Nishant Chandra

1/21 Europe just banned Russian natural gas FOREVER. By 2027 every last molecule of Putin’s gas is gone. Brussels calls it “energy sovereignty.” Wall Street calls it the biggest money printer since shale. Here are the 4 companies about to get stupid rich 🧵🔥

@teddy_fore1 @StockSavvyShay haha yeah his brother is married to Ivanka. not quite son in law

@StockSavvyShay Do you know what son in law means Unless that Victoria secret chick is his daughter you have the wrong brother

Joshua Kushner’s firm Thrive Capital just made a new $100M investment in $SHOP. Always interesting when the president’s son-in-law’s brother decides to write a nine-figure check.

@ParadisLabs $COHR

I'm curious... What's a stock you don't own, but really want to? For me: $GLW + $HIMX

@CKCapitalxx yessir I have 10000 shares of this! Been holding since $2 tons of upside ahead

Opened a new long position in $VIVO today. This one took some digging. Let me walk you through the full picture. I originally was going to wait to put this post out but seems like the market just now found this gem this week as it’s up 50%. $78 million market cap. And I think this is just the beginning. On April 21 VivoPower closed a $41 million acquisition of an operational 41.5MW data center in Mo i Rana Norway. Powered by 100% renewable hydroelectric energy at below $0.035 per kilowatt hour. One of the cheapest power costs for data centers anywhere in Europe. Zero equity raised. Zero dilution. Paid at a disciplined 4x EBITDA multiple. The company flipped from EBITDA negative to EBITDA positive in a single transaction. $31 million in annualized revenue and $10 million in EBITDA. Not projected. Operational today. And then six days after closing they announced something most people missed. The facility prequalified 30MW into Statnett’s ancillary services markets. The Nordic grid pays data centers to hold flexible load capacity in reserve. $1.9 million in additional annualized EBITDA. Zero incremental capex. Pure margin on top of existing operations. Three independent revenue streams from the same single asset. AI tenant lease in active tender with strong hyperscaler inbound interest. Grid demand response already paying. Waste heat district heating in feasibility. One facility. Three revenue lines. None cannibalizing each other. Now here is what sits behind it. Norway has a pending 40MW expansion. If it clears the site goes from 41.5MW to over 80MW. When a hyperscaler signs a long term AI compute lease the revenue per watt jumps 3 to 5x over standard hosting rates. That single facility at full capacity could generate $150 to $200 million in annual revenue. Behind Norway: 291MW of secured powered land in Finland. A 25MW sovereign AI data center platform already in place in the UAE. Power-secured land in constrained markets that hyperscalers cannot easily replicate. Tembo EV spin on deck at a targeted $838 million valuation. Nasdaq already approved the ticker TEMB. When that closes it strips $8 million in annual overhead from a company generating $10 million in EBITDA. Here is what the market is almost entirely missing. Management published a formal 10 year strategic growth plan with specific targets. By 2029: 2GW of controlled power sites. $1 billion in annual revenues. $200 million in operating free cash flow. By 2033: 10GW of power sites. $3 billion in annual revenues. $1 billion in operating free cash flow. By 2036: 20GW spanning EU, GCC, ASEAN, and Africa. $5 billion plus in annual revenues. A $78 million company with management formally targeting $1 billion in revenue by 2029 on assets they are already controlling today. Board bought 2.65 million shares personally. Terminated the $180M dilution shelf. Former Microsoft Global AI leader on the advisory council. GCC sovereign family offices backing the financing. The risks are real. Management has a history of big promises. The hyperscaler lease is not signed yet. The float is tiny. But $78 million market cap. $31 million in current revenue. Three revenue streams from one facility. $838 million spin on deck. Management targeting $1 billion by 2029. The asymmetry here is one of the more interesting setups I have seen in the small cap space in a long time. Long $VIVO. Not financial advice. DYOR. $VIVO

@daniel_koss haha what about Ford getting into the Battery Storage game?

I'm still desperately looking for the next Bloom $BE. Can you guys help me out? I cannot find a single public company that truly ticks ALL the boxes for the AI data center power bottleneck. Must have: - on-site power generation, no grid connection needed - modular system, fast deployment - no air permit needed - no or very low water usage - 24/7 baseload power - scalable enough to power 100MW, 300MW or even 1GW data centers - available capacity, not sold out until 2030 - proven technology, not science project Nice to have: - real data center customers, ideally hyperscalers - confirmed orders or deployments today - founder-led or highly aligned management - CEO makes most of his money from equity, not salary I have looked at hundreds of stocks, but every single time there is a catch. If you truly know a ticker that meets ALL criteria, please write it in the comments or send it via DM. P.S. no, not $CGEH. I have already shared with subscribers why. I don't want to talk bad about them, but please suggest other tickers.

