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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 👇

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Lou Basenese

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37,957 просмотров • 9 месяцев назад •via X (Twitter)

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Introducing the Northwise Data Center Tracker. Explore the sites behind the AI buildout, compare companies and test how your assumptions change a forecast. $NBIS $IREN $CIFR $CRWV $WULF $KEEL Here is what you can do with it. 1/6
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Introducing the Northwise Data Center Tracker. Explore the sites behind the AI buildout, compare companies and test how your assumptions change a forecast. $NBIS $IREN $CIFR $CRWV $WULF $KEEL Here is what you can do with it. 1/6

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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
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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

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Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon… These 5 layers include: 1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO 2. Chips ~ $NVDA, $AMD, $TSM, $AVGO 3. Cloud Infrastructure ~ $AMZN, $MSFT, $GOOGL, $CRWV 4. Models ~ $META, $ORCL 5. Applications ~ $PLTR, $TSLA All these names will see generational upside in 2026 as AI continues to expand rapidly. Save this for later…

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$IREN CEO Dan Roberts said the bear case that AI data centers get rebuilt in 10 years does NOT apply to Iren. He said that each data center is becoming the reference design for the next. Each project is inherited in the last one’s lessons instead of starting from zero.
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$IREN CEO Dan Roberts said the bear case that AI data centers get rebuilt in 10 years does NOT apply to Iren. He said that each data center is becoming the reference design for the next. Each project is inherited in the last one’s lessons instead of starting from zero.

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AI INFRASTRUCTURE/ENERGY DEMAND STOCKS TO KEEP ON WATCH FOR 2026 Ex-CEO $GOOGL Eric Schmidt on energy demand driven by AI: "We need energy and the numbers are profound. What we need from you is energy in all forms. People are planning 10 gigawatt data centers" $IREN: owns and develops vertically integrated data centers for hyperscalers $CIFR: large power footprint, 3.4 GW pipeline for AI workloads + HPC $WULF: high capacity, low cost data center expansion across Texas and New York $NBIS: AI compute and cloud services translating energy into revenue $CLSK: America’s Bitcoin Miner transitioning to AI infrastructure with a massive power footprint across 30+ data center sites $BITF: owns and operates power sites positioned for AI workloads, yet to sign with a hyperscaler but could come this year $GLXY: multi-gigawatt data center infrastructure at scale
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AI INFRASTRUCTURE/ENERGY DEMAND STOCKS TO KEEP ON WATCH FOR 2026 Ex-CEO $GOOGL Eric Schmidt on energy demand driven by AI: "We need energy and the numbers are profound. What we need from you is energy in all forms. People are planning 10 gigawatt data centers" $IREN: owns and develops vertically integrated data centers for hyperscalers $CIFR: large power footprint, 3.4 GW pipeline for AI workloads + HPC $WULF: high capacity, low cost data center expansion across Texas and New York $NBIS: AI compute and cloud services translating energy into revenue $CLSK: America’s Bitcoin Miner transitioning to AI infrastructure with a massive power footprint across 30+ data center sites $BITF: owns and operates power sites positioned for AI workloads, yet to sign with a hyperscaler but could come this year $GLXY: multi-gigawatt data center infrastructure at scale

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Most investors haven't heard of TeraWulf $WULF but it's one of the highest-upside stocks for the AI boom. It's a power and infrastructure name that will be critical to the data center buildout. Strategist Lou Basenese makes his case on the stock.
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Most investors haven't heard of TeraWulf $WULF but it's one of the highest-upside stocks for the AI boom. It's a power and infrastructure name that will be critical to the data center buildout. Strategist Lou Basenese makes his case on the stock.

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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
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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

46,098 просмотров • 8 дней назад

"This is a game changer in the industry." - $WULF CEO Paul Prager If you have the energy infrastructure, the right management team, and the right people on the ground, this is the time and Lake Mariner is the place for #AI & #HPC 🐺 CNBC Power Lunch Brian Sullivan
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"This is a game changer in the industry." - $WULF CEO Paul Prager If you have the energy infrastructure, the right management team, and the right people on the ground, this is the time and Lake Mariner is the place for #AI & #HPC 🐺 CNBC Power Lunch Brian Sullivan

