dragob

niches get riches $NUAI / $IREN / $EQRLF / $BRUN

[dragob @Dragobbbb]

$NUAI I’ve spent weeks inside every public interview, filing, and breadcrumb. Here’s what the market is missing. Thread 🧵

[dragob @Dragobbbb]

@dandelion12234 @KanDon9876 @FuzzyPandaShort only thing im confused on is them stating that the project is fully btm but phase 1 will need grid interconnect

[dragob @Dragobbbb]

Knicks please finish this on saturday. I can’t keep drinking every other day 😭

[dragob @Dragobbbb]

@AtlasShrug1 its quite a lot thats causing this move.
-Two new hires from AWS/TikTok and $CRWV/Switch Data Centers
-Russell 3000 inclusion
- Upcoming conferences this month

[dragob @Dragobbbb]

$NUAI Hopefully releases some 8-ks today for the two new hires and we can get some more breadcrumbs if they have any PSUs and the payout contingency

[dragob @Dragobbbb]

@samelifeenjoyer also Michael Johnson was hired. Ex $CRWV swnior counsel and ex switch data centers general counsel

[dragob @Dragobbbb]

$NUAI Seems like markets catching is catching on to the new hires

[dragob @Dragobbbb]

@litigious_dulce @KashRamki @AtlasShrug1

[dragob @Dragobbbb]

https://t.co/IBG4Ex0r9h. Seems like $NUAI is ramping up hiring. Evan Spiegel (AWS, Amazon) and Michael Johnson (Coreweave, Switch Data Centers)

[dragob @Dragobbbb]

@21mattsmith1998 @bubblemocchi https://t.co/IBG4Ex0r9h. Also look into this hire. Ex senior counsel for Coreweave and general counsel for switch data centers

[BubbleandMocchi @bubblemocchi]

https://t.co/FHvQYnMcdn

$NUAI hires Evan Pierce as Chief Development Officer - Executive team getting stronger and more credible day by day 🚀

[dragob @Dragobbbb]

Currently researching a sub 50MM market cap failed btc miner that owns both its own power generation and had grid interconnection that is on the verge of bankruptcy and trying to pivot into the ai datacenter space. A lot of unknowns with this company though

[Saso Capital @saso_capital]

$NBIS has a Nordic problem.

$VIVO might be the only answer.

Nebius upgraded its target to 4+ GW of contracted power by end of 2026. The growth engine is real, but it’s entirely dependent on securing more capacity, fast.

In the Nordics, here’s what Nebius actually has today:

— Mäntsälä, Finland: 75 MW, operational
— Lappeenranta, Finland: 310 MW, under construction, customers not expected until 2027
— Lille, France: 240 MW, under construction
That’s it for EMEA. 75 MW live. Everything else is years out.

Now look at what’s happening to the Nordic grid pipeline:

Denmark just imposed a moratorium on all new grid connections after a 60 GW queue formed against 7 GW of peak demand. Data centers alone account for 14 GW of that backlog. The Netherlands and Ireland already went through their own moratoriums. Sweden and Norway haven’t acted yet, but the pressure is building.

Grid interconnection in the Nordics is governed by state transmission operators: Energinet (Denmark), Statnett (Norway), Svenska kraftnät (Sweden), Fingrid (Finland). These queues run 3-5 years. You cannot skip the line with capital.

So if you’re Nebius and you need Nordic MW now, not in 2028, where do you go?

$VIVO has:

— Norway: 41.5 MW fully operational, grid-connected, hydro-powered at <$0.035/kWh, expandable to 80 MW+
— Finland: 291 MW of powered land with grid connections expected within 12 months

That’s 330+ MW of near-term Nordic capacity, already energized or close to it. In a region where new connections are being paused, queued, or denied outright.

VIVO has publicly stated that “AI neocloud operators” are bidding on their assets. They’ve also said they rejected acquisition offers.

There aren’t many companies sitting on grid-connected, operational Nordic data center capacity at this scale. The moratorium wave is shrinking the pool in real time. Every month that passes with Denmark on pause and queues lengthening in Norway and Sweden, VIVO’s position becomes harder to replicate.

Long $VIVO.

[dragob @Dragobbbb]

in case nothing happens by june 30th, asset still generates 10mm ebitda and will prob move to downside around $2 a share

[dragob @Dragobbbb]

$VIVO Initiated speculative position around $5.40. June 30th management deadline for tenant announcement for their 41.5MW norway site. Asymmetric
bet as company currently only trades at $100MM or $2.5/MW. Most likely outcome is non-binding LOI by June 30th

[dragob @Dragobbbb]

should rerate to at least $10 if tenant name is disclosed. Company history is shady and management has consistently failed deadlines but demand environment for DC is real and so is their norway asset

[dragob @Dragobbbb]

@Agrippa_Inv @Tree75769 @quantszn @FransBakker9812 @_Sgr_A_Star Vera Rubin option is possible especially since H3-H4 isn’t coming on til end of year and Vera Rubins expected to start shipping H2 2026.

[dragob @Dragobbbb]

NFA: Have small position around $25

[dragob @Dragobbbb]

$BRUN is a neocloud hopeful that more people should be paying attention to. Signed 2 year $127MM with Fluidstack and today announced a 3 year $470MM deal with Thinking Machines Lab. They also have a $1.44BN agreement with Dell and are a $NVDA exemplar cloud

[dragob @Dragobbbb]

I think with the Dell agreement in place and current trajectory of deals, they can potentially reach $1BN ARR by 2027 and should trade at around a 3x arr or around $43 a share