Small Cap Snipa

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Small Cap Snipa

Small Cap Snipa

@SmallCapSnipa

Breaking down trends, earnings, data centers & everything moving the market | AI +trending stories | Follow @stocksnipa

Miami, FL Katılım Şubat 2021
228 Takip Edilen32K Takipçiler
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Small Cap Snipa
Small Cap Snipa@SmallCapSnipa·
BLOOMBERG: AI SALES START TO JUSTIFY DATA CENTER SPENDING BOOM “The hundreds of billions of dollars tech companies are spending on AI may be economically sustainable” Global AI sales, excluding China, reached $25 billion in Q1 2026 exceeding estimates of $21 billion in quarterly depreciation costs for data centers and chips
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Lando
Lando@LandoInvests·
I don’t like to beat my own drum, but $IREN looks increasingly more lucrative as each day passes There’s a new delay nearly every week for DC across the globe. Demand will only continue to accelerate as AI advances *the only delay IREN is facing is GPU procurement NVIDIA will realize IREN is the best neocloud executing at scale, and will begin prioritizing IREN for GPUs + future deployments Ignore the noise, the short term price, and just buy the thesis. NFA
Small Cap Snipa@SmallCapSnipa

NEW: NSCALE $2.7 BILLION UK DATA CENTER DELAYED DUE TO GRID CONSTRAINTS My goodness The massive opportunity sits with operators who can secure reliable grid power or bypass the constraints and deliver compute infrastructure at scale

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Small Cap Snipa
Small Cap Snipa@SmallCapSnipa·
$WYFI CEO Sam Tabar sitting with the CEO of $CBRS, Andrew Feldman, last week at RAISE summit For those that don’t know WhiteFiber: • 10yr MSA with Nscale ($865m revenue) • 5yr colocation with Cerebras in Canada • Business model split between colo & cloud • Access to B200 & GB200 superclusters • Receipt of GB200 NVL72 servers in April 2025 Recently announced an industry-first distributed GPU supercluster: linking two or more geographically separated data centers into one supercluster. In this instance 83km apart.
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Sam Tabar@SamirTabar

@Lazarus_Capital That’s the ceo of cerebras I was talking to

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Small Cap Snipa
Small Cap Snipa@SmallCapSnipa·
@meowmeowdj That is an amazing present. I’m sure your neighbor is very fortunate to have you as a friend. Well done!
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Victorious Sun
Victorious Sun@meowmeowdj·
Hut 8's Youngest Shareholder 🙌 💎 My neighbor is expecting his first kid, and it was his bday this past weekend so I sent him $1000 and told him buy $HUT because it will be worth more by the time the baby arrives.
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TheGentleTraveler
TheGentleTraveler@LeaderInvests·
A trillion plus in capex does not stay abstract. It lands in a handful of names. The question is which ones are holding structure while everyone else panics. $NBIS - hold $185 on weekly to sustain momentum. $IREN - hold $30.76 $CRWV - hold $67.15 $WGMI - hold $31.79 $CIFR - hold $11.72 $CLSK - hold $8.00 Many names related names forming their higher low here into higher timeframe support.
Small Cap Snipa@SmallCapSnipa

Hyperscaler capex showing no signs of slowing down • $1.2 trillion by 2027 • $1.4 trillion by 2028 $NBIS $IREN $CIFR $MU $AAOI

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Small Cap Snipa
Small Cap Snipa@SmallCapSnipa·
NEW: NSCALE $2.7 BILLION UK DATA CENTER DELAYED DUE TO GRID CONSTRAINTS My goodness The massive opportunity sits with operators who can secure reliable grid power or bypass the constraints and deliver compute infrastructure at scale
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Small Cap Snipa
Small Cap Snipa@SmallCapSnipa·
@adrianstockss It depends on what they’re running. I’ve seen videos from residents that live near data centers with the main concern being the noise
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Small Cap Snipa
Small Cap Snipa@SmallCapSnipa·
On Friday, a new lawsuit was filed against the city of Birmingham & companies involved in the new $NBIS 300MW data center: The Greater Birmingham Humane Society raised concerns of the projects noise, heat, water demand, electricity, traffic, pollution, etc. and looks to “halt” the project to protect the animals at their nearby facility. Adds to the growing pushback against hyperscale data centers in suburban/residential areas.
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Small Cap Snipa@SmallCapSnipa

RALLY AGAINST $NBIS DATA CENTER IN ALABAMA Nebius is planning a 300 megawatt data center in Birmingham, Alabama Activist pushback is getting louder as half of the planned U.S. data centers for 2026 are already delayed or cancelled This is most likely coming to a city near you

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Mike Alfred
Mike Alfred@mikealfred·
Goodnight all. Big weeks ahead.
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Small Cap Snipa
Small Cap Snipa@SmallCapSnipa·
Nvidia knows the opportunity for compute in APAC, especially Australia 🇦🇺 They’re giving AI cloud companies access to Nvidia infrastructure through revenue sharing and credit-support $SHAZ and Firmus are the first to work with a Nvidia on this business model, both Australian companies • Sharon AI is deploying 40,000 GB300’s • Firmus is building a DSX factory and scaling up to 170,000 GPUs in Indonesia Nvidia holds warrants to purchase up to $2.1B of $IREN stock at $70/share (5 year option for 30m shares) as well as a cloud partnership in Texas - IREN also has an 800 MW footprint in South Australia, targeting 2028 energization
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DVB
DVB@DeepValueBagger·
@SmallCapSnipa Wrong ceo 😂. He got tired of his bible verses while intc tanked. LPT is much more grounded in reality, evident by his focus on customer needs
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Small Cap Snipa
Small Cap Snipa@SmallCapSnipa·
$INTC CEO: “I think of AI demand as almost unlimited, the only real limiter we have is energy capacity”
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Patient Investor
Patient Investor@PSInvestor·
This is how I see it and Come back to this. There is a huge age group of people, old or young, but mainly old, who are sleeping on AI. A lot of them have not even heard what the hell AI is. Their take is lazy: AI will do it? I don't need to do anything ? Wow, let me check it. ( really hard to explain such crowd). Honestly, we are early, and the bubble I see is not of capex or overvalued. The bubble pop I see is people coming to light on AI, and boom, it's going to be another GPT moment, but a huge one last time we were able to keep up with demand this time its just going to shoot up. Long road ahead.
Patient Investor@PSInvestor

You're not bullish enough on AI compute and demand. $IREN $APLD $CIFR $NBIS $NVDA $MU My old man uses AI more than any average Joe. He was the one who always cried for only wanting an 1100 Nokia, but now he never complains since I taught him how to use it. He's good at prompting, close to 70 yrs old with only an 8th-grade education, and does much better than any educated person I know. Really, the demand has not even started yet. Wait until it goes live when such age groups or the masses come to use AI via any frontier model. Just think. Visualize it. Vision it. VERY PROUD OF HIM. It’s not a sprint, it’s a marathon.

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Keşfet

@LandoInvests @SamirTabar @meowmeowdj @LeaderInvests @adrianstockss @PSInvestor @elonmusk @BarackObama