Small Cap Snipa

@ClearEdgeTrades 40% prepayment

@SmallCapSnipa Market probably pricing in tighter supply faster than expected

$NBIS +14.20% today 🟢 Nebius nearly tagged $180 as the market continues to wake up to a simple reality: Hyperscalers are short on compute capacity Why today though?

@PalantirTech @eliano Insane

Palantir reports Q1 ‘26 U.S. revenue growth of 104% Y/Y and revenue growth of 85% Y/Y; raises FY ’26 revenue guidance to 71% Y/Y growth and U.S. comm revenue guidance to 120% Y/Y, crushing consensus expectations. Q1 U.S. commercial revenue grew 133% y/y and adjusted operating margin was 60%. We also generated $871 million in Q1 2026 GAAP net income, representing 53% margin and 307% Y/Y growth.

@mikealfred Only professors

Nobody wants to be short in to CIFR earnings tomorrow AM 😂

@MacroGekko 👀

$IREN Trying again at this trend line 🤖 Analysists have price targets in the $70's coming into their earnings on May 7th after close. Revenue expectation is $219.69M, and EPS estimate is -$0.22.

@cifrdigital Would be nice to add some color for us but I don’t think we will get too much

@SmallCapSnipa Hopefully some news on the latest deal

$CIFR Q1 EARNINGS TOMORROW: Est Revenues: $35.71 million Est EPS: -0.23 Recent developments • Announced a new 15- year lease with an investment grade hyperscale tenant for AI compute • $200 million revolving credit facility • $50 million accordion option • Stock +10%

@Incite_corp The enterprise race

OpenAI’s new $10B JV unlocks enterprise rollouts first, not chip supply. The JV channels private‑equity capital into packaged deployments that speed adoption across big companies without waiting for new data centers. This deployment funding wave is the single dominant driver of near‑term AI software uptake.

NEW: OpenAI has finalized a $10 BILLION joint venture with Private Equity firms to deploy AI The JV will focus on helping business adopt its artificial intelligence software OpenAI being “compute constrained” is an understatement

@MarketInvestorX Fund to grow

@SmallCapSnipa NICE

$APLD announces a $300 MILLION bridge facility for its AI data center buildout Continuous funding efforts to bring AI compute online for the worlds largest investment grade hyperscalers

@LandoInvests Momentum

@SmallCapSnipa The shorts are doomed

$IREN +10% today 🚀 Contract terms are becoming ever more favorable for cloud providers. Larger upfront commitments and stronger pricing. Reports Q3 earnings on Thursday

$GOOGL Cloud CEO: “Cloud revenue would have been higher if we were able to meet demand” More compute = more cloud revenue Friendly reminder

@FransBakker9812 100%. Even more-so bullish for the ones that can deliver and navigate through infrastructure delays and bottlenecks

True as well, but it should be framed as it is. Delivery is mostly a construction thing going forward, not so much a cloud thing, I know they are both essential and will have to be done both, but in my opinion if speed increases of contract delivery, it means the weight shifts to infrastructure construction.

Since everyone is dying to hear my thoughts on the 40% prepayment $NBIS got for their contract with $MSFT, I will say this much: Nebius has agreed to deliver a contract valued at almost 2x that of $IREN, in a relative similar time period. Microsoft is the ultimate beneficiary of the compute, and the topline means as much as it will translate to GPU hours for them, and that solves their capacity constraints. Without going into the details about how many GPUs it may be (which we don't know, but estimates are pricing it around the same level as $IREN), $MSFT is still getting a lot more GPU hour instances from $NBIS, to be delivered throughout 2025-2026. So, Nebius agreed to solve 2x the constraint for Microsoft relative to $IREN who UNDERSUBSCRIBED their Horizon footprint, to go with GB300 to match the similar timeline that Nebius was requested. In other words: Nebius was more cooperative (provided more GPUs, more capacity, and ultimately more GPU hour instances). Nebius agreed to supply much more contract value, and compute, by the end of 2026. And was awarded 2x the prepayment % as a result. So, I am not salty, in tears, or otherwise complaining. Nebius got a good deal on their capex, and this is fair considering their agreed to capacity. I say fair, because I think it's proportional to their agreed to GPU hours, relative to Iren who is handicapping $MSFT with a fixed rack qty design in Horizon. So 20% for 9.7B and 40% for 17.##B is proportional, and not something I worry about. Nebius held up their end in negotiations and got the prepayment that fits a high profile, high capacity, high risk build-out. They delivered 2 out of the original 9 tranches. And now they have to hold up their end on the delivery of the other 7 this year. Don't forget that Microsoft is the one who agrees to pay up front. If you solve a bigger problem for them, they are not too shabby to pay up front proportionally.

@AvivArazi Thanks for posting the link!

@SmallCapSnipa Beautiful

$MSFT CEO Satya Nadella on Microsoft’s investment in Australia 🇦🇺 • Committed $18 billion to expand AI • Training over 3 million people • Heavy investment in data centers & infrastructure

@SylentTrade Optionality

Maybe it’s bullish that $IREN has been deliberately delaying a deal as they understand that their position becomes stronger by the day.

@AvivArazi @YouTube Aussie 🇦🇺

Microsoft CEO Talks AI, Australia and Upskilling workers youtu.be/rVDxcKrtusM?si… via @YouTube

@LeaderInvests Bullish

$MSFT paying $NBIS 40% of the contract value upfront is very insane to see. Was this already public out? Very interesting to see what kind of deals $IREN - $CIFR - $CLSK - $KEEL will be able to pull and on what conditions. MW's are scarce and BIG tech has enough money to spend for them...