Pablo

@virginiog @grok de cuando es esta entrevista?

Dario Amodei, CEO de Anthropic La IA impulsará un alto crecimiento del PIB y un desempleo elevado (10%) e inequidad, algo sin precedentes históricos Sugieren que profesiones enteras podrían transformarse o desaparecer mientras los costos de software se acercan a cero

@Duckandcatlover @Jair0_O @DotCSV @grok cual era la proporción de caballos por humano en europa en 1890 y cual fue en 2025

@Jair0_O @DotCSV Si y los coche sustituyendo el caballo fue super destructivo si

Los de Figure se van a marcar un directo de 8 horas con sus robots realizando de forma autónoma labores de trabajo con nivel de desempeño humano. Declaración de intenciones en toda regla!

@AbogadoInvierte Creo que esta incertidumbre que ha aflorado bastante desde la noticia del FT, y la presión sobre los neoclouds puede conducir a que veamos oportunidades de entrada mucho mas interesantes que las actuales.

@AbogadoInvierte Yes… el modelo de negocio de cara a los 5 próximos años pinta bien. Sobre la ejecución, el hecho de no entregar capacidad en tiempo, en este caso el DC de Vineland a Microsoft, puede tener consecuencias contractuales y hacer que se tenga que devolver el prepayment…

Porque es $NBIS la empresa que ocupa el mayor porcentaje de mi cartera?

@AbogadoInvierte Esta procesado por todo el mundo. La cuestión es si te crees la ejecución en un momento de encarecimiento de HW, escasez de energía y ralentización en el permitting para los DC.

$NBIS en 2024: $91M de revenue. $NBIS guidance 2026: $3.4B. Eso es 37x en 2 años. No es crypto. Es infraestructura de IA real con clientes reales. El mercado todavía no lo procesó del todo.

@TopTechStocksUS “Zero negative news”… at least be honest or do a bit of research. As per FT the Vineland DC on which the contract with MSFT depends, does notseem to be commisioned as of today due to pending licences. This is a huge risk that the company should address on the next Conf call

$NBIS Weekly Recap for Apr 20–24. Nebius just had its wildest week of the year. Here's everything you need to know: The Numbers Mon: $159 → Fri close: $147.16 Weekly low: $145.81 Weekly high: $165.25 (within 2% of ATH). $20 intraday swing on Thursday alone. What happened The week started quietly — sideways around $156–$159. Then Thursday hit. NBIS ripped to $165.25 in the morning, flirting with its all-time high of $168.71… and then reversed hard, crashing to $145.81 before closing near $148. That's a 12% top-to-bottom move in a single session. Why? Two words: earnings anxiety. Q1 results are imminent — sources conflict on the exact date (April 29? May 5? May 19?) — and traders are repositioning ahead of what could be the most important quarter in this company's short public history. The Bigger Picture Step back from the noise and the story is staggering: → $46B+ in contracted AI cloud deals • Meta: $27B (5-year) • Microsoft: $19.4B (5-year) • Nvidia: $2B equity stake → $500M new European data center investment → $4.3B raised via convertible notes → Targeting 800 MW–1 GW capacity by year-end (from 170 MW in Dec 2025) → Revenue guidance: $3.0B–$3.4B for FY2026 → AI21 Labs acquisition (~$1.4B) still in talks This is no longer a speculative AI play. This is a company building physical infrastructure at a pace that rivals the hyperscalers and the hyperscalers are its customers. Wall Streets Take Consensus: Strong Buy (9 Strong Buy, 1 Moderate Buy, 4 Hold) Goldman Sachs PT: $205 Seeking Alpha PT: $220 TipRanks: Analysts see 80%+ upside. Even the bears admit the backlog is real. But here's the tension: to justify the ~$37B valuation, Nebius needs ~45% revenue CAGR over 8 years. The contracts say it's possible. Execution will decide if it's probable. What to watch next week Q1 Earnings — Street expects ~$374M revenue, EPS of -$0.73. Beat or miss, this sets the narrative for the next 90 days AI21 Labs deal — A close signals full-stack AI company, not just a GPU landlord Post-selloff bounce — Friday showed recovery (~$158). If $145 holds, the technical setup into earnings is constructive Final Thoughts $NBIS dropped ~7% this week on zero negative news. That's what happens when a stock is up 63% YTD and earnings are around the corner. The question isn't whether Nebius has the contracts... it does, $46 billion worth. The question is whether it can build fast enough to collect on them. Next week, we start getting answers + we can expect a few surprises Arkady underpromises & overdelivers. I will lay out a few potential PRs that could really be interesting if they become true: * Anthropic partnership * EU Gigafactory * Robotics / Physical AI partnership * APAC Data Centers The most important is continued execution & hoping that recent news of Data Center delays do not impact us as we have a solid partnership with $NVDA What's your take? is $NBIS a buy before earnings or are you waiting for the print? #NBIS #Nebius #AIStocks #WallStreet #StockMarket #Earnings #AIInfrastructure #Investing

