Macro Pup

How I feel having my net worth in $NBIS and $NVTS

First look at ‘THE LORD OF THE RINGS: THE RINGS OF POWER’ Season 3. Releasing November 11 on Prime Video.

JUST IN: Northland raised its Price Target on $NBIS from $77 to $206 and keeps an Outperform rating 🟢 After $NBIS announced on September 8 a $17.4B deal with Microsoft to deliver dedicated capacity from its new data center in New Jersey, Northland noted that "simplistically" the terms announced imply the deal could add about $3.5B of ARR when the full run rate is achieved, compared with the midpoint $1B ARR guidance for calendar year 2025. Based on discussions with management and other industry participants, the firm believes that the scarcity of multi-100MW sites ready to deploy played a role in $NBIS winning the workload, along with "favorable economics." The analyst also elevated the stock to his "Top Pick."

$NBIS just acquired ~79 acres of land in Birmingham, Alabama for $90M 🧐 The deal includes the former Regions Lakeshore Operations Center, adjoining vacant lots, and a large undeveloped parcel previously owned by the UAB Research Foundation. This move is likely tied to the company's previously announced U.S. expansion, where it plans to develop two additional greenfield sites, each with hundreds of MW of capacity. Alabama has been drawing hyperscale investment, with Meta building a $1.5B data center campus in Montgomery. Note: I attached a satellite image. I believe these are the locations, but we still need confirmation from $NBIS.