The AI power buildout is real. Here's the full stack: The Bitcoin-to-AI powerhouse: $IREN Ltd(IREN)$ - IREN Limited, 100% renewable power, B300 deployments live, scaling fast on Cerebras-class customers. The neocloud anchor: $NEBIUS(NBIS)$ - Nebius Group, NVIDIA $2B strategic investment, $17.4B Microsoft contract plus a $27B Meta deal, full-stack AI cloud across 16 global sites. The quality hyperscaler host: $APPLIED DIGITAL CORP(APLD)$ - Applied Digital, $31B contracted lease revenue across 4 AI Factory campuses, 1.2 GW under contract, investment-grade hyperscalers. The cipher pivot: $Cipher Mining Inc.(CI
$NEBIUS(NBIS)$ The real issue is that Michael Burry still gets media attention for every move he makes. Because of his profile, he can shift the short-term narrative in his favor. But his short positions aren't worth following, and he's actually a bit of a counter indicator, similar to Jim Cramer. Doing the opposite tends to work out better.
$CoreWeave, Inc.(CRWV)$ 150ER has $25B in contracts, cutting edge AI technology data centers, and enough liquidity to keep going for 2 years without further dilution.
$NEBIUS(NBIS)$ Nebius has emailed customers saying the October 1 price increases will also apply to dedicated inference endpoints, with on-demand rates going up by 16% to 20%.
$NEBIUS(NBIS)$ Shorts are throwing everything at it today. Algos pushed the price up quickly to grab liquidity, then the short pressure kicked in right after. To me, a rebound toward 240–246 USD looks more likely than another full selloff. I think short-unwind triggers could be especially likely today.
$CoreWeave, Inc.(CRWV)$ A 2x from here in short order wouldn't surprise me at all, though the macros would need to cooperate. I'm sure we'll hear some deal or contract news in the near term. Talk of customer financing would also be much appreciated.