DW2772

@Hoyooyoo 秋神大大 crcl看下 跌了好几天了

The "Permit Wall": Why Nebius’s $17B Microsoft Deal is Stalled in Jersey 1/ A lot of noise lately about $NBIS delivering its "first tranche" to Microsoft. But look closer at the New Jersey (Vineland) buildout. Despite the hype, the flagship US site is currently a 300MW collection of expensive paperweights. Here’s why. 2/ The Neel Khokhani post is the smoking gun. DataOne (Nebius’s partner) filed for Air Permit PCP250002 in Dec 2025. As of today, April 19, 2026, it is still PENDING. 🛑 No permit = No power. 3/ You might ask: "Didn't they deliver 50MW to Microsoft already?" Yes, but NOT from New Jersey. Arakady confirmed From the March 4, 2026, Morgan Stanley TMT Conference a update that they pivoted to their Mäntsälä, Finland site (expanded to 75MW) to meet the first milestone. New Jersey was supposed to be the source, but it wasn't ready. Arkady: "It allowed us to deliver the immediate compute requirements while we finalize the larger-scale deployments in North America." 4/ Why can't they just turn the GPUs on? 🔌 The Vineland grid can’t handle a 300MW load. The site relies on "behind-the-meter" Mainspring natural gas generators. Under NJ law (N.J.A.C. 7:27-8), you cannot legally operate these without an approved Air Permit. 5/ The NJ DEP isn’t budging. They’ve issued at least two Technical Deficiency notices since Feb 2026. They are questioning emissions data and the "single source" impact on the local environment. This isn’t a rubber-stamp process. 6/ Add to that: Civil Opposition. 📢 Residents 1+ mile away are already filing noise complaints from construction and unauthorized testing. In NJ, "noise" and "air" are linked. Public protests in late March have put the DEP under a microscope. They won't rush an approval now. 7/ What this means for $NBIS: Revenue: Full annual run rate from Microsoft is now pushed to 2027. Delays: If the DEP rules them as a single source the projectwould likely blow past the "Minor Source" limits and trigger Title V (Major Source) requirements. A Title V permit can take 12–24 months longer to approve and requires much stricter federal oversight. 8/ The Bottom Line: Nebius is "shell-complete" in Jersey, but "power-dead." Until that PCP250002 permit moves to "Approved," the GPUs stay dark and the $17B deal stays on a slow-drip from Europe. 📉 9/ Watch the NJ DEP Bulletin on May 6, 2026 for the next update. Until then, any claim that the US flagship is "fully operational" is pure hopium. $NBIS $IREN $CRWV x.com/neel_epochal/s… ft.com/content/f2bae7…

@luohua2001 圈圈下面止损即可。

@pvkzp @AndyWin007 我是看这波有可能跌到86、80

@frankyluan aapl这个钻石级端侧卖铲人我找不到理由它不涨

今天有很多朋友跑来关心这件事的进展，我来给大家更新一下。 昨天帖子发出去没多久，就有币安的 @sisibinance 在评论区给我留言，让我把那位粉丝朋友的UID私信发给她。我看到后立刻找朋友要了UID，转发给了sisi。 刚才这位朋友又来问我，sisi有没有回复新的消息。我看了看，确实还没收到任何回复。 他告诉我，账号到现在还是完全无法划转，账户里有几十万，现实生活中急用钱，现在着急坏了，自己却一点办法都没有。 他又给我发了几张最近和客服的聊天记录。我仔细看了一下，确实和他之前说的一样，全是机器人模板回复。问原因不告知，就一直让等着。更离谱的是，等待时间从一开始的7-14个工作日，现在直接变成要等1个月了！ 店大就能这么欺负用户吗？连个具体原因都不给，直接一刀切风控，然后就让用户无限期干等？ 还是那句话，希望币安能正视这个问题，赶紧给个说法，也给这位朋友一个及时透明的解决办法。 如果大家有类似经历，也欢迎继续留言！ @heyibinance @binancezh #Binance