GuavaCapital

Following The Money So You Don't Have To.

[Trolling.Canuck @TrollingCanuck]

No shit.

[Elon Musk @elonmusk]

@nikitabier @DrewPavlou So many breakthroughs are coming

[GuavaCapital @GUAVASTOCKS]

@legen_eth We are heading to 200k

[Senator Rand Paul @SenRandPaul]

we just hit $40 trillion.

[Just a Dude Who Invests @DudeWhoInvests]

DUDE…

JIM CRAMER SOLD ALL OF HIS BITCOIN $BTC AT THE BOTTOM.

YOU. GENUINELY. CAN. NOT. MAKE. THIS. UP.

[Shay Boloor @StockSavvyShay]

Bitcoin is absolutely ripping right now 😳

[amit @amitisinvesting]

$NBIS

NEBIUS GETS THE VINELAND NEW JERSEY DATACENTER APPROVED.

DA Davidson decreased their PT from $250 to $175 last week on fears the site would not get approved.

Today, they raised it back to $250.

“The approval of the Vineland data center “removes a significant risk” from Nebius, the analyst tells investors in a research note. The firm says that instead "becoming the poster child for data center delays," Nebius can go back to construction on the site.”

[Nebius @nebiusai]

What happens when discovery runs at GPU speed? 🔬

Find out at #TechBBQ.

Join Nebius’ Dr. @ilyaburkov and @NVIDIA’s Pia Hardy for our Grill Session on accelerating discovery across healthcare and life sciences.

📅 Aug. 26
⏰ 11:50am–12:30pm

Heading to Copenhagen? Book a meeting with our team 👇

https://t.co/OT4p2DlN0y

[Marc Nixon @MarcNixon24]

IF YOU’RE WONDERING WHY CANADA IS COMPLETELY COOKED… 🇨🇦

Canadians elected this guy THREE TIMES.

Not once.

Not twice.

THREE TIMES.

At some point, you have to stop blaming the politicians and start asking what voters were thinking.

[Dave Portnoy @stoolpresidente]

Top 1 gif of all time 😂😂😂😂

[Indiana Fever @IndianaFever]

Caitlin Clark over the last 11 games:

26.3 PPG
9.4 APG
3.5 RPG
1.3 SPG

only player in WNBA history to average 26+ PPG and 9+ APG over a 11-game span.

[Fringe Truth @TruthFringe]

Hey, @TimHortons, care to comment on the change to your business plan... that Canadians HATE?

... I'll wait.

[Pierre Poilievre @PierrePoilievre]

Mark Carney is driving entrepreneurs out of Canada with taxes, red tape, and inflation, while he gives handouts, bailouts, and carveouts to the club of corporate insiders.

[Pierre Poilievre @PierrePoilievre]

BREAKING: Liberal inflation jumps to 3%, with food inflation rising even higher than the Bank of Canada target—again.

Carney Liberals keep punishing working Canadians with bigger debt, higher taxes, and more inflation.

Sign to remove all taxes on gas and groceries and make life more affordable for Canadians now: https://t.co/w3HLM90tut

[Pierre Poilievre @PierrePoilievre]

DERNIÈRE HEURE : L'inflation des libéraux monte à 3%, l'inflation alimentaire dépassant une fois de plus la cible fixée par la Banque du Canada.

Les libéraux de Mark Carney continuent de pénaliser les travailleurs canadiens avec plus de dettes, de taxes et d'inflation.

Signez cette pétition pour éliminer toutes les taxes sur l'essence et la nourriture pour rendre la vie des Canadiens plus abordable dès maintenant : https://t.co/B8bgES7Ce8

[Daniel Koss @daniel_koss]

$NBIS Vineland APPROVED!!

The Vineland Planning Board has approved DataOne/Nebius’ Phase 2 amended site plan.

This is the site being built to deliver AI infrastructure for Nebius’ ~$17B Microsoft contract.

300MW-scale campus.

Phase 2 expansion approved.

On-site Bloom Energy power infrastructure approved.

One of the biggest execution risks to the Microsoft ramp just got materially de-risked.

Massive win for Nebius.

[Shay Boloor @StockSavvyShay]

$NBIS just secured approval to keep scaling Vineland after the planning board backed its expansion 9 to 1.

The vote clears construction to continue and locks in 300 MW of capacity at the site.

[Nate Endicott @EndicottInvests]

BREAKING: $NBIS Special planning board meeting hearing was APPROVED 🔥🚀

7-1 in favor

Nearly a sweep.

[Shay Boloor @StockSavvyShay]

$NBIS is showing just how tight AI compute still is as its first Blackwell capacity auction cleared 15% above the company’s previous record price and management says it could already sell out planned 2027 capacity today.

That scarcity is translating directly into pricing power with long-term deals yielding ~$25M per MW while 6-month capacity is clearing at ~$50M per MW.

That pricing power is now feeding directly into the model with Q2 revenue up 454% YoY, ARR reaching $3B backlog topping $40B and AI cloud margins near 50% while management raises contracted power to more than 5 GW and targets over 1 GW of new capacity annually from 2027.

[GuavaCapital @GUAVASTOCKS]

@QC_Capitals Yes