Anders

Head of Strategy and market researcher with a background in sociology and (tech) philosophy.
Early in $RKLB 5$
Early in $ASTS 8$
Deep $NBIS since 44$

[Anders @AndersInvests]

$NBIS / $RKLB

The market is wrong about $NBIS @ 170$
The market is wrong about $RKLB @ 66$

[Anders @AndersInvests]

Yep, trimmed off the stupid little plays and bought more $RKLB and $NBIS

[Alexander @AlexfromBabylon]

$NBIS $ASTS Happens to me everytime in these bear markrs🤣

[Anders @AndersInvests]

@TheUglyBuckling Great one!

[The Ugly Buckling @TheUglyBuckling]

$NBIS
🇫🇮 Lappeenranta City Board has approved additional leased land for Polarnode Oy's data center project in the Pajarila area.

📐 The board granted the company 73,000 additional square meters on Monday. The site, originally planned at 330,000 square meters, now covers just over 400,000 square meters.

⚡ Polarnode also raised its capacity estimate for the planned facility, from 150 megawatts to a range of 200–300 megawatts.

💶 Annual rent for the land increased correspondingly, from approximately €331,000 to approximately €404,000. The additional parcel includes a quarry site; the company says the project will require substantial quantities of aggregate material.

🤝 An operator for the data center has not yet been confirmed. Polarnode board chairman Mikko Toivanen said the company is in discussions with several potential end users in the United States and Europe, and expects the operator to be named before the end of the year.

✅ Toivanen cited the site's advanced permitting status — including a legally valid zoning plan — and the possibility of a fast grid connection as advantages of the location. He noted that Lappeenranta has considerable spare electricity grid capacity that could be brought online quickly, allowing for rapid construction.

⚠️ The project has drawn criticism from some energy and IT sector experts, who have questioned the economic benefit of data centers to Finland and noted that a significant share of the energy used by such facilities still comes from fossil sources, with renewable energy production not keeping pace with demand.

🌱 Toivanen disputed this characterization, stating that Finland has a substantial pipeline of renewable energy projects, including several thousand megawatts of onshore wind and solar capacity ready for construction. Lappeenranta Mayor Tuomo Sallinen has expressed similar views, describing local data center projects as significant developments that will benefit the region during both construction and operation.

🏗️ Polarnode, founded by Mikko Toivanen and Kalle Pykälä — also founders of Finnish wind power company Ilmatar — is currently developing several data center sites across Finland.

Source (in Finnish): https://t.co/DNHfWkcwfb

#Nebius #datacenters #Finland #Lappeenranta #Pajarila #Polarnode #datakeskus

[Anders @AndersInvests]

@EndicottInvests @Han_Akamatsu lmk = lick my kunt ? 🧐

[Anders @AndersInvests]

@amitisinvesting That would be a shame wouldn't it

[Anders @AndersInvests]

@MktMavPro Already balls deep $NBIS

[Anders @AndersInvests]

$NBIS
Imagine someone telling you early february (when the stock was in the 70s) that we will see a historic beta drawdown in july and $NBIS would "fall like a rock" to ..... 160$

Perspective changes everything.

[Anders @AndersInvests]

$NBIS
Imagine someone telling you early february (when the stock was in the 70s) that we will see a historic beta drawdown in july and $NBIS would "fall like a rock" to ..... 160$

Perspective changes everything.

[Anders @AndersInvests]

@DrTomsLens haha

[Anders @AndersInvests]

@kermit543 Short covering.

[Anders @AndersInvests]

$NBIS

bought at 165$

[Anders @AndersInvests]

$IREN Can't make that shit up

[Cernunnos Capital @CernunnosCap]

$IREN Wow

$NBIS $CRWV

[Anders @AndersInvests]

$NBIS i expect some short covering here.

[Anders @AndersInvests]

Remember to take breaks from FinX, especially now when the whining and doom narratives take over.

I am working on my bouldering skills right now and try to rehab a nasty shoulder injury. What are you up to?

[Anders @AndersInvests]

@JKeynesAlpha Red light therapy

[Anders @AndersInvests]

@MB_Hogan 0% Chance for a rate hike imho.

[Anders @AndersInvests]

@MirageWL8 Bottom is near when the lynch videos come out.

[Anders @AndersInvests]

@Yusty121

[Anders @AndersInvests]

$NBIS / $AMZN

People will ask, where were the signs , meanwhile
Amazon:

"We have customer commitments that make our capex investments predictable. We’re not investing approximately $200 billion in capex in 2026 on a hunch. [...] Of the AWS capex we expect to spend in 2026, much of which will be monetized in 2027-2028, we already have customer commitments for a substantial portion of it.

and

"AI is a once-in-a-lifetime opportunity where the current growth is unprecedented and the future growth even bigger."

Wake me up in 2032.

Long $NBIS

[tae kim @firstadopter]

Since many of you seem to have the memory of a goldfish, here's how the hyperscaler capex → free cash flow cycle works as explained by Andy Jassy back in April. He's right.

Amazon: "We have customer commitments that make our capex investments predictable. We’re not investing approximately $200 billion in capex in 2026 on a hunch. The recent OpenAI commitment (over $100 billion) is an example of this, but there are several other customer agreements completed (and unannounced), or deep in process. Of the AWS capex we expect to spend in 2026, much of which will be monetized in 2027-2028, we already have customer commitments for a substantial portion of it.

We are willing to make large capex investments and endure short-term FCF headwinds for the substantial medium to long-term FCF surplus.

AI is a once-in-a-lifetime opportunity where the current growth is unprecedented and the future growth even bigger. AWS has a significant leadership position with the broadest functionality, strongest security and operational performance, largest share of customers and revenue, strong desire from customers to run their AI in AWS, and an opportunity to build what could be a new pillar for Amazon in chips.

We’re not going to be conservative in how we play this—we’re investing to be the meaningful leader, and our future business, operating income, and FCF will be much larger because of it."

[Anders @AndersInvests]

@unusual_whales Who the fuck cares what that old bald man says. Jeez