Summary: Bullish FLNC with $50 price target.

structural marker; pre-classified as canonical yfinance ticker

Feels so good seeing the onslaught of $FLNC bulls on X knowing that @hiteshkar, @Nietschecapital, and I started the movement. Trust me we're going to $50. https://t.co/uR6H0NjjK5


Summary: Decisively picks NBIS as top 10-year hold, tripling down on it exclusively.

industry='Internet Content & Information'

If I had to bet it all on just 3 assets for the next 10 years, I’m riding with $HOOD, $BTC, and $META.

What’s your top 3?

Share the alpha!

I will consolidate all the recommendations into a list and will share with everyone.


It still hasn't accurately priced in the Microsoft contract which is goin to generate $1.2 billion in incremental profit PER YEAR

Summary: NBIS is underpriced relative to its Microsoft contract worth $1.2B in annual incremental profit; strongly bullish.

@Dr_Martin123 It still hasn’t accurately priced in the Microsoft contract which is goin to generate $1.2 billion in incremental profit PER YEAR

@RJCcapital I'm skeptical - everyone's banking on Birmingham but hyperscaler deals take forever to close. $NBIS has potential but the market's already pricing in this "soon" contract that might be months away. I'd wait for confirmation.


Summary: Long NAK and ALB on lithium value-chain thesis.

industry='Other Industrial Metals & Mining'

Lithium Sankey Diagram

People often talk about this in a qualitative manner but it helps to be familiar with a good visual.

This is March 2024 data, so fairly up to date.

Australia should start moving downstream and capturing more of the value chain, as Chile has been doing. https://t.co/abN7qE26rC


Summary: Pair trade: sell OSCR, buy ALHC.

$OSCR of August 2025 is $OSCR of December 2022. Over 10x in less than 2 years.

$100 in 2 years from now is not a miracle. https://t.co/ItAnAAhjyZ


Summary: Pair trade: sell OSCR, buy ALHC.


Summary: Bullish PL: customer-growth plateau masked by mix shift to higher-value enterprise/gov contracts driving stronger unit economics.

The plateau in customer growth looks bearish at first glance. But it may actually signal a shift as $PL is focusing on higher-value clients like enterprise & government contracts, which may drive stronger unit economics https://t.co/wpDcM0qKgu


Summary: Bullish NBIS: newly opened UK capacity nearly fully sold out, signaling surging demand.

$NBIS: “NNEARLY FULLY SOLD OUT OF U.K. CAPACITY”

They just opened this last week. Demand is insane.


Summary: Long NBIS: pending DataOne CEO announcement of a major datacenter breakthrough at Vineland is a clear bullish catalyst for Nebius.

$NBIS - DATAONE CEO CONFIRMS THEY ARE WAITING ON ONE MISSING CONFIRMATION BEFORE DISCLOSING A MAJOR BREAKTHROUGH AT $NBIS VINELAND DATA CENTER

About two months ago, the CEO of DataOne, the company building the Nebius datacenter in Vineland, New Jersey, teased a major breakthrough that he said would change the industry forever. He originally suggested it would be revealed in about 45 days and tied it directly to the next 300 MW of build out. People on LinkedIn followed up in the weeks after the post and he responded that the technology was so significant that it needed a little more time. In the most recent follow up, he said they are simply waiting on one missing confirmation before they can announce it.

Whatever this breakthrough is, it clearly goes beyond a routine construction update. If there is an additional innovation layered on top of this build, it likely signals a structural improvement in how Nebius deploys power, cooling, or density at scale.

Any step change in datacenter design that increases rack density, lowers cost per MW, shortens build timelines, or unlocks new cooling capabilities would immediately widen the competitive gap between Nebius and the rest of the sector. In an AI compute environment defined by grid scarcity and land constraints, efficiency breakthroughs compound very quickly.

Something significant is taking shape in Vineland, and if it is what this pattern suggests, it is a clear bullish catalyst for $NBIS.

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cc: @sam_badawi @aleabitoreddit @NighthawkTradez @amitisinvesting @mvcinvesting


Summary: Calling the bottom on NBIS; bullish from current levels.

Calling bottom here $NBIS https://t.co/3rcd2WqlB8


Summary: Long EOSE and FLNC on anticipated Treasury IRA guidance update for integrators/battery storage during reconciliation.

August 19 Treasury released guidelines that allowed IRA credits to clarified for solar companies causing them to pump (see First Solar price action around that time). That announcement by treasury specifically provided that integrators and battery storage will receive updated guidance in the future. I suspect we will receive a mirrored treasury announcement either during upcoming reconciliation of budget in senate or shortly thereafter. I think $eose and $flnc will do well.

@RJCcapital @pepemoonboy Nah, flnc is mostly an integrator dealing with lithium ion BESS which now has a lot of headwinds from the BBB, and recent lithium BESS fires. Besides flnc competes directly with tsla which seems nuts.


Fintwit is finally starting to catch on $FLNC

Summary: Endorses bullish FLNC thesis; stock gaining recognition on fintwit.

$FLNC is one of the leaders in energy storage.

It generated $2.45 billion in revenue last year.

Market cap? $3.3 billion.

It's trading at 1.3x sales despite 34% annual growth since 2020.

Meanwhile, the storage capacity in the US is projected to triple by 2030.

Long $FLNC. https://t.co/iTbSshZl2U


Summary: Bullish on battery storage plays FLNC and EOSE; framing avoidance as leaving money on the table.

IF YOU DONT LIKE BATTERY STORAGE YOU DONT LIKE MONEY!

$FLNC
$EOSE https://t.co/KJSZZQAqLq


IF YOU DONT LIKE BATTERY STORAGE YOU DONT LIKE MONEY! $EOSE


Summary: Bullish NBIS and endorses NVDA long on sustained GPU scarcity and pricing power narrative.

GPU prices aren’t deflating
H100 spot up 8%,
H200 up 18% expected by Q4 2025.

The “AI bubble” talk misses the real story: sustained compute scarcity and pricing power.

$NVDA still owns the stack


Summary: Long WDC as a beneficiary of AI's memory storage demand.

AI NEEDS MEMORY STORAGE $WDC https://t.co/HRVMHXUFDl


Summary: Prefers NBIS over IREN for sector exposure; implied bullish on NBIS.

@mixmastamike23 @LiebermanAustin @NighthawkTradez i think $nbis is better but i can't fault anyone for getting exposure to the sector

@RJCcapital @LiebermanAustin @NighthawkTradez @RJCcapital haven’t you been bashing IREN for a while now?


Summary: Bullish on battery storage stocks FLNC and EOSE; says not owning them is leaving money on the table.

Overnight markets indicate that $FLNC is up 5% while $EOSE is up 10%

If you're not invested in Battery Storage you must really not like money https://t.co/kW2v5SnbHX


Summary: Argues market is underestimating NBIS upside, citing Microsoft's massive AI/data center capacity expansion as a demand signal.

$NBIS - You're not bullish enough.

Satya Nadella: We have the most expansive data center fleet for the AI era, and we are adding capacity at an unprecedented scale. We will increase our total AI capacity by over 80% this year and roughly double our total data center footprint over the next two years, reflecting the demand signals we see.


Summary: Predicts FLNC will reach $50, implying further upside from current levels.

A quick note, since I’m getting a lot of DMs asking whether I liquidated my $FLNC position or if something changed.

Nothing dramatic. The stock went from $4 to $20, the thesis played out, and I trimmed now - taking profits and reducing about 2/3 of the position. I’m still


Summary: Northland Securities raises NBIS price target to $206; author shares the bullish PT raise.

JUST NOW - $NBIS PRICE TARGET HAS BEEN RAISED BY NORTHLAND SECURITIES TO $206 PER SHARE https://t.co/g4LgOErDzi


BUY THE DIP. Its a DAMN good thing that $NBIS is at 100% utilization.

Summary: Strong buy on NBIS at 100% GPU utilization vs ORCL's under-utilization losses; implied bearish ORCL contrast.

More info coming out from the Oracle article which reported that $ORCL is seeing a $100M loss from renting GPU's in their most recent quarter.

"The reason for the loss? Under-utilization and ramp costs."

Its a DAMN good thing that $NBIS is at 100% utilization. I repeat. They are at 100% utilization. 100%. Not 99%. 100%

BUY THE DIP.

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Full Quote:

"The reason for the loss? Under-utilization and ramp costs. These are brand-new GPU clusters that cost billions to deploy. When customers like OpenAI or Elon’s xAI aren’t yet fully using the capacity, Oracle eats the operational cost temporarily. Add in power, cooling, and interest on financing (KeyBanc estimated Oracle may need to borrow up to $100B over four years for AI buildouts), and that short-term pain adds up fast."

---

From the Q2 Earnings call where we are at full utilization. https://t.co/NvboS28GPu


Summary: Extremely bullish HOOD; claims 1000x upside from current price.

$HOOD is a 1000x….. from here https://t.co/4cVrt4Mk5E


Summary: 13F data shows institutions steadily adding to NBIS and IREN; author shares this as a bullish signal.

The latest 13F data shows that institutional investors have been steadily increasing their positions in both $NBIS and $IREN. The heat maps below highlight the change in ownership https://t.co/t0sQlf4lLl


Summary: Bullish SNDK on margin expansion from constrained NAND, U.S. fab with Kioxia, and S&P 500 inclusion.

$SNDK PRIMED FOR MARGIN EXPANSION AS NAND REMAINS CONSTRAINED; U.S. FAB WITH KIOXIA; ADDED TO S&P 500 https://t.co/LWMumeOurF https://t.co/Wn334a7shH


if you haven't invested yet and are thinking about doing so here is my 30 page deep dive I wrote this weekend

Summary: Implicitly bullish on FLNC, sharing a 30-page deep dive as an investment case.

$FLNC is currently up 6%. if you haven’t invested yet and are thinking about doing so here is my 30 page deep dive I wrote this weekend.

https://t.co/NlK7uewMNA


This is where Fluence $FLNC enters as one of the biggest beneficiaries... Fluence is positioned squarely at the center of that transformation

Summary: Long FLNC as the primary beneficiary of AI power buildout via grid-storage software; also bullish on TE, NBIS, CRWV, IREN as the AI infrastructure demand drivers.

AI ISN’T JUST EATING SOFTWARE, IT’S EATING ELECTRICITY. FROM THE FT.

The rise of AI infrastructure has unleashed a historic surge in power demand across the United States, and utilities are struggling to keep pace. Hyperscale operators like $NBIS, which recently announced a $19.4 billion infrastructure deal with Microsoft, are building out massive GPU campuses that consume hundreds of megawatts each. Companies like $CRWV and $IREN are rapidly expanding similar facilities, racing to meet the insatiable compute needs of AI training and inference workloads. Together, they represent a new class of industrial-scale energy consumers that require power not in years, but now. Utilities simply cannot construct new gas or nuclear generation fast enough, nor can they push enough transmission through the clogged interconnection queue. The result is a structural power bottleneck that demands creative solutions.

This is where Fluence $FLNC enters as one of the biggest beneficiaries. Its business sits at the intersection of storage, software, and grid flexibility, the exact capabilities the AI buildout now requires. Fluence’s Smartstack technology is the next generation of its storage architecture, delivering higher density, faster installation, and lower cost per kilowatt hour. But the real leverage is in its software. Through Mosaic, Nispera, and Fluence OS, the company already manages gigawatts of battery and renewable assets globally, optimizing bidding, dispatch, and performance in real time. It is essentially the digital command center of the distributed grid. The company’s software and services segment is growing at roughly 60 percent year over year, a figure that is likely to accelerate as utilities and grid operators adopt virtual power plant solutions to handle unpredictable data center loads. Every new site that plugs in expands the network effect, adding more distributed batteries, more solar arrays, and more controllable load, all orchestrated by Fluence’s AI driven control layer.