@saranormous sure

anyone 20-30 in SF want to be in dating app ad tomorrow eve?

Everyone is focused on the glamorous side of AI: Nvidia chips.
OpenAI models.
Anthropic valuations. But the real AI gold rush may be happening deeper in the supply chain. Arrow Electronics ($ARW) just quietly reported: 
• +39% revenue growth
• AI data center demand surging
• Nearly 3x EPS growth
• Huge inventory build specifically tied to AI infrastructure Here’s what most investors still don’t understand: AI is no longer just a software story. It’s becoming one of the largest physical infrastructure buildouts in modern history. Every AI rack needs:
• power systems
• networking
• embedded electronics
• thermal management
• semiconductors
• electrical components The companies supplying the “plumbing” of AI may end up outperforming the companies selling the dream. The AI trade is evolving from:
“Who has the best model?”
to:
“Who powers and enables the entire ecosystem?”

@demian_ai thank you for this but isn’t power still extremely constrained as well so things like Bloom Energy should continue to do well?

Inside an AI server today, the GPUs talk to each other through copper cables and small pluggable optical modules. Starting in the second half of 2026, that wiring gets replaced by lasers built directly into the chip package (CPO). Goldman thinks the market for that goes from roughly 0 to $91 billion inside 18 months. That part the Serenity has right. What I’d slightly diverge on is who actually captures it. He says US names like Lumentum and Coherent are capped because they have to outgrow their own pluggable revenue getting cannibalized. True. The usual response is to buy the pure plays i Taiwan, Europe, and Japan that have no legacy book. The cleaner version of that argument is to keep going one layer up. The laser is the visible part. The wafer the laser sits on is the invisible part, and it has zero legacy revenue. CPO needs meaningfully more of that substrate per socket than plug-ins did. $SOI, which has the near-monopoly on silicon-on-insulator wafers for silicon photonics, still trades at a low multiple (attractive book value) while photonics peers trade at 5-8x sales. $AXT and $IQE are the same setup on the indium phosphide side. There is also the supply question. Nvidia spent roughly $4 billion between Coherent and Lumentum, which effectively locks up their laser capacity. Everybody else (AMD, Meta, Ayar, POET, Lightmatter) has to source elsewhere. Sivers is the small independent that catches that overflow. And the layer nobody talks about is the assembly itself. Co-packaging an optical engine onto a chip is hybrid bonding. BESI just printed a record order quarter at €269.7 million with hybrid-bonding unit orders more than doubled sequentially. The bottleneck for H2 2026 isn’t whether the optics work, it’s whether anyone in Taiwan can bond them onto the package fast enough. The date I would put on the calendar is November 27, 2026. That’s when China’s export-control suspension on gallium, germanium, and antimony expires, about 6 weeks before the H2 2027 scale-up window. If it gets re-imposed, the substrate names re-rate first, before anybody downstream sees a dollar of CPO revenue. Right gold rush. The interesting trade is one layer further up, where there is nothing to cannibalize and there is a date on the wall.

@investmattallen look at $WYFI and $SHAZ as well

AI data center comparison: $CRWV CoreWeave — $57B market cap. 3.5 GW contracted. Roughly $16 per watt. $NBIS Nebius — $44B market cap. 2+ GW contracted, targeting 3 GW. Roughly $15 per watt. $IREN IREN — $19B market cap. 5 GW secured power. Roughly $3.80 per watt. $MARA Mara — $4.87B market cap. 2.2 GW pipeline. Roughly $2.22 per watt. $HUT Hut 8 — $11B market cap. 597 MW contracted, 8.4 GW pipeline. $1.18 per watt contracted. $KEEL Soluna — $2.4B market cap. 2.2 GW pipeline. Roughly $1.09 per watt. $VIVO VivoPower — $50M market cap. 358 MW operational and 18-month pipeline. Roughly $0.14 per watt.

Everyone is underestimating how short the world is with available compute. All of these neocloud stocks have been and will continue to do great $NBIS $IREN $APLD $CRWV $HUT $CIFR $KEEL @leopoldasch and @aleabitoreddit both agree

@aleabitoreddit Both will be fine longterm. Everyone is underestimating how short the world is on available compute. All of these neoclouds will do great

As I said before $IREN is basically dogsht compared to $NBIS. $NVDA didn’t give $IREN funding yet. So IREN needs to figure out how to buy enough GPUs to monetize 5GW capacity through their 6B ATM and other means. It’s an endless dilution machine just because they secured power. I call $IREN holders 0 IQ because they just buy in it to get diluted without understanding nuances of financing. Nvidia actually gave $NBIS funds. While Nvidia got a free no-risk purchase agreement for allowing $IREN to use their logo. $IREN is basically a marketing company at this point, while the other Neoclouds actually allow equity appreciation.

