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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 görüntüleme • 7 ay önce •via X (Twitter)

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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…
1:00

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…

Mike Investing

388,920 görüntüleme • 3 ay önce

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
0:47

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

Small Cap Snipa

116,034 görüntüleme • 7 ay önce

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.
2:41

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.

Phil Rosen

19,405 görüntüleme • 1 ay önce

"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
0:42

"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

20,231 görüntüleme • 11 ay önce

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
1:29

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

294,461 görüntüleme • 1 ay önce

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 @
13:00

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

128,551 görüntüleme • 6 ay önce

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."
1:13

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

173,515 görüntüleme • 2 ay önce

🚨 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.
0:45

🚨 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 görüntüleme • 6 ay önce

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."
1:45

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

48,139 görüntüleme • 1 ay önce

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
1:15

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

2,511,962 görüntüleme • 11 gün önce

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 🐺
5:20

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

11,667 görüntüleme • 2 ay önce

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:
0:20

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

47,699 görüntüleme • 2 ay önce

$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

123,728 görüntüleme • 2 ay önce

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 görüntüleme • 8 ay önce

$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 görüntüleme • 2 ay önce

🚨ALERT: 50% of Data Centers will NEVER connect to the grid. Half of the data centers announced in the last 24 months will NEVER connect to the grid. Kevin O’Leary said it. The data proves it. While everyone’s chasing “paper capacity,” $CIFR and $IREN are sitting on EXECUTED grid connections that can’t be replicated. Here’s why they’re untouchable: 266 GW of power projects canceled in 2025 alone. That’s 2.4x the cancellations from 2024. Why? Because the U.S. grid is facing a structural deficit that nobody wants to talk about. • Data centers need 18-36 months to build • Grid connections take 5-7 YEARS (sometimes 12) • Interconnection queues in PJM and ERCOT now average 7 years • Average interconnection cost in MISO: $753,116 per MW Translation: You can announce a data center tomorrow. But you CAN’T connect it to power until 2032. The math doesn’t work. The timeline doesn’t work. The physics don’t work. $CIFR - The Fixed-Price Power Moat: Cipher control one of the lowest-cost power portfolios in North America. > Power cost: $0.027/kWh (fixed, long-term PPAs) > Debt: $0 > Portfolio: 2.2 GW across Texas But here’s what everyone’s missing: Their 1-gigawatt Colchis site has a FULLY EXECUTED Direct Connect Agreement with American Electric Power. Not “in the queue.” Not “under study.” EXECUTED. Energization: 2028. While competitors are stuck waiting 7+ years for interconnection approvals, $CIFR already has a Tier 1 grid connection locked in. And they just signed: • $5.5 billion, 15-year lease with AWS for 300 MW • 10-year hosting deal with Google/Fluidstack for 168 MW That’s $8.5 billion in contracted lease payments for AI infrastructure. $IREN - The Microsoft Validation: $IREN didn’t just secure power. They secured the ONLY thing that matters: a hyperscaler willing to pre-pay billions. November 2025: $9.7 billion AI Cloud contract with Microsoft. Let me repeat that. Microsoft PRE-PAID for capacity that doesn’t exist yet. Deal structure: • 200 MW of liquid-cooled AI capacity • $1.94 billion annual recurring revenue (once online) • 20% prepayment to fund $5.8 billion GPU purchase from Dell • Four “Horizon” data centers at their 750 MW Childress campus But the real alpha? Their 2.91 GW portfolio of GRID-CONNECTED power. Not speculative. Not “in the queue.” Connected. Energized. Operating. > Sweetwater 1: 1.4 GW (energization accelerated to April 26) > Childress: 750 MW (operating) > Prince George: 160 MW hydro (23k GPUs for AI) $IREN is scaling to $3.4 billion in AI Cloud ARR by end of 2026 using only 16% of their total power capacity. The Peer Comparison Nobody’s Talking About: Everyone’s excited about $RIOT, $MARA, $CORZ, and $WULF. Here’s the problem: $RIOT: 1.7 GW portfolio, mostly Bitcoin-focused. 25 MW HPC lease with AMD ($311M over 10 years). That’s 1/30th the size of IREN’s Microsoft deal. $MARA: Building “behind-the-meter” natural gas generation to BYPASS the grid entirely. Smart strategy, but they’re starting from scratch. 1.8 GW capacity, mostly mining. $CORZ: $10B+ contract with CoreWeave sounds massive. But they’re CONVERTING old mining infrastructure. Not purpose-built for AI. Currently unprofitable. $WULF: 750 MW at Lake Mariner. Zero-carbon hydro/nuclear. Clean energy story is strong. But only 72.5 MW of HPC capacity by Q2 2025. Meanwhile: • $CIFR has 2.2 GW with executed grid agreements and $8.5B in hyperscaler contracts • $IREN has 2.91 GW of energized capacity and a $9.7B Microsoft deal The Cooling Bottleneck: Secured power means NOTHING without secured cooling. November 2025: CyrusOne data center in Illinois went down for 10 hours because ONE chiller failed. This facility handles TRILLIONS in CME trading volume. Energy, agriculture, crypto derivatives markets frozen globally. Why? Because AI racks now consume 600 kW of power (enough to power 500 homes). A single rack failure creates catastrophic heat buildup. $IREN’s solution: Liquid-cooled infrastructure at all Horizon facilities. $CIFR’s solution: Turnkey air-and-liquid cooling delivery for AWS. Hyperscalers aren’t paying billions for “power connections.” They’re paying for THERMAL RELIABILITY. The Numbers That Matter: > PJM capacity prices: 10x increase from 2024 to 2025 (extreme scarcity signal) > Interconnection costs in Louisiana/Missouri: $900,000+ per MW > $64 billion in U.S. data center projects blocked or delayed in 2024-2025 > 25+ major data center projects canceled in 2025 alone The grid is saturated. The timeline is broken. The infrastructure doesn’t exist. But $CIFR and $IREN? They already own the infrastructure. They already have the grid connections. They already have the hyperscaler contracts. The Bottom Line: > AI demand is doubling every 90 days. > Grid capacity takes 5-7 years to build. > You can’t close that gap with announcements. You close it with EXECUTED agreements and ENERGIZED megawatts. $CIFR: $0.027/kWh power, $8.5B in contracts, 1 GW Tier 1 grid connection $IREN: $9.7B Microsoft deal, 2.91 GW energized portfolio, $3.4B ARR target by 2026. While half the industry fights over interconnection queues, these two are already plugged in. The power crunch isn’t coming. It’s here. And the only winners will be the ones who secured their megawatts BEFORE the grid broke. Bullish $CIFR and $IREN. Note: This is NOT financial advice.
1:28

