investment decisions. $NVDA $TSLA $PLTR $GOOG $AMC $GME

Victor Renard

17,602,505 просмотров • 3 месяцев назад

#WATCH | Delhi: At the joint press conference with US Secretary of State Marco Rubio, EAM Dr S Jaishankar says, "There has been a very significant uptick in our energy imports from the United States. It's not new. It started out many, many years ago, but I think it's really picked up in the last year, and where India is concerned, this is an era of de-risking, and probably energy more than anything else requires de-risking. So, a big country, if you are to do de-risking, looks at multiple sourcing and for us, the United States has emerged as a very significant and reliable source of energy, as indeed have some other countries. The way we will deal with the current situation in Hormuz and frankly, going forward as well, is to diversify our energy sources, because that is at the heart of our energy security, and that is why we feel strongly that the energy market should not be distorted, should not be constrained. It is important to keep energy prices down for global growth..."
3:57

#WATCH | Delhi: At the joint press conference with US Secretary of State Marco Rubio, EAM Dr S Jaishankar says, "There has been a very significant uptick in our energy imports from the United States. It's not new. It started out many, many years ago, but I think it's really picked up in the last year, and where India is concerned, this is an era of de-risking, and probably energy more than anything else requires de-risking. So, a big country, if you are to do de-risking, looks at multiple sourcing and for us, the United States has emerged as a very significant and reliable source of energy, as indeed have some other countries. The way we will deal with the current situation in Hormuz and frankly, going forward as well, is to diversify our energy sources, because that is at the heart of our energy security, and that is why we feel strongly that the energy market should not be distorted, should not be constrained. It is important to keep energy prices down for global growth..."

ANI

16,795 просмотров • 2 месяцев назад

Nebius is one of the most undervalued AI infrastructure companies in the public markets right now (Save this). Leopold Aschenbrenner, the former OpenAI researcher who wrote the 165-page essay predicting AGI within this decade and then launched the $13.7 billion Situational Awareness Fund around that thesis just filed a 13G disclosing a 5.6% stake in Nebius, representing 12.41 million Class A shares. This is the man whose entire investment framework is built on one core conviction, AI will advance faster than anyone expects, and the binding constraint will not be algorithms or model architectures, it will be physical computing infrastructure, data center capacity, and energy. Now look at what Nebius actually is and why this conviction is justified by the numbers alone. Nebius is a GPU native AI cloud platform, a neocloud built from the ground up specifically for AI training and inference workloads, founded by Arkady Volozh, the former CEO of Yandex who divested all non-Russian assets and left Russia in direct opposition to Putin before relisting the company on Nasdaq. In Q1 2026, Nebius reported $399 million in revenue, a 684% increase year over year from just $50.9 million while also delivering EBITDA and adjusted EPS that beat consensus estimates by 43% and 50% respectively, in a quarter where analysts had already built in aggressive assumptions. The scale of the infrastructure buildout is what makes the valuation argument so compelling. Nebius has raised its contracted power capacity guidance to over 4 gigawatts for 2026, with a target of 5 gigawatts of AI computing capacity deployed by 2030, including multiple gigawatt-scale AI factories across the United States and Europe. The Finland campus coming soon to Lappeenranta will be 310 megawatts powered by low-carbon energy, making it one of the largest AI data centers in Europe, specifically located in a cold-climate, energy-stable region that dramatically reduces cooling costs and carbon intensity. The 2026 capacity is already effectively sold out according to management disclosures, which means every megawatt Nebius brings online has a revenue contract attached to it before the facility opens. The strategic backing validates the thesis at every level. NVIDIA committed a $2 billion strategic investment in Nebius by 2030, with the two companies co-developing an inference stack, implementing NVIDIA's GPU health monitoring systems, and deploying next-generation architectures including Rubin GPUs, Vera CPUs, and Bluefield storage systems meaning Nebius gets preferential access to the hardware that every other AI company is begging Jensen Huang for. Meta signed a $27 billion agreement with Nebius, with $12 billion in dedicated computing resources confirmed and up to $15 billion in additional capacity over the coming years. And Nebius just partnered with Bloom Energy on a $2.6 billion deal guaranteeing 328 megawatts of installed capacity through modular fuel cell systems behind the meter power that eliminates grid dependency and accelerates deployment timelines. The forward valuation math is where the undervaluation case becomes undeniable. Nebius is pricing in $3.5 billion in revenue for 2026 and $11 billion for 2027, which puts the forward price-to-sales ratio at 16.6 times for this year and just 5.3 times for next year for a company growing revenue at 684% year over year with sold out capacity, NVIDIA backing, a $27 billion Meta contract, and a path to 4+ gigawatts of contracted power. Milk Road has been positioned in Nebius and we believe the convergence of Leopold's conviction stake, NVIDIA's $2 billion endorsement, Meta's $27 billion commitment, and a physical infrastructure buildout that is sold out before it opens represents one of the highest-quality risk-reward setups in AI infrastructure today. Come join Milk Road Pro and get our full Nebius thesis including the exact framework we use to think about neocloud valuation, the power capacity math that determines when revenue accelerates, and every catalyst we are watching through 2027. Link in bio/below.
0:20