The beauty of the model is its scalability. Instead of waiting five years for a new combined cycle plant, utilities can deploy distributed storage and software within months, providing the same capacity and reliability at a fraction of the cost. Virtual power plants managed by platforms like Fluence’s can act as flexible shock absorbers for the grid, dispatching stored energy or curtailing demand during spikes. This is not theoretical, as utilities from California to Texas to Australia are already using Fluence systems to keep their grids stable during peak events. As AI load grows, this type of fast response capacity becomes indispensable.

Meanwhile, $TE plays a complementary role by manufacturing the domestic solar modules that feed the distributed generation side of this new ecosystem. Its panels expand the pool of assets that Fluence can integrate into virtual power plants, while policy incentives continue to favor onshore manufacturing and deployment. Together, these companies form a self reinforcing loop in the modern power economy. $NBIS, $CRWV, and $IREN drive the load, $TE provides the generation, and $FLNC provides the orchestration. The grid of the future will not be defined by who builds the most steel but by who controls the software that coordinates it. As AI continues to scale, that intelligence, not raw capacity, will be the most valuable asset on the grid. Fluence is positioned squarely at the center of that transformation.

cc: @victor_privin @hiteshkar @JoshTradeOption

https://t.co/IWpWZo7qmD


$TE plays a complementary role by manufacturing the domestic solar modules that feed the distributed generation side of this new ecosystem


Companies like $CRWV and $IREN are rapidly expanding similar facilities, racing to meet the insatiable compute needs of AI training and inference workloads


Summary: Multiple analysts raise FLNC price targets today, ranging from $14 to $50; author shares bullish consensus.

$FLNC Price Target Raises Today

- Canaccord Genuity ups price target to $25

- Goldman Sachs ups price target to $20

- Susquehanna ups price target to $20

- Morgan Stanley ups price target to $14

- Barclays ups price target to $15

- RJC Capital ups price target to $50 https://t.co/wmvELpqaUw


Summary: Johnson & Rice initiates TE with Buy rating and $8 price target.

$TE - Johnson & Rice sets Buy rating $8 Price Target https://t.co/ZalAXONE2Q


The selloff in $NBIS today looks misplaced. Against that backdrop, the weakness in $NBIS appears to reflect short-term positioning rather than any deterioration in fundamentals. This will be bought.

Summary: NBIS selloff misplaced; MSFT contract provides durable revenue anchor, weakness is short-term positioning not fundamental — expects a bounce.

The selloff in $NBIS today looks misplaced. The multibillion-dollar contract with $MSFT signed earlier this month provides a durable revenue anchor that supports long-term demand visibility. Today’s announcement that $CIFR secured an AI-hosting partnership backed by $GOOGL highlights the continued pace of infrastructure investment across the sector. Competitors such as $IREN are also expanding aggressively, underscoring that hyperscalers are in an arms race for compute. Against that backdrop, the weakness in $NBIS appears to reflect short-term positioning rather than any deterioration in fundamentals. This will be bought.


Summary: Bullish Nebius; sees it becoming a $500B company on the back of its open-source AI production platform.

⚡Today marks a big milestone for Nebius.

We’re launching Nebius Token Factory, the evolution of Nebius AI Studio, built to make open-source AI production-grade.

Token Factory transforms raw open models into governed, scalable systems with dedicated inference, sub-second https://t.co/SdWVMiXvWO


Summary: Long NBIS on thesis that AI glasses/wearable compute going mainstream will drive nuclear demand for compute.

The demand for compute will go nuclear once this becomes mainstream.

Long $nbis

at the @MIT hackathon I built an opensource cluely that:
- connects to smartglasses
- knows days of context of work from your computer

Check out omiglass: https://t.co/YMqbhfM9lh


BWS FINANCIAL REITERATES BUY RATING ON $NBIS $130 PRICE TARGET

Summary: BWS Financial reiterates Buy on NBIS with $130 price target.


Summary: Dismisses IREN thesis; instructs selling IREN and buying NBIS instead.

@TheKamaHsutra So you took the slide from coatue and just added $iren for no reason. Just trust me on this one. Sell it all and buy $nbis

Worth having a look at this Coatue slide that I added $IREN to.  More than ever, IREN deserves to be on that slide at that exact slot. You don't get to buy into a hypsercaler in the making at the ground floors very often.  Don't fumble this opportunity. https://t.co/MgQC8WjBI1


The real play is $FLNC and today's market action is making that clear

Summary: Prefers FLNC over EOSE as the real play, backed by today's market action.

@OBGInvestments The real play is $FLNC and today’s market action is making that clear

You think everyone knows about $EOSE now because everyone on your X feeds appears to be tweeting about it but in reality no one knows about it.

Food for thought


Summary: Long FLNC and EOSE as battery storage plays on AI power demand.

AI NEEDS BATTERY STORAGE

$FLNC
$EOSE https://t.co/5UU0WbEJIU


Summary: Predicts MSFT reaches $200 before end of 2025.

@genZinvest0r $200 before December 31, 2025

@RJCcapital Facts! We are getting post Microsoft deal prices with an additional month of new announcements, news, information ++++ under our belt.


Summary: Bullish FLNC: CEO reveals data center TAM is 10x+ prior $8B estimate, half of 30 GWh visible market now in pipeline, accelerating hyperscaler demand.

$FLNC FLNC CEO SEES DATA CENTER TAM SIGNIFICANTLY HIGHER

Fluence’s CEO said the real data center storage market is far bigger than the company’s prior $8 billion TAM estimate. Now point to numbers that are at least ten times that size. The earnings call touched on how fast demand is scaling as hyperscalers race to build power-secure capacity for AI.

$FLNC CEO explained that roughly 30 GWh of data center projects are now visible in the market. Fluence currently has about half of those in its pipeline, up from only 20 percent at the end of September. The rest are live customer engagements that were not yet formal pipeline items a quarter ago, which shows how quickly the opportunity set is moving toward them.

The key takeaway is that $FLNC is increasingly aligned with what data center customers want over the next two years. The company is validating both fit and timing. A quarter ago they framed this as an $8 billion market. Now they are implying that the true opportunity is several multiples of that and still expanding.


Summary: Doubts SNDK can sustain its daily gains; implied near-term pullback.

no way $SNDK can keep going up every day

$SNDK: https://t.co/r6YDtCRz2k


Summary: Decisive bullish verdict on EOSE ahead of a planned deep dive.

@JoshTradeOption Good to agree my friend. Will be doing $EOSE deep dive soon. LOVING WHAT I AM SEEING FROM THIS COMPANY


Summary: Author is bullish on Nebius Group ($NBIS).

COREWEAVE

AI Hedge Fund Situational Awareness loaded up on CoreWeave.

So did Paul Tudor Jones, Citadel and DE Shaw.

CoreWeave had a final unlock last week.

Every unlock they have the stock hits a local low.

I expect the same here.

The heightened volume and RSI suggests an https://t.co/bghCC8wwUX


Summary: Long FLNC to $50; grid-scale battery tech seen as necessary for AI data center buildout with Blackrock and Google as validators.

$FLNC IS UP 50% SINCE IT POSTED THIS JUST 2 WEEKS AGO.

And the best part? We're just getting started. This company is going to $50 per share. Grid Scale Battery Technology is NECESSARY for the AI Data Center Buildout. Blackrock knows it. Google knows it. Now you know it too. Time to make some money from it.

$FLNC - The market finally woke up to $FLNC today, sending shares up 25%. But I think this is just the first leg. With tariffs resolved, a massive backlog, accelerating growth, and a shift toward high-margin recurring revenue, the underlying thesis is much stronger than what is https://t.co/SXYRDOBSj9


$IREN has raised over $2.9B of dilutive capital... co-CEOs each sold $57MM+ of stock... removed the performance requirement thresholds... shares outstanding are up a whopping 50% in the past year, and they still do NOT have any long-term contracted revenue

Summary: Bearish IREN: massive dilution, insider selling, CEO pay manipulation, no long-term contracted revenue, GPUs bought on spec with no customer contracts.

Ok for the $IREN bulls out there. And this isnt me trying to shit on the company but want to get your answers to the below. This isnt my tweet but rather reworded from another tweet I saw on here:

In the past 12 months $IREN has raised over $2.9B of dilutive capital ($1.9B of convertible notes and $1B on their ATM).

IREN diluted shareholders to buy Bitcoin mining ASICs and buy GPUs on spec. $IREN's 10-K tells you that they buy GPUs, then try to find customer contracts. To-date, all they have done is buy GPUs. Any contracts yet? $IREN does not have a long-term co-location contract?

Last month, $IREN's co-CEO's each sold $57MM+ of stock and options.

$IREN's board (which is more or less controlled by those two co-CEOs, who have outsized influence over the company relative to their actual financial incentives as they are the sole holders of $IREN's two B Class shares which give them 15x the voting power for each ordinary share they hold then otherwise) decided to modify the co-CEO's compensation in May 2025, with $IREN's share price plunging. The BoD (again - both co-CEOs sit on the BoD) removed the performance requirement thresholds to ensure the co-CEOs RSUs would vest no matter what, citing "extraordinary performance... (under) market-wide structural factors and macroeconomic volatility." To summarize, the co-CEOs basically paid themselves 1MM+ shares that they were only supposed to receive if performance criteria were met... when it became clear that the performance criteria would NOT be met. And then not even 6 months later both co-CEOs sold a corresponding amount of shares.

$IREN's BoD cited "increased power capacity" and "scaled AI Cloud Services capacity to approximately 1,900 Nvidia GPUs" as "key highlights" for the mgmt. team in FY25. Nothing about customers, profit, return on invested capital, or anything of the nature of actually driving durable, sustainable value to shareholders.

$IREN shares outstanding are up a whopping 50% in the past year, and they still do NOT have any long-term contracted revenue.

Adding in my quant @the_stockbull

@NighthawkTradez @RJCcapital Both $IREN & $NBIS are great.

We have to disagree. But is it for not buying $NBIS?:)


Summary: Decisively bullish on FLNC.

$FLNC - Massively Bullish https://t.co/vuutRli6Hy


Summary: NBIS to $200 by end of year.

$NBIS WILL BE $200 BY EOY https://t.co/yZHr4cdnuU


Summary: Holds 50x levered long position in NBIS.

@sam_badawi I am 50x levered long on $NBIS

@RJCcapital Why dont you just buy more $NBIS. I feel like that is better use of capital.


$10B IN ARR IN FY 26 AND YOURE BEARISH???

Summary: Author dismisses bearish valuation concerns on NBIS, citing $10B ARR in FY26 as justification for the surge.

Seeing a ton of hype on $NBIS does anyone know a way to gauge if they’re overvalued yet?

I understand their new deals and growth metrics , but is the surge still justified?


Summary: HOOD to $1T; SOFI to bankruptcy — decisive long HOOD / short SOFI pair call.

@YodaStockInvest $HOOD will become a $1 Trillion company.

$SOFI will become a chapter 11 company.

What stock do you think has more upside from here? $SOFI or $HOOD?

I think $SOFI. Just look at MC. https://t.co/jmwJuBrFfT


Summary: Shares Susquehanna upgrade of FLNC to Positive with $20 PT; adopted as bullish.

$FLNC - Susquehanna has updated their rating for Fluence Energy ( $FLNC ) to Positive with a price target of $20.


Summary: Bullish NVDA; everything points to it.

Everything points to $NVDA https://t.co/bF0H9jJENi


When and how I'll build a $HIMS position... $25 = 2% position / $15 = add another 2% / $10 = add another 2%

Summary: Plans to build a 6% long HIMS position in tranches at $25, $15, and $10, or at equivalent lower P/S multiples, on valuation discipline.

Drug Manufacturers - Specialty & Generic

When and how I’ll build a $HIMS position. Non-disciplined dumb retail investors about to get triggered.

$25 = 2% position
$15 = add another 2%
$10 = add another 2%

I’ll then have 6% allocated and I would leave it alone.

