S&P Too Sleepy

We put way too much time and effort to only make 10% gains 📈

[S&P Too Sleepy @SnPTooSleepy]

@HolySmokas $CELH, $SOFI, $MCD

[S&P Too Sleepy @SnPTooSleepy]

@EndicottInvests Please stream! Followed into this trade, the 96% ROIC, 68% gross margin, 33% operating margin and 400m fcf was looking too nice

[S&P Too Sleepy @SnPTooSleepy]

@EndicottInvests $ELVA 300M market cap lithium Battery technology company, recent $AMZN partnership, batteries going to be used to power data centers as well

[S&P Too Sleepy @SnPTooSleepy]

@FIREDUpWealth 4. The future of finance and the best neocloud in the market

[S&P Too Sleepy @SnPTooSleepy]

@stevenfiorillo My typa content 😂 🔥 🔥

[S&P Too Sleepy @SnPTooSleepy]

@babyfolio $ELVA 500M market cap Advanced lithium Battery company, new partnership with amazon for warehouse equipment. Also building new batteries to power data centers.

[S&P Too Sleepy @SnPTooSleepy]

Preliminary Q2 report says Anthropic generated more than $11.5 billion of revenue in Q2 2026, which was more than 14× its Q2 2025 revenue. It also reportedly reached profitability.

Not sure we need to worry so much about the frontier models failing.🤷

[S&P Too Sleepy @SnPTooSleepy]

KOSPI price action seems to be a lot more stable lately moving ~2% a day. Feels healthier for memory stocks.

[S&P Too Sleepy @SnPTooSleepy]

@BrandonWealth Convert cad to usd when the US dollar is low 😁

[S&P Too Sleepy @SnPTooSleepy]

The repricing of compute is INSANE!

2026 plan: ~$12M/MW
→ Q2 contracts: $20–25M/MW
→ scarcity/short-term: $40–50M/MW+

We went from trying to secure big name customer contracts to actual bidding wars for compute capacity.

LONG NEBIUS 🚀

[S&P Too Sleepy @SnPTooSleepy]

$NBIS management said they could sell their entire 2027 capacity, but they deliberately aren't doing it.

Instead, they have short-term capacity deals are already showing a $40–50M/MW price opportunity, and it signed its first one in early Q3.

[S&P Too Sleepy @SnPTooSleepy]

My Timeline

2026 → existing business + new customer validation

2027 *INFLECTION*→ Jamestown comes online + new products begin scaling

2028 → first full year where the expanded manufacturing footprint and diversified product portfolio can really show up in the financials

[S&P Too Sleepy @SnPTooSleepy]

$ELVA
My Moonshot 361m market cap AI infrastructure play.

$ELVA sold off -21% after their Q3 Earnings report but the fundamentals are stronger than they've ever been. Here's what they achieved in Q3.

[S&P Too Sleepy @SnPTooSleepy]

6. Government Validation

Electrovaya is participating in a DOE-funded $5M project led by Binghamton University under the DOE's Critical Facility Energy Resilience (CiFER) program.

ELVA is using this money to support their ELVA Pulse 1500 design and testing.

[Retail Mourinho @retail_mourinho]

Neocloud investors watching the $NBIS earnings call