Nebius is one of the most undervalued AI infrastructure companies in the public markets right now (Save this). Leopold Aschenbrenner, the former OpenAI researcher who wrote the 165-page essay predicting AGI within this decade and then launched the $13.7 billion Situational Awareness Fund around that thesis just filed a 13G disclosing a 5.6% stake in Nebius, representing 12.41 million Class A shares. This is the man whose entire investment framework is built on one core conviction, AI will advance faster than anyone expects, and the binding constraint will not be algorithms or model architectures, it will be physical computing infrastructure, data center capacity, and energy. Now look at what Nebius actually is and why this conviction is justified by the numbers alone. Nebius is a GPU native AI cloud platform, a neocloud built from the ground up specifically for AI training and inference workloads, founded by Arkady Volozh, the former CEO of Yandex who divested all non-Russian assets and left Russia in direct opposition to Putin before relisting the company on Nasdaq. In Q1 2026, Nebius reported $399 million in revenue, a 684% increase year over year from just $50.9 million while also delivering EBITDA and adjusted EPS that beat consensus estimates by 43% and 50% respectively, in a quarter where analysts had already built in aggressive assumptions. The scale of the infrastructure buildout is what makes the valuation argument so compelling. Nebius has raised its contracted power capacity guidance to over 4 gigawatts for 2026, with a target of 5 gigawatts of AI computing capacity deployed by 2030, including multiple gigawatt-scale AI factories across the United States and Europe. The Finland campus coming soon to Lappeenranta will be 310 megawatts powered by low-carbon energy, making it one of the largest AI data centers in Europe, specifically located in a cold-climate, energy-stable region that dramatically reduces cooling costs and carbon intensity. The 2026 capacity is already effectively sold out according to management disclosures, which means every megawatt Nebius brings online has a revenue contract attached to it before the facility opens. The strategic backing validates the thesis at every level. NVIDIA committed a $2 billion strategic investment in Nebius by 2030, with the two companies co-developing an inference stack, implementing NVIDIA's GPU health monitoring systems, and deploying next-generation architectures including Rubin GPUs, Vera CPUs, and Bluefield storage systems meaning Nebius gets preferential access to the hardware that every other AI company is begging Jensen Huang for. Meta signed a $27 billion agreement with Nebius, with $12 billion in dedicated computing resources confirmed and up to $15 billion in additional capacity over the coming years. And Nebius just partnered with Bloom Energy on a $2.6 billion deal guaranteeing 328 megawatts of installed capacity through modular fuel cell systems behind the meter power that eliminates grid dependency and accelerates deployment timelines. The forward valuation math is where the undervaluation case becomes undeniable. Nebius is pricing in $3.5 billion in revenue for 2026 and $11 billion for 2027, which puts the forward price-to-sales ratio at 16.6 times for this year and just 5.3 times for next year for a company growing revenue at 684% year over year with sold out capacity, NVIDIA backing, a $27 billion Meta contract, and a path to 4+ gigawatts of contracted power. Milk Road has been positioned in Nebius and we believe the convergence of Leopold's conviction stake, NVIDIA's $2 billion endorsement, Meta's $27 billion commitment, and a physical infrastructure buildout that is sold out before it opens represents one of the highest-quality risk-reward setups in AI infrastructure today. Come join Milk Road Pro and get our full Nebius thesis including the exact framework we use to think about neocloud valuation, the power capacity math that determines when revenue accelerates, and every catalyst we are watching through 2027. Link in bio/below.

Milk Road AI

61,932 просмотров • 2 месяцев назад

Get ready for your electricity bills to skyrocket, both BlackRock and Blackstone have begun purchasing American electric utilities companies “Private equity firms BlackRock and Blackstone are both in the process of acquiring their first electric utility companies - BlackRock is buying one based out of Minnesota for a little over $6 billion, and they provide services to right around 100,000 people - Blackstone is buying a utility company in New Mexico for just over $11 billion And, and why is private equity starting to get into electricity companies? Well, let me share a little insight with you. PSEG, which is an electric company out of New Jersey, just reported its first quarters of 2025 to be up 47% over last year. They claim that 90% of this energy usage is from AI and data centers. Let that sink in, people. Your energy bills are going to go through the roof.”
0:53

Get ready for your electricity bills to skyrocket, both BlackRock and Blackstone have begun purchasing American electric utilities companies “Private equity firms BlackRock and Blackstone are both in the process of acquiring their first electric utility companies - BlackRock is buying one based out of Minnesota for a little over $6 billion, and they provide services to right around 100,000 people - Blackstone is buying a utility company in New Mexico for just over $11 billion And, and why is private equity starting to get into electricity companies? Well, let me share a little insight with you. PSEG, which is an electric company out of New Jersey, just reported its first quarters of 2025 to be up 47% over last year. They claim that 90% of this energy usage is from AI and data centers. Let that sink in, people. Your energy bills are going to go through the roof.”

Wall Street Apes

380,557 просмотров • 11 месяцев назад

❗️⚡️🇪🇸🇵🇹🇫🇷🇦🇩 - On April 28, 2025, a significant power outage continues to affect Spain, Portugal, Andorra, and parts of France, with no immediate resolution in sight. The blackout has disrupted electricity supply in major cities, including Madrid, Valencia, and Barcelona, as well as communication networks, impacting internet and mobile services across the affected regions. Government authorities have not yet issued an official statement, though Spain’s Ministry of the Interior has urged the public to remain calm while investigations are underway. Preliminary reports suggest the outage may stem from a failure in the interconnected European power grid, potentially exacerbated by recent high demand and integration challenges with renewable energy sources. Energy experts note that the European Network of Transmission System Operators (ENTSO-E) is working to stabilize the grid and restore full service. Social media reports indicate growing public concern, with users highlighting disruptions to daily activities and businesses. Authorities are prioritizing critical infrastructure, such as hospitals and emergency services, to mitigate the impact while a coordinated response is developed.
0:13

❗️⚡️🇪🇸🇵🇹🇫🇷🇦🇩 - On April 28, 2025, a significant power outage continues to affect Spain, Portugal, Andorra, and parts of France, with no immediate resolution in sight. The blackout has disrupted electricity supply in major cities, including Madrid, Valencia, and Barcelona, as well as communication networks, impacting internet and mobile services across the affected regions. Government authorities have not yet issued an official statement, though Spain’s Ministry of the Interior has urged the public to remain calm while investigations are underway. Preliminary reports suggest the outage may stem from a failure in the interconnected European power grid, potentially exacerbated by recent high demand and integration challenges with renewable energy sources. Energy experts note that the European Network of Transmission System Operators (ENTSO-E) is working to stabilize the grid and restore full service. Social media reports indicate growing public concern, with users highlighting disruptions to daily activities and businesses. Authorities are prioritizing critical infrastructure, such as hospitals and emergency services, to mitigate the impact while a coordinated response is developed.

