Sentiment: Fear & Greed 29 (Fear) Β· VIX ~14.85 (not panic)
Read: Megacap bid β free pass for parabolic micros. Let the open prove it.
Not financial advice.
$NUAI +24.23% PM.
New Era secured a 20-year PPA with a Vistra affiliate for up to 207MW of firm power for Phase 1 of TCDC, expected to be available in Q3 2027.
This is coming from Vistraβs 1,180MW Odessa generation facility directly adjacent to TCDC.
That removes one of the biggest uncertainties around Phase 1.
This creates a pathway to expand power at TCDC and potentially across other New Era projects.
207MW is the start. π₯
Congrats to all shareholders.
@BlackPantherCap Been on both sides β breaking back for someone elseβs clock vs building your own. Replaceable at work. Not at home. Respect the path youβre on β posts like this keep the real goal in frame. Long game.
$BTC very important week!
Enough weekly blue diamonds since $62K and now we see if we can break silver resistance... will keep updating.
$ASST and $IBIT going to Mars... π«‘π
ROTHSCHILD REDBURN LAUNCHES COVERAGE ACROSS AI DATA CENTER NAMES
$NBIS: SELL, $84 PT
Says Nebius has a demanding valuation and questions the sustainability of its unit economics. Upside could come from newer-generation GPUs, faster growth of its Token Factory inference business and stronger capacity execution. Risks include customers bringing compute in-house and higher funding costs.
$CRWV: SELL, $54 PT
Redburn questions CoreWeave's unit economics and ability to convert its pipeline into attractive returns. Key risks include hyperscalers or AI labs bringing capacity in-house, falling GPU pricing and higher financing costs.
$DLR: BUY, $227 PT
Highlights Digital Realty's global wholesale and colocation footprint, long-term tenant contracts and expansion into larger, higher-density facilities built for AI workloads and hyperscale customers.
$EQIX: BUY, $1,261 PT
Points to Equinix's global interconnection ecosystem as a key advantage, with AI, HPC, enterprise and cloud customers increasingly needing high-density compute close to networks and other infrastructure.
$IRM: BUY, $132 PT
Iron Mountain has expanded beyond its legacy records-storage business into data centers, information management and IT asset lifecycle services, while developing more power-dense capacity for AI workloads.
The miner-to-AI names were treated much more cautiously:
$APLD: NEUTRAL, $22 PT
Says unit economics and pipeline-conversion risks are already well priced in. Upside comes from lower build/operating costs and additional large tenant signings. Risks include local opposition, construction delays and tenant insolvency.
$IREN: NEUTRAL, $40 PT
Sees upside from additional large-scale AI tenants and better execution at existing sites. Risks include difficulty securing tenants, higher funding costs and delays or cancellations.
$WULF: NEUTRAL, $15 PT
Potential upside comes from securing additional U.S. capacity and signing more major tenants. Permitting issues and state-level opposition are key risks.
$CIFR: NEUTRAL, $18 PT
Sees better or faster grid-capacity allocation and more major tenant deals as upside. Tenant pullouts and buildout delays are the main downside risks.
$HUT: NEUTRAL, $96 PT
Upside depends on faster data-center execution and securing additional grid capacity. Delays or cancellations in the buildout remain the key risk.
$CORZ: NEUTRAL, $16 PT
Core Scientific has been shifting capacity from Bitcoin mining toward AI/HPC hosting after emerging from bankruptcy, while continuing its mining business. Its proposed acquisition by CoreWeave collapsed last year after shareholders rejected the deal.
BREAKING: Bitcoin reclaims $82,000 and Ethereum surges above $2,700.
Both BTC and ETH have hit their highest levels in almost 8 months.
$800 BILLION has been added to the crypto market since the June lows.