Or at higher share prices but lower P/S multiples, I’d follow the same framework.

Because fundamentals matter.
Because valuation discipline matters.
Thank you to my good friend @LiebermanAustin for showing me the vision.


Summary: Names FIX, BE, EOSE, NBIS, and CSIQ as beneficiaries of Brookfield's $10B AI infrastructure fund, each tied to data-center power, cooling, storage, compute, or solar demand.

BROOKFIELD RAISING $10 BILLION AI INFRASTRUCE FUND WITH $NVDA AS INVESTOR - WSJ

Here are 5 stocks that could benefit.

$FIX – Comfort Systems is one of the biggest beneficiaries of the physical build-out behind AI: HVAC, electrical, cooling, and modular mechanical systems for hyperscale data centers. Every new GPU hall needs massive cooling and power-distribution work, and FIX is directly tied to that capex cycle.

$BE – Bloom Energy provides on-site power and fuel-cell systems that solve the #1 constraint in AI infrastructure: reliable, scalable electricity. As data-center loads explode, operators turn to behind-the-meter power, which is exactly Bloom’s lane.

$EOSE – Eos provides long-duration zinc-based energy storage that supports grid stability for data-center clusters. As AI campuses strain local grids, utilities need storage to buffer peaks, making EOSE levered to the infrastructure bottleneck power issue.

$NBIS – Nebius is a pure-play AI compute and data-center operator directly tied to GPU deployments, new campuses, and hyperscale partnerships. More AI infrastructure funding = more demand for Nebius GPU clusters and new capacity buildouts.

$CSIQ – Canadian Solar benefits from the rising need for renewable generation dedicated to AI data centers. With power demand surging, hyperscalers are signing long-term solar + storage deals, positioning CSIQ as a supplier of the energy feeding the AI boom.

I have covered these companies repeatedly and most recently, I published a full deep-dive on $EOSE, breaking down its technology, unit economics, state-level incentives, and long-duration storage role in the AI power crunch. Link below if you're interested in reading a more detailed analysis.

https://t.co/SpW0dDzG3P


Bloom Energy provides on-site power and fuel-cell systems that solve the #1 constraint in AI infrastructure: reliable, scalable electricity


EOSE levered to the infrastructure bottleneck power issue


More AI infrastructure funding = more demand for Nebius GPU clusters and new capacity buildouts


positioning CSIQ as a supplier of the energy feeding the AI boom


Summary: Buy RBRK; author calls it fastest-growing enterprise B2B company in history over 5-year period.

@alc2022 Good for you for admitting you were wrong. Now buy $rbrk instead. Fastest growing enterprise b2b company in history (5 yr period)

Per the performance of this post, I guess there is indeed proof of my $DUOL position.

Good to know…


Summary: Bullish COPX: AI demand drives copper mining investment thesis.

AI NEEDS COPPER MINING $COPX https://t.co/wVoTJybqpt

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Thanks will take a look


Summary: Long NBIS: trading below $92.50 institutional offering price despite 5 major catalysts (Alabama land, UK/Israel DCs, AETHER 3.0, $3B Meta deal) added since that raise.

$NBIS is still below the $92.50 equity offering price announced immediately after the $MSFT deal - the level institutions paid before any of the following developments were announced.

Since that raise, $NBIS has:

1. Acquired land in Alabama for expansion:  Secured a large-scale site positioned for multi-hundred-MW AI-compute build-out

2. Opened a UK data center: Broadens Nebius’s AI cloud reach and solidifies its leading market position in Europe.

3. Opened an Israel data center: Adding a strategically located facility serving high-growth and sovereign level AI demand.

4. Launched AETHER AI Cloud 3.0: The latest iteration of its AI-native cloud platform, enabling best in class efficiency

5. Announced a $3B agreement with Meta: A multi-year hyperscale deal that anchors contracted revenue and signals blue-chip validation of its business model.

Institutions paid more before any of this was on the table. Today the market is offering the same business at a lower price with all of these catalysts already in motion.


Summary: Implies bearish stance on DUOL citing weakening business outlook and Buffett reducing stake.

WARREN BUFFET REDUCES STAKE IN $DUOL AS BUSINESS OUTLOOK WEAKENS SIGNIFICANTLY. TIME TO CUT YOUR LOSSES TOO ? https://t.co/XxsvShiUkk


Summary: Texas interconnection rules raise barriers, boosting off-grid/self-gen plays FLNC, TE, EOSE, BE as the economic logic for on-site power strengthens.

$FLNC $TE $EOSE $BE

TEXAS REGULATORS PROPOSE NEW RULES FOR DATA CENTER INTERCONNECTIONS

Texas is moving to require large loads like data centers to disclose detailed project information and to post a $50 Million dollar upfront payment for every one gigawatt of requested capacity.

The money will fund grid upgrades and the goal is to flush out speculative projects that clog ERCOT’s queue which has become saturated with speculative and undercapitalized data-center filings that have little likelihood of being built. These requests distort planning, slow grid modernization, and crowd out real projects that need timely interconnection.

By introducing a financial commitment and a higher standard of disclosure, regulators are creating a filter that distinguishes between operators who will actually build and those who are simply testing optionality.

Some argue that these rules increase the incentive for serious developers to pursue off-grid or self-generation solutions. For operators posting a $50 million commitment and investing billions in compute, the prospect of waiting years for interconnection creates unacceptable execution risk.

Off-grid power, whether solar-plus-storage, modular firming solutions, or fuel cells, offers a parallel path with a faster, more controllable timeline. As the regulatory burden rises and the interconnection process becomes more demanding, the economic logic of dedicated on-site power becomes stronger, and the companies positioned to deliver it stand to benefit.

https://t.co/oEpahDSQYR


Summary: Bullish NBIS; expects significant price appreciation.

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record daily production of 14 MW of solar panels at its G1 Dallas facility. The milestone confirms that the ramp is not just theoretical but translating into tangible throughput at scale… Each additional megawatt of output generates millions of dollars in marketable tax credits that $TE can monetize immediately through transfer sales, effectively turning manufacturing efficiency into near-term cash flow.

Summary: Bullish TE: record 14 MW/day production confirms ramp at scale, with immediate cash flow via monetizable tax credits.

$TE stands out today up more than 5% after announcing record daily production of 14 MW of solar panels at its G1 Dallas facility. The milestone confirms that the ramp is not just theoretical but translating into tangible throughput at scale.

As I explained in my Substack, this level of production carries real financial weight. Each additional megawatt of output generates millions of dollars in marketable tax credits that $TE can monetize immediately through transfer sales, effectively turning manufacturing efficiency into near-term cash flow.

https://t.co/QHUYIGVmst


Summary: Pair trade: long Robinhood, short SoFi.

LONG $HOOD SHORT $SOFI https://t.co/qGh1mBOXT8


Summary: Pair trade: long Robinhood, short SoFi.


Summary: Long NBIS: $10M ARR/MW × 1GW FY2026 guidance implies $10B ARR, stock massively undervalued.

@mvcinvesting I've been saying - $10M in ARR per MW and management guidance of 1GW in FY 2026 gives us an ARR of $10B Dollars. We are so undervalued its crazy.

I missed this news from Thursday night:

DA Davidson reiterated its $125 Price Target on $NBIS and kept a Buy rating 🟢

"We remain confident that $NBIS is likely to sign another large-scale commitment from a hyperscaler or frontier AI lab customer. Specifically, news surrounding https://t.co/fVYYDXOaQQ


Summary: Bullish on NBIS; views current pullback as temporary before a resumption higher.

ITS OKAY GUYS. $NBIS is just taking a lil bathroom break before she returns to the party


Summary: Endorses bullish RBRK thesis as beneficiary of rising cyber threats disrupting European airports.

🚨Cyber attack disrupts European airports

If only there was a cyber resilience company that could mitigate the disruption caused by an inevitable attack…

$RBRK https://t.co/TeYgg5mqjh


Summary: NBIS price target $200–$300 by end of year.

@JayD428914 $200 is reasonable. $300 could also happen.

@RJCcapital Do you have a price target for NBIS by end of year?


I honest don't remember the last time I saw $NBIS in the red

Summary: Bullish quality verdict on NBIS; stock keeps going up, no red days recalled.


Summary: Buying DKNG puts on competitive pressure from Robinhood; implies HOOD is the competitive threat/beneficiary.

I am buying puts in $DKNG which I believe will be increasingly challenged in the face of competition from $HOOD https://t.co/PlFqsedvgL


Summary: High-conviction long FLNC targeting gap up to $50; author has been bullish since $6.

BEEN POUNDING THE TABLE SINCE WE WERE AT $6 AND NOT FINTWIT INFLUENCERS WANT TO GET INVOLVED. EASIEST GAP UP TO $50 IN THE MARKET RIGHT NOW. WE ARE SO EARLY $FLNC

1/ $FLNC is the leading utility-scale battery provider with 5x potential.

Power demand is exploding due to rapid data center buildout.

Most of the new capacity should come from renewables, where storage is critical.

Here is why $FLNC is an asymmetric opportunity: 🧵 https://t.co/xHmGWNYmTp


Summary: Suggests it may be time to press the short on Duolingo.

Is that @alc2022 after learning how to dance on $DUOL??? Might be time to press the short here

Happy weekend !! https://t.co/cBfdv4qQwx


Summary: Bullish NAK; argues Pebble Mine should be opened to address US critical mineral needs vs China.

ITS TIME TO OPEN THE $NAK PEBBLE MINE https://t.co/ESZwrvahUD

#PebbleMine ⚒the answer to the challenge China poses as it dominates critical mineral development America needs to survive. We must never negotiate with foreign entities over energy resources when we have everything, EVERYTHING, we need domestically. ALL IT TAKES IS POLITICAL


Summary: Systematically buying NBIS at $25/$20/$15 price targets on valuation compression; implicitly avoiding IREN in favor of NBIS.

People keep asking me when I plan to buy $IREN. Most of the replies come from low level traders who think conviction means buying every green candle and praying the chart goes up. I use a simple framework that does not require hopium. Non-disciplined investors will hate this.

$25 = add another 2% to $NBIS
$20 = add another 2% to $NBIS
$15  = add another 2% to $NBIS

Once I reach that level, I leave it alone. I do not babysit it, I do not chase it, and I do not rebuild it every time someone discovers a new power arbitrage theory.

If the stock trades at higher prices but the price to sales multiple compresses, I follow the exact same framework. Valuation drives the decision, not vibes.

Fundamentals matter. The market eventually rewards people who understand that, and it punishes everyone who thinks conviction is the same thing as being loud on the internet.


Summary: Bullish NAK as a US rare earth/critical minerals play, endorsing Moore's thesis on domestic mineral development.

I agree with Stephen Moore. We need $NAK

The U.S. has more rare earth minerals than any nation on Earth—an estimated $12 trillion worth.

But thanks to endless permits, lawsuits, and land bans, we depend on China and Russia for critical materials.

We don’t have a mineral shortage—we have a leadership shortage. https://t.co/MX61aQrlx3


Summary: Buy all six named stocks for outsized returns.

If you buy these stocks right now you will be able to afford the jet in my profile pic like me

$FLNC
$NBIS
$RKLB
$RBRK
$HOOD
$FIX


Summary: Bullish FLNC and EOSE on early-stage battery storage boom; gigascale facilities multiplying rapidly worldwide.

$FLNC $EOSE

WE ARE SO EARLY.

“This innovation has ushered in a wave ofbattery farms. In 2022, there was only a singlegigawatt-scale facility — defined as having acapacity of at least 1GWh, able to supplyroughly 3mn UK households for an hour — inoperation worldwide. Today there are 42such sites.

Five times as many giga-projects are set to come online in the next couple of years, including in the UK, the Netherlands, Chile and the Philippines.