🔥🗞The Informant

382,214 просмотров • 1 год назад

Greg Brockman, President of OpenAI, said there is not enough compute in the world to satisfy AI demand, and OpenAI itself cannot launch products it has already built because it cannot find the infrastructure to run them (Save this). OpenAI is spending $50 billion on compute in 2026 alone and it still is not enough. That is the setup but here is the trade. Nebius is one of the most asymmetric infrastructure plays in public markets right now, and most people have never heard of it. Q1 2026 revenue came in at $399 million, up 684% year over year, with AI cloud revenue specifically growing 841% in a single quarter. The company entered 2026 with an exit ARR of $1.25 billion and is targeting $7 to $9 billion by year end, a number that would make it one of the fastest revenue ramps in the history of public infrastructure companies. The contracted backlog sits at $50 billion anchored by a $17.4 billion agreement with Microsoft through 2031 and a $27 billion five-year deal with Meta. They are decade-scale infrastructure commitments from the two largest enterprise AI spenders on earth, signed before the demand curve has even reached its steepest point. Nvidia took a direct equity stake in Nebius, one of only two neoclouds it has invested in alongside CoreWeave. That relationship is not just financial but rather means Nebius gets preferential access to GPU allocation at a moment when every lab and every hyperscaler is competing for the same constrained supply. Contracted power capacity now exceeds 3.5 gigawatts, with expansion plans targeting 5 to 6 GW by mid-2029. And power is the other binding constraint in AI infrastructure, you cannot build a data center without it and Nebius has already secured the capacity that competitors are still fighting to acquire. At full ramp, analysts project revenue in the $15 to $25 billion range by 2029, against a current market cap the contracted backlog alone already dwarfs. Come join Milk Road Pro and get our full Nebius deep-dive, the exact price levels we are watching, how we are sizing the position against the backlog and power capacity timeline, and our full AI thesis. link below!
1:00

Greg Brockman, President of OpenAI, said there is not enough compute in the world to satisfy AI demand, and OpenAI itself cannot launch products it has already built because it cannot find the infrastructure to run them (Save this). OpenAI is spending $50 billion on compute in 2026 alone and it still is not enough. That is the setup but here is the trade. Nebius is one of the most asymmetric infrastructure plays in public markets right now, and most people have never heard of it. Q1 2026 revenue came in at $399 million, up 684% year over year, with AI cloud revenue specifically growing 841% in a single quarter. The company entered 2026 with an exit ARR of $1.25 billion and is targeting $7 to $9 billion by year end, a number that would make it one of the fastest revenue ramps in the history of public infrastructure companies. The contracted backlog sits at $50 billion anchored by a $17.4 billion agreement with Microsoft through 2031 and a $27 billion five-year deal with Meta. They are decade-scale infrastructure commitments from the two largest enterprise AI spenders on earth, signed before the demand curve has even reached its steepest point. Nvidia took a direct equity stake in Nebius, one of only two neoclouds it has invested in alongside CoreWeave. That relationship is not just financial but rather means Nebius gets preferential access to GPU allocation at a moment when every lab and every hyperscaler is competing for the same constrained supply. Contracted power capacity now exceeds 3.5 gigawatts, with expansion plans targeting 5 to 6 GW by mid-2029. And power is the other binding constraint in AI infrastructure, you cannot build a data center without it and Nebius has already secured the capacity that competitors are still fighting to acquire. At full ramp, analysts project revenue in the $15 to $25 billion range by 2029, against a current market cap the contracted backlog alone already dwarfs. Come join Milk Road Pro and get our full Nebius deep-dive, the exact price levels we are watching, how we are sizing the position against the backlog and power capacity timeline, and our full AI thesis. link below!

Milk Road AI

14,578 просмотров • 1 месяц назад

Introducing AI Lab Monetization Play. AI Lab Monetization Play tracks the revenue run-rate of major AI laboratories in real time using public and alternative data signals. The Play provides a continuously updated view of commercial scale across the frontier AI landscape. ARR Dashboard The dashboard estimates annual recurring revenue for Anthropic, OpenAI, and other frontier labs. Each estimate is broken down by revenue stream, growth trajectory, and implied valuation multiple. It surfaces which labs are scaling fastest and where the commercial momentum is concentrated. Model Routing and Market Share The Play tracks real-time model usage share across inference providers. It measures routing volume through aggregators to identify which models are capturing production workloads. Shifts in routing patterns signal adoption inflections before they appear in reported financials. Model Pricing and Capabilities The Play maintains a comprehensive pricing table across all major foundation models. Input and output token costs, context windows, and capability tiers are mapped side by side. It serves as the reference layer for competitive positioning and margin structure across the model ecosystem. Available to all paid clients on our full-stack research platform. Start here:
0:52

Introducing AI Lab Monetization Play. AI Lab Monetization Play tracks the revenue run-rate of major AI laboratories in real time using public and alternative data signals. The Play provides a continuously updated view of commercial scale across the frontier AI landscape. ARR Dashboard The dashboard estimates annual recurring revenue for Anthropic, OpenAI, and other frontier labs. Each estimate is broken down by revenue stream, growth trajectory, and implied valuation multiple. It surfaces which labs are scaling fastest and where the commercial momentum is concentrated. Model Routing and Market Share The Play tracks real-time model usage share across inference providers. It measures routing volume through aggregators to identify which models are capturing production workloads. Shifts in routing patterns signal adoption inflections before they appear in reported financials. Model Pricing and Capabilities The Play maintains a comprehensive pricing table across all major foundation models. Input and output token costs, context windows, and capability tiers are mapped side by side. It serves as the reference layer for competitive positioning and margin structure across the model ecosystem. Available to all paid clients on our full-stack research platform. Start here:

FUNDA

30,511 просмотров • 14 дней назад

$PLTR Software is Free 🧵 Palantir's software is effectively “free” upfront because the company absorbs 100% of the risk of value creation and only gets paid a share(often structured as a percentage or portion) of the actual, measurable value or cost savings it helps generate for the customer. Dr. Karp has repeatedly explained this as Palantir’s core philosophy and competitive edge. In his words: “We absorb the risk of creating value.” He contrasts it sharply with the traditional software industry model, which he describes as one where “your customer thinks they’re getting laid, but they’re getting effed.” In that old model, companies sell licenses or subscriptions upfront, take the money, and leave the customer to figure out whether any real ROI ever materializes. Here is some of the example why bears misunderstood this company, and the explosive growth is going to continue for years to come 1. Airbus- Skywise Palantir helped accelerate A350 aircraft production by 33%, averting a potential ~$1 billion contractual crisis from delays. The broader Skywise platform (powered by Palantir) enables industry-wide predictive maintenance and operations optimization. Independent third-party analysis estimates >$1.7 billion in annual cost savings for airlines + >$850 million in annual revenue opportunities. Over time, this has supported maintenance optimization on issues worth tens of billions of dollars. And Palantir long term parternship with Airbus was valued at $1B over 10 years or $100m a year. Realistically speaking, the Software is FREE. Multi-billion annual ecosystem value vs. ~$100M annualized from the recent deal. Palantir's involvement started with targeted production fixes and scaled into an industry platform. 2. SOMPO $60M profit improvement over 3 years previously, with another $100M expected; newer AI agents targeting $10M annual improvement in financial results via better risk evaluation and decision support. Multi-year expansions, including a $50M add-on in 2023 and further extensions (ongoing platform use across subsidiaries with thousands of daily users). =>Cumulative $160M+ projected gains vs. known expansions in the tens of millions. 3. bp (Energy) Triple-figure returns (hundreds of percent ROI) year-over-year on Palantir investments; broader operational efficiencies cited in the hundreds of millions to $1B range in some energy contexts. bp signed a new 5-year enterprise agreement that explicitly includes Palantir AIP (Artificial Intelligence Platform) capabilities on top of the existing Foundry foundation. This built on prior work and expanded AI-driven decision support for engineers. Older reference from priot renewal cited $100m+ in multi-years, so this 5 years extension will probably be north to $150-$200m This model is why Dr. Karp argues Palantir wins in large enterprises and governments that are tired of “science projects” or expensive software that never pays for itself. It de-risks adoption for the customer while forcing Palantir to stay laser-focused on real, quantifiable value creation rather than just selling seats or licenses. As Dr. Karp puts it, everyone in tech will eventually be paid this way on the actual value delivered, not promises. Palantir's software is free to the customer because the software works, and it does all the heavy lifting. When customers win, Palantir wins! Not Financial Advice!
0:58

$PLTR Software is Free 🧵 Palantir's software is effectively “free” upfront because the company absorbs 100% of the risk of value creation and only gets paid a share(often structured as a percentage or portion) of the actual, measurable value or cost savings it helps generate for the customer. Dr. Karp has repeatedly explained this as Palantir’s core philosophy and competitive edge. In his words: “We absorb the risk of creating value.” He contrasts it sharply with the traditional software industry model, which he describes as one where “your customer thinks they’re getting laid, but they’re getting effed.” In that old model, companies sell licenses or subscriptions upfront, take the money, and leave the customer to figure out whether any real ROI ever materializes. Here is some of the example why bears misunderstood this company, and the explosive growth is going to continue for years to come 1. Airbus- Skywise Palantir helped accelerate A350 aircraft production by 33%, averting a potential ~$1 billion contractual crisis from delays. The broader Skywise platform (powered by Palantir) enables industry-wide predictive maintenance and operations optimization. Independent third-party analysis estimates >$1.7 billion in annual cost savings for airlines + >$850 million in annual revenue opportunities. Over time, this has supported maintenance optimization on issues worth tens of billions of dollars. And Palantir long term parternship with Airbus was valued at $1B over 10 years or $100m a year. Realistically speaking, the Software is FREE. Multi-billion annual ecosystem value vs. ~$100M annualized from the recent deal. Palantir's involvement started with targeted production fixes and scaled into an industry platform. 2. SOMPO $60M profit improvement over 3 years previously, with another $100M expected; newer AI agents targeting $10M annual improvement in financial results via better risk evaluation and decision support. Multi-year expansions, including a $50M add-on in 2023 and further extensions (ongoing platform use across subsidiaries with thousands of daily users). =>Cumulative $160M+ projected gains vs. known expansions in the tens of millions. 3. bp (Energy) Triple-figure returns (hundreds of percent ROI) year-over-year on Palantir investments; broader operational efficiencies cited in the hundreds of millions to $1B range in some energy contexts. bp signed a new 5-year enterprise agreement that explicitly includes Palantir AIP (Artificial Intelligence Platform) capabilities on top of the existing Foundry foundation. This built on prior work and expanded AI-driven decision support for engineers. Older reference from priot renewal cited $100m+ in multi-years, so this 5 years extension will probably be north to $150-$200m This model is why Dr. Karp argues Palantir wins in large enterprises and governments that are tired of “science projects” or expensive software that never pays for itself. It de-risks adoption for the customer while forcing Palantir to stay laser-focused on real, quantifiable value creation rather than just selling seats or licenses. As Dr. Karp puts it, everyone in tech will eventually be paid this way on the actual value delivered, not promises. Palantir's software is free to the customer because the software works, and it does all the heavy lifting. When customers win, Palantir wins! Not Financial Advice!

Mike

90,412 просмотров • 3 месяцев назад

🚨BREAKING: UAE🇦🇪 EXITS OPEC AND OPEC+, OPEC LOSES ITS THIRD LARGEST PRODUCER The UAE announced its withdrawal from OPEC after more than five decades, effective on the 1st of May. The UAE is a founding member, having joined in 1967, four years before the UAE itself was established. The UAE said the move reflects its national interest and its role in meeting market needs at a time when the Strait of Hormuz crisis has disrupted energy flows and kept oil prices elevated, and forecasted higher energy demand in the future. The UAE has ambitions to increase production from 3.4 million barrels per day to five million by 2027, which OPEC quotas would have constrained. The UAE’s decision to leave OPEC and OPEC+ is a fundamental reordering of the global energy market, and a further shift towards multipolarity, with the UAE positioning itself to be at the forefront of meeting rising global energy demand. OPEC has long declined in its geopolitical power, and the UAE has decided to forge its own path with having no limits on increasing production, as the world reels from the energy shock unleashed by the Trump-Netanyahu war of aggression against Iran. The UAE is not the first in the GCC to leave OPEC, with Qatar leaving in 2019. The propaganda headlines you’ll be seeing of a UAE-Saudi conflict over the decision will likely amount to hot air. There will inevitably be short-term energy price instability, but countries around the world will rush to secure deals with the UAE to offset a major economic crisis caused by the war on Iran and the closure of the Strait of Hormuz. The international institutions of old are increasingly irrelevant, and OPEC is widely seen as the organisation of yesterday. The future will likely involve energy institutions and mechanisms within BRICS, to facilitate stable energy prices in a multipolar world. The UAE’s exit from OPEC is just one step closer in that direction. With China and the global south set to drive economic growth this century, the UAE is now well-positioned to benefit from multipolarity, free of production caps, as long-term energy demand will continue climbing, as the nations of the global south develop their economies and increase living standards for their people. My live segment on RT
7:57