🚨 $KEEL Power Valuation Deep Dive: Still a STEAL at ~$1.1M/MW ⚡ • 430 MW secured (utility agreements done) • 1.5+ GW expansion in pipeline (zoning/grid progress) • All NA-focused, shovel-ready for hyperscalers Peer comparison (neo-cloud/AI plays): • Many like $CORZ, $IREN, $APLD trading $2M–$5M+ per MW (especially with contracts/GPUs in place) • Some GPU-heavy or fully-leased deals push even higher (~$1.7M–$2M+ implied annual revenue/MW in recent leases) KEEL’s discount = strong liquidity ($533M runway to 2028) + no heavy dilution risk yet + imminent 3 leases by EOY. Power is AI’s bottleneck. This gap closes fast on execution. Still loading the dip? 💰 #KEEL #AIInfrastructure #DataCenters

🚨 $KEEL Earnings Just Dropped And This AI Pivot is FIRE 🔥We are still early and there is a huge shortage of compute still Q1: Revenue $37M (expected dip as they kill legacy mining). Net loss widened to $145M. BUT $533 MILLION liquidity (cash + BTC) funds them through 2028. 2.2 GW pipeline. 3 HPC/AI leases by EOY. First revenue 2027. Power is the new oil for AI. KEEL’s shovel-ready sites in prime spots = massive upside. Analysts screaming Buy. Stock still cheap at ~$4. Who’s loading up? 💰⚡ #KEEL #AI #DataCenters #Stocks

@ImStereotypic @aleabitoreddit That’s awesome 👏. Even with the recent run still think we are very early and lots of room to go!

@NishantChandra2 @aleabitoreddit It's funny because I was building a thesis on them last Sunday May 3rd just before you posted this haha. I think you're absolutely right though. This is probably the most undervalued component of the AI Infrastructure build-out right now and it's almost like nobody knows it.

Everyone is chasing $NVDA and $GLW, but $CLFD is the quiet underdog of the AI infrastructure boom: And honestly could be the next $SIVE or $IQE @aleabitoreddit play 💎 Market Cap: ~$400M 💰 Debt: ZERO ($157M Cash) 🚀 Catalyst: New NOVA™ Data Center platform. While the giants trade at premium valuations, Clearfield is the value "catch-up" play for the AI backbone. They are no longer just the "Rural Fiber King" they are scaling for the high-density tech required for 800G AI clusters. 📊 P/S Ratio: 2.68 vs Industry Avg of 4.5. The market is still pricing them like a rural utility, not a data center disruptor. While $GLW has already run up and has data center exposure, $CFLD still has a ton of “catchup” not built into the stock yet ⚠️ EARNINGS DROP: Wednesday, May 6. If management confirms NOVA™ is winning hyperscale contracts, the valuation gap could close fast. 📈 #CLFD #FinTwit #AI #Stocks #Infrastructure

@CKCapitalxx what about $DGXX already has signed commitments with Cerebas

After the huge run up from many of these stocks, $KEEL is still insanely undervalued compared to peers. $KEEL is up 35% this week and is still the cheapest AI infrastructure play on the market by a mile. Here is the updated comparison. $CRWV — $76B market cap. 2.9 GW contracted. Roughly $26 per watt. $NBIS — $49B market cap. 2.5 GW contracted. Roughly $20 per watt. $IREN — $22B market cap. 4.5 GW pipeline. Roughly $5 per watt. $KEEL — $2.5B market cap. 2.2 GW pipeline. Roughly $1.14 per watt. Up 35% this week and still trading at less than 5% of what CoreWeave commands per watt. The discount exists because no hyperscaler lease is signed yet. That is the only thing separating $KEEL from a completely different valuation framework. One deal closes that gap.

@darshil Nothing like a good Alphonso Mango :) How do I come to this?

last year we put some of the best minds at work to solve the mango shortage and we’re BACK the 4th annual sf mango party is happening end of month dm or reply with your fav kind of mango if you want to come 🥭

@andrewztan definitely harker. Fun story I was recruited to play WR at Harker. Ended up just staying at my public school

Sending 9 out of 195 graduating seniors to Stanford is insane Guess which Bay Area high school this is

@1realFormula the NY Mets

You get $75M and 30 minutes to spend it… No cars, no houses, no stocks. What are you panic-buying?

@aleabitoreddit agreed also I’ve been buying $IBKR stock. Tons of growth ahead for them

US retail investors should switch from $HOOD to $IBKR for international equities. I’m not sure why anyone still uses Robinhood for investing anymore. Unless you have $50 and no clue what you’re doing. They had their chance to innovate but focused on Melania Coin integrations