Battery storage capacity in the US jumped 63 per cent in the first half of this year, according to data from S&P Global, driven by a surge in Texas.”

https://t.co/99RgQVW0RB


Summary: Calls FLNC a great long-term entry, sharing bull thesis; endorses the 25% move as only the first leg with tariffs resolved, backlog, and margin shift.

GREAT ENTRY POINT FOR LONG TERM BELIEVERS OF $FLNC

Sharing my bull thesis write up I recently wrote for anyone that is considering investing and on the sidelines right now.


Today's price action is noise. The structural thesis remains intact. Long-term investors should want optionality and Nebius has plenty of it.

Summary: Bullish NBIS: dip on NVDA partnership fears is noise; vendor-agnostic architecture and secular AI compute demand keep thesis intact.

$AMD $NBIS $IREN — An interesting divergence in today’s market action. $NBIS fell as much 6% while $IREN rallied close to 10% following Oracle Cloud’s announcement that it will deploy 50,000 AMD AI chips for inference.

The market seems to have rewarded $IREN for aligning with $AMD while marking down $NBIS, perhaps due to its publicly stated partnership with $NVDA and stated intention it has no plans to purchase $AMD chips. But that interpretation misses the point.

Nebius’s strategy has never been about brand allegiance. It's about maximizing compute efficiency and power density at scale. While its infrastructure today is heavily $NVDA based, there is no contractual restriction preventing it from sourcing $AMD hardware should the economics make sense. In fact, the company’s architecture and software stack are designed to remain adaptable across chip vendors over time.

The deeper truth is that the secular demand for AI compute capacity regardless of chip vendor continues to compound. $NBIS remains one of the few AI clouds in the world scaling capacity with a model that is vendor-agnostic and built for sustained margin leverage.

Today’s price action is noise. The structural thesis remains intact. Long-term investors should want optionality and Nebius has plenty of it.

https://t.co/9c2HspaRL7


Summary: Bullish on NBIS, noting Microsoft's chief datacenter architect association.

Chief datacenter architect at $MSFT

Bullish for $NBIS https://t.co/PP6fswf1sk


Summary: Explicitly long NBIS, RBRK, HOOD, and FIX; broader context argues S&P multiples are a new normal, not mean-reverting.

Buying stocks at these multiples feels bad, but continued appreciation is not untenable. The index has changed significantly from the 80s, 90s and 2000s.

We should anchor to today’s multiples as the new normal rather than expecting mean reversion to a bygone era.

Today’s S&P 500 sports a lower debt to equity ratio than prior decades.

Outlays are more predictable given an all but eradication of floating rate debt.

Companies with high S&P quality ranks make up more than 60% of the index, up from <50% in the 2000s.

Long:
$NBIS
$RBRK
$HOOD
$FIX


Summary: Bullish FLNC as all three AI data-center demand drivers (grid interconnection, diesel displacement, power quality) accelerate simultaneously.

$FLNC SAYS BATTERIES NOW REPLACING DIESEL GENERATORS AT DATA CENTERS

$FLNC CEO laid out the three big demand drivers they are seeing from hyperscale and AI data center customers. First, operators want to connect to the grid faster and need assurances they will not disrupt grid stability. Fluence can deliver that today with no tech changes required. This is the core of the product and it is already proven.

Second, the company is beginning to participate in the backup-power segment. Historically they were not competitive here, but cost declines and density improvements now allow Fluence’s systems to provide reliable backup and materially reduce the need for diesel generators. That opens an entirely new part of the data center wallet.

Third, AI data centers require tight power-quality management because of highly variable loads. Fluence already highlighted this last quarter, and it is becoming a growing priority for customers as AI demand scales.

The message is that the company is positioned across all three emerging needs: faster interconnection, diesel displacement, and power-quality control. All three are accelerating at the same time.


Summary: Bullish FLNC to $50; Barclays PT raise from $8 to $14 seen as launchpad.

$FLNC Price Target was just raised at Barclays from $8 to $14. Now is your chance to get on board before we fly to $50


Summary: Long NBIS to 10x by 2030 on full-stack AI cloud superiority; IREN and CIFR dismissed as inferior rack-rental businesses lacking orchestration and software.

$NBIS - Demand for inference is set to grow 10x by 2030 as AI shifts from one-off training to continuous, real-time workloads. @nebiusai is far and away best positioned to win and is set to 10x by 2030.

♦ Founder-led and AI native
♦ Vertical stack control of hardware and network
♦ Multi-year hyperscaler contracts
♦ Capital in place to scale compute and footprint
♦ Higher yield per GPU through full-stack optimization

What sets Nebius apart is that it is not just renting racks or pivoting from mining. Competitors like $IREN and $CIFR are essentially power-to-GPU leasing businesses, selling megawatts and space while depending on others for orchestration and software. $NBIS captures more value per GPU by owning the full AI cloud stack and delivering integrated services to enterprises.

The $17.4B agreement with $MSFT validates Nebius as a trusted partner at hyperscale, and it is already working with customers like $NET and $SHOP who demand real-time inference at scale. These deals give both durability and credibility that peers lack.

If inference becomes the dominant runtime of AI, Nebius has the architecture, the partnerships, and the customer base to lead.

#AI #Inference #Nebius #NBIS #AIInfrastructure


Summary: Buying every dip in NBIS; committed bullish stance.

$NBIS - BUYING EVERY DIP https://t.co/54sfgMqOk0


Summary: Extremely bullish on NBIS with a $1000 price target.


This is the definition of a smart man $FLNC

Summary: Endorses buying FLNC on the dip as the smart move.

@RJCcapital Glad for this dip, buying more $FLNC.


Summary: Shares bullish news: US to allow NVDA H200 chip exports to China, implying expanded revenue opportunity.

$NVDA - *US TO ALLOW NVIDIA H200 CHIP EXPORTS TO CHINA: SEMAFOR


Summary: Rhetorical bullish stance on NBIS; implies nothing is stopping its upward momentum.

$NBIS - Is anything stopping this train ?🚂 https://t.co/I5kujMM6Ee


Summary: Shares raised price target of $1000 on NBIS; implied bullish.

$NBIS Price Target just got raised to $1000 https://t.co/yg2gjPRy69


Summary: Prefers actual power companies GEV, FLNC, EOSE, TE as the better play on unlimited infrastructure demand.

@JackMenshaw Why not just buy actual power companies $GEV $FLNC $EOSE $TE

Nothing here…

Just the CEO of $MSFT basically saying buy any company that has power and can execute on building out infrastructure because there is unlimited demand $IREN $CIFR $BITF $CLSK

We still have max 2k people on X spaces… vs. billions in the world. No one knows.


$NBIS is currently trading at a steep discount to consensus price targets and we could be in store for a sharp swing back towards all-time highs. Institutions paid more before any of this was on the table. You can now buy it cheaper today with all of these catalysts already in motion.

Summary: Long NBIS: trading below $92.5 offering price and consensus PT, with multiple catalysts (Alabama land, UK/Israel DCs, AETHER 3.0, $3B Meta deal) already in motion; sharp rebound to ATH expected.

$NBIS is currently trading at a steep discount to consensus price targets and we could be in store for a sharp swing back towards all-time highs.

Also a friendly reminder that $NBIS is trading below the $92.5 equity offering price from a few months ago.

Since that raise, Nebius has:

- Bought land in Alabama for expansion
- Opened a UK data center
- Opened an Israel data center
- Launched AETHER AI Cloud 3.0
- Announced a $3B deal with Meta

Institutions paid more before any of this was on the table. You can now buy it cheaper today with all of these catalysts already in motion.

Nebius Group $NBIS had a strong day today. A reversal may have begun. There was a 40% drop in recent weeks that wasn’t driven by fundamentals. Nebius climbed back to $90 today, and the average analyst price target is $156. I’m heavily invested in $NBIS and believe in the company. https://t.co/RQzszGlpLx


Summary: Bullish FLNC; expects price to double to $40 very soon from current $20.

If you don’t like $FLNC here at $20 good luck jumping in when it hits $40 real soon


Summary: Bullish NBIS on implied undervaluation; market cap under $15B seen as too cheap given the combined assets.

Just a friendly reminder that all of this combined is trading at under $15B market cap $NBIS https://t.co/kEA26SJGWB


Summary: NBIS sell-off inconsistent with META data-center debt trading at 110; credit markets lead equity, AI infra repricing will reach equities; long both.

$NBIS $META

BREAKING: PIMCO LANDS $2 BILLION IN PAPER PROFITS FROM META DATA CENTER DEBT IN DAYS.

So PIMCO underwrote Meta’s $27 billion data-center financing for its Hyperion campus and within days, institutional investors bid the debt up more than ten percent above par. The bonds are now trading around $110, signaling extraordinary demand for exposure to AI infrastructure. What this tells the market is that credit investors see these assets not as speculative technology bets but as yield-producing infrastructure tied to the physical backbone of artificial intelligence. The willingness to pay a premium so quickly is a powerful endorsement of the long-term value creation occurring in compute and power capacity.

At the same time, $NBIS, one of the only publicly traded pure-plays on AI compute infrastructure, has declined more than 20 percent over the past week. That sell-off is inconsistent with what is happening in credit markets. Both assets are essentially tied to the same economic foundation: demand for high-performance compute and the data-center capacity required to deliver it. If credit investors are assigning a premium to these assets, equity investors should not be assigning a discount. The two should trade in synchrony because they represent different layers of exposure to the same structural theme.

This divergence will not last. Credit markets tend to lead equity markets, and credit has already made its judgment. The repricing of AI infrastructure has begun in the debt market, and it will eventually reach the equity market as investors recognize that the cash flows behind compute are as real and durable as those behind any other core infrastructure asset.

https://t.co/aszqJQopE4


willingness to pay a premium so quickly is a powerful endorsement of the long-term value creation occurring in compute and power capacity


$NBIS full stack approach leads to excess margins. This Oracle news is making me much more bullish that their approach is the right one. They will win in the end.

Summary: Long NBIS on full-stack margin advantage vs bare metal peers; bearish ORCL's bare-metal approach relative to NBIS.

Bare Metal is a bubble. $NBIS full stack approach leads to excess margins. This Oracle news is making me much more bullish that their approach is the right one.

Their gross profit from the $MSFT deal is multiples more than what the information is reporting for $ORCL.

They will win in the end.


Summary: Explicit BUY on FLNC and EOSE; proposed clean-energy cuts don't touch grid-scale storage, making the 9% FLNC dip a buying opportunity.

I've seen several people saying they cannot buy the 9% drop in $FLNC because of reports that the Trump administration may cut $12B in clean energy funding. That claim is misleading. The proposed cuts are focused on auto manufacturing and carbon capture, not on grid-scale battery storage, which is the core of $FLNC’s business.

This is a perfect example of why it pays to actually read past the headline. Headlines are written to attract clicks, not to explain context. When you look at the underlying details, it becomes clear that nothing about these proposed cuts affects $FLNC’s core business or its long-term positioning.

Energy storage is not a policy-dependent fad. It is a structural requirement for the modern grid and the coming AI infrastructure wave. While others react to the headline and sell, those who take the time to understand the story will recognize that this dip represents a significant opportunity.

Whether $ORCL margins are 100 percent or zero, the growth in AI infrastructure will continue to depend on large-scale battery systems that enable continuous operation. $FLNC is one of the few companies positioned to deliver at that scale, and its role in this ecosystem is only becoming more important.

BUY $FLNC $EOSE

https://t.co/YsMEFWWxyZ


Summary: Initiated long position in T1 Energy as a bet on US energy dominance and reshoring.

My full deep dive on $TE is up on Substack.

If you enjoy thoughtful analysis on the intersection of AI and energy, consider subscribing.

https://t.co/q89xhS1Czo

I have initiated a new position in T1 Energy $TE. A bet on U.S. energy dominance and reshoring. I will be doing a deep dive this weekend. https://t.co/QB11Hzhukl


Summary: Long FLNC and EOSE on BESS grid revolution, citing 16GW of battery storage in Texas alone.

