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Rosanna Prestia

Founder & CEO of Hydra Wealth/Capital, Investment Strategist, Asymmetry & Bitcoin

20 Sep, 18:11Latest

Cheaper open-weight models make AI infrastructure more valuable, since falling cost per token creates more compute demand, as Jevons saw with coal. Chamath predicts top models will soon be open source; if models are free, the moat moves to power, land, buildings and chips in the ground, and supply grows only at the speed of substations. IREN has 5GW secured and $1B ARR; Nebius and CoreWeave sell compute; Cipher and TeraWulf rent buildings; Micron has pricing power; Credo and Lumentum move data. x.com x.com

18 Sep, 21:38

Speed to usable capacity is the whole neocloud trade, favoring IREN, CoreWeave, Nebius, Applied Digital, TeraWulf and Cipher Mining. AI labs are shopping for early compute, not cheap compute: a 100MW site with power already flowing is a 2026 asset, while a gigawatt campus is a 2029 asset. Scarcity has moved from the chip to the interconnect queue, where the miners were already sitting. Per @StockMKTNewz, Anthropic and OpenAI are exploring smaller data-center deals for that reason. x.com

CMS Invests

Technology Investor, Options Trader, Finance at Kalshi

22h ago

NBIS

VST

MRVL

NOK

CRDO

A rising value of compute per watt should benefit AI cloud, chip, connectivity and power suppliers. Elon Musk says that value will rise over time. Nebius has Microsoft and Meta deals; Marvell benefits from custom silicon demand; Credo connects GPUs; Vistra has long-term nuclear supply deals with Amazon and Meta; Nokia's Nvidia partnership could help it capture data-center networking growth. x.com x.com

SuperLuckeee

Day & Swing Trader, Options/Futures & Credit Spreads

26 Oct

Contracted AI compute demand makes four AI infrastructure stocks worth buying at 52-week lows. Applied Digital has a $36B backlog and expects 600+ MW online within 12 months; Cipher Mining has $8.5B+ in AI leases with payments ramping; CleanSpark has a 20-year $6.6B lease and 1.8+ GW power portfolio; CoreWeave has a $104B backlog and raised its year-end ARR target to $18.5-19.5B. x.com x.com

Pegasus

Long/Short Equity Investor

25 Oct

NBIS

CRWV

IREN

Hardware suppliers and VC keep financing cash-hungry labs and neoclouds, making compute rental prices at CoreWeave, Nebius and IREN look artificially supported. Lab revenue growth is finally plateauing at 800% year over year after roughly tenfold equity gains across the stack over the last decade. The buildout is also crowding out the economy's appetite for debt. x.com x.com x.com x.com x.com x.com

Small Cap Snipa

AI & Data-Center Equity Research, Power Infrastructure & Cloud Compute

21h ago

Premium-model inference revenue could support much higher compute pricing for AI infrastructure providers. Evercore models over $120M/MW in potential lab revenue while labs pay roughly $30-50M/MW for compute. With power and GPUs scarce, SpaceX AI, Nebius, IREN and CoreWeave can capture the biggest uplift over historical pricing if they deliver contracted high-density capacity. x.com x.com

Jarron Jackson

Data Analytics & Economics Commentary, AI Infrastructure, Military Veteran

24 Oct

CRWV

IREN

IREN's owned land, power infrastructure and data centers should retain value even if hyperscalers' own chips compress GPU-leasing margins. Enterprise AI-compute demand is enormous, while most enterprises will not build their own data centers, as Palo Alto Networks CEO Nikesh Arora noted. CoreWeave faces a bigger long-term risk because it relies heavily on third-party infrastructure. x.com

Sp3cul8r

Stock Trader, Author of Trading Toward Financial Freedom

14 Oct

Debt-funded AI expansion could outrun the revenue needed to pay creditors. CoreWeave, Cipher Digital, IREN, Nebius, Oracle and Applied Digital resemble railroads that failed after building too fast. The borrowing table flags refinancing, construction, dilution, GPU economics and spending ahead of cash generation across the group. AI's promise does not remove that risk. x.com x.com x.com

Asymmetric Bets

Hedge Fund Analyst, Private Company CFO, Idiosyncratic Stocks & Accelerating Fundamentals

27 Oct

AI agents' productivity over human labor should lift GPU demand and rates for neoclouds. The bottom looks in for CoreWeave, Nebius, Boost Run, Sharon AI and IREN. Gavin Baker says token prices can fall as revenue per GPU rises; paraphrasing Elon, even $38 per GPU-hour can pay off. CoreWeave's five-year fixed contracts may lag current rates; Boost Run has less capacity locked in. If SpaceX takes more growth, slower cash burn could rerate neoclouds, though smaller customers may pay less. x.com … Show more

Bill Brooklyn

Capital Preservation, Asymmetric Risk/Reward, Holding Winners

29 Oct

TSM

VRT

AI infrastructure bottlenecks could give eight stocks as much as 18x upside. Nvidia supplies frontier-model GPUs; Broadcom and Marvell supply custom silicon and networking; TSMC makes advanced chips; Micron supplies sold-out HBM; Vertiv provides power and cooling; Palantir monetizes enterprise AI; Alphabet spans TPUs, research, cloud and apps. The list tracks where AI infrastructure spending is flowing. x.com x.com

Jay Yoon

Founder & Portfolio Manager of Summit Ridge Capital Management

21 Jul

IREN

IREN has questionable terminal value given its current focus on bare-metal compute. Nebius itself calls selling compute to hyperscalers a stop-gap model, and over half of its 2026 ARR will come from enterprises, AI labs and other non-hyperscalers likely to remain customers after the compute crunch eases. The market should be big enough for several providers to win, but bare-metal players like IREN, and to a lesser extent CoreWeave, look weaker over the long term. x.com

Michael Sikand

Investor, Autopilot Portfolio, Founder of Sikand Media

27 Oct

Networking, power and compute look more durable than cyclical memory in the AI buildout. Lumentum's revenue compounded year after year across the 2010s and 2020s, unlike Micron's; AWS revenue also compounded. Lumentum, Nebius, Bloom Energy and Credo should heavily outperform SanDisk and Micron from here, though AI itself remains heavily doubted. x.com x.com

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