@EndicottInvests As per Bloomberg the 18 th

For anyone wondering, $NBIS earnings are not confirmed yet That April 29th date is inaccurate My guess is either the week of May 11th or May 18th

@_SirPeter @DentonArthur2 Es inconsistente esto. Ha recuperado casi un 50% desde el escandalo. Esto mo puede ser razon para la caida de hoy

@DentonArthur2 #SuperMicroComputer, Here it is very well explained: One reason to 'avoid' buying SMCI shares today $SMCI 27,66$ -5,21% es.tradingview.com/news/invezz:0a…

Super Micro Computer fijó el precio de su oferta pública previamente anunciada de 2 millones de acciones ordinarias #SuperMicroComputer, venderá los 2 millones de acciones a 875$ por acción, lo que se espera que aporte a la empresa 1750 millones$. $SMCI 874,12$ -4,05%

@releavtomatica @clockworksantos @zen_tropy @CABeyney Agree!

@clockworksantos @17pabloeg @zen_tropy @CABeyney Then it is necessary to explain why the coolers are not working.

$nbis, $msft, @CABeyney FT out w/ piece this a.m. on US DC bottlenecks--says 40% of planned capacity @ risk of delay & 60% of 2027 projects have yet to begin construction. Uses thermal sat imagery to infer DataONE Vineland site buildout is progressing but power activation is lagging. Nebius responds “All capacity tranches under our agreement with Microsoft to date have been delivered on time, and we currently expect to deliver the remaining tranches on schedule. As of now we are not aware of issues that would materially affect this.” Schedule slippage is a core risk going forward, but, in this case, a single thermal snapshot on March 9 is less than conclusive, especially when Nebius's denial is precise enough to carry legal exposure. The pending local air permitting and site expansion approvals are also key risks and bear watching . . .

@ilzmcfly Double checked the transcript… and did not find any question related to the Vineland DC.

Arkady Transcripts at Morgan Stanley TMT Conference

The "Permit Wall": Why Nebius’s $17B Microsoft Deal is Stalled in Jersey 1/ A lot of noise lately about $NBIS delivering its "first tranche" to Microsoft. But look closer at the New Jersey (Vineland) buildout. Despite the hype, the flagship US site is currently a 300MW collection of expensive paperweights. Here’s why. 2/ The Neel Khokhani post is the smoking gun. DataOne (Nebius’s partner) filed for Air Permit PCP250002 in Dec 2025. As of today, April 19, 2026, it is still PENDING. 🛑 No permit = No power. 3/ You might ask: "Didn't they deliver 50MW to Microsoft already?" Yes, but NOT from New Jersey. Arakady confirmed From the March 4, 2026, Morgan Stanley TMT Conference a update that they pivoted to their Mäntsälä, Finland site (expanded to 75MW) to meet the first milestone. New Jersey was supposed to be the source, but it wasn't ready. Arkady: "It allowed us to deliver the immediate compute requirements while we finalize the larger-scale deployments in North America." 4/ Why can't they just turn the GPUs on? 🔌 The Vineland grid can’t handle a 300MW load. The site relies on "behind-the-meter" Mainspring natural gas generators. Under NJ law (N.J.A.C. 7:27-8), you cannot legally operate these without an approved Air Permit. 5/ The NJ DEP isn’t budging. They’ve issued at least two Technical Deficiency notices since Feb 2026. They are questioning emissions data and the "single source" impact on the local environment. This isn’t a rubber-stamp process. 6/ Add to that: Civil Opposition. 📢 Residents 1+ mile away are already filing noise complaints from construction and unauthorized testing. In NJ, "noise" and "air" are linked. Public protests in late March have put the DEP under a microscope. They won't rush an approval now. 7/ What this means for $NBIS: Revenue: Full annual run rate from Microsoft is now pushed to 2027. Delays: If the DEP rules them as a single source the projectwould likely blow past the "Minor Source" limits and trigger Title V (Major Source) requirements. A Title V permit can take 12–24 months longer to approve and requires much stricter federal oversight. 8/ The Bottom Line: Nebius is "shell-complete" in Jersey, but "power-dead." Until that PCP250002 permit moves to "Approved," the GPUs stay dark and the $17B deal stays on a slow-drip from Europe. 📉 9/ Watch the NJ DEP Bulletin on May 6, 2026 for the next update. Until then, any claim that the US flagship is "fully operational" is pure hopium. $NBIS $IREN $CRWV x.com/neel_epochal/s… ft.com/content/f2bae7…