16 GW of BESS in Texas alone so far!
Grid revolution is happening right now

Long $FLNC $EOSE

A new serious market has emerged for lithium ion batteries: energy storage #BESS

2025 will see it become 20% of a huge 1,700GWh battery market. That’s bigger than the entire battery market in 2020/2021.

And main drivers growth isn’t just about China, it’s in the US as well. https://t.co/61F8p3gDcH


Summary: Long RBRK as a play on massive AI capex buildout by hyperscalers.

The Manhattan Project spent $36 billion (in current dollars) to create the first nuclear weapon.

Microsoft alone will spend twice that on AI in 2025.

So will Google, Amazon, and Meta.

These staggering expenses are indicators of the sheer complexity of our time - and these


Summary: Bearish DUOL: MAU, paid subscribers, and bookings all decelerating to historic lows; cash flow deterioration seen as inevitable next.

If you really think $DUOL is a good investment you will need to answer why:

Monthly Active Users: growth DECELERATING to 19.6%, the slowest in company history. a complete collapse from nearly 50% just 18 months ago.

Paid Subscribers: DECELERATING to 33.7%, the slowest since Duolingo went public, down from 74% two years ago. that’s what happens when your user base runs out of free trials.

Total Bookings: DECELERATING to the slowest since mid-2023, confirming what’s obvious, revenue momentum has driven off a cliff.

Every metric is decelerating in unison. These numbers precede cash flow because a user must necessarily subscribe before payments kick in. You don't need to be a genius to infer what will happen next.

Teaching has made me a much better investor.

It’s forced me to clarify my mental framework to the point that I can teach it to anyone.

It’s increased my ability to separate fundamentals from emotions.

$DUOL is en extraordinary opportunity.


Summary: Shares/endorses Mizuho downgrade of FLNC to Underperform with $15 PT.

$FLNC downgraded to Underperform from Neutral at Mizuho; Price Target $15. Shares are trading down 4.3% pre market


IF YOU HAVENT GOTTEN ON BOARD THE $FLNC TRAIN WHAT ARE YOU WAITING FOR. THIS IS GOING TO $50

Summary: Strong buy on FLNC with a $50 price target.


Summary: High-conviction long on FLNC as a top energy pick.

What are your highest conviction energy stocks?


Summary: NBIS will reclaim $100 this week.

$NBIS WILL RECLAIM $100 THIS WEEK. 🔐 https://t.co/kOm3Wh8HUI


Summary: Enthusiastically bullish on NAK, welcoming others onto the long trade.

I WOULD LIKE TO WELCOME IN MY HEAD OF EQUITY RESEARCH @NighthawkTradez ON BOARD THE $NAK TRAIN. INSHALLAH WE ALL HAVE A HAPPY AND HEALTH HOLY MONTH OF NAKTOBER. MAZEL TOV!!!! https://t.co/t9uHqWbm18


Summary: Calls NBIS the superior pick over CIFR; decisive bullish verdict on NBIS.

@NighthawkTradez @mikealfred @_Sgr_A_Star When you graduate to the king $NBIS let me know nephew

Added more $CIFR today.

cc: @mikealfred @_Sgr_A_Star https://t.co/ufqGlYWUk4


Summary: Buy FLNC as a top-decile culture pick.


IF YOU'RE AN $NBIS INVESTOR YOU NEED TO FOLLOW MY GOOD FRIEND MARK HOGAN

Summary: Endorses bullish $184 PT thesis on NBIS by amplifying and directing investors to follow the analyst.

IF YOU’RE AN $NBIS INVESTOR YOU NEED TO FOLLOW MY GOOD FRIEND MARK HOGAN

I believe $NBIS is significantly undervalued right now and actually should be worth $184 per share.

Here’s how I get there:

•Estimated 3.5B ARR for five years from Microsoft deal (NJ data center) is 17.4B distributed equally at 3.5B per year then using a 10X ARR multiple=35B


Summary: Views GOOGL as the best Magnificent 7 name; implied bullish lean.

@HatedMoats good call. I've focused my portfolio on smaller caps but debated going heavy into $GOOG think it is the best mag 7

You will rarely see me brag about anything but you will see me do it with $GOOGL, occasionally.

My total cost basis for Alphabet, Inc.:

 $49.65 (splits adjusted).

Buffett bought because it's the best tech diversification play and the AI race winner.

AlphaBuffett. https://t.co/VPYj6uQ0AT


DEMAND ACCELERATING FOR DATA CENTER BATTERY STORAGE. Data center storage demand is breaking out. Fluence highlights more than 30 GWh of data center projects now in pipeline or leads, with over 80 percent of that demand originating after September 2025.

Summary: Bullish FLNC on accelerating data center battery storage demand (30+ GWh pipeline) and long-duration energy storage (60+ GWh) across US and Europe.

$FLNC DEMAND ACCELERATING FOR DATA CENTER BATTERY STORAGE

Data center storage demand is breaking out. Fluence highlights more than 30 GWh of data center projects now in pipeline or leads, with over 80 percent of that demand originating after September 2025. Virtually all of these additions are behind the meter as hyperscalers shift toward on-site power strategies to manage load growth and grid constraints.

At the same time, long duration energy storage is becoming a real market. Fluence cites more than 60 GWh of 6 to 8 hour duration projects across renewable heavy regions in the UK, Germany, Italy and the United States. This segment is where Smartstack positions Fluence to compete as utilities and developers look for multi hour firming capacity.


Summary: Bullish FIX on an exceptional quarterly result.

$FIX INSANE QUARTER https://t.co/CEcmgSZwb8


Summary: Sarcastic 'research' implying Zions Bancorporation faces systemic risk; actual stance is bearish.

I did some on-the-ground research this week and spook to a friend of mine from Utah to assess systemic risk in the region.

Can confirm: Mormons do not do bank runs. You are SAFE to invest in $ZION.


Summary: Rising credit-default risk on CoreWeave likely triggers institutional reallocation to Nebius and IREN, which have better long-term positioning.

Institutions still heavily allocated to $CRWV relative to the other Neo cloud operators.

Across the major holders the weightings tilt overwhelmingly toward $CRWV while $NBIS and $IREN remain meaningfully smaller. CoreWeave is now dealing with some recent perceived stress as rising probabilities of credit default. If that narrative deteriorates further the most logical response is that institutions begin reallocating toward $NBIS and $IREN, which are increasingly viewed as having better long term positioning. It is also notable that Millennium and Two Sigma have zero CoreWeave exposure while still holding meaningful positions in Nebius and Iren.

For context, many of the firms on this list are market makers and they often hold inventory as part of normal trading operations rather than long term conviction positions. Even so, this still reflects where liquidity and demand flow concentrate. When $CRWV dominates that inventory mix and $NBIS and $IREN remain thin it highlights how much trading activity is centered around CoreWeave and how quickly that liquidity could migrate if risk around its credit profile continues to rise.

Source: 13 F Filings


Summary: Terse buy instruction on NBIS after praising TSLA patience play.

@realroseceline incredible. Now buy $NBIS

Patience Turned $40k into $800k (a 20 bagger!)

I invested in $TSLA a long time ago and never sold a share. I waited patiently through all the noise. I ignored the pundits who said the company was doomed and that competition would crush it. I ignored the headlines that told me to https://t.co/lKYi6Z3km6


Summary: Bullish FLNC as Smart Stack's high-density battery system positions it to benefit from data center energy storage demand.

$FLNC - SMART STACK POSITIONS FOR DATA CENTER DEMAND

Smart Stack says its new unit hits 7.5 megawatt hours and more than 500 megawatt hours per acre, making it one of the highest-density systems available today. This density is critical for data centers that need large amounts of storage within tight land and power constraints.


$RBRK is the most underestimated AI stock right now

Summary: Bullish RBRK as the most underestimated AI stock, tied to AI transformation implications for cybersecurity.

Last 30 years of B2B:

Automation Transformation -> Digital Transformation -> AI Transformation

First two transformations were about human productivity acceleration but

AI Transformation is about replacing human labor with AI

This has significant implications for cybersecurity


If you are thinking about selling your $NBIS shares, DON'T DO IT! This company, even without counting subsidiaries, should be worth at least $100 Billion. That means a share price of $398.20.

Summary: Strong buy on NBIS: 1GW power in FY26 = $10B ARR; company worth at least $100B implying $398.20/share.

If you are thinking about selling your $NBIS shares, DON’T DO IT! Very bad idea.

1 GIGAWATT of power in FY26 equals $10 Billion (yes, Billion) in ARR per year. Tremendous numbers. The best numbers. HUGE numbers. Nobody believed it could be done, but they're just getting started.

This company, even without counting subsidiaries, should be worth at least $100 Billion. That means a share price of $398.20.

THANK YOU FOR YOUR ATTENTION TO THIS MATTER!


I think this is just the first leg. With tariffs resolved, a massive backlog, accelerating growth, and a shift toward high-margin recurring revenue, the underlying thesis is much stronger than what is reflected in today's price.

Summary: Long FLNC post-25% move as first leg only; tariff resolution, $4.5B+ backlog, ARR margin expansion, AES/BLK overhang removal, and AI datacenter optionality set up further re-rating. Also bullish EOSE.

$FLNC - The market finally woke up to $FLNC today, sending shares up 25%. But I think this is just the first leg. With tariffs resolved, a massive backlog, accelerating growth, and a shift toward high-margin recurring revenue, the underlying thesis is much stronger than what is reflected in today’s price. And given management’s recent comments, I would not be surprised if a major AI data center deal is announced sooner rather than later and send the stock flying.

Earlier this year tariffs delayed projects and triggered a brutal selloff. The stock nosedived nearly 50 percent in one session. That was a clear overreaction. Those projects were not cancelled, they were deferred. With tariff certainty now in place, management confirmed on the Q2 call that 100% of those projects will land in the back half. This sets up for a monster Q3 as revenue recognition catches up to a $4.5B+ backlog.

Second, margins. Today $FLNC runs at roughly 15% gross margin, which looks weak but is standard for EPC and integration. The overlooked piece is the transition. Fluence is building recurring software and services revenue through Fluence IQ and fleet operations. Management guided to about $145M in ARR by FY25. That revenue carries 50 to 70 percent software-like margins. Even a few hundred million of ARR at those levels can significantly expand blended profitability. This is the foundation for a long-term rerating.

Third, policy and ownership noise could now flip into catalysts. A major overhang on $FLNC has been the FEOC rules, which restrict access to IRA tax credits if a majority shareholder has Chinese ties. Because $AES, Fluence’s largest owner, has JV exposure to China, nearly every investor call centered on whether Fluence would even qualify. That cloud hung over the stock for months. Today it was reported that $BLK (BlackRock) is in talks to acquire $AES. The last time this rumor surfaced earlier this year, $FLNC doubled in a week. With that overhang potentially removed and BlackRock stepping in as a clean majority shareholder, the single biggest structural doubt in the story could flip into a powerful re-rating catalyst.

Fourth, capacity deployed. $FLNC has over 15 GW deployed worldwide today, making it one of the only scaled players in the sector. For context, energy storage is $TSLA's fastest growing business segment, which shows how powerful this market has become. $FLNC already competes at scale in the same secular trend. For comparison, $EOSE, which I am also extremely bullish on and will be writing up soon, has essentially zero gigawatts deployed. Yet the market values $EOSE at roughly 50 percent more than $FLNC. That disparity is glaring and underscores how cheap Fluence is on a capacity basis given its proven execution.

