Stan

Tracking $IREN and $CIFR, data centers, AI power & Bitcoin | Texas energy + construction updates | Non-financial advice | 💙💛 Football.

[Stan @StanNRGY]

$IREN $NBIS $CIFR 🚨🚨🚨🚀🚀

Trump: DATA CENTERS COULD BE BIGGER THAN OIL

[Stan @StanNRGY]

$IREN $CIFR $NBIS $CRWV

Papa Jensen confirming the durability in older gen chips ✅

Rip Burry

[Jensen Huang @JensenHuang]

The mighty A100 fleet are mission-capable from 2020 through 2029. NVIDIA computing is more than chips. CUDA gives developers and NVIDIA engineers a common platform to continually upgrade Ampere, Hopper and Blackwell throughout their useful lives.
CUDA makes NVIDIA computing versatile. Versatility makes it fungible. Fungibility drives utilization and extends durability, making NVIDIA compute a productive asset: rentable, durable and financeable.

[Stan @StanNRGY]

🚀 $IREN Q2 2026 Institutional Buying Alert: Major Funds Load Up🚨

• BlackRock: 13.3M shares (+66-199%)

• Bank of America: 21M shares (new 5.8% stake)

• Goldman Sachs: 33.6M shares (new 9.4% stake)

• Citigroup: 11.5M shares (+4.94%)

• State Street: 6.4M shares (sharp rise)
• Daiwa Securities: 4.2-8.4M shares (+13,900%+)

• Deutsche Bank: 3.95M shares (+931%)

• JPMorgan: 2.7M shares (+45%)

• National Bank of Canada: 2.2M shares (+31%)

More 13Fs due soon. Early signal of heavy institutional accumulation. Not financial advice.

[Stan @StanNRGY]

$IREN road to $100 starts with the Horizon 1 handover.

WE ARE READY

[Stan @StanNRGY]

Bought some $HTZ 🙆🏽‍♂️

[Stan @StanNRGY]

$IREN gaining momentum 🚀

Horizon 1 Handover to $MSFT soon?!

[Stan @StanNRGY]

@capybaraReborn Wanna lose more money? 😂

[Stan @StanNRGY]

@QQQ275Soon $43-$44 huge sell wall as it is the pivot point.

It will take direct news from Iren to break it, like the H1 handover

[Stan @StanNRGY]

@InvestingSt0cks Shook out retails to buy cheap 😂

[Stan @StanNRGY]

@_Sgr_A_Star Blow out earnings.. especially Nebius

[Stan @StanNRGY]

🚨 $IREN $CIFR $NBIS $CRWV
What most still miss from the latest calls 👀💰

• Pricing power is real — deals landing $40–50M+/MW (and higher), older GPUs still strong years later = huge fear gone ✅

• Capacity deliberately held back for higher-value future deals → more CASH later 💰

• Early deliveries + fully funded projects + no near-term dilution

• Demand still outrunning supply. Hyperscalers + neoclouds accelerating
Elon was right on the pricing. We were too bearish.

Execution + power + pricing = the real setup.

What is your biggest position out of these 4? 👇🏼

[Stan @StanNRGY]

@Biotech2k1 You have that in almost every Growth stock. The current X algo is just very bad, if you read 1 post about a certain Ticker, your whole FY will be flooded with it.

[Stan @StanNRGY]

@LandoInvests Money will start to flow in Q3 so this EC won‘t be the inflection point.

If momentum stays and data centers keep pumping, the handover could be enough to push us higher.

[Stan @StanNRGY]

@benoitz The big goal is to scale but not to dillute the shareprice into armageddon

[Stan @StanNRGY]

US CPI Data (Jul): $QQQ $SPY $SPX $IREN $NBIS $CRWV

➤ CPI MoM: 0.1% (Forecast 0.1%, Previous -0.4%)

➤ CPI YoY: 3.4% (Forecast 3.4%, Previous 3.5%)

➤ Core CPI MoM: 0.2% (Forecast 0.2%, Previous 0.0%)

➤ Core CPI YoY: 2.5% (Forecast 2.5%, Previous 2.6%)

[Stan @StanNRGY]

$NBIS JUST CONFIRMED IT AT THE CALL ✅✅

[Stan @StanNRGY]

$IREN Elon said on the SpaceX call

Vera Rubin will be priced at $30-$50/MW annually

We don‘t know how many Rubin GPUs they ordered but let‘s calculate it with 50k
and let‘s say 3.5kW per Rubin + power

50k x 3.5 = 175MW

175MW x $30 = $5.25B ARR
x $50 = $8.75B ARR

[Stan @StanNRGY]

$NBIS Nebius Group Company Exec-

We're Negotiating Deals for 40 to $50 Million per Megawatt Range, and Sometimes Above Under This Model

Elon was right…
We were just too bearish 😍

$IREN $CIFR $CRWV

[Stan @StanNRGY]

$IREN IMPORTANT Note from $NBIS call 🚨

"We could sell our entire 2027 capacity on these terms today. We are deliberately not doing so because we see higher value in retaining some capacity to immediate customer needs" 📈

$IREN doesn‘t rush for new deals because future deals will generate more CASH 💰💰💰

[Stan @StanNRGY]

$NBIS Q2 visualized

[Stan @StanNRGY]

🚨 $NBIS JUST DROPPED A MONSTER Q2

$582M revenue (+454% YoY) ✅✅✅

$236M Adj. EBITDA (~41% margin)

$2.25 BILLION operating cash flow

AI data-center rocket still accelerating while printing real profits and cash. Capacity sold out. Capex ramping hard for the next wave.
Full breakdown 👇
#NBIS #AI #DataCenters #Earnings

[Stan @StanNRGY]

Top-Line & Profitability
• Revenue: $582.3 million (+454% YoY from $105.1M in Q2 2025)

Slight beat vs. consensus (~$570–584M range). H1 2026 revenue hit $981.3M (+529% YoY)

• Adjusted EBITDA: $236.2 million (vs. –$21.0M loss last year) → ~40.6% margin.

H1 Adj. EBITDA: $365.7 million

• Adjusted Net Loss: –$33.2 million (improved 64% YoY from –$91.5M).
GAAP net loss from continuing ops: –$190.4 million.

Cash Flow & Balance Sheet
• Operating Cash Flow (continuing ops): +$2.246 billion in Q2 (vs. –$168M prior year). H1: +$4.504 billion. Driven heavily by customer prepayments/deferred revenue

• CapEx (PPE + intangibles): $5.657 billion in Q2 (massive acceleration for AI data-center/GPU buildout). H1: $8.13 billion.

• Cash & Equivalents: $8.04 billion (end of Q2).

Context
Nebius continues rapid AI-cloud scaling (core business drives nearly all revenue). Results support the previously reiterated full-year 2026 targets of $3.0–3.4B group revenue, ~40% Adj. EBITDA margin, and $7–9B year-end ARR, while funding heavy 2026 CapEx ($20–25B range previously guided) for 2027+ capacity. Capacity remains sold-out; demand still exceeds supply.
Bottom line: Explosive top-line growth + strong positive Adj. EBITDA and cash generation, offset by heavy investment phase.