chud s

[chud s @chud495]

$VOO is the goyslop of investing

[chud s @chud495]

@RensingTrades holy paperhands

[chud s @chud495]

@strictrope if they do good do u think other names might rally

[chud s @chud495]

@JUST_KAWS honestly idk because realistically $SKHY is a 220 dollar stock

[chud s @chud495]

@retail_mourinho never listen to jews

[chud s @chud495]

@NotA_Bull $SKHY

[chud s @chud495]

@profitzet someone needs to check that niggas hard drive

[chud s @chud495]

how it feels having .5 shares of $INTC rn

[chud s @chud495]

Almost breakeven on $AAOI probably will buy more tho even after bagholding for so long, it just has that much potential

[chud s @chud495]

$NBIS will reach 270 by the end of the month

[chud s @chud495]

@DudeWhoInvests $AAOI on friday if it doesnt run up too much or $WULF if it goes back to 15-16 range

[chud s @chud495]

@OInvests anyone who believes this shit is a retarded goy

[chud s @chud495]

i have 60 dollars what stock do i buy

[chud s @chud495]

@Gubloinvestor good thing these make up my whole portfolio then

[chud s @chud495]

shouldve made it something believable like 170$

[Wall St Engine @wallstengine]

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.

[chud s @chud495]

@Gubloinvestor thank god i just put half my port in it

[chud s @chud495]

@WealthTheorist thats it bro im blocking you

[chud s @chud495]

@alpaysh jensen huang owns these randoms souls

[chud s @chud495]

@jamiequint so every politician is all of a sudden an expert ai scientist that knows the best course of action for it?

[chud s @chud495]

@stylishdawg i tried to get mine to open one but she didnt care