Sinay

$NBIS ... La dernière fois que j'ai fait cette capture d'écran...le cours a perdu 30% juste après...🤣

When I asked Jensen why he invested $4B in $LITE and $COHR... His answer revealed the exact playbook behind yesterday's $2B $MRVL investment. When upstream photonics capacity "is quite light but needs to be much much greater we might decide to invest in the company." Now here's the difference. $LITE and $COHR are the scale out story, today. Transceivers, pluggable optics. The optical transition data centers are racing to make. $MRVL is different. This is the holy grail scale up architecture that will take years to manifest. Marvell acquired Celestial AI for $3B and its Photonic Fabric technology. It sends light directly into the processor package itself, delivering 16 Tb/s per chiplet, 10x today's best. This is purpose built to replace the copper between GPUs as scale up clusters grow beyond what a single rack can hold. Jensen is spending billions now to make sure the supply chain is ready before that wave hits. That's $6B into upstream photonics players: $COHR. $LITE. Now $MRVL. And every dollar tells you the drawdown we've seen in photonics stocks from Iran looks like a heaven sent bargain.

Two weeks ago $NBIS signed a $27 billion deal with Meta. The company’s market cap right now is $22 billion. Meta just committed $27 billion to a company you can buy the entire thing for $22 billion. The contract is worth more than the stock. And that is not even the full picture. $NBIS also has a $19.4 billion deal with Microsoft. Signed in September. Nvidia made a $2 billion strategic investment in March. So in the last six months alone: $27B Meta deal. $19.4B Microsoft deal. $2B Nvidia investment. That is nearly $50 billion in contracted commitments and strategic backing from three of the most powerful companies on earth. The market cap is $22 billion. This is not a valuation debate. This is a market that is panicking and selling everything indiscriminately. $NBIS guided $7 to $9 billion in ARR by end of 2026. Q4 revenue was up 503% year over year. They are not missing demand. They are supply constrained. Every available rack is sold out. The CEO built Yandex into a $30 billion company. Lost it to Putin. Rebuilt from zero. Landed the three biggest AI companies on earth as customers within two years. $22 billion market cap. $27 billion Meta deal alone. The market is being completely irrational even with current macro conditions.

Short sur Total Energies 🔽 🩳 76.6€ 🎯 objectif 66€ *short = jouer la baisse = vendre à découvert

OFFICIEL : Walmex (Walmart Mexique) a confirmé hier dans sa journée investisseurs 2026 le déploiement d'étiquettes électroniques Vusion $VU à grand échelle dans les magasins mexicains🇲🇽 Rappel : 3 000 magasins au total