BenFranklinsGhost

On Memorial Day, we pay tribute to the brave men and women in uniform who gave their lives for this country that we love. It is a debt we can never fully repay, but we must never stop trying. I’ll always be grateful to our fallen heroes and their families, whose sacrifice reminds us of what it means to live for something greater than ourselves.

Guys Nebius will be most certainly above 300 (not a financial advise) and Iren will do well too one is not an opposition to the other, the market is too deep for that. So be friends and stop to argue with each others and at the end Nebius will buy them out anyway (I am just kidding here 😂, am I, really ? 🤔).

$NBIS NeoClouds keep getting more attractive with each passing day, but not all NeoClouds are created equally. Per Citi Research chart. GPU rental pricing across every generation is moving up. Not down. This defies every conventional assumption about hardware depreciation. Older chips are supposed to get cheaper as newer ones ship. The opposite is happening. H100 1-year contract pricing bottomed at $1.70/hr in October 2025. By March 2026 it was $2.35/hr. That is a 40% increase while Blackwell was already shipping. Per SemiAnalysis, half the providers they surveyed have zero Hopper capacity coming off contract. H100s are being renewed at the same rate they were signed 2-3 years ago. Some contracts are being locked through 2028. B200 is even more violent. The rental index surged 24% in March alone, peaking at $6.11/hr before settling at $5.48/hr. Driven by agentic AI inference contracts, post-training runs from second-tier model labs, and inference burn from Claude and GPT-5 reasoning rollouts. Here is what this means for NeoClouds. Every GPU hour that is not under a long-term fixed contract reprices at spot. When spot rises 40% on legacy hardware and 24% in a single month on current gen, the margin on uncontracted allocation expands dramatically. NeoClouds with mixed contract books -- some long-term, some spot -- are printing margin on the spot side right now. Tight capacity and rising GPU prices favor NeoClouds with short contract durations and large H100 install bases, as they can capture higher margins by repricing capacity. The complete list of publicly traded NeoClouds right now: $CRWV -- CoreWeave. The largest pure-play. $2.08B Q1 2026 revenue. $99.4B revenue backlog. Direct contracts with Microsoft, Meta, OpenAI, Anthropic. The benchmark. $NBIS -- My favorite and probably soon a cloud provider for my corporate job. Nebius. NVIDIA-backed. $17.4B Microsoft deal plus $3B Meta contract. 2026 ARR guidance of $7-9B. Up 200%+ last year and 67% YTD. The fastest grower. $CIFR -- Cipher Mining. $5.5B Amazon hosting contract signed November 2025. Bitcoin mining infrastructure converted to AI data center capacity. One of the cleaner power-site conversion stories with a major hyperscaler anchor. $WULF -- TeraWulf. Power-site conversion play with owned nuclear and hydro power assets giving it one of the lowest cost power profiles in the sector. Transitioning mining capacity to HPC and AI workloads. Higher execution risk but the power cost advantage is real. $APLD -- Applied Digital. Power-site conversion story. Higher execution risk but lower valuation entry. $IREN -- Iris Energy. Bitcoin mining roots, now a pure AI infrastructure play. Direct NVIDIA cloud-services contract. 140,000 GPU target by end-2026. $DGXX -- Digi Power X. Energy-backed AI data center operator. $1.1B Cerebras colocation deal. 60MW gas peaker plant as power anchor. So who benefits most from this specific dynamic? The rental repricing mechanic only rewards the names with large legacy H100 install bases and contracts rolling off into a tight spot market. That is where the margin expansion actually lands. That points to $CRWV and $NBIS first. They have the scale, the Hopper install base, and the mixed contract books that let them reprice expiring capacity at 40% higher spot rates. But overall is bullish for them all. The hyperscalers are spending $630-700B combined in 2026, up 60% from 2025. They cannot build fast enough. Every dollar of demand that overflows lands on a NeoCloud. Bullish NeoClouds. Really bullish $NBIS

This is Adam Hoffman, a 49-year-old Waco, TX attorney. He faced life without parole for repeatedly raping a young boy. Texas AG Ken Paxton offered him 1 day in jail and no need to register as a sex offender. A judge increased his sentence to a whopping 60 days. He gets out in June. Not an immigrant. Not a trans person. Not a Black or brown person. Every MAGA accusation is a confession. Full story: letsaddresstexas.substack.com/p/ken-paxtons-…

NVIDIA $NVDA is guaranteed to hit $500 per share… The company is returning huge amounts of cash to shareholders, they’re increasing dividends, and doing massive amounts of buybacks… NVIDIA just announced an $80 billion share buyback on top of $29 billion they have remaining… This is GOING TO INCREASE THE SHARE PRICE

RSI > 80 on a daily chart = Buy a put OR Sell a call RSI < 30 = Buy a call or Sell a put But… The most important factor is TIME Buy Options = 3 to 24+ months Sell Options = 7 to 42 days When you learn this concept your returns will improve Always exceptions 💰🔥

Buy Micron $MU … $1,000 per share price target still …

Lol @kevinxu isn’t a member of this list 🤣

This is @kevinxu trying to do some damage control by the way. Everyone on X found out he’s a scammer this week so now he’s trying to cozy up with the accounts that people actually like so he looks good

Anthropic just closed Series G at $380B. WSJ now reporting the next round at $900B. IPO reportedly targeted for Q4 2026 with a potential $60B raise. Series A in May 2021 was priced at $623M. That’s a 610x return in under 5 years. Here’s how to get public-market exposure 🧵

$NBIS UPDATE: Stock trading up 7.5% in Europe today while the US market remains closed for Memorial Day

@JustineBateman @Chevron Do you realize HE’S RIGHT?

This is unconscionable. The Governor of CA, an elected official meant to serve the constituents of this state, both individuals and their companies, is urging us to AVOID a company here. Incredibly unethical and disqualifying. No doubt a spiteful response to @Chevron informing the CA citizens that the reason our gas is always outrageously expensive is because of the CA gas tax. That is a FACT cause by the CA Gov. I will be intentionally buying gas at Chevron this week in LA.

Huh? Justine Bateman full cuckoo.

In the era of #ArtificialIntelligence, when human dignity is threatened by new forms of dehumanization, ours is the pressing duty to remain profoundly human. We must lovingly safeguard the grandeur of humanity bestowed upon us and revealed in its fullness in Christ, the splendor of which no machine can ever replace. #MagnificaHumanitas vatican.va/content/leo-xi…

La magnífica humanidad que Dios ha creado se encuentra hoy ante una elección decisiva: levantar una nueva torre de Babel o edificar la ciudad donde Dios y la humanidad habiten juntos. En Jesucristo, esta magnífica humanidad encuentra el camino, la verdad y la vida, abriendo a cada uno de nosotros la vía para crecer hacia la plenitud. #MagnificaHumanitas vatican.va/content/leo-xi…

S&P 500 forward P/E heat map... $NVDA 17.5x on out-year estimates @finviz_com

@StockStormX @oguzerkan …but only if AWS and Google Cloud don’t / can’t implement corresponding price increases. I think it will all flow through and demand will continue to far overwhelm supply.

@oguzerkan Doubling GPU rentals helps $CRWV $NBIS pricing power but quietly hits $AMZN $GOOG cloud margins. Same trade splits in two

GPU rental prices have doubled since January. They are not coming down anytime soon as the demand is so wild that even OpenAI had to reduce thinking efforts of the models to save tokens. Long compute. $NBIS $ORCL $AMZN $GOOG $CRWV

@oguzerkan …and is ACCELERATING upwards each month

If Jensen, Nvidia’s CEO, the closest thing we have to a president of AI, is telling you that AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030, maybe follow his lead. It might be scary because we are living in unprecedented times, but build your own conviction. This is highly bullish for absolutely everything AI related. Here is the supply chain, layer by layer. CPU x86: $AMD $INTC Arm IP: $ARM Arm silicon: $NVDA $QCOM (re-entering), Fujitsu (6702.T) Memory HBM: $MU, SK Hynix (000660.KS), Samsung (005930.KS) NAND: $SNDK, Kioxia (285A.T) Bonding / Packaging: Hanmi Semi (042700.KS), $BESI, ASMPT (0522.HK), Disco (6146.T) Test / Metrology: Advantest (6857.T), $TER, $FORM, $TPRO, $CAMT, $ONTO, $KLAC Photonics Transceiver modules: $AAOI, $FN, Zhongji Innolight (300308.SZ), Eoptolink (300502.SZ), Accelink (002281.SZ), Shunsin (6451.TW) EML / CW lasers / ELS: $LITE (200G/lane leader), $COHR, $SIVE, Mitsubishi (6503.T), Sumitomo (6720.T) Optical connectivity DSP/silicon: $MRVL, $MTSI, $MXL, $CRDO SiPh foundry: $TSEM, TSMC (COUPE), GlobalFoundries SiPh substrate / materials: $SOI (Soitec, Photonics-SOI wafers) InP substrates: $AXTI, Sumitomo (6720.T) InP epi: $IQE InP MOCVD tools: AIXTRON (AIXA.DE) Metrology: $M7U FAU / fiber attach: $FOCI, $TTMI Burn-in / test: $AEHR, $TRT Power Semis SiC / GaN pure-plays: $NVTS, $AOSL, EPC, Innoscience (2577.HK) Broadline (NVIDIA 800VDC ecosystem): $IFX, $ON, $STM, $TXN, $ADI, $MPWR, $POWI, Renesas (6723.T), ROHM (6963.T), Richtek (6286.TW) NeoClouds Pure-plays: $NBIS, $CRWV Crypto-miner pivots: $DGXX, $IREN, $APLD, $CORZ, $WULF, $CIFR Find the theme you believe in and build your own conviction. Bullish AF ⚡️