Finally, and most overlooked. In my research I found that in 2022 Fluence actually signed a deal with $GOOG for one of their data centers. That alone shows they have already been trusted by the very top tier of hyperscalers. Now imagine what kind of deals they could have in the pipeline three years later, with AI workloads exploding and data centers scrambling for clean, fast, reliable storage. This is not just speculation. On the most recent earnings call management explicitly said they expect to announce AI data center deals soon. That comment went largely unnoticed, but if even one hyperscale win is confirmed, the market will realize that Fluence is not a low-margin EPC story. It is an AI infrastructure story hiding in plain sight. Just look at what happened with $BE earlier this year when they announced a deal with $ORCL. The stock re-rated immediately. A similar dynamic could play out here.

The result is a company that is still priced like a low-margin contractor but is evolving into a software-enabled operator with sticky ARR, a massive installed base, and exposure to some of the fastest-growing end-markets in the world. Even after today’s 25 percent gain, the setup for margin expansion, AI optionality, and deployment scale makes this story look very early.


$EOSE, which I am also extremely bullish on and will be writing up soon


Summary: Bullish NBIS: end-to-end software stack drives excess margins.

She didn’t fall for the good looks, she fell for the $NBIS end to end software stack which leads to excess margins. https://t.co/BtO2PL0LYx


Summary: Calling NBIS to $150 this week.


Summary: Bullish NBIS; implies holding through near-term noise yields gains in ~1 year.

POV: Your view in 1 year if you ignore the noise and continue to hold $NBIS https://t.co/aZxh9meXWN


Summary: Claims NBIS will rise 14,999x from current levels.

$NBIS will go up by 14,999x from here. https://t.co/2i0CAus1aB


Summary: Long NBIS, citing META's aggressive AI capex expansion as a tailwind.

$META ON AI CAPEX:

“As we have begun to plan for next year, it's become clear that our compute needs have continued to expand meaningfully… We expect to invest aggressively to meet these needs, both by building our own infrastructure and contracting with third-party cloud https://t.co/L15x1bt0tf


Summary: Buy TE, FLNC, EOSE, SEI, GEV as solar/energy storage plays on data center and residential energy demand.

@LiebermanAustin Austin you can finally redeem yourself for your artic ice cold $NBIS take. Invest then investigate. Don’t let your indecision stop your from finally outperforming the market. I’ll make it easy for you. Just buy any of the below stocks.

$TE
$FLNC
$EOSE
$SEI
$GEV

Solar has to be part of the solution here…right?

It’s part of the solution for data centers, but also an option on the residential side to help keep energy prices stable + avoid blackouts.


industry='Oil & Gas Equipment & Services'


Summary: Endorses bullish November outlook for IREN, CIFR, BITF with 'Upvember' pun implying upside into November.

$IREN $CIFR $BITF holders this weekend after data centers were confirmed in fact NOT a bubble.

November is coming 😈 https://t.co/NZoGu6MOAN


Summary: Max long FLNC and EOSE on expected 3x+ growth in energy storage investment over the next decade.

I agree with this smart man. MAX LONG $FLNC $EOSE

@RJCcapital I doubt it’ll overtake, storage is often led by solar, but I expect to see storage at least grow by 3x investment over the next ten years. A faster rate than solar over the last ten.


Summary: Bullish SNDK; expects another leg higher.

$SNDK looking tanned rested and ready for the next leg higher https://t.co/MQtqZFzuwo


Summary: Extremely bullish NBIS target of $500, far exceeding parent's $110 inflection level.

When $NBIS hits $110, the game changes.

That’s the level where the market starts paying serious attention.


Summary: Names FLNC as a beneficiary of AI power grid bottleneck, alongside VST/NEE/CEG.

$NVDA CEO Jensen Huang warned that the next leg of AI compute won’t happen without a step-change in power generation, saying the real bottleneck is no longer chips but the grid itself.

Music to the ears of:
• $VST $NEE & $CEG running the large-scale utilities supplying that https://t.co/1RdgrhNzHu


Summary: Bullish FLNC on record $5B backlog (2x market cap) and 50%+ FY26 revenue growth forecast.

$FLNC POSTS BREATHTAKING RECORD $5B BACKLOG (double its market cap btw) FORECASTS FY 26 REVENUE GROWTH UPWARDS OF 50% AS STOCK RISES 15% IN AFTER-HOURS MARKET


IF YOURE NOT ADDING TO $NBIS YOU DONT LIKE MONEY

Summary: Strong buy on NBIS; author frames not adding as leaving money on the table amid explosive AI token growth.

Alphabet tokens processed: 9.7 trillion (May 2024) → 480 trillion (May 2025) → 980 trillion (July 2025) → 1.3 quadrillion (October 2025) https://t.co/YlEVXzhBxG


Summary: Decisive long NBIS; author dismisses the noise and focuses on what matters.

Ignore the noise. Focus on what matters. Long $nbis

CoreWeave's $CRWV CFO Nitin Agrawal provided an interesting datapoint with respect to the ongoing debate around the useful life of a GPU at the Wells Fargo TMT conference early this week. Agrawal noted that their customers (the largest purchasers of GPU compute including


Summary: Bullish AI infrastructure and energy storage names (FLNC, EOSE, BE, GEV) on durable capex cycle acceleration as hyperscalers finance expansion through debt.

Markets rotated into AI infrastructure and energy storage today, with $FLNC up about 5 percent as investors positioned for stronger grid demand. The move followed $ORCL choice to finance AI expansion through debt, which shifts the competitive landscape. If hyperscalers adopt the same approach, the capex cycle will not only persist but accelerate, creating durable support for infrastructure and storage providers. $EOSE $BE $GEV


creating durable support for infrastructure and storage providers. $EOSE $BE $GEV


Every metric is decelerating in unison. I knew this company was a pile of shit

Summary: Bearish DUOL: MAU, paid subscribers, and bookings all decelerating to multi-year lows; author calls it a pile of shit.

@DataDInvesting claims to be "“driven by data” yet somehow manages to drive straight past every red flag on Duolingo’s dashboard.

he asked me for where the deceleration is so i'm here to share some wisdom for this young nephew.

Monthly Active Users: growth DECELERATING to 19.6%, the slowest in company history. a complete collapse from nearly 50% just 18 months ago.

Paid Subscribers: DECELERATING to 33.7%, the slowest since Duolingo went public, down from 74% two years ago. that’s what happens when your user base runs out of free trials.

Total Bookings: DECELERATING to the slowest since mid-2023, confirming what’s obvious, revenue momentum has driven off a cliff.

Every metric is decelerating in unison. The “data” he’s driven by must be from a different universe. Truly inspiring that a man who sees a plane nosediving and compliments the glide path.

This is what happens when you're too stubborn to see the writing on the wall and circle jerk your way into believing you're a "smart investor"

You don't even need to look at the data. I knew this company was a pile of shit when i saw the king @alc2022 saying this is the next $PLTR

Given the scale of this analytical malpractice, I’m adding in the #DUMBASSOFTHEDAY committee @closenberger, @DeepValueBagger, @RKGcapital, @retail_mourinho for immediate review of this top tier candidate.

@RJCcapital Show me anywhere there is deceleration. You can't. Which is why you won't answer


Summary: Bullish NBIS: low institutional ownership (40%) and minimal analyst coverage signal early-stage opportunity.

$NBIS institutional ownership currently sits at just 40% with only 5 analysts currently covering the stock. We are so early. https://t.co/sb19AHikzg


Summary: Long RBRK as the best underappreciated AI play: 51% revenue growth, no debt, operating leverage inflecting, trading at half peer valuations, clear winner in enterprise data security.

$RBRK - AI is fueling an explosion of data  and every new model, inference, and application exponentially multiplies the amount of critical information that needs to be secured.

That’s why $RBRK is the best under appreciated AI stock right now.

Rubrik is at the center of the shift: protecting, backing up, and securing data for enterprises that are scaling AI workloads at unprecedented speed. As data grows exponentially, so does the need for Rubrik’s solutions.

The fundamentals make the case even stronger:

🔹 Founder-led
🔹 No debt on the balance sheet
🔹 Operating leverage starting to inflect
🔹 51% revenue growth
🔹 Trading at ~half the valuation of peers
🔹 6x Gartner Magic Quadrant leader

The AI trade isn’t just about GPUs or model developers. It’s about who protects the data that fuels them. On that front, Rubrik is positioned as a clear winner.

#AI #Cybersecurity #RBRK

@wolfofharcourt
@sam_badawi
@StockSavvyShay
@davey_juice
@zarieinvests
@doomerzoomer
@stocksguide_


Need to fast forward to when $NBIS hits $1000 per share

Summary: Bullish NBIS; anticipates price reaching $1000 per share.


Summary: Initiated long position in T1 Energy on U.S. energy dominance and reshoring thesis.

I have initiated a new position in T1 Energy $TE. A bet on U.S. energy dominance and reshoring. I will be doing a deep dive this weekend. https://t.co/QB11Hzhukl

---

cc: @t1energy @_danielbarcelo


Summary: Endorses NBIS ripping to $200 by end of year.

What if $NBIS defies all your charts and analysis and rips straight to $200 by end of year?

It’s not like we haven’t seen that happen with numerous stocks this year already…


Summary: Long both RBRK (expects triple) and NBIS (even more upside); owns both positions.

@GabGrowth $RBRK is an easy close your eyes and watch it triple. Think $NBIS has more upside tho. I own both

$NBIS and $RBRK starting to interest me.

Doing more research, especially on the latter.

$NBIS I have already been a big fan of for a few months now, and the $MSFT deal might just solidify the thesis.


Think $NBIS has more upside tho. I own both


Summary: DA Davidson expects NBIS to sign another large hyperscaler/AI lab contract soon; Birmingham site makes them incrementally more positive on a near-term deal.

$NBIS

DA DAVIDSON EXPECTS $NBIS TO SIGN ANOTHER LARGE HYPERSCALER CONTRACT SOON.

“We remain confident that Nebius is likely to sign another large-scale commitment from a hyperscaler or frontier AI lab customer. Specifically, news surrounding the Birmingham, Alabama site given the power capacity that could be supplied there makes us incrementally more positive that another large deal is nearing. While the exact details of the site will enable us to better understand how fast capacity could be stood up (likely in the range of 10-24 months), we again would point towards the changed medium-term guidance which can now likely support + $10B of revenue on the original 1GW of capacity.”


I'm also in $BE for small position. Really thinking about doubling that here

Summary: Holds BE and considering doubling position; bullish on EOSE's massive potential if tech proves out, but hasn't invested yet.

@KevinUranium3O8 Nice 👍 I’m also in $BE for small position. Really thinking about doubling that here. I think $EOSE has MASSIVE potential if their tech is proven out but a big if so haven’t made an investment in them yet

@RJCcapital Great write-up 👍. I was lucky to have started my position in $FLNC yesterday, and pleasantly found its up 27% in just 24 hours :) I missed $BE and got scared out of $EOSE, I am not going let this gem go!


I think $EOSE has MASSIVE potential if their tech is proven out


Summary: Shares MS Overweight/PT-$220 on NVDA into Q3 earnings; flags NBIS and IREN as data-center beneficiaries of a strong NVDA print.

5 Key I'm Watching in Markets This Week . A Thread👇 https://t.co/Px8VzbCPkR

---

1. November 16, 2025 at 11:45PM EST (Sunday)

Japan Q3 2025 GDP:

Japan’s real GDP is expected to have contracted by around -0.7% quarter-on‐quarter (about -2.7% annualised) in the July–September period, marking its first drop in six quarters. The decline is attributed to weaker exports, a sharp slowdown in housing investment and inventory draw-downs, while private consumption and business investment are seen holding up better.

Investors will look to the GDP release for any insight into how quickly global demand is cooling and whether Japan’s slowdown could spill into U.S. risk assets through trade, currency flows and broader growth expectations.

