“The way to build superior long-term returns is through preservation of capital and home runs… When you have tremendous conviction on a trade, you have to go for the jugular. It takes courage to be a pig.”
-Stanley Druckenmiller
@StanNRGY Friday, low volume, resistance at $49 and $20, pushing daily limits and sold off, option calls in the money being annihilated by algos… nothing new in the space, size up and wait for news!
$NBIS commissioned SemiAnalysis to model total cost of ownership across GPU workloads in March 2026.
The study, paid for by $NBIS concluded Nebius has the lowest TCO in all scenarios.
Six months later SemiAnalysis places $NBIS in the Platinum tier and rates $IREN as Underperforming in ClusterMAX 3.0.
The same firm. A paid client relationship on one side.
Draw your own conclusions.
Great clip here from @kentpdraper CCO @IREN_Ltd going over the ratings from @SemiAnalysis_ on the @power_analys1s interview today!!! 🚀🚀🚀 $IREN
Check out the full interview here 👇👇👇
https://t.co/RoNsLcvK04
@IREN_Bull Of course someone under construction and pushing dirt is under performing! Turning off the ASICS and plugging in for Microsoft hurt yes but wait until next quarter when that revenue hits! By then H2-H4 will be delivered!
@contagemvasco Underperforming of course! How can you perform when you’re still pushing dirt!?!? And proving your worth amongst giants… let’s review this in 6-12 months… maybe even 6-12 weeks
@NickAdamsinUSA DoorDash doesn’t own a single restaurant, uber doesn’t own cars, Airbnb doesn’t own houses yet they make millions capitalizing off people!
Morgan Stanley now sees a 33 GW U.S. data center power shortfall through 2028 as $NVDA Rubin Ultra pushes rack power toward 600 kW.
That makes already energized sites much more valuable because every year saved waiting for power is worth ~$4.50/W.
$NBIS, $CRWV, $IREN, $WULF, $CIFR, $APLD, $CORZ