🚨ALERT: 50% of Data Centers will NEVER connect to the grid. Half of the data centers announced in the last 24 months will NEVER connect to the grid. Kevin O’Leary said it. The data proves it. While everyone’s chasing “paper capacity,” $CIFR and $IREN are sitting on EXECUTED grid connections that can’t be replicated. Here’s why they’re untouchable: 266 GW of power projects canceled in 2025 alone. That’s 2.4x the cancellations from 2024. Why? Because the U.S. grid is facing a structural deficit that nobody wants to talk about. • Data centers need 18-36 months to build • Grid connections take 5-7 YEARS (sometimes 12) • Interconnection queues in PJM and ERCOT now average 7 years • Average interconnection cost in MISO: $753,116 per MW Translation: You can announce a data center tomorrow. But you CAN’T connect it to power until 2032. The math doesn’t work. The timeline doesn’t work. The physics don’t work. $CIFR - The Fixed-Price Power Moat: Cipher control one of the lowest-cost power portfolios in North America. > Power cost: $0.027/kWh (fixed, long-term PPAs) > Debt: $0 > Portfolio: 2.2 GW across Texas But here’s what everyone’s missing: Their 1-gigawatt Colchis site has a FULLY EXECUTED Direct Connect Agreement with American Electric Power. Not “in the queue.” Not “under study.” EXECUTED. Energization: 2028. While competitors are stuck waiting 7+ years for interconnection approvals, $CIFR already has a Tier 1 grid connection locked in. And they just signed: • $5.5 billion, 15-year lease with AWS for 300 MW • 10-year hosting deal with Google/Fluidstack for 168 MW That’s $8.5 billion in contracted lease payments for AI infrastructure. $IREN - The Microsoft Validation: $IREN didn’t just secure power. They secured the ONLY thing that matters: a hyperscaler willing to pre-pay billions. November 2025: $9.7 billion AI Cloud contract with Microsoft. Let me repeat that. Microsoft PRE-PAID for capacity that doesn’t exist yet. Deal structure: • 200 MW of liquid-cooled AI capacity • $1.94 billion annual recurring revenue (once online) • 20% prepayment to fund $5.8 billion GPU purchase from Dell • Four “Horizon” data centers at their 750 MW Childress campus But the real alpha? Their 2.91 GW portfolio of GRID-CONNECTED power. Not speculative. Not “in the queue.” Connected. Energized. Operating. > Sweetwater 1: 1.4 GW (energization accelerated to April 26) > Childress: 750 MW (operating) > Prince George: 160 MW hydro (23k GPUs for AI) $IREN is scaling to $3.4 billion in AI Cloud ARR by end of 2026 using only 16% of their total power capacity. The Peer Comparison Nobody’s Talking About: Everyone’s excited about $RIOT, $MARA, $CORZ, and $WULF. Here’s the problem: $RIOT: 1.7 GW portfolio, mostly Bitcoin-focused. 25 MW HPC lease with AMD ($311M over 10 years). That’s 1/30th the size of IREN’s Microsoft deal. $MARA: Building “behind-the-meter” natural gas generation to BYPASS the grid entirely. Smart strategy, but they’re starting from scratch. 1.8 GW capacity, mostly mining. $CORZ: $10B+ contract with CoreWeave sounds massive. But they’re CONVERTING old mining infrastructure. Not purpose-built for AI. Currently unprofitable. $WULF: 750 MW at Lake Mariner. Zero-carbon hydro/nuclear. Clean energy story is strong. But only 72.5 MW of HPC capacity by Q2 2025. Meanwhile: • $CIFR has 2.2 GW with executed grid agreements and $8.5B in hyperscaler contracts • $IREN has 2.91 GW of energized capacity and a $9.7B Microsoft deal The Cooling Bottleneck: Secured power means NOTHING without secured cooling. November 2025: CyrusOne data center in Illinois went down for 10 hours because ONE chiller failed. This facility handles TRILLIONS in CME trading volume. Energy, agriculture, crypto derivatives markets frozen globally. Why? Because AI racks now consume 600 kW of power (enough to power 500 homes). A single rack failure creates catastrophic heat buildup. $IREN’s solution: Liquid-cooled infrastructure at all Horizon facilities. $CIFR’s solution: Turnkey air-and-liquid cooling delivery for AWS. Hyperscalers aren’t paying billions for “power connections.” They’re paying for THERMAL RELIABILITY. The Numbers That Matter: > PJM capacity prices: 10x increase from 2024 to 2025 (extreme scarcity signal) > Interconnection costs in Louisiana/Missouri: $900,000+ per MW > $64 billion in U.S. data center projects blocked or delayed in 2024-2025 > 25+ major data center projects canceled in 2025 alone The grid is saturated. The timeline is broken. The infrastructure doesn’t exist. But $CIFR and $IREN? They already own the infrastructure. They already have the grid connections. They already have the hyperscaler contracts. The Bottom Line: > AI demand is doubling every 90 days. > Grid capacity takes 5-7 years to build. > You can’t close that gap with announcements. You close it with EXECUTED agreements and ENERGIZED megawatts. $CIFR: $0.027/kWh power, $8.5B in contracts, 1 GW Tier 1 grid connection $IREN: $9.7B Microsoft deal, 2.91 GW energized portfolio, $3.4B ARR target by 2026. While half the industry fights over interconnection queues, these two are already plugged in. The power crunch isn’t coming. It’s here. And the only winners will be the ones who secured their megawatts BEFORE the grid broke. Bullish $CIFR and $IREN. Note: This is NOT financial advice.

