AIpeX

@michaelsikand Bezos company again.. coincidence?

$ASTS holders today

$HIVE is planning for $200M run rate business with AI this year with roughly 50% in margin. The bitcoin mining is at 25EH with ~900 BTC mined in last Q, but profit is low due to costs. Then they had the exchangeable notes offering for $100M which is dilution. If they can execute on the AI plans, the share price would be fairly placed at 5-7$ - we´re 70% below ATH at the moment...

@aleabitoreddit @ape_hodling 6+ months later, what are your thoughts on $HIVE and $RIOT going forward? $BTC Halving ramp up to begin a year before 2028 May?

The NeoCloud Thesis: Hyperscaler Capex Funnel Why I'm putting $1.5M+ into Neoclouds, and why this might be a 200-300%+ return. 🔹 Buckets Mag7 contracts: $CRWV, $NBIS ✅, $WULF, $CIFR ✅ With compute: $IREN ✅, $BITF Speculative: $WYFI, $GRRR ✅, $SLNH Miners pivoting to HPC: $RIOT, $MARA, $CLSK, $HUT Thesis: Mag7 is AI compute strained, by design from $NVDA. Trillions of capex that normally flowed through AWS, MSFT Azure, Google Cloud for traditional compute, will now funnel into NeoClouds when they cant handle new AI loads from Anthropic, OpenAI, Gemini, etc. This is a once-a-decade opportunity, similar to the GPU arms race that made $NVDA a $4T company, on who powers the infra for AWS/Azure/etc for the next 5-10 years. NBIS (17B from MSFT), CIFR / WULF (3B from GOOGL), CRWV (backstopped by NVDA) are all scaling hundreds of percent (NBIS went from 150M quarterly revenue to likely 1.5B+) with 60-80% gross profit margins. This revenue growth is almost unheard in history. It's mainly because it's the wealthiest hyperscalers funneling capex into tiny companies. NVDA / TSM (2022->): GPU for hyperscalers CRDO / ALAB (2024 ->): hyperscaler wins -> parabolic growth. NBIS/CIFR/IREN/etc (2025 - ) AWS/Azure/etc. -> parabolic growth from AI compute This is how you get hundreds of % in return, not value investing in Paypal. Momentum riding the next generational companies. So bear thesis usually involves around - Execution Risk (before it was more speculative, now companies like NBIS have 4B+ to execute) People can always worry about execution but Microsoft or Google would not be signing such large 5-10 year contracts without their own DD. - Large interest rates (mainly looking at you CRWV), that's why NBIS, CIFR, and others have potential amazing returns. You have 4B+ in funding for $NBIS at $138+ a share (when it's $107 now). And funding for $CIFR at $16+ a share when it's $11 now. ABOVE current price funding is a bullish tell. - GPU depreciation (valid concern but it's almost like oil, even older models kept their value and still deliver equity). - Valuation (I still think we're just getting started. If NBIS scales to 6B rev next year 75% gross margin), 26B marketcap is extremely tiny. - NVDA potentially launching their own GPU-as-a-service and directly competing. Right now these Neoclouds are NVDA's answer to preventing concentration risk to Azure/AWS/etc. - Custom hyperscaler chips like TPU, Trainium. But likely years away, since they're still begging for NVDA compute and signed 5Y-10Y contracts. Regardless these neoclouds like Nebius are really undervalued relative to forward revenue/gross margins. We're still very early. Make sure to ride the Neocloud wave like Crypto/TSLA with Trump election or NVDA with OpenAI release. Of course this is highly speculative and I wouldn't YOLO full port calls, but Risk vs. Reward on these little 5-20B neoclouds powering AI workloads for Google/MSFT/etc, the cash cows of Mag7, is worth it. (Trade time Horizon: 8m - 1 year.) This is the single best asymmetric AI infrastructure trade for 2025-2026.

@StockSavvyShay 2nd time this week, that Bezos causes $ASTS to crash

$ASTS is down ~15% after Blue Origin placed BlueBird 7 into an orbit too low to sustain operations despite a successful separation and power-on. Insurance should cover the loss and the broader New Glenn launch cadence thesis does not change here.

@aktien_max Mal ehrlich, 1,5 bei 6-8% sollte mehr als realistisch sein und würde ebenfalls reichen..

Heute hatte ich einen Moment der Klarheit: Mein aktuelles Vermögen (Aktien & BTC) in US-Staatsanleihen würde reichen, um nie wieder arbeiten zu müssen. Kein Luxus, kein Lambo. Dafür aber frei. Freiheit allein reicht mir allerdings nicht. Ich will das nächste Level: 5 Mio. € Vermögen bei 2% p.a. = 100k/Jahr. Dann ist es wirklich geschafft. In 5 Jahren bin ich da. Was trennt dich noch von der finanziellen Freiheit?

@EndicottInvests happy 1st of April 😂

I am out of $NBIS Moving it all to $IREN, much better company IMO

@Thebestfigen hate this AI BS

Time waits for no one, it doesn't give warnings. It just passes. That's why you should live now.

Germany´s total consumption (including private, industy, ..everything) is around 500TWh - so they deliberately dismantled 1/3rd of their power generation, only to buy this (nuclear) electricity from France and other countries while switching to coal and natural gas. Only to follow the wet dream of some green idiots.

Still can’t believe they did this.

@EliAfriatISR Common sense, mate and I have plenty of friends from Israel.

If you are not from Israel or Jewish, please tell me what made you support Israel? How can there be so many haters of Israel? How can reality be so illogical?

@EliAfriatISR Legendary move - never in history there was such a thing, this is special. 🦁

🚨🇮🇱🇮🇷BREAKING: Benjamin Netanyahu in Kirya addressing the Iranian people on the occasion of Nowruz: "Our planes are hitting terrorist operatives on the ground, on the roads, in the squares. GO OUT AND CELEBRATE - WE ARE WATCHING FROM ABOVE". THIS IS HUGE!

