Pinocchio

[Pinocchio @PoorBoy_Dreams]

$BRUN

“Demand is not our constraint. Everything we sold this quarter was contracted before the hardware was energized, and the pipeline behind it is larger than anything we have seen in the history of this company."

[Pinocchio @PoorBoy_Dreams]

@B__Digs @CABeyney $2000 per day

[Pinocchio @PoorBoy_Dreams]

$NBIS Q2 :

• Holding back 2027 capacity → pricing/scarcity remains strong
• Short-term pricing hitting $40–50M/MW
• 4 deals >$1B TCV each
• Most Q2 wins mainly benefit 2027 revenue
• YE contracted power raised to 5 GW
• >1 GW/year deployment starting 2027
• First Vera Rubin NVL72 systems already in hand
• >$9B customer prepayments expected in 2026
• $775M secured financing opens repeatable debt funding
• Asset-light model could materially improve ROIC/FCF
• Token Factory inference workloads >3x QoQ
• Major U.S. quant-trading customer validates performance

[Roman Chernin @romanchernin]

It’s all about execution.

[Pinocchio @PoorBoy_Dreams]

@ReeceCards Nice! What price do you see it being at in 2031?

[M. V. Cunha @mvcinvesting]

🚨 $NBIS is hiring a Data Center IT Manager for a colocation facility in Béthune, France.

So far, the only confirmed colocation in France is in Paris. That suggests $NBIS may be preparing to expand its French footprint. 👀

The only data center project I could find in Béthune is being developed by Azur Datacenter. According to multiple regional press reports, the facility is expected to go live in early 2026.

Given the 26,000 m² building size, I believe the site could support tens of MWs of compute capacity.

Still speculative for now.

[Pinocchio @PoorBoy_Dreams]

@RobinhoodApp Robinhood credit card please🥸

[M. V. Cunha @mvcinvesting]

Goldman Sachs raised its Price Target on $NBIS from $137 to $155 and keeps a Buy rating 🟢

[Pinocchio @PoorBoy_Dreams]

@RobinhoodApp A Gold Card👀

[Pinocchio @PoorBoy_Dreams]

@PaperBozz Government showing interest in investing also.

[Pinocchio @PoorBoy_Dreams]

@PaperBozz Did you buy the same expiration or further out?

[Daniel @danielisdizzy]

The CEO of $NBIS, explaining the group’s main businesses:
• Nebius: AI infrastructure
• AVride: autonomous driving division
• Toloka: AI data labeling platform
• TripleTen: edtech platform for reskilling people

Investing in $NBIS feels like investing in multiple startups at once.

[Pinocchio @PoorBoy_Dreams]

@FrameworkWisely I’m l

[Pinocchio @PoorBoy_Dreams]

@BIOTECHSCANNER What are the major risks of the investment?