这些账号,你都有吗?
X Money:以后存款和消费用
SoFi:领先的美国数字银行,拥有银行牌照
Revolut:担保信用卡,免费积累美国信用
IBKR:大家都知道的全能券商
Fidelity:全球取现免费的借记卡,自带存款利息和投资功能
Cathay Bank:中国身份可以开的合规美国传统银行
Coinbase Wallet:美元 1:1 USDC,美元零损进入币圈的通道之一
Wise:大家都能开的全币种电子钱包
Schwab:中国身份可以合规开立的美国本土券商
⸻
Do you have these accounts?
X Money: For future deposits and everyday spending
SoFi: A leading U.S. digital bank with a banking charter
Revolut: A secured credit card that helps build U.S. credit
IBKR: The all-in-one brokerage platform everyone knows
Fidelity: A debit card with free worldwide ATM withdrawals, interest on cash, and investing features
Cathay Bank: A traditional U.S. bank that can be opened compliantly with Chinese identification
Coinbase Wallet: One of the gateways for moving USD into crypto through 1:1 USD-backed USDC
Wise: A multi-currency digital wallet available to users around the world
Schwab: A U.S. brokerage account that can be opened compliantly by Chinese users
This was a significant point on the $CIEN call
A hyperscaler told Gary Smith:
“If they stopped building data centers tomorrow, Gary, you probably wouldn’t notice for two years.”
So Ciena’s demand clearly is not dependent solely on new data-center construction. Even if new projects stopped immediately, the optical equipment already required for existing projects could continue supporting revenue for roughly two years.
If you know Ciena's history, that's significant. And it's nice to hear this whenever people discuss permit delays, DC cancellations etc.
Cien now expects more than $10 billion of backlog at year-end, with most of it requested for fiscal 2027. Management also indicated that supply constraints could persist through 2028, while customer commitments extend through 2029.
But stock down. It keeps just going down.
New $NBIS 2027 Price Target: $927
Now freely available on X.
I still strongly recommend reading the now-free article on Substack, as the formatting makes it much easier to read and follow.
This is my base case, NOT my bull case.
It does, however, assume that we can strongly trust management’s exact guidance, wording, and numbers.
Historically, my assumptions around Nebius ARR have been among the most accurate on X, even before management guided to those levels.
Hope you enjoy it, and please share it with other AI infrastructure investors if you got value from it :)