🚨BREAKING: UAE🇦🇪 EXITS OPEC AND OPEC+, OPEC LOSES ITS THIRD LARGEST PRODUCER The UAE announced its withdrawal from OPEC after more than five decades, effective on the 1st of May. The UAE is a founding member, having joined in 1967, four years before the UAE itself was established. The UAE said the move reflects its national interest and its role in meeting market needs at a time when the Strait of Hormuz crisis has disrupted energy flows and kept oil prices elevated, and forecasted higher energy demand in the future. The UAE has ambitions to increase production from 3.4 million barrels per day to five million by 2027, which OPEC quotas would have constrained. The UAE’s decision to leave OPEC and OPEC+ is a fundamental reordering of the global energy market, and a further shift towards multipolarity, with the UAE positioning itself to be at the forefront of meeting rising global energy demand. OPEC has long declined in its geopolitical power, and the UAE has decided to forge its own path with having no limits on increasing production, as the world reels from the energy shock unleashed by the Trump-Netanyahu war of aggression against Iran. The UAE is not the first in the GCC to leave OPEC, with Qatar leaving in 2019. The propaganda headlines you’ll be seeing of a UAE-Saudi conflict over the decision will likely amount to hot air. There will inevitably be short-term energy price instability, but countries around the world will rush to secure deals with the UAE to offset a major economic crisis caused by the war on Iran and the closure of the Strait of Hormuz. The international institutions of old are increasingly irrelevant, and OPEC is widely seen as the organisation of yesterday. The future will likely involve energy institutions and mechanisms within BRICS, to facilitate stable energy prices in a multipolar world. The UAE’s exit from OPEC is just one step closer in that direction. With China and the global south set to drive economic growth this century, the UAE is now well-positioned to benefit from multipolarity, free of production caps, as long-term energy demand will continue climbing, as the nations of the global south develop their economies and increase living standards for their people. My live segment on RT

Afshin Rattansi

18,021 просмотров • 3 месяцев назад

Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this). The argument he is making is one of the most important and least understood things happening in technology right now. The United States currently consumes roughly 500 gigawatts of electricity on average. To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country. He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground. His observation is that in space, that wall does not exist. A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated. He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output. This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun. To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses. Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle. Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket. He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable. SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028. Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers. Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035. This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.
1:01

Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this). The argument he is making is one of the most important and least understood things happening in technology right now. The United States currently consumes roughly 500 gigawatts of electricity on average. To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country. He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground. His observation is that in space, that wall does not exist. A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated. He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output. This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun. To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses. Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle. Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket. He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable. SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028. Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers. Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035. This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.

Milk Road AI

12,140 просмотров • 1 месяц назад

Tesla just declared war on the biggest hidden cost in the entire AI boom (Save this). Here's what actually happened on Tesla's Q2 2026 call. Musk and CFO Vaibhav Taneja said Tesla is preparing to increase US solar production by an entire order of magnitude, pushing capacity past 100 gigawatts a year, and doing it through full vertical integration, from silicon refinement all the way to finished solar cells and panels. The reason this connects directly to AI is that Tesla explicitly framed its energy division, batteries and solar together, as critical infrastructure for AI data centers, not just a side business for homes and utilities. AI training runs create violent power swings, with draw dropping as much as 70% in just 100 milliseconds and Megapacks are being positioned as the buffer that smooths that volatility so data centers don't destabilize the grid. SpaceX bought $430 million worth of Megapack batteries from Tesla in 2025 specifically for its own data center operations and Tesla's energy segment overall pulled in $12.8 billion in revenue for the year, up 27%. In Q2 2026 alone, energy storage deployments jumped 53% sequentially to 13.5 gigawatt hours, the second largest quarter the segment has ever had. Musk's argument for why this matters at scale is straightforward. If Tesla can mass produce solar cheaply enough and pair it with enough battery storage, it can generate roughly two and a half times more usable energy than current grid infrastructure typically delivers from the same generation base, which is what he means by making energy completely abundant. Vertically integrating the entire supply chain, meaning Tesla controls silicon, cells, panels, and batteries instead of buying components from outside suppliers, is exactly how they intend to crush production costs enough to make that scale of buildout viable. Tesla remains one of our core positions at Milk Road, if you want our full trades we are making daily, come join us using the link below for just a dollar!
0:38

Tesla just declared war on the biggest hidden cost in the entire AI boom (Save this). Here's what actually happened on Tesla's Q2 2026 call. Musk and CFO Vaibhav Taneja said Tesla is preparing to increase US solar production by an entire order of magnitude, pushing capacity past 100 gigawatts a year, and doing it through full vertical integration, from silicon refinement all the way to finished solar cells and panels. The reason this connects directly to AI is that Tesla explicitly framed its energy division, batteries and solar together, as critical infrastructure for AI data centers, not just a side business for homes and utilities. AI training runs create violent power swings, with draw dropping as much as 70% in just 100 milliseconds and Megapacks are being positioned as the buffer that smooths that volatility so data centers don't destabilize the grid. SpaceX bought $430 million worth of Megapack batteries from Tesla in 2025 specifically for its own data center operations and Tesla's energy segment overall pulled in $12.8 billion in revenue for the year, up 27%. In Q2 2026 alone, energy storage deployments jumped 53% sequentially to 13.5 gigawatt hours, the second largest quarter the segment has ever had. Musk's argument for why this matters at scale is straightforward. If Tesla can mass produce solar cheaply enough and pair it with enough battery storage, it can generate roughly two and a half times more usable energy than current grid infrastructure typically delivers from the same generation base, which is what he means by making energy completely abundant. Vertically integrating the entire supply chain, meaning Tesla controls silicon, cells, panels, and batteries instead of buying components from outside suppliers, is exactly how they intend to crush production costs enough to make that scale of buildout viable. Tesla remains one of our core positions at Milk Road, if you want our full trades we are making daily, come join us using the link below for just a dollar!

