【扯白】【AI数据中心建设&债务融资&金融创新】 解决AI数据中心训练模型所需的大量电力和能源的问题，其实科学界，实业界都在绞尽脑汁想办法…
$IREN - I have been working on a simple valuation model that could be simple enough to give retail folks an easy to follow model. The $MSFT deal kind of makes it even more urgent, here it is: investmentgems.net/2025/11/03/ire…
The Neocloud List got updated: $IREN - IREN secured a $9.7B GPU cloud contract with Microsoft, including 20% upfront prepayment, to deploy NVIDIA GB300s over five years. $CIFR - CIFR secured a $5.5 billion, 15-year lease agreement with Amazon Web Services (AWS). The Neocloud…
Neocloud Ecosystem Cheat Sheet Part 1/2: Bullet Point Positive vs. Negatives. Full List by Marketcap: $CRWV ($66.2B) $NBIS ($32.85B) $IREN ($16.52B) $APLD ($9.69B) $RIOT ($7.34B) $CIFR ($7.3B) $WULF ($6.36B) $HUT($5.39B) $CLSK ($5.01B) $HIVE ($1.74B CAD) $WYFI ($1.29B)…
I wonder if $IREN is trying to leverage partial prepayments and GPU contributions from Microsoft to finance large-scale, bare-metal CSP buildouts using project-level debt. This would create a self-funding cycle where each contracted phase pays for the next, enabling rapid,…
$MSFT's Satya is saying that compute is not the bottleneck, but energy and data center space is. In fact the problem he has is that he has a surplus of GPUs right now sitting which he can't use (glut?). He is also saying he doesn't want to over buy one generation of $NVDA GPUs.…
$IREN is pleased to announce the signing of a $9.7bn AI Cloud contract with @Microsoft Key details of the transaction: - $9.7bn AI Cloud contract value - 5-year average term - 20% prepayment - 200MW (IT load) data centers - NVIDIA GB300 GPU deployments Refer to the press…
I’m actually emotional today. For months people mocked $IREN saying “no hyperscaler deal”, while others bragged about their announcement… and now here we are: IREN locks a $9.7 BILLION AI Cloud contract with Microsoft $MSFT This is not hype. This is validation. I’m honestly…
$IREN ，一家neo-metal公司，和 $MSFT 签了一个小合同。让大家失望了。
在美股这样一个基本面主导的市场里何时才是大顶？我们经常会看到如图1中的观点“已经是人声鼎沸了，顶部形成的逻辑” 咋一看非常有道理，实则很有误导性。这里忽略基本面主导的市场和情绪资金面主导的市场两者的差异性：…
今天Amazon裁员3万人，比2022年行业收缩期裁的还厉害，原因很简单 买GPU的钱capex不够，导致AWS增速下降，被市场严厉的惩罚了，只能砍工资来省钱买GPU，让财报好看一点，营造一个AWS增速触底的故事 每一个互联网公司的SDE打工人，都应该买入Nvidia/amd作为风险对冲，弥补自己被GPU挤出价值链的风险…
反H1B的这群MAGA从论据到论点都不靠谱，难怪musk会发飙 伯克利CS满GPA毕业生找不到工作，主要原因还是21~22年各公司对线上业务增长需求误判导致疯狂扩招，两年招人超过之前十年，Meta4万变8万，Google也接近翻倍，非常惊人 之后发现业务需求没那么大，就算裁员15%也还有大量冗余，没那么多业务增长…
OK哥美股宝藏工具箱第3弹：TraceLume 免费，但很宝藏又没啥人知道，这个站有两个核心功能很有用，一是Reddit热榜，二是美股日历。 还有论坛、分析师荐股之类，但比较鸡肋。 记下地址：tracelume.com
中国西电
在这个社会上，每人都在炒股or炒币 考编大军在做多“体制稳定性”，把最宝贵的青春投入行测申论+,本质是买入一份看涨国家治理体系的期权。 房贷族在构建城市发展ETF+;三十年杠杆绑定特定城市，相当于重仓持有“区域经济股票”学历通胀是教育赛道的杠杆化投资；…
$iren / 2026 YE Price Target / $230 per share Let me take a brief detour as an introduction to the analysis. For those that want to see the assumptions and valuation methodology, skip to Assumptions. Overview Like most of us, I am not yet retired and continue to work at my…
$SLNH: The Underdog Green AI/BTC Play Betting Big on Execution Thesis Snapshot $SLNH (Soluna Holdings) is trading at ~$4.42/share ($268M market cap) after a blistering +330% 1-month rally (Sept-Oct 2025), yet it’s a micro-cap diamond in the rough compared to neocloud peers…
之前有人说谷歌在AI时代落后了，但其实，谷歌是在AI布局最全面且能力最强的公司之一。谷歌Deepmind的CEO，2024年诺贝尔化学奖得主戴密斯哈萨比斯在All in Summit上的访谈里，把谷歌在AI上布局梳理了一遍，也讨论了AGI什么时候能实现，现在还差什么。访谈非常精彩，详情请见视频。
Everyone talks about NVIDIA’s GPUs. But few realize the power grid behind the AI revolution. To run AI factories, NVIDIA built an 800V DC Alliance — a network of power and silicon partners turning electricity into intelligence ⚡️💻 🏭 Data Center Power System Providers: Eaton,…
最近行情不太好做，中美二神仙打关税战，今天又是股指期货交割日，下周要召开的二十届四中全会，制订“十五五规划（2026-2030年)。 看最近各部领导的发言，未来围绕十五五炒作大致有以下几个方向 1.先进制造：从制造迈向智造，如人形机器人，数控系统 ，高端新材料等…
United States 트렌드
- 1. New York 1.04M posts
- 2. New York 1.04M posts
- 3. Virginia 513K posts
- 4. $TAPIR 1,615 posts
- 5. #DWTS 40.3K posts
- 6. Texas 215K posts
- 7. Prop 50 173K posts
- 8. Clippers 9,256 posts
- 9. Cuomo 402K posts
- 10. TURN THE VOLUME UP 15.3K posts
- 11. Harden 9,716 posts
- 12. Bulls 35.7K posts
- 13. Sixers 12.8K posts
- 14. Jay Jones 98.5K posts
- 15. #Election2025 15.9K posts
- 16. Ty Lue N/A
- 17. Embiid 6,090 posts
- 18. Maxey 7,896 posts
- 19. WOKE IS BACK 33.1K posts
- 20. #BlueWave 3,222 posts
Something went wrong.
Something went wrong.