re: Nebius - NBIS - AI Infrastructure Company

Let’s Ride!

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It’s why energy is part of the play.

I would suggest that this more a short point of view.

As someone who has been dabbling in AI and AI tools, I personally feel it’s the real deal.

Why are all these large companies making all of these investments in Cap-ex? Don’t think it’s because they don’t see the possibilities

Agree long term and am bullish nuclear over the coming decade for this reason, but speaking more on short term price action and catalysts.

If power is going to constrain this sector for the remainder of the 2020’s let’s say, it will be prudent to understand how nebius will perform in that environment.

Pulled this info:

“ Nebius has major projects in New Jersey (up to 300 MW campus, phases ramping) and is planning a gigawatt-scale campus in Pennsylvania (targeting ~1.2 GW phased buildout starting ~2027). Both states sit squarely in PJM territory”

Again, I’m insanely bullish and nebius is my largest position and am looking for any bear case with legs to prevent me from freeing up powder to add more

No risk, no reward.

Shorts are good at finding weak points or items to build a narrative. I think data centers buildouts are planned and some don’t come to fruition. Don’t always think it’s a red flag. Have to look at them on a case by case basis. That guy seems more interested in the narrative for his likely short position

Don’t recommend any stock representing more than 10–15%

quote:

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Pulled this info: “ Nebius has major projects in New Jersey (up to 300 MW campus, phases ramping) and is planning a gigawatt-scale campus in Pennsylvania (targeting ~1.2 GW phased buildout starting ~2027). Both states sit squarely in PJM territory” Again, I’m insanely bullish and nebius is my largest position and am looking for any bear case with legs to prevent me from freeing up powder to add more

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I think this is why they signed the deal with Bloom Energy.
They’ll have power and