Milk Road AI

27,142 просмотров • 3 дней назад

Nebius will be a trillion dollar company (Save this). The neocloud market, purpose-built AI cloud infrastructure, separate from legacy hyperscalers generated roughly $25 billion in revenue in 2025, up 223% year over year. Synergy Research projects it will approach $400 billion by 2031, compounding at 58% annually one of the fastest sustained growth rates ever recorded for an infrastructure category of this scale. The CEO's explanation for why they win is worth understanding in detail. GPU compute is scarce and that part everyone knows but Nebius is not simply renting GPUs by the hour and marking them up, which is what most neocloud imitators do. They have built their own physical capacity for inference, optimized the full technology stack from the software layer all the way down to the rack hardware and recently acquired a company called Agen specifically to push inference latency even lower and throughput even higher. The CEO frames the core problem directly that in 2026, every product you build is powered by tokens, AI intelligence and while you can get those tokens from OpenAI or Anthropic via a simple API call, the moment you want to run open source models, specialized vertical models, or anything other than the two dominant frontier labs, you run into a wall. You can download the weights from Hugging Face and assemble the pieces. But getting those workloads to run at scale, at the economics you need, with the reliability your product requires, is an extraordinarily complex engineering challenge that most companies cannot staff or afford to solve in-house. That is the problem Nebius is solving, and that is why their inference product called Token Factory exists. The financial results are among the most dramatic growth numbers reported by any public company this year. In Q1 2026, Nebius posted $399 million in revenue, a 684% increase from the same quarter a year earlier. In the span of twelve months, the company swung from a $104 million net loss to $621 million in net income. Cash from operations went from negative $184 million to positive $2.26 billion in the same period meaning this is not growth funded by burning investor capital, it is growth that is now generating its own fuel. For the full year 2026, Nebius is guiding for an annualized revenue run rate of $7 billion to $9 billion, with pipeline creation tracking to surpass $4 billion. The contracted backlog sits at $49 billion, anchored by a $27 billion agreement with Meta, a deal worth up to $19.4 billion with Microsoft, and a public endorsement from Jensen Huang at NVIDIA's GTC conference in 2026. The current market cap is approximately $56 billion. A company with $7 to $9 billion in annualized revenue, growing at 684%, turning cash-flow positive, sitting on $49 billion in contracted backlog, operating in a market compounding at 58% annually toward $400 billion, that company has a credible path to 20x from its current valuation if execution holds. That is the trillion dollar case, and it does not require any heroic assumptions and it requires Nebius to keep doing what it is already demonstrably doing. Milk Road Pro called this one early. Our analysts added Nebius to the portfolio when it was still flying under the radar, and we are sitting on a massive gain on that position right now. If you want to see what else we are building conviction on before the rest of the market catches up, come join us at Milk Road Pro using the link below!
1:04

Nebius will be a trillion dollar company (Save this). The neocloud market, purpose-built AI cloud infrastructure, separate from legacy hyperscalers generated roughly $25 billion in revenue in 2025, up 223% year over year. Synergy Research projects it will approach $400 billion by 2031, compounding at 58% annually one of the fastest sustained growth rates ever recorded for an infrastructure category of this scale. The CEO's explanation for why they win is worth understanding in detail. GPU compute is scarce and that part everyone knows but Nebius is not simply renting GPUs by the hour and marking them up, which is what most neocloud imitators do. They have built their own physical capacity for inference, optimized the full technology stack from the software layer all the way down to the rack hardware and recently acquired a company called Agen specifically to push inference latency even lower and throughput even higher. The CEO frames the core problem directly that in 2026, every product you build is powered by tokens, AI intelligence and while you can get those tokens from OpenAI or Anthropic via a simple API call, the moment you want to run open source models, specialized vertical models, or anything other than the two dominant frontier labs, you run into a wall. You can download the weights from Hugging Face and assemble the pieces. But getting those workloads to run at scale, at the economics you need, with the reliability your product requires, is an extraordinarily complex engineering challenge that most companies cannot staff or afford to solve in-house. That is the problem Nebius is solving, and that is why their inference product called Token Factory exists. The financial results are among the most dramatic growth numbers reported by any public company this year. In Q1 2026, Nebius posted $399 million in revenue, a 684% increase from the same quarter a year earlier. In the span of twelve months, the company swung from a $104 million net loss to $621 million in net income. Cash from operations went from negative $184 million to positive $2.26 billion in the same period meaning this is not growth funded by burning investor capital, it is growth that is now generating its own fuel. For the full year 2026, Nebius is guiding for an annualized revenue run rate of $7 billion to $9 billion, with pipeline creation tracking to surpass $4 billion. The contracted backlog sits at $49 billion, anchored by a $27 billion agreement with Meta, a deal worth up to $19.4 billion with Microsoft, and a public endorsement from Jensen Huang at NVIDIA's GTC conference in 2026. The current market cap is approximately $56 billion. A company with $7 to $9 billion in annualized revenue, growing at 684%, turning cash-flow positive, sitting on $49 billion in contracted backlog, operating in a market compounding at 58% annually toward $400 billion, that company has a credible path to 20x from its current valuation if execution holds. That is the trillion dollar case, and it does not require any heroic assumptions and it requires Nebius to keep doing what it is already demonstrably doing. Milk Road Pro called this one early. Our analysts added Nebius to the portfolio when it was still flying under the radar, and we are sitting on a massive gain on that position right now. If you want to see what else we are building conviction on before the rest of the market catches up, come join us at Milk Road Pro using the link below!

Milk Road AI

28,622 просмотров • 2 месяцев назад

BlackRock’s growing control over the U.S. energy grid is raising alarm bells, as the global asset manager quietly acquires key utilities under the guise of fueling AI infrastructure. With CEO Larry Fink serving as interim head of the World Economic Forum, BlackRock’s influence spans beyond finance into critical national infrastructure. Recent deals, like the $6.2 billion acquisition of Minnesota Power’s parent company, give BlackRock major stakes in regional power grids, despite concerns about rising electricity costs. Critics warn this pattern echoes dangerous monopolistic control over captive utility customers, similar to Portugal’s experience after selling its grid to China — skyrocketing prices, no alternatives. Adding complexity, Blackstone is also snapping up natural gas and utility assets across multiple states, citing AI-driven demand for energy as justification. Together, these firms are positioning themselves to dominate the entire energy pipeline—from generation to consumption—all framed as necessary for AI advancements. Yet questions remain: Why should these private equity giants be allowed to control such vital infrastructure, potentially monopolizing an essential public good? Will incremental rate hikes under the AI banner gradually burden everyday consumers? The situation demands urgent scrutiny for antitrust concerns before America’s energy future becomes hostage to unchecked private interests—monopolies not just on energy, but on the AI revolution itself. Where is the regulatory will to step in and protect the public’s power? This may be the next big battle for economic fairness and national security, flying under the radar amid political distractions. This powerful narrative exposes how the convergence of finance, technology, and infrastructure is reshaping control over America’s lifelines—an urgent call for vigilance and action.
4:43