@Bundeskanz50246 Das ist Udo @udoboenstrup , der ist super! Alles auf die Spitze getriebene Satire.

Okay, er wühlt im Müll seiner Nachbarn, findet dort einen rechten Code in Form eines Bechers Landliebe Pudding und das ist deshalb rechts, weil der eigentlich nicht „Landliebe“ sondern „Vaterlandsliebe“ heißen müsste 🫣. Herr lass Hirn regnen - und bitte triff ihn auch 🙄

@aktien_max $NBIS

Welche Aktie von diesen 10 würdest du jetzt kaufen? 🤔 1) $HIMS 2) $PYPL 3) $AMD 4) $NVDA 5) $OPEN 6) $IREN 7) $NBIS 8) $TSLA 9) $AMZN 10) $DUOL

@Matt_Pinner 67 but upside down

So far no one has found the number in the Box What number do you see? Correct answer deserve $650

@aktien_max Bin seit ca. 18-20EUR drin und habe bisher alle ups und downs durchgehodled. Wer sich mit der Geschichte von Arkady, Yandex und dem danach beschäftigt hat, der sieht, dass hier etwas wirklich Großes entsteht. Geduld.

$NBIS Aktie dreht vorbörslich 11% ins Plus. Grund dafür ist ein $2 Mrd. Investment von $NVDA im Rahmen einer strategischen Partnerschaft. Damit soll $NBIS bis Ende 2030 eine Kapazität von mehr als 5 Gigawatt bereitstellen und dafür auf $NVDA's KI-Beschleuniger setzen. 👉 Bist du in $NBIS investiert? Meine Analyse zum Unternehmen findest du unten 👇

@BrennpunktUA 🎯

Da ich jetzt öfter danach gefragt wurde, wie ich es einschätze, wie das mit dem 🇺🇸🇮🇱 vs 🇮🇷 Mullah Regime weiter geht: Meine Meinung nach eskaliert das jetzt erst mal richtig, und die IRGC werden Trump zunächst kein Exit gestatten, und es wird am Ende darauf hinauslaufen, dass USA 🇺🇸 und Israel 🇮🇱 den Job beenden MÜSSEN! Ich glaube auch, dass die Golf-Staaten sich nicht mehr lange raushalten KÖNNEN, und zu aktiven Verteidigung (Angriffe auf 🇮🇷) übergehen werden, weil zunehmend bei ihrer eigenen Bevölkerung / Ansässigen und bei Investoren die Geduld am Ende ist, und eine aktivere Rolle fordern. Das gilt insbesondere für VAE 🇦🇪 und Saudi Arabien 🇸🇦, die auch entsprechende militärische Fähigkeiten haben. — ein solcher Verlauf wäre meiner Meinung nach insbesondere für das Iranische 🇮🇷 Volk positiv, weil um so länger die militärische Auseinandersetzung anhält, um so schwächer werden die Regime-Schergen des Unterdrückungsstaats, umso größer die Wahrscheinlichkeit, dass ein Regime Change möglich wird. Das Mullah Regime und die IRGC befinden sich in einem Existenziellen Kampf, und der wird wohl nicht aufhören, bis die entweder kapitulieren müssen oder als Institutionen „Tod“ sind. — Für uns in Europa wird das Ganze wahrscheinlich teuer, aber den Preis sollten wir bereit sein zu bezahlen. #Fazit: Ich bin als ganz klar der Ansicht, dass der „Job“ beendet werden muss, und das ist auch gut so!

@DrTomsLens And wasn´t this dilution not already priced in since November last year?? We dropped hard on the announcement, if I remember correctly..

Some bare metal evangelists were quick to point out the $NBIS dilution in the $NVDA deal. My two cents: there’s dilution, and then there’s $NVDA dilution. If Jensen was having second thoughts, I’d happily donate an extra 2% of my shares on top of this dilution for the cause.

That alone should be telling. To me, these AI DC companies are the biggest tangible opportunity of this decade, a once-in-a-generation infrastructure boom. Demand is overwhelming and growing exponentially. It is already transforming every existing industry and there will be new business models along with it, which we didn´t even see yet. so, FUCK these FUDders! Long and strong $NBIS!

Wild how $NBIS and $IREN and Ai infrastructure YET AGAIN sold off Friday due to certified FUD, more fake news I’ve never seen such a relentless campaign of lies and FUD as in the Ai infrastructure space. It’s incredible

@HyperAICapital Every time it dips, I will buy a few. All this fake drama is for shaking out retail. And the lemmings fall for it. 🤷‍♂️ Tutes want you to sell. We should do the opposite.

Crazy close for $NBIS, big dump at the end of the day due to the possible fake news about $ORCL reported by Bloomberg. What are your thoughts and/or moves? Anyone taking advantage of the volatility?

@Sam_Badawi @amitisinvesting This should actually be bullish for $NBIS in the longer run - demand is not going anywhere

@amitisinvesting $NBIS $IREN $CIFR getting rekt

BREAKING: ORACLE $ORCL & OPENAI END PLANS TO EXPAND THEIR TEXAS DATA CENTER SITE oh boy…not that surprising but all the chip names going red

@SecWar @Southcom This pace is incredible. Don´t count the days, make your days count!

Today, we launched a historic effort at @SOUTHCOM — the first ever America’s Counter-Cartel Coalition (A3C). Military leaders from across the Caribbean, Central America, and South America joining together to aggressively and urgently confront threats to our homeland and hemisphere. The Trump Corollary to the Monroe Doctrine is in full effect.

@Osinteurope So he´s a Trans now, wouldn´t that be haram? Asking for a friend... 😂😂