Sandy Fernandez

147 posts

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Sandy Fernandez

Sandy Fernandez

@SandyFer0919

Katılım Aralık 2025
19 Takip Edilen32 Takipçiler
Shay Boloor
Shay Boloor@StockSavvyShay·
$NFLX is raising U.S. subscription prices by as much as $2 across its plans. The ad tier rises to $8.99, standard to $19.99, premium to $26.99 and extra member fees are also increasing.
Shay Boloor tweet media
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Edvester
Edvester@edvestments·
The 200MW deal at sandersville will add roughly $4-5B in EV. The market knows its coming literally any day. IMO buy all you can here. $CLSK
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Edvester
Edvester@edvestments·
As we wait for $CLSK deal to drop, we can reflect on a few things we know to date: • the RSU/form4 issuance • the preferred cleanup • the Q1 end budgeting window • the April 17th options flow • the CEO’s “late‑stage negotiations” comments • the MW‑based RSU targets
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Mike Alfred
Mike Alfred@mikealfred·
After putting in some additional work, I now believe CIFR's new hyperscaler tenant is either Meta or Microsoft and that they are taking the entire 100MW gross at Stingray under a 15 year triple net lease. Final answer. Many more to come across the space.
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Edvester
Edvester@edvestments·
Congrats in advance to all the $CLSK holders and the CLSK team. The time has come.
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Edvester
Edvester@edvestments·
There is no way $CLSK's 8K today was random housekeeping. This was surely required by hyperscaler/lenders. We are close, very close imo
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Shay Boloor
Shay Boloor@StockSavvyShay·
BofA initiates Buy rating on $NBIS with a $150 price target. Sees Nebius as a purpose-built AI cloud for GPU-heavy workloads with $MSFT & $META as customers that is targeting a $419B+ IaaS market driven by accelerating AI demand.
Shay Boloor tweet media
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Edvester
Edvester@edvestments·
@SandyFer0919 Dude...Just sharing economics of the VR's which are a real possibility of $CLSK's first or second build.
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Edvester
Edvester@edvestments·
$CLSK VR GPU's in the 400KW-1MW rack densities are expected to hit in 2027. The economics of that could change to $3M–$3.6M per MW per year vs the $1.5-2.2MW we see today. Annnd high density means fewer racks which means smaller Data centers.
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Jeremy Lefebvre
Jeremy Lefebvre@HolySmokas·
Tomorrow will be the worst day in STOCK MARKET HISTORY…see more
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The Tech Investor
The Tech Investor@TheTechInvest·
Mike Alfred, $IREN Board Member Most can't see it yet but I am watching up close as IREN positions itself to make a run at being one of the largest companies on the planet. $IREN CEO, Dan Roberts Appreciate it Mike. Lots of work ahead.
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Shindler’s crypto
Shindler’s crypto@cryptycryptto·
to my fellow $clsk holders. I lost big and need to be honest. I am still very much all in this stock and believe we will witness something generational
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IREN
IREN@IREN_Ltd·
Is tokens per watt the new key metric for AI factories? We caught up with $IREN's CCO Kent Draper to discuss his takeaways from @NVIDIAGTC. #GTC2026
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