TeraWulf

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Jim Chanos is short the neoclouds. "It gets back to the point that we've made to clients that anybody that's just a middleman in this chain, like the data center guys are either as rights or equipment leasing companies should never trade at higher multiples than the company that controls their supply." $CRWV $NBIS $IREN
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Jim Chanos is short the neoclouds. "It gets back to the point that we've made to clients that anybody that's just a middleman in this chain, like the data center guys are either as rights or equipment leasing companies should never trade at higher multiples than the company that controls their supply." $CRWV $NBIS $IREN

amit

295,578 просмотров • 3 месяцев назад

These are the top AI infrastructure, power, and energy companies that will make you a millionaire in 2026: 1. IREN LIMITED $IREN - still the star; AI cloud, Microsoft validation 2. Cipher Mining $CIFR - miner-to-AI twin; AWS deals, power pipeline 3. Eos Energy $EOS - energy storage, huge pipeline 4. Oklo $OKLO - modular nuclear leader, Meta ties, Trump policy nods 5. NuScale $SMR - reactor builder, policy tailwinds 6. Applied Digital $APLD - data center infrastructure 7. Energy Fuels $UUUU - uranium needed for AI 8. TeraWulf $WULF - clean, low cost energy 9. Nebius Group $NBIS - pure AI cloud; GPU clusters 10. Vertiv Holdings $VRT - data center cooling, critical for AI 11. Vistra $VST - nuclear/gas mix, AI load growth 12. Constellation Energy $CEG - largest U.S. nuclear fleet, reliable base-load for AI All my buy and sell signals in Discord @
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These are the top AI infrastructure, power, and energy companies that will make you a millionaire in 2026: 1. IREN LIMITED $IREN - still the star; AI cloud, Microsoft validation 2. Cipher Mining $CIFR - miner-to-AI twin; AWS deals, power pipeline 3. Eos Energy $EOS - energy storage, huge pipeline 4. Oklo $OKLO - modular nuclear leader, Meta ties, Trump policy nods 5. NuScale $SMR - reactor builder, policy tailwinds 6. Applied Digital $APLD - data center infrastructure 7. Energy Fuels $UUUU - uranium needed for AI 8. TeraWulf $WULF - clean, low cost energy 9. Nebius Group $NBIS - pure AI cloud; GPU clusters 10. Vertiv Holdings $VRT - data center cooling, critical for AI 11. Vistra $VST - nuclear/gas mix, AI load growth 12. Constellation Energy $CEG - largest U.S. nuclear fleet, reliable base-load for AI All my buy and sell signals in Discord @

StockWhale

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OpenAI CEO Sam Altman announces that his new data center in Saline Township, Michigan, nicknamed "The Barn," could one day potentially help cure cancer. The data center is one gigawatt, and he says children will be educated through AI while small businesses will run on AI. "This could very well turn into the site where cancer gets cured."
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OpenAI CEO Sam Altman announces that his new data center in Saline Township, Michigan, nicknamed "The Barn," could one day potentially help cure cancer. The data center is one gigawatt, and he says children will be educated through AI while small businesses will run on AI. "This could very well turn into the site where cancer gets cured."

Shadow of Ezra

173,916 просмотров • 4 месяцев назад

🚨 WE’RE NOT BULLISH ENOUGH! 56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY. Spend 45 seconds watching this clip, and you’ll know why. 1. $CIFR has an elite team of ex-hyperscaler specialists from $GOOG, $META, and $AAPL optimizing every site. 2. The next couple of years will see more acquisitions, more sites, more deals in AI data centers. 3. $IREN secured a $9.7B AI cloud contract with $MSFT. $CIFR inked a $5.5B lease with $AMZN AWS and has a stake from $GOOG. 4. $NBIS landed $3B with $META and multi-billion with $MSFT. 5. J.P. Morgan forecasts AI infrastructure capex for data centers hitting $1.4 trillion annually by 2030, tripling near-term levels. 6. Jon Gray, President and COO of Blackstone Inc., stated in his latest presentation: “It starts with the picks and shovels, with things like chips, data centers, and power at massive scale. We have really focused on the right two circles here.” (Refering to data centers and power) 7. $NVDA’s Jensen Huang: “We wish we had more compute energy.” 8. The current administration pushes AI, energy, and defense with plans for massive power plants to fuel the AI boom. Onwards, -BP Not financial advice. Turn on notifications 🔔 for alerts on new posts.
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🚨 WE’RE NOT BULLISH ENOUGH! 56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY. Spend 45 seconds watching this clip, and you’ll know why. 1. $CIFR has an elite team of ex-hyperscaler specialists from $GOOG, $META, and $AAPL optimizing every site. 2. The next couple of years will see more acquisitions, more sites, more deals in AI data centers. 3. $IREN secured a $9.7B AI cloud contract with $MSFT. $CIFR inked a $5.5B lease with $AMZN AWS and has a stake from $GOOG. 4. $NBIS landed $3B with $META and multi-billion with $MSFT. 5. J.P. Morgan forecasts AI infrastructure capex for data centers hitting $1.4 trillion annually by 2030, tripling near-term levels. 6. Jon Gray, President and COO of Blackstone Inc., stated in his latest presentation: “It starts with the picks and shovels, with things like chips, data centers, and power at massive scale. We have really focused on the right two circles here.” (Refering to data centers and power) 7. $NVDA’s Jensen Huang: “We wish we had more compute energy.” 8. The current administration pushes AI, energy, and defense with plans for massive power plants to fuel the AI boom. Onwards, -BP Not financial advice. Turn on notifications 🔔 for alerts on new posts.

