Erick Bentos

There is only one Data-center stock you should actually own. That's $NBIS Not $IREN. Not $CRWV. Heres a simple explanation why: - Complete Full-stack with Aether Platform $NBIS operates their own operating system, making it extremely easy for customers to acces their services. $CRWV and $IREN deliver the tools and raw power (GPU's), but customers have to manage everything themselves. - Highest Performance in Benchmarks More workload per time compared to $IREN and $CRWV. Leading MLPerf Inference with GB200 NVL72 & B200 + NVIDIA Exemplar Cloud-Status. Quantum-X800 InfiniBand (800 Gbit/s) + Hardware-Passthrough. Close to Bare-Metal speed despite being managed. - Own server design | 20-25% cheaper $NBIS is building their own OEM racks, optimized for $NVDA GPU's. This makes them more efficient, enables better cooling and lowers energy consumption. This results in 20-25% lower costs, compared to $IREN and $CRWV, which rely on $SMCI and $DELL. - Easy to scale $NBIS is optimized for everyone, huge and small companies can operate it easily. $CRWV is optimized for giant-clusters, but worse for smaller companies. $IREN only offers Bare-Metal services, which makes it basically unusable for small companies and teams. Balance sheet: $CRWV is $29.8B in debt, with $3.16B in cash. -Horrible $NBIS is $4.9B in debt, with $3.7B in cash. -Solid $IREN is $3.8B in debt with $2.8B in cash. -Solid BUT $6B equity dilution doesn't look good. $NBIS looks best here. Strong growth without high Debt and Dilution. Future growth: This is hard to compare, as these companies are not at the same size. $NBIS has highest projected growth at over 500% YoY. Guiding for $3.4B in 2026 FY. $CRWV will grow the most in absolute numbers, but fewer percent, as revenue is already way higher. Guiding for $12-13B in 2026 FY. $IREN expected to grow by 103% YoY, which is low compared to $NBIS, that already generates a higher revenue. Guiding for $1.1B in 2026 FY. Once again, $NBIS looks like the winner here. Overall the best pick for me is clearly Nebius. Agree?

这一波 Serenity 带着大家买瑞典、德国、法国、韩国股票的，都跑去 $IBKR 开户了吧。 $HOOD 真心悲剧

BREAKING: The US and China have agreed to lower tariffs on some unspecified products to promote bilateral trade, per China’s Commerce Ministry. The statement confirmed China’s plan to purchase US planes and it said China would address US concerns on agricultural imports.

BREAKING: The US and China have agreed to lower tariffs on some unspecified products to promote bilateral trade, per China’s Commerce Ministry. The statement confirmed China’s plan to purchase US planes and it said China would address US concerns on agricultural imports.

BREAKING: The US and China have agreed to lower tariffs on some unspecified products to promote bilateral trade, per China’s Commerce Ministry. The statement confirmed China’s plan to purchase US planes and it said China would address US concerns on agricultural imports.