Black Panther Capital

347,528 görüntüleme • 6 ay önce

Leopold Aschenbrenner fund just reached a new all time high of $20 BILLION. And he’s literally telling you what to buy right now. If you pay attention, you can make a lot of money. Here’s the list: Big long in Bloom Energy (BE), fuel cells for data center power. Heavy in Bitcoin miners pivoting to AI hosting: IREN, Core Scientific (CORZ), Applied Digital (APLD), Riot (RIOT), CleanSpark (CLSK). Recent stake in Nebius (NBIS), AI cloud infrastructure. Private position in Anthropic. By the way, if you’re a serious investor and you care about making money, you need to follow The Assembly with notifications. The door is currently closed but we are reopening access on Monday, for 24 hours only. In 6 months, half of you are going to wish you got in this Monday, June 22nd. Follow The Assembly with notifications or you will regret it later.
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Leopold Aschenbrenner fund just reached a new all time high of $20 BILLION. And he’s literally telling you what to buy right now. If you pay attention, you can make a lot of money. Here’s the list: Big long in Bloom Energy (BE), fuel cells for data center power. Heavy in Bitcoin miners pivoting to AI hosting: IREN, Core Scientific (CORZ), Applied Digital (APLD), Riot (RIOT), CleanSpark (CLSK). Recent stake in Nebius (NBIS), AI cloud infrastructure. Private position in Anthropic. By the way, if you’re a serious investor and you care about making money, you need to follow The Assembly with notifications. The door is currently closed but we are reopening access on Monday, for 24 hours only. In 6 months, half of you are going to wish you got in this Monday, June 22nd. Follow The Assembly with notifications or you will regret it later.

