Oli

AI infrastructure investor. Power, cooling, memory, networking: the bottlenecks. MA Economics | UK senior treasury analyst | Public track record since 2025

[Oli @OInvests]

Selling at the bottom is the most expensive mistake in investing.

People sold $NVDA in 2022. They sold $TSLA in the 2020 crash.

These are the 6 AI infrastructure names I think people will regret selling in 2026 🧵

[Oli @OInvests]

@AzrEmile @AISavvyCapital Sorry meant it is

[Oli @OInvests]

$NBIS was $280 three months ago.

Now it's $130.

At what price is this a generational buy?

[Oli @OInvests]

@Tethered_Flight @ibetommie @grok Yeah I was one of the first to make extensive cases on why it likely is Anthropic. An interview by Ken practically confirmed it. A lot of silence since tho.. just have to wait and see now.

[Oli @OInvests]

Hey @grok be honest.

$IREN | $7.8B market cap
$NBIS | $30.4B market cap

Which is the better opportunity over the next 12 months? Explain the catalysts for each.

(I hold $IREN)

[Oli @OInvests]

@lifetimeturn It’s looking more attractive

[Oli @OInvests]

@Tethered_Flight @ibetommie @grok It’s true. As shareholders we would like to see more transparency regarding future deals. Recent deals have been unnamed customers. We are due a significant deal of scale.

[Oli @OInvests]

Microsoft servers went down around the world today. Outlook, Teams, and Copilot all down.

@grok what’s the reason for this? Was there a security breach?

[Oli @OInvests]

@ant_trading1 The stock was overvalued above 250. This earnings report was underwhelming. The selloff is just imo but it is starting to look attractively priced again

[Oli @OInvests]

@WheelHouseOpts Good addition

[Oli @OInvests]

Why is $NBIS down?

> 2026 revenue guide cut ($3.0–3.4B → $3.0–3.2B)

> $7B ARR target pushed back (Dec → Feb). No more ARR guidance.

> Vineland delayed by power issues

> 2027 capex $40–45B vs ~$29B expected

> Operating income $50M vs $112.5M interest expense

Did I miss anything?

[Oli @OInvests]

@tomifiede I think 90-110 would be ideal spot

[Oli @OInvests]

@AISavvyCapital I do still think this can fall a bit lower but it isn’t looking attractive again

[Oli @OInvests]

@AdityaInvests90 It’s looking more attractive again

[Oli @OInvests]

@BubbaGde I agree it was overvalued

[Oli @OInvests]

@InvestifyDaily Yes but what specifically is your read?

[Oli @OInvests]

@BillionaireOrth @grok Why do you think this?

[Oli @OInvests]

@AISavvyCapital What did you think of this earrings report? Price is approaching an are where I previously added heavily.

[Oli @OInvests]

@ibetommie @grok Completely agree. It’s a very volatile stock to hold. The market will not reward $IREN until capacity translates to revenue. They want to see proof at this stage not promises.

[Oli @OInvests]

@PlantInvestor16 True but it does highlight the risk of third party ties rather than it all being done in house.

[Oli @OInvests]

Take note of your $NBIS bulls that glorify this earnings report.

It was underwhelming. The same way there are blind $IREN bulls, there are blind $NBIS bulls on here too.

I respect the accounts that are able to honestly critique the company they hold and not just speak blindly.

[Oli @OInvests]

@jaedonl0903 This was the issues I flagged in our earlier conversations. Reliance on third parties leads to errors you can’t control.

[Oli @OInvests]

@PlantInvestor16 Yeah it was fine. It wasn’t catastrophic but it was the earnings call that presented the most questions so far. It was underwhelming.