88_Capital

$NBIS, $OUST, $ELVA

[88_Capital @88_Capital__]

@weary_centurion 3. ROIC is very uncertain
4. The valuation is highly questionable
5. There are major risks nobody is talking about

Compelling 😂
You would have said more by saying nothing, somehow.

[88_Capital @88_Capital__]

@geoffreytung So a company that scales from .53bn to 40bn in 5 years remains at 45-50bn market cap?
Or, expands to multi hundreds of billions?

[88_Capital @88_Capital__]

@fundmyfund Any other thoughts?

[88_Capital @88_Capital__]

@jeremymjacquin Lookin’ great today!

[88_Capital @88_Capital__]

@jeremymjacquin Ohhh. You don’t intend to be taken seriously.
Got it!

[Coffee House Stocks @CoffeeStocksGuy]

$OUST has been upgraded by Northland to a $60 PT.

Northland analyst Tim Savageaux raised the firm's price target on Ouster to $60 from $38 and keeps an Outperform rating on the shares, citing the emergence of large new markets for LIDAR sensors and software, including humanoid robotics.

What is most ineresting is that he cited Agility Robotics ( $CCXI ) as a potential customer for $OUST given the inclusion of two LIDAR sensors on each robot, the analyst tells investors.

$OUST is up 10% today.

[88_Capital @88_Capital__]

@jeremymjacquin Are you using TTM for a company that’s growing revenue at an unprecedented rate?

[88_Capital @88_Capital__]

@Alex70848763197 @crux_capital_ IP licenses, an actual balance sheet, and a 4-5 year head start on verticals that gave them a…wait for it…healthy balance sheet.

Add the built in America theme and no one is remotely close. Their LiDAR monopoly in smart infrastructure is one of the best kept secrets on WS.

[88_Capital @88_Capital__]

@MelvinInvests But they’ve got 2026 ARR at 7bn…
It’ll be 9.5+

[88_Capital @88_Capital__]

@BirthrightMargs @f0xh00d @Yeah_Dave It means that the multiple assigned to 2026 ARR is really low. Unjustifiable so.
FWIW, I think the the AI business is currently being valued around 25bn, not 15bn, but even so, that’s like 2.5x 2027 revenue.
CHEAP.

[88_Capital @88_Capital__]

https://t.co/YMOJaZ2rZo

[88_Capital @88_Capital__]

Regarding $NBIS new “asset light” business model…
Will their partners be the ones paying down the 2.6bn dollar contract with Bloom?

[88_Capital @88_Capital__]

Please help me understand. Did I nail this? https://t.co/CMdBmqpMWp

[Blockchain Daily News @blckchaindaily]

🚨 INDUSTRIAL DEVELOPMENT FUNDING AND OAKTREE ANNOUNCE $1.7B PROJECT INVESTMENT IN BLOOM ENERGY FUEL CELLS FOR NEBIUS AI INFRASTRUCTURE BUILD-OUT $BE

[88_Capital @88_Capital__]

@JonkooTrades It was excellent!
Read it around midnight 🤪

[88_Capital @88_Capital__]

Regarding $NBIS new “asset light” business model…
Will their partners be the ones paying down the 2.6bn dollar contract with Bloom?

[88_Capital @88_Capital__]

@StocksOnSpaces If we can’t hear @stocktalkweekly evaluate the new NBIS business model, what are we here for??!

[88_Capital @88_Capital__]

@LiebermanAustin Less than 1x backlog?
Less than 6x current year ARR?
At what point can you reward nearly 800% YoY revenues growth?
Let us know when we you give permission to expand.

[88_Capital @88_Capital__]

@giskyexplorer @UncleAlpha007 https://t.co/oo6OPYHtBe

[Patient Investor @PSInvestor]

H100 rental prices are up 21 percent over the trailing six months. The A100, a 2020 chip, is up 5 percent. Six-year-old compute is appreciating in price while $1 trillion of new demand stacks on top. That is scarcity in one chart.

The read-through goes past $NVDA.

$MU supplies HBM4 for Rubin, confirmed by Jensen Huang last month alongside SK hynix and Samsung. The roadmap moves to HBM4e on Rubin Ultra and custom HBM on Feynman in 2028. Memory content climbs every generation, and Micron’s 2026 HBM capacity is already sold out.

$IREN $NBIS $CRWV and $CHRN sit on the other side of that pricing chart. When GPUs hold or gain rental value, fleet economics extend and financing gets easier. NVIDIA’s framing is that AI clouds get bankability, a platform that helps them raise capital and scale.

$APLD captures it one layer up. The GPU cloud moved into $CHRN in the May spinoff, but Applied Digital still owns about 97 percent of it, and as the landlord, longer hardware life and better funded tenants make its long-duration leases easier to underwrite.

Same conclusion I keep landing on. You do not need to pick the single winner. Own the supply layer.

Sentiment: bullish.

[88_Capital @88_Capital__]

@wallstengine This is the $NBIS flywheel at work. These types of smaller deals at scale will soon be more meaningful than the MSFT and META deals.
That’s the business.

[88_Capital @88_Capital__]

@babyfolio Definitely $OUST