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🚀 The Upside Episode #4 is live! What’s the one factor that will separate AI data center winners from losers? $WULF CEO Paul Prager lays it out – clearly and directly. This matters for every name in the space $IREN $NBIS $CORZ $CIFR $CLSK $CRWV Listen in 👇

Lou Basenese

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Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?

Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?

Ray Myers

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$IREN is by far my favorite buy among the neo cloud companies right now. While $NBIS is up more than 180% YTD, $IREN is sitting at just +55%. The market is still massively underestimating one thing: Power. $IREN 5GW of contracted power is a real moat, and in the AI era, that matters more than almost anything else. As Jensen $NVDA said: “None of the bottlenecks like memory or chip production last longer than a couple of years. What’s different is energy. You can’t create an industry without energy. You can’t build anything without energy, and those things take a long time.” This is the real AI bottleneck. Not chips. Not memory. Energy. $IREN already has it. Those 5GW will be fully utilized. Just like $AMD eventually massively outperformed $NVDA after lagging for a long time, I believe the same setup is happening here. Right now, $IREN is lagging $NBIS. That won’t last forever. Buy the laggard.

Daniel

124,071 Aufrufe • vor 4 Monaten

$NBIS is becoming one of the biggest winners in the new AI economy because it can deliver compute efficiently at scale. The number that mattered most to me was Nebius seeing four or more customers competing for every GPU it brings online (huge for AI cloud market). Management also said they raised prices again and are still selling out across both old and new GPU generations which is one of the cleanest pricing power signals you can get. This is a $100B company in the making.

$NBIS is becoming one of the biggest winners in the new AI economy because it can deliver compute efficiently at scale. The number that mattered most to me was Nebius seeing four or more customers competing for every GPU it brings online (huge for AI cloud market). Management also said they raised prices again and are still selling out across both old and new GPU generations which is one of the cleanest pricing power signals you can get. This is a $100B company in the making.

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*NEW POSITION ADDED TO PORTFOLIO* First, how cool is it that Elon just told the G20 he gets his news from X, because that’s where the AI conversation actually is. Secondly, Elon Musk cited: “The consensus estimate among analysts that follow the AI space very closely is that there will be at least a 15 gigawatt shortfall of power in 2027 for AI chips.” Not 2030. Next year. Power is still the BIGGEST bottleneck. Third, this is exactly why I took a long-term position today in $BE. Imo, the chart looks good. Thesis is strong. Furthermore, as we all know, smart money is moving into $BE also. $BE is at all time high, and institutions been accumulating especially during August. Nancy Pelosi recently added it to her portfolio, furthermore Leopold has it in his. Lastly, we could very well see $BE included into SP500 soon. $BE is now my third biggest position in my portfolio, just after $NBIS and $IREN. Bullish energy and power. Bullish $NBIS $IREN $CIFR $BE -BP Not financial advice.

NEW POSITION ADDED TO PORTFOLIO First, how cool is it that Elon just told the G20 he gets his news from X, because that’s where the AI conversation actually is. Secondly, Elon Musk cited: “The consensus estimate among analysts that follow the AI space very closely is that there will be at least a 15 gigawatt shortfall of power in 2027 for AI chips.” Not 2030. Next year. Power is still the BIGGEST bottleneck. Third, this is exactly why I took a long-term position today in $BE. Imo, the chart looks good. Thesis is strong. Furthermore, as we all know, smart money is moving into $BE also. $BE is at all time high, and institutions been accumulating especially during August. Nancy Pelosi recently added it to her portfolio, furthermore Leopold has it in his. Lastly, we could very well see $BE included into SP500 soon. $BE is now my third biggest position in my portfolio, just after $NBIS and $IREN. Bullish energy and power. Bullish $NBIS $IREN $CIFR $BE -BP Not financial advice.

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