Black Panther Capital

58,387 просмотров • 8 месяцев назад

ASML CEO on Elon Musk's Data Centers in space and Terafab: "I think you need a certain amount of data centers and they will be in space, they will be on the earth. I think the discussion about data centers in space is to address another potential bottleneck in the ecosystem, which is energy. I think the discussion around putting data center in space is there because if you do that, the energy consumption or the energy availability will be there, about trying to solve another potential big issue, which is energy for data center. I think the Terafab is an example of a major fab project."
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ASML CEO on Elon Musk's Data Centers in space and Terafab: "I think you need a certain amount of data centers and they will be in space, they will be on the earth. I think the discussion about data centers in space is to address another potential bottleneck in the ecosystem, which is energy. I think the discussion around putting data center in space is there because if you do that, the energy consumption or the energy availability will be there, about trying to solve another potential big issue, which is energy for data center. I think the Terafab is an example of a major fab project."

DogeDesigner

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Today on CNBC Power Lunch, TeraWulf CEO Paul Prager summed up the AI/HPC bottleneck perfectly. Brian Sullivan: “Is there any indication that companies needing compute power are dialing back? Considering Google is one of your clients.” Paul Prager: “Not to my knowledge… GPUs are critical, but the real constraint now is scalable power infrastructure.” Paul made clear today that WULF’s edge in AI/HPC starts with energy infrastructure and scalable power, built on 25 years of experience. Interview faded out a bit at the end, apologies. Also, while this was airing, $WULF hit a new 52-wk high of $26.85 🐺
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Today on CNBC Power Lunch, TeraWulf CEO Paul Prager summed up the AI/HPC bottleneck perfectly. Brian Sullivan: “Is there any indication that companies needing compute power are dialing back? Considering Google is one of your clients.” Paul Prager: “Not to my knowledge… GPUs are critical, but the real constraint now is scalable power infrastructure.” Paul made clear today that WULF’s edge in AI/HPC starts with energy infrastructure and scalable power, built on 25 years of experience. Interview faded out a bit at the end, apologies. Also, while this was airing, $WULF hit a new 52-wk high of $26.85 🐺

Scott

11,683 просмотров • 4 месяцев назад

Leopold Aschenbrenner's fund has lost roughly $600,000,000 in a single session today But he's still up over 1,000% on most of these positions from his entry and his puts are printing: • Bloom Energy, $BE, -$210,000,000 (-14.9%) • SanDisk, $SNDK, -$180,000,000 (-11.0%) • Core Scientific, $CORZ, -$54,000,000 (-9.1%) • IREN, $IREN, -$41,000,000 (-8.6%) • Nebius, $NBIS, -$104,000,000 (-4.5%) In 1-3 years, the thesis he's betting on: • AI inference workloads will demand more NAND storage than any prior tech cycle • On-site power generation replaces grid connections for every major data center • Ex-Bitcoin miners become the backbone of AI cloud infrastructure
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Leopold Aschenbrenner's fund has lost roughly $600,000,000 in a single session today But he's still up over 1,000% on most of these positions from his entry and his puts are printing: • Bloom Energy, $BE, -$210,000,000 (-14.9%) • SanDisk, $SNDK, -$180,000,000 (-11.0%) • Core Scientific, $CORZ, -$54,000,000 (-9.1%) • IREN, $IREN, -$41,000,000 (-8.6%) • Nebius, $NBIS, -$104,000,000 (-4.5%) In 1-3 years, the thesis he's betting on: • AI inference workloads will demand more NAND storage than any prior tech cycle • On-site power generation replaces grid connections for every major data center • Ex-Bitcoin miners become the backbone of AI cloud infrastructure

Leopold Stock Tracker

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We're building one of Europe's largest AI factories in Lappeenranta, Finland, and we're looking for the team to run it. Latest-generation NVIDIA accelerated compute. First capacity live in 2027, powered by low-carbon energy. From shift patterns to tooling, this is a chance to write the runbook from day one across data center operations and data center IT. Bring it online with us:
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We're building one of Europe's largest AI factories in Lappeenranta, Finland, and we're looking for the team to run it. Latest-generation NVIDIA accelerated compute. First capacity live in 2027, powered by low-carbon energy. From shift patterns to tooling, this is a chance to write the runbook from day one across data center operations and data center IT. Bring it online with us:

Nebius

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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?
6:50

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

84,029 просмотров • 10 месяцев назад

$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.
0:32

$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 просмотров • 4 месяцев назад

$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.
0:44

$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.

Shay Boloor

589,512 просмотров • 4 месяцев назад

*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.
3:56

*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.

Black Panther Capital

14,938 просмотров • 27 дней назад