---

2. November 19, 2025 at 4:15PM EST (Wednesday)

Nvidia Q3 Earnings Release:

Nvidia will report results on Wednesday after the bell. Analysts expect $54.6 billion in revenue, a 56% year-over-year increase, and a 54% rise in EPS. Morgan Stanley recently raised its price target from $210 to $220 and reiterated an Overweight rating, reflecting continued confidence in the AI spending cycle. A strong earnings could also act as a catalyst for rebounds in data center names like $NBIS and $IREN. Investors will look to the earnings release for any insight into how durable AI capex is and how that may flow through more broadly.


A strong earnings could also act as a catalyst for rebounds in data center names like $NBIS


A strong earnings could also act as a catalyst for rebounds in data center names like $NBIS and $IREN


don't let this shake you out before we see the most generational year end rally of all time

Summary: Urging holders to stay long NBIS, FLNC, HOOD into a generational year-end rally.

Stay strong soldiers. Please don’t let this shake you out before we see the most generational year end rally of all time.

$NBIS $FLNC $HOOD https://t.co/LAY48IXnJO


$CRWV will be up 15% plus after earnings today

Summary: CRWV up 15%+ after earnings today.


Summary: Decisive bullish verdict on SNDK — unstoppable.


Summary: Bullish FLNC as a must-include battery theme play the parent overlooked.

@investingluc Mentioning batteries and ignoring $FLNC is criminal

Rare Earth, Battery, and Robotics.

Hot themes can make you rich...some names to watch:

*bookmark this puppy*

Battery theme (blue bars)... $ABAT, $EOSE, $AMPX, $QS, $SES, $MVST, $SLDP, $FCEL, $ENVX (& semis $NVTS, $LAES)

Rare Earth theme (red bars)... $NAK, $NB, $UAMY, $UUUU, https://t.co/F0xbRNpRui


Summary: Endorses FLNC as a favorite under-the-radar AI play.

@RasmusK1337 I have a 30 page Substack deep dive linked on my Twitter if you’d like to look into it. One of my favorite under the radar AI plays

@RJCcapital Insane performance. Congrats and well deserved. Strong conviction plays. My two largest holdings are NBIS and RKLB. Maybe I should consider researching FLNC? 🤔


You guys don't understand what a huge pot of GOLD we're sitting on with Clickhouse. $NBIS

Summary: Strongly bullish NBIS on ClickHouse momentum — 2,000+ customers, quadrupled ARR, strong AI adoption.

You guys don't understand what a huge pot of GOLD we’re sitting on with Clickhouse. $NBIS

JUST IN: Great news for $NBIS!

ClickHouse has extended its Series C financing and expanded its leadership team to fuel growth.

The company has surpassed 2,000 customers and more than quadrupled ARR over the past year. 🔥

Adoption has been especially strong among AI companies, https://t.co/DFuHqdmf4G


Summary: Bullish NAK (Northern Dynasty/Pebble Mine) as a domestic critical minerals play to counter China.

THANK YOU SARAH PALIN FOR CONTINUING TO  FIGHT FOR NATIONAL SECURITY.  $NAK WILL HELP AMERICA DEFEAT CHINA. GOD BLESS USA 🇺🇸🇺🇸🇺🇸


Summary: Bullish FLNC to $50; author amplifies Goldman's PT raise/Buy reiteration with own $50 target.

$FLNC - GOLDMAN SACHS HAS INCREASED THEIR PRICE TARGET ON FLUENCE ENERGY TO $15; REITERATES BUY RATING.

EXPRESS BULLET TRAIN TO $50 https://t.co/9Eh9P27sdH


Summary: Bullish FLNC with $50 target; strong buy call.

Another day, another $FLNC pump. This is an express bullet train to $50. Get on board or stay poor.


Summary: 5 stocks to benefit from government reopening: RKLB, NBIS, FIX, SNDK, HOOD, each with a specific catalyst tied to unlocked appropriations or macro tailwinds.

Democrats folded faster than a 2020 SPAC IPO. The government is re-opening. 5 stocks that will benefit

$RKLB – A precision launch and defense contractor. As appropriations unlock, satellite payload cadence and national security launches resume.

$NBIS – A hyperscale AI data-center operator. Compute is now treated as sovereign infrastructure, and government is poised to allow data center tax credits

$FIX – The nation’s largest HVAC and mechanical contractor. Infrastructure retrofits, base upgrades, and energy-efficiency mandates drive backlog growth.

$SNDK – A leader in NAND flash and storage. Exploding cloud expansion and AI compute translate directly into storage demand.

$HOOD – The retail brokerage. Firing on all cylinders. Unpralleled CEO execution. Fredoom Dividend will increase assets under custody.


A hyperscale AI data-center operator. Compute is now treated as sovereign infrastructure, and government is poised to allow data center tax credits


The nation's largest HVAC and mechanical contractor. Infrastructure retrofits, base upgrades, and energy-efficiency mandates drive backlog growth.


A leader in NAND flash and storage. Exploding cloud expansion and AI compute translate directly into storage demand.


Firing on all cylinders. Unpralleled CEO execution. Fredoom Dividend will increase assets under custody.


Summary: Concentrated long conviction on NBIS as the single portfolio bet to crush the market over coming years.

@danielisdizzy Let me correct this for your nephew:

$NBIS
$NBIS
$NBIS
$NBIS
$NBIS

This portfolio will crush the market in the coming years:
• $NBIS
• $HIMS
• $LMND
• $AMZN
• $NVO


Summary: Long TE and FLNC as plays on energy infrastructure buildout for AI/data centers.

On Energy and AI:

We are all aware of the urgent need for massive new energy infrastructure for data centres and other general needs. The grid is old and the supply is constrained.

Investor capital is pouring into nuclear soluations, new gas plants and other opportunities and https://t.co/0wi3FsER5t


Summary: Amazon raising Blackwell/H200 pricing seen as bullish for AI Neo Cloud stocks NBIS, IREN, CRWV.

BREAKING:

“Amazon raising Blackwell per hour pricing.

H200 rental pricing going up after Blackwell scale deployments ramping up.”

Bullish for all Ai Neo Clouds

$NBIS
$IREN
$CRWV

---

@NighthawkTradez
@the_stockbull
@JoshTradeOption


$10M ARR PER MW. DID SOMEONE SAY UNDERVALUED AS FUCK $NBIS

Summary: Bullish NBIS: $10M ARR/MW metric signals deep undervaluation; endorses DA Davidson's hyperscaler contract thesis.

$NBIS

DA DAVIDSON EXPECTS $NBIS TO SIGN ANOTHER LARGE HYPERSCALER CONTRACT SOON.

“We remain confident that Nebius is likely to sign another large-scale commitment from a hyperscaler or frontier AI lab customer. Specifically, news surrounding the Birmingham, Alabama site given https://t.co/wya8svEHf5


Summary: Long NBIS for AI software orchestration layer plus long GEV, FLNC, CCJ, UUUU, EOSE, TE for direct power infrastructure exposure.

I agree. the bottleneck is power. but raw power without orchestration is worthless. That’s why I invest in the best of both. $NBIS for the software layer and invest directly into the power layer: $GEV $FLNC $CCJ $UUUU $EOSE $TE

🚨 $IREN is better than $NBIS because the AI bottleneck is not software but power.

Unprecedented demand = unprecedented valuations

From Jensen to Satya to Sam: it’s POWER not software.

Law of scarcity will do miracles

This is why I decided to go all in on $IREN after its https://t.co/5qhQIyWX3q


invest directly into the power layer: $GEV $FLNC $CCJ $UUUU $EOSE $TE


Summary: Bullish NBIS: majority of FY26 $7-9B guidance already contracted/booked, de-risking the outlook.

$NBIS - more than half of $7-$9B FY 26 guide is already booked. https://t.co/xRq8gnoMV8


Summary: AI infrastructure debt pricing signals de-risked equity for ORCL, NBIS, and IREN; bullish on all three.

Regardless of the noise around the AI trade the numbers never lie.

$ORCL just closed an $18B data-center loan which was priced at SOFR + 2.5%.

The banks are treating AI infrastructure like investment-grade real estate not venture capital risk.

When senior debt clears at those levels, equity sits on a structurally de-risked foundation.

Investors in $NBIS and $IREN can take this as a signal that their investment is sound.

https://t.co/hMjeWIuDcC


Investors in $NBIS and $IREN can take this as a signal that their investment is sound


Summary: Bearish SOFI; advises getting out, calling it a bag-holder stock.

@DustinsDollars Recent addition to the BAG7 etf. Giving you all the advice to get out

@RJCcapital Calling $SOFI a bag holder stock at this point is a ridiculous take. Nice engagement bait.


Summary: Explicit long NBIS citing ClickHouse 400% YoY ARR growth and surpassing 2,000 customers.

BREAKING: Clickhouse ARR is growing at an exception 400% YoY and has now grown to over 2,000 customers. LONG $NBIS

“The company has surpassed 2,000 customers and more than quadrupled ARR over the past year. Customer adoption has surged, with new wins including Cyera, Hewlett Packard Enterprise, Insider, Laravel, Masorange, Qualified, Shopmonkey, and Supabase, while long-term customers such as Canva, Harvey, LangChain, Perion, and SonyLIV extended their contracts. Adoption has been especially strong among AI companies, with Anthropic, LangChain, Meta, Sierra, Vercel, and Weights & Biases joining the roster of companies running business-critical systems on ClickHouse Cloud.”


Summary: Author implies NBIS is underowned and should be bought more given rising mainstream attention to Avride AI.

When the influencers on Instagram are posting about @Avrideai you know for sure you don't own enough $NBIS https://t.co/XpKI05tADG


Summary: Endorses NBIS hitting $200 but on an even more aggressive timeline — by end of this year.

@cryptospeed05 @babyfolio End of this year

@babyfolio Not even joking when I say $NBIS could hit $200 by Q2 of next year


Summary: Names NBIS as the top beneficiary of JPMorgan's projected $5T–$7T investment wave over the next five years.

JPMorgan says the next five years could require $5T to $7T in total investment.

5 stocks that will benefit the most:

$NBIS
$NBIS
$NBIS
$NBIS
$NBIS https://t.co/lySf65QD0l


Summary: Bullish NBIS above the parent's $200 target, calling for $300.

@MktMavPro WE ARE SKIPPING $200 AND GOING STRAIGHT TO $300

Checking in on the $NBIS fam. Hope everyone is having an excellent weekend. Big news Monday and we run to $200?


Summary: 30% drop in NBIS, IREN, CRWV on flawed FT math-error article creates a major buying opportunity in neoclouds.

> be amateur FT “reporter” Bryce Elder
> decide math is optional. It’s too hard
> publish 2,000-word FT think piece: “GPU rents collapsing, AI winter confirmed”
> forget DGX has 8 GPUs inside
> call break-even $4/hr; actually $0.57
>confidence inversely correlated with accuracy

> Gavin Baker calls out the 8× error
> says correct math is bullish for neoclouds
> super bullish for $NBIS, $IREN $CRWV

> no math Bryce doesn’t bother checking; doubles down on false claims in article.
> no retraction issued
> $NBIS $CRWV $IREN all drop 30%
> creates the biggest buying opportunity since Jensen wore the leather jacket

Vaguely incredible that the @ft writes an article about how current GPU rental prices suggest that AI a bubble, but makes a math error such that all of their calculations are off by a factor of 8 by conflating per server and per GPU economics.

Doing the math correctly was https://t.co/bkrkszYp14


VISIONARY FOUNDER. VISIONARY COMPANY - $RBRK

Summary: Endorses Rubrik as a visionary company; bullish quality verdict on RBRK.

RUBRIK’S FOUNTAIN OF TALENT

I would not hire myself for my job.

I would hire someone even better.

That’s been my philosophy for Rubrik from the beginning: keep bringing on better and better people to the team.

By increasing our talent density, Rubrik has become a launching


$FLNC stands to benefit the most. Fluence provides the software and storage that make renewable grids stable. Every new solar gigawatt amplifies demand for its technology.