NoLimit

191,315 görüntüleme • 1 ay önce

THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spends most on AI and has been rewarding the companies that control the scarce inputs, contracted capacity, data movement, power infrastructure, edge compute and workflow layers that make the AI economy function. These are the five bottlenecks I'm watching most: • Memory | $MU, Samsung, SK Hynix Memory is the clearest scarce input because HBM feeds the accelerator, only a few companies can make it at volume and buyers are locking in supply through long-term agreements that create revenue visibility through the end of the decade. • Connectivity | $AVGO, $MRVL, $ALAB, $CRDO, $AAOI, $ANET Connectivity determines whether AI clusters can move data fast enough because training runs span tens of thousands of chips that need to act like one machine. Once copper runs out of reach that causes the cluster depends on optics, retimers, switches and custom silicon to keep the system moving. • Power | $CEG, $VST, $GEV, $FPS, $VRT, $NVTS, $TLN, $ON Power determines whether new AI data centers can actually come online because the binding constraint is shifting from getting chips to getting megawatts so the value flows to the companies that control generation, grid equipment, power delivery, thermal management and efficiency. • Compute | $NBIS, $CIFR, $IREN, $APLD, $WULF, $CORZ, $CRWV Compute capacity is overflow layer when hyperscalers are sold out. Capital alone doesn't guarantee GPU access which is why buyers are signing multi-year contracts for clusters before they are even fully built. • CPU | $NVDA, $AMD, $INTC, $ARM, $QCOM On-device CPU (edge compute) becomes next bottleneck as AI moves into inference, agents, PCs, phones, vehicles and physical devices.
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THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spends most on AI and has been rewarding the companies that control the scarce inputs, contracted capacity, data movement, power infrastructure, edge compute and workflow layers that make the AI economy function. These are the five bottlenecks I'm watching most: • Memory | $MU, Samsung, SK Hynix Memory is the clearest scarce input because HBM feeds the accelerator, only a few companies can make it at volume and buyers are locking in supply through long-term agreements that create revenue visibility through the end of the decade. • Connectivity | $AVGO, $MRVL, $ALAB, $CRDO, $AAOI, $ANET Connectivity determines whether AI clusters can move data fast enough because training runs span tens of thousands of chips that need to act like one machine. Once copper runs out of reach that causes the cluster depends on optics, retimers, switches and custom silicon to keep the system moving. • Power | $CEG, $VST, $GEV, $FPS, $VRT, $NVTS, $TLN, $ON Power determines whether new AI data centers can actually come online because the binding constraint is shifting from getting chips to getting megawatts so the value flows to the companies that control generation, grid equipment, power delivery, thermal management and efficiency. • Compute | $NBIS, $CIFR, $IREN, $APLD, $WULF, $CORZ, $CRWV Compute capacity is overflow layer when hyperscalers are sold out. Capital alone doesn't guarantee GPU access which is why buyers are signing multi-year contracts for clusters before they are even fully built. • CPU | $NVDA, $AMD, $INTC, $ARM, $QCOM On-device CPU (edge compute) becomes next bottleneck as AI moves into inference, agents, PCs, phones, vehicles and physical devices.

Shay Boloor

108,564 görüntüleme • 1 ay önce

🔥 Tyler on $CIFR’s Direct Compute Vision When asked about direct compute, Tyler revealed they’re exploring a 56 MW GPU pilot program. He’s evaluating options to rent, lease, or return GPUs for credit — a model that keeps hardware fresh every few years. But he emphasized one thing: it must be profitable. Tyler’s cautious, strategic approach means he’s only expanding into areas already validated by the $GOOGL deal. 💰 If structured right, CIFR’s ARR could surge from $1 B → $2 B+ per year. ⚡️ $CIFR stands apart at the intersection of power, compute, and profitability. Backed by $1.3 B cash with ZERO interest — and led by a CEO who’s endured the harshest bear cycles — 🚀 CIFR is set for explosive growth as AI compute demand accelerates. $iren $CIFR $nbis $nvda $orcl $msft $amd 🎥 Here’s the clip where Tyler breaks it down 👇
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🔥 Tyler on $CIFR’s Direct Compute Vision When asked about direct compute, Tyler revealed they’re exploring a 56 MW GPU pilot program. He’s evaluating options to rent, lease, or return GPUs for credit — a model that keeps hardware fresh every few years. But he emphasized one thing: it must be profitable. Tyler’s cautious, strategic approach means he’s only expanding into areas already validated by the $GOOGL deal. 💰 If structured right, CIFR’s ARR could surge from $1 B → $2 B+ per year. ⚡️ $CIFR stands apart at the intersection of power, compute, and profitability. Backed by $1.3 B cash with ZERO interest — and led by a CEO who’s endured the harshest bear cycles — 🚀 CIFR is set for explosive growth as AI compute demand accelerates. $iren $CIFR $nbis $nvda $orcl $msft $amd 🎥 Here’s the clip where Tyler breaks it down 👇

investing

13,441 görüntüleme • 10 ay önce