@clockworksantos @releavtomatica @zen_tropy @CABeyney @ilzmcfly Just checked the transcript guys. Indeed, during that short Q&A they we discussed about general things, namely Capex, ARR… and the Tavily thing… nothing regarding the Vineland project.

@17pabloeg @releavtomatica @zen_tropy @CABeyney Those quotes turned out to be fabricated by @ilzmcfly , there is no real quote like that: x.com/MB_Hogan/statu…

@releavtomatica @clockworksantos @zen_tropy @CABeyney Thank you all guys

@17pabloeg @clockworksantos @zen_tropy @CABeyney I’m not sure who is right in this situation and cannot assess it. This post suggests the initial capacity was indeed launched: x.com/penguinvesting… From known sites, Nebius had nowhere to source an extra 50 MW for Microsoft outside Vineland.

@releavtomatica @clockworksantos @zen_tropy @CABeyney Hello @releavtomatica as far as i can see on the internet, there is a lot of noise around the vineland DC, specially concerning the air permits of the engines that seem to be pending. How do you see this situation and the risk of a large delay? Best!!!!

@clockworksantos @zen_tropy @CABeyney These are not Bergen engines. You can see that they are old and you can see that it is Caterpillar, there is even an inscription there.

@oguzerkan More opportunities arising. Hopefully we ll see neoclouds at lowest levels again

Why did he have to nuke the recovery?

@jmlopezzafra “y con la mayor seguridad posible” 🧐

Una lección de liderazgo. Este es Boris Cherny, el ingeniero que desarrolló Claude Code y lo convirtió en semanas en un producto de +2500M$ de ingresos recurrentes. La estrella de Anthropic. Hace unos días, un ingeniero expuso en abierto todo el código de Claude Code. 512.000 líneas. A disposición del público. Ya está clonado en Python, ligeramente modificado para evitar denuncias y colgado en GitHub. “No fue un error de nadie, fue del sistema. Cuando alguien tiene la posibilidad de liarla tan gorda, el error no es suyo. Debíamos haberlo previsto.” Eso es lo que viene a decir Cherny, lo que va de un jefe a un líder, lo que va de un chiringuito a una empresa que está cambiando la civilización. Esta es la razón por la que sus empleados dan y darán todo por alcanzar la IA generalizada antes que nadie y con la mayor seguridad posible. Esto es lo que hace de Anthropic la referencia.

@releavtomatica @ilzmcfly @BastianelliLore Great to have this table updated

@ilzmcfly @BastianelliLore

People saying $NBIS can’t scale because doesn’t have enough power, while $IREN will because they have land and power, will learn the hard way how economy works. Supply of power will grow so much in the following months and eventually will catch up with demand, or, even if it won’t for a long time, hyperscalers will get priority on the available power. Guess what? $NBIS will be an hyperscaler.

@genZinvest0r @grok no entiendo el sarcasmo

"Pure failure to raise capital!!" *Proceeds to justify a +40% shareholder nuke in the form of dilution 👍 $NBIS $IREN

@releavtomatica @herling_jared @IRENBull Ouch!! I can recall this chart… thank you!!

@17pabloeg @herling_jared @IRENBull

$IREN never gave an exit ARR. So I did the math. Their $3.7B target only uses 10% of their power. 10% = $3.7B 30% = $11B 50% = $18B 100% = $35B+ $NBIS exit ARR target: $7 to $9B Market cap: $IREN: $14B $NBIS: $24B IREN's ceiling is 4x higher at half the price.

@releavtomatica @herling_jared @IRENBull Hello, on the revenue per MW. As far as i ve seen, NBis ended the year with an active power of 170MW while it s ARR was 1,25b Usd. That implies 7,4m of revenue per MW instead 10MW. I guess there is something i am missing

@herling_jared @IRENBull