BlackRock’s growing control over the U.S. energy grid is raising alarm bells, as the global asset manager quietly acquires key utilities under the guise of fueling AI infrastructure. With CEO Larry Fink serving as interim head of the World Economic Forum, BlackRock’s influence spans beyond finance into critical national infrastructure. Recent deals, like the $6.2 billion acquisition of Minnesota Power’s parent company, give BlackRock major stakes in regional power grids, despite concerns about rising electricity costs. Critics warn this pattern echoes dangerous monopolistic control over captive utility customers, similar to Portugal’s experience after selling its grid to China — skyrocketing prices, no alternatives. Adding complexity, Blackstone is also snapping up natural gas and utility assets across multiple states, citing AI-driven demand for energy as justification. Together, these firms are positioning themselves to dominate the entire energy pipeline—from generation to consumption—all framed as necessary for AI advancements. Yet questions remain: Why should these private equity giants be allowed to control such vital infrastructure, potentially monopolizing an essential public good? Will incremental rate hikes under the AI banner gradually burden everyday consumers? The situation demands urgent scrutiny for antitrust concerns before America’s energy future becomes hostage to unchecked private interests—monopolies not just on energy, but on the AI revolution itself. Where is the regulatory will to step in and protect the public’s power? This may be the next big battle for economic fairness and national security, flying under the radar amid political distractions. This powerful narrative exposes how the convergence of finance, technology, and infrastructure is reshaping control over America’s lifelines—an urgent call for vigilance and action.

Camus

26,991 просмотров • 9 месяцев назад

Brad Gerstner said the quiet part out loud when it comes to ROI on AI spending and what bears are missing about adoption As of today, the big impact and ROI from AI has been on the cost side of the equation, which has come primarily through headcount reductions and efficiencies Brad believes that we are on the cusp of breakthroughs that will change the revenue side of the equation as well Once that takes place, AI platforms such as Anthropic become mission critical for its customers, where you cannot rip it out of your enterprise even if you wanted to Jensen Huang has famously said that all new chip production design at NVIDIA is now happening with the help of AI. In some sense, we already have the futuristic recursive loop of "the machine building the machine." Brad goes on to predict that if Anthropic can end 2026 at a $100B run-rate, there is very real possibility that they will 3-5x again to $300-500 billion in revenue We have never seen anything like this in history
2:52

Brad Gerstner said the quiet part out loud when it comes to ROI on AI spending and what bears are missing about adoption As of today, the big impact and ROI from AI has been on the cost side of the equation, which has come primarily through headcount reductions and efficiencies Brad believes that we are on the cusp of breakthroughs that will change the revenue side of the equation as well Once that takes place, AI platforms such as Anthropic become mission critical for its customers, where you cannot rip it out of your enterprise even if you wanted to Jensen Huang has famously said that all new chip production design at NVIDIA is now happening with the help of AI. In some sense, we already have the futuristic recursive loop of "the machine building the machine." Brad goes on to predict that if Anthropic can end 2026 at a $100B run-rate, there is very real possibility that they will 3-5x again to $300-500 billion in revenue We have never seen anything like this in history

Boring_Business

37,085 просмотров • 23 дней назад

$TTMI TTM Technologies: The Strategic Nexus of AI and Defense Infrastructure. Investment Thesis. New: 6/22/26. TTM Technologies has moved well beyond its identity as a commodity circuit board manufacturer. The current business is increasingly defined by advanced interconnect solutions for AI server infrastructure and defense electronics — two segments where technical complexity creates qualification barriers and customer switching costs that standard PCB suppliers cannot access. That repositioning is reflected in the financial results: record revenue and earnings forecasts validate that the mix shift is producing real margin improvement rather than just revenue growth. The defense backlog is the most durable component of the demand picture. A $1.6 billion backlog tied to programs like the F-35 and missile defense systems represents contracted, long-cycle revenue with a customer — the U.S. government — whose procurement commitments are structurally more stable than commercial technology spending. That backlog provides a financial foundation that makes the AI infrastructure growth story less binary than it would appear in isolation. AI server infrastructure is the higher-growth but less predictable demand driver. Interconnect complexity in AI server configurations is increasing as rack architectures evolve, which expands content per system and supports TTM's technical differentiation. The risk is that AI infrastructure spending is more cyclical and customer-concentrated than defense, and the technical requirements are evolving quickly enough that manufacturing capability needs to stay ahead of customer specifications on a shorter development cycle than defense programs typically demand. Capital expenditure intensity is the financial constraint that the demand environment doesn't resolve. Simultaneous investment in specialized U.S. and Malaysia facilities alongside European acquisitions represents a heavy parallel deployment of capital that requires each initiative to execute on schedule and at projected returns. Free cash flow conversion will lag revenue growth during this investment phase, and the degree of that lag — and how quickly it normalizes — is the primary financial metric the new CEO needs to demonstrate control over. Leadership transition is well-timed in one sense and risky in another. A technically focused CEO is the right profile for a company whose competitive differentiation rests on manufacturing process capability, but new leadership inheriting a rapid scaling program across multiple geographies introduces execution continuity risk at a moment when the capital deployment decisions being made now will define the return profile for years. The bottleneck supplier positioning is the right long-term frame. Advanced interconnect for AI and defense is not a commoditizing market, and TTM's manufacturing investments are building capability depth that takes time to replicate. Sustaining that technological edge as competition intensifies — particularly from Asian manufacturers with lower cost structures — is the strategic challenge that underlies every near-term financial metric.
12:08

$TTMI TTM Technologies: The Strategic Nexus of AI and Defense Infrastructure. Investment Thesis. New: 6/22/26. TTM Technologies has moved well beyond its identity as a commodity circuit board manufacturer. The current business is increasingly defined by advanced interconnect solutions for AI server infrastructure and defense electronics — two segments where technical complexity creates qualification barriers and customer switching costs that standard PCB suppliers cannot access. That repositioning is reflected in the financial results: record revenue and earnings forecasts validate that the mix shift is producing real margin improvement rather than just revenue growth. The defense backlog is the most durable component of the demand picture. A $1.6 billion backlog tied to programs like the F-35 and missile defense systems represents contracted, long-cycle revenue with a customer — the U.S. government — whose procurement commitments are structurally more stable than commercial technology spending. That backlog provides a financial foundation that makes the AI infrastructure growth story less binary than it would appear in isolation. AI server infrastructure is the higher-growth but less predictable demand driver. Interconnect complexity in AI server configurations is increasing as rack architectures evolve, which expands content per system and supports TTM's technical differentiation. The risk is that AI infrastructure spending is more cyclical and customer-concentrated than defense, and the technical requirements are evolving quickly enough that manufacturing capability needs to stay ahead of customer specifications on a shorter development cycle than defense programs typically demand. Capital expenditure intensity is the financial constraint that the demand environment doesn't resolve. Simultaneous investment in specialized U.S. and Malaysia facilities alongside European acquisitions represents a heavy parallel deployment of capital that requires each initiative to execute on schedule and at projected returns. Free cash flow conversion will lag revenue growth during this investment phase, and the degree of that lag — and how quickly it normalizes — is the primary financial metric the new CEO needs to demonstrate control over. Leadership transition is well-timed in one sense and risky in another. A technically focused CEO is the right profile for a company whose competitive differentiation rests on manufacturing process capability, but new leadership inheriting a rapid scaling program across multiple geographies introduces execution continuity risk at a moment when the capital deployment decisions being made now will define the return profile for years. The bottleneck supplier positioning is the right long-term frame. Advanced interconnect for AI and defense is not a commoditizing market, and TTM's manufacturing investments are building capability depth that takes time to replicate. Sustaining that technological edge as competition intensifies — particularly from Asian manufacturers with lower cost structures — is the strategic challenge that underlies every near-term financial metric.

TheValueist

12,877 просмотров • 1 месяц назад

$TSLA reached an All-Time High closing price of $409.97 on November 4th, 2021, with a Market Cap of 1.2 Trillion. Since that day, Tesla has accomplished: • Producing 6M+ vehicles. • Record 30.7B cash on hand. • Record production and deliveries in 2023 exceeding 1.81M vehicles. • Record 96.8B in Revenue (2023) vs. 53.8B (2021) • Non-automotive gross profit hit a record $900 million in Q2 2024. • 1.6B miles driven on FSD. • Model Y became the bestselling global vehicle with over 1.2 million units delivered. • Cybertruck is the best selling EV truck, with current production of 1,400/week. • Cybertruck profitably by the end of 2024. • MASSIVE Advancements in AI technology, including Tesla's hardware developments and the Dojo training systems. • AI training compute capacity to hit nearly 90,000 H100 equivalent GPUs by the end of the year. Currently 35,000. • Record energy deployment of 9.4GWh in Q2 2024, 157% YoY growth. Tesla Energy is growing at an unprecedented pace. • Shanghai Megapack factory construction is underway and expected to begin cell production in Q1 2025. • Optimus Gen 2 performing tasks inside the factory. • S3XY ranked most American made cars • Expanding sales to more countries • 400,000 + FSD Users. • FSD Beta v12.5 with end to end architecture. • FSD V12 free trial - first time ever. • Next-Gen platform, with production expected to begin at Giga Texas in 2025 utilizing the unboxed method. • Model 3 Refresh successfully launched worldwide. • Tesla Semi production & deliveries. • Broken ground on Giga Nevada Semi factory. • Advertisements are underway. • Next-Gen Roadster production planned for 2025. • 50M+ 4680 cells produced • Texas Lithium Refinery construction is underway and expected to begin production in 2025. • Validation testing for dry cathode 4680 cells. • 600,000+ Powerwalls installed worldwide • SAE J3400 becomes NACS • 6,000 Supercharging stations & 60K Superchargers • Global Supercharging network opened to ALL EV’s. • V4 Superchargers. Today, Tesla has a Market Cap of 716B. IMO the company is being way undervalued when accessing its recent accomplishments, and immense future potential due to its lead in real world AI and Robotics.
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$TSLA reached an All-Time High closing price of $409.97 on November 4th, 2021, with a Market Cap of 1.2 Trillion. Since that day, Tesla has accomplished: • Producing 6M+ vehicles. • Record 30.7B cash on hand. • Record production and deliveries in 2023 exceeding 1.81M vehicles. • Record 96.8B in Revenue (2023) vs. 53.8B (2021) • Non-automotive gross profit hit a record $900 million in Q2 2024. • 1.6B miles driven on FSD. • Model Y became the bestselling global vehicle with over 1.2 million units delivered. • Cybertruck is the best selling EV truck, with current production of 1,400/week. • Cybertruck profitably by the end of 2024. • MASSIVE Advancements in AI technology, including Tesla's hardware developments and the Dojo training systems. • AI training compute capacity to hit nearly 90,000 H100 equivalent GPUs by the end of the year. Currently 35,000. • Record energy deployment of 9.4GWh in Q2 2024, 157% YoY growth. Tesla Energy is growing at an unprecedented pace. • Shanghai Megapack factory construction is underway and expected to begin cell production in Q1 2025. • Optimus Gen 2 performing tasks inside the factory. • S3XY ranked most American made cars • Expanding sales to more countries • 400,000 + FSD Users. • FSD Beta v12.5 with end to end architecture. • FSD V12 free trial - first time ever. • Next-Gen platform, with production expected to begin at Giga Texas in 2025 utilizing the unboxed method. • Model 3 Refresh successfully launched worldwide. • Tesla Semi production & deliveries. • Broken ground on Giga Nevada Semi factory. • Advertisements are underway. • Next-Gen Roadster production planned for 2025. • 50M+ 4680 cells produced • Texas Lithium Refinery construction is underway and expected to begin production in 2025. • Validation testing for dry cathode 4680 cells. • 600,000+ Powerwalls installed worldwide • SAE J3400 becomes NACS • 6,000 Supercharging stations & 60K Superchargers • Global Supercharging network opened to ALL EV’s. • V4 Superchargers. Today, Tesla has a Market Cap of 716B. IMO the company is being way undervalued when accessing its recent accomplishments, and immense future potential due to its lead in real world AI and Robotics.

Nic Cruz Patane

111,451 просмотров • 2 лет назад