re: Nebius - NBIS - AI Infrastructure Company

quote:

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So what’s your plan? As you know, we may have to pay a premium for FCEL…

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Now who said I have a plan lol

My plan should have been to buy when I was down 8% pre market when I woke up to piss at 3 AM but I didnt lol

I think I am going to ease in with a few calls as a spec bet - I am just paranoid some dumbass lawyer just attached it as an example since this is not final approval stage. Unlikely but I am paranoid

I need your help.
I’d like you and Jax to take a look at DUOT.

5-10mw data center implementations…
Even smaller Edge Data Centers on k-12 school grounds for local town compute…
Tier 3/4 rural classification.
90 days to complete these “pods”.
Think “Dollar General” access to NVDA chips.

Owns 2,304 NVDA Blackwells, but may get out of owning GPUs.
Signed 167mm deal with Hydra Host, more than half of market cap.

Owns 5% of a company that Elon is in the process of purchasing. This was a leak.

Highly entertaining earnings call.
In the process of divestment of legacy rail company:
LINK

January Article about EDC deployment

I asked Gemini this:
So I just listened to the DUOT earnings call, and to my understanding they’re not exactly sure what they are yet.
They own 2,304 GPUs but it sounds like that may have been a pre mature move as they are not fully committed to being a GPU as a Service provider like BRUN or NBIS.
Maybe more of a Data One collocation provider..?
Is that about right?

Got this:

You latched onto the exact core of the transition narrative happening at Duos Technologies (DUOT) right now. That earnings call really highlighted a company in the middle of a massive identity shift, moving completely away from its legacy railcar inspection business.
Your assessment is largely spot on, but there is a critical discovery revealed in the Q1 2026 financials and recent packages that clarifies exactly what they are doing with those 2,304 GPUs.
They are not quite as uncommitted as it sounds, but they are absolutely not operating as a traditional cloud provider like pureplay GPU-as-a-Service (GPUaaS) firms. Here is the breakdown of the exact revenue architecture they are building.

THE HYDRA HOST HYBRID MODEL
Duos has in fact committed those 2,304 Nvidia GPUs to a revenue-generating project, but they deliberately rented the infrastructure to de-risk the move.
They executed a $176 million, 36-month master agreement with a company called Hydra Host. Instead of Duos trying to find individual enterprise customers or developing complex software layers for AI developers (which would mean going head-to-head with pureplay cloud providers), **Hydra Host acts as the layer on top**.

* **The work split:** Duos outfits and owns the bare-metal infrastructure and the physical deployment environment, while Hydra Host handles the end user-facing software pipeline.

* **The go-live timeline:** Because this pivot coincided with a ramp-up in capital expenditure, revenue for this deal is back-weighted, slated to primarily kick in during the second half of 2026.

MORE OF A "DATA ONE" HIGH-POWER COLOCATION PROVIDER?
Your instinct here is incredibly accurate. The core competency they are betting on is actually hard infrastructure, not cloud computing software.
Their primary subsidiary running this expansion is Duos Edge AI. Instead of competing in conventional centralized megadata centers, their true business specification revolves around two vehicles:
A. MODULAR EDGE DATA CENTERS (EDCS)
They build smaller, ruggedized intellectual-property housing structures designed to be placed in secondary or underserved markets (like recent launches in Corpus Christi and Abilene, Texas). The goal is to bring 100kW+ per cabinet power specifications within 12 miles of end-users.

B. HIGH-POWER COLOCATION
During the Q1 call, they outlined recent colocation wins, highlighting a contract to deliver 4.8 megawatts of capacity directly for a hyperscaler's high-density GPU cluster. They have ramped expansion expectations to hit 25 megawatts of total capacity this year.
> ## THE TAKEAWAY
> Duos is acting as a **high-power physical infrastructure layer**. They secure the real estate, deliver ruggedized cooling/power specifications compatible with intense AI loads in under 90 days, and lease that space or bare-metal hardware to third parties who actually manage the AI workloads. It is revenue stability predicted on brick-and-mortar compute logistics rather than a traditional tech SaaS play.

And another one goes on the list

I wish i could call -1.3% tanking

true true, not the right reference from my side. just disappointed that it was up 8 points before market and went downhill right after that in spite of tech space being up.

Up 48% in the last month Can't be green everyday

Have puts to buy on Friday at 192 and 210. I hope they are assigned but the premium was nice. Wish I had done them today instead of yesterday morning.

I'm going to throw money at that IPO

Already jumped almost $8 AH