Summary: Long FLNC as the primary structural beneficiary of Europe's solar boom driving demand for grid storage and software.

BREAKING: EUROPE’S SOLAR BOOM IS PUSHING POWER GRIDS TO THE LIMIT. SOURCE: BLOOMBERG

$FLNC stands to benefit the most.

As Europe floods its grids with record solar output, the stress is shifting from generation to control. Power fluctuations, negative prices, and curtailments are forcing operators to rewire the system in real time.

Fluence provides the software and storage that make renewable grids stable. Every new solar gigawatt amplifies demand for its technology. The greater the volatility, the stronger the tailwind.

This isn’t a short-term energy story it’s the start of a structural buildout in grid intelligence.

$FLNC benefits every time the sun breaks another record.

https://t.co/QLXoSmAzgP


Summary: Goldman Sachs raises NBIS price target to $155; author shares/adopts bullish stance.

BREAKING: GOLDMAN SACHS RAISES $NBIS PRICE TARGET TO $155 https://t.co/F4B7UnkEdO


Summary: Bullish on FLNC, BE, EOSE, SEI, IREN, ORA, and TE as beneficiaries of AI companies building their own power infrastructure.

THE WSJ REPORTS AI COMPANIES ARE RUNNING OUT OF ELECTRICITY AND ARE NOW BUILDING THEIR OWN POWER PLANTS. THIS IS THE NEXT FRONTIER OF THE AI BOOM. THESE STOCKS STAND TO WIN BIG:

$FLNC The backbone of grid-scale battery storage, keeping AI servers running 24/7.

$BE Fuel cell powerhouse turning clean hydrogen into electricity anywhere.

$EOSE America’s zinc battery champion. 100% made in the USA, 100% energy independence.

$SEI Quiet giant building and operating the energy infrastructure behind data centers.

$IREN Not directly power-related, but transformed from crypto miner to AI cloud operator; owns massive connected power and is perfectly positioned.

$ORA Geothermal leader producing true baseload power — clean, constant, and scalable.

$TE U.S. solar-and-battery manufacturer building a domestic supply chain; recent multi-year frame deal with Nextracker and a Corning partnership position it to feed AI-driven power builds.

AI DOESN’T JUST NEED DATA. IT NEEDS POWER. THESE ARE THE COMPANIES LIGHTING UP THE FUTURE.

cc: @NighthawkTradez @JoshTradeOption @the_stockbull

https://t.co/AlCMBThik6


Fuel cell powerhouse turning clean hydrogen into electricity anywhere.


America's zinc battery champion. 100% made in the USA, 100% energy independence.


Quiet giant building and operating the energy infrastructure behind data centers.


transformed from crypto miner to AI cloud operator; owns massive connected power and is perfectly positioned.


Geothermal leader producing true baseload power — clean, constant, and scalable.


U.S. solar-and-battery manufacturer building a domestic supply chain; recent multi-year frame deal with Nextracker and a Corning partnership position it to feed AI-driven power builds.


Summary: NBIS is criminally underpriced; decisive bullish valuation verdict.


Summary: Bullish NAK; urges opening Pebble Mine as critical minerals play for US energy independence.

WOW - Can you believe Chinese-linked interests are lobbying INSIDE our own government to BLOCK the $NAK Pebble Mine in Alaska. They don’t want America to produce its own copper, gold, and rhenium. They want us totally DEPENDENT on them for our critical minerals, the same China that’s building hundreds of mines overseas while we shut ours down!

It’s a total disgrace. This mine could create THOUSANDS of American jobs, secure our energy transition, and make the U.S. the global leader in minerals that power EVs, defense systems, and AI. Instead, Biden’s bureaucrats and foreign-backed special interests are working together to stop it. Why? Who are they really working for America or Beijing?

@SarahPalinUSA has been right all along. She’s been fighting to OPEN the mine for years. She understands what real energy independence means. We should be standing with her, not bowing to foreign pressure!

This isn’t about politics. It’s about AMERICA FIRST vs CHINA FIRST. It’s about whether we let the Deep State sell out our future to foreign powers or we finally take control of our own resources.

Why is this not being investigated?? Why is no one talking about this??

OPEN THE $NAK PEBBLE MINE NOW.

@realDonaldTrump
@AGPamBondi
@JDVance
@DonaldJTrumpJr
@stephenasmith
@elonmusk
@catturd2


Summary: Microsoft's $33B neocloud bet directly benefits Nebius; implied bullish on NBIS.

$NBIS - Microsoft Bets $33 Billion on Neoclouds like Nebius to Ease AI Crunch

“As part of the deal, Microsoft will get access to more than 100,000 of Nvidia Corp.’s latest GB300 chips, said the people, who requested anonymity to discuss an internal matter.”

https://t.co/jIb85896AA


Everyone is panicking about an AI bubble and suddenly everyone thinks they're a detective trying to piece together clues for the grand top

Summary: Bullish on AI infrastructure names; dismisses bubble fears citing compounding compute demand, physical constraints, and early-stage enterprise adoption.

$NBIS $SNDK $FLNC - Everyone is panicking about an AI bubble and suddenly everyone thinks they’re a detective trying to piece together clues for the grand top. Remember this:

1. Compute demand is compounding at an unprecedented pace. Google said workloads now require roughly double the compute every six months. That is not bubble behavior.

2. We’re still in the infrastructure-build phase. Training clusters, inference fabrics, memory, interconnect, and power capacity are all scaling because actual usage is scaling. The ecosystem is still being built, not unwound.

3. The constraint is physical, not financial. Power, land, grid access, cooling, and transformer capacity are the choke points. When bottlenecks move to real-world infrastructure, it signals structural demand, not mania.

4. AI is becoming a general-purpose layer. Every major enterprise is re-architecting workflows around AI: code, ops, research, design, customer service, analytics. Broad adoption curves don’t peak early.

5. The economic value isn’t in the market yet. Productivity gains, cost reductions, and entirely new revenue lines haven’t begun to flow at scale. The financial impact lags the buildout by years.

People trying to solve the bubble mystery are missing the simplest evidence: nothing fundamental is slowing


Summary: Recommends adding NBIS to portfolio this week.

@NighthawkTradez NEEDS SOME $NBIS MY FRIEND

⚡My port as of today:

$HIMS
$ASTS
$IREN
$CIFR
$BKKT
$SOFI

What am I missing that I should add this week?


Summary: Author endorses bullish NBIS thesis on CEO's track record of meeting/beating guidance.

The results of my research on $NBIS Founder CEO Arkady Volozh's history of meeting or exceeding revenue guidance.  In summary this is not a man I would be willing to bet against as he leads Nebius into 2026.

Looking back at his days at Yandex, Arkady met or exceeded revenue


We're gonna look back and think about how obvious the memory trade was

Summary: Bullish on the memory trade, drawing analogy to Nvidia's AI-inflection quarter; implies Micron's guidance raise marks a similarly obvious inflection point.

The scale and scope of Micron’s guidance raise is similar to the “Big Bang” Nvidia quarter in May 2023 that sparked the entire AI trade

I chronicled it in a chapter in my book https://t.co/XqVJLkksfw


Summary: Bullish HOOD; argues it will sustain growth via durable moat and execution, rejecting deceleration thesis.

you know you lost the argument when you change the subject. But get ready to lose two in one day because $HOOD wont decelerate they have something called a "MOAT" and unparalleled execution. a dumbass app to learn a language could never replicate that. adding in my  good friend @RKGcapital for the RKO outta nowhere.

@RJCcapital And what happens next year when $HOOD doesn't hold up 100% YoY growth in Q3.

Are you going to put up graphs of its decelerating growth rate?

Will you sell out?


Summary: Long RBRK.


Summary: Has an open short position on SOFI.

@whyp3rk Closed my short on $DKNG just open on $SOFI

@RJCcapital You shorting anything at the moment?


Summary: Positions DUOL as a safe haven; implied bullish.

$DUOL safe haven https://t.co/cfogIyNi7r


Summary: NBIS CRO citing unprecedented demand, implying strong bullish momentum for the stock.

$NBIS CRO MARC BORODITSKY: “i have never seen demand like this in my lifetime. Have had to say no to customers” https://t.co/vX9IPZR7Lh


Summary: Still bullish on FLNC; implies more upside ahead.

@RJCcapital I am so bummed about missing $FLNC. This is insanely inspiring!


$NBIS $FLNC will be up at least 20% tmrw

Summary: Predicts NBIS and FLNC each rise at least 20% tomorrow on MSFT CFO comments about persistent power/infrastructure demand shortfall.

"We've been short [power and infrastructure] for many quarters. I thought we were going to catch up. We are not. Demand is increasing."

- MSFT CFO Amy Hood addressing analyst question on overbuilding. https://t.co/JKEpIbLLxn


Summary: Shares Needham Buy initiation on T1 Energy with $6 PT on 45X credits and domestic-content tailwinds.

$TE: Needham initiates T1 Energy with a Buy rating and $6 price target

“A U.S. buildout pairs the fully-operational 5 GW G1 Dallas module plant with the planned 5 GW G2 Austin cell hub, notes the analyst, who sees this positioning the company to benefit from 45X credits and domestic-content tailwinds. The firm sees improving utilization at G1 and "a credible path to vertical integration in 2027”

This is exactly onew of the main bull cases I laid out in my recent substack.


Summary: Wants to buy more NBIS; bullish stance.

NEED TO BUY MORE $NBIS https://t.co/3yxayHynxa


Summary: Actively buying every dip in NBIS; ongoing bullish position.

Me buying every $NBIS dip https://t.co/8taCrHqTcf


Summary: Bullish RBRK ahead of 9/9 earnings: accelerating revenue, shrinking expenses, expanding margins, FCF positive, yet stock down 15%.

$RBRK

- revenue accelerating
- expenses shrinking
- margins expanding
- Free cash flow positive
- stock down 15%
- earnings 9/9 https://t.co/HXBgaHeLJ5


Summary: Elimination of PDT $25K requirement seen as bullish for Robinhood.

$25,000 Pattern Day Trading Requirement will soon go bye bye 🥳🫂🍾 https://t.co/jcwH98UxCJ


Summary: Bullish NAK (Northern Dynasty/Pebble Mine) as a domestic rare earth play if opened under Trump.

TRUMP: WE'LL HAVE SO MUCH RARE EARTH MATERIAL IN ABOUT A YEAR


Summary: Long FLNC and EOSE as plays on Jensen Huang's call for increased datacenter power generation spend.

*NVIDIA CEO JENSEN HUANG CALLS FOR INCREASED SPEND ON POWER GENERATION FOR DATACENTERS


We're not bullish enough $FLNC $NBIS $TE

Summary: Author says consensus is insufficiently bullish on all three names as beneficiaries of US expedited large-load interconnection rulemaking.

We’re not bullish enough $FLNC $NBIS $TE

In a major development, the US Secretary of Energy just issued an advanced notice of proposed rulemaking to FERC that would take jurisdiction of large load interconnection across the US and require expedited connection of flexible loads: https://t.co/AS2rbivUb2 https://t.co/EdopozHtLK


Summary: Recommends deploying into FLNC and NBIS as buy-and-hold calls.

@kevinxu Put a million into $FLNC or $NBIS thank me later

i have $2M in cash (SGOV) still waiting to deploy.

i swear the market is waiting for me to buy the top before it crashes. https://t.co/qYYA1mR2X3


Summary: Sarcastic endorsement of Cramer's bearish NBIS call implies author is contrarian bullish; found a bottom.

The pain in the NBIS's is not over... I can't believe the capital destruction for press releases on deals and nothing else ....NBIS, Vineland NJ, Microsoft, in other words stay away


Summary: Bullish on all five names as multi-year wealth-building holdings over a ~5-year horizon.

THESE STOCKS WILL RETIRE YOU IN 5 YEARS

$FLNC
$NBIS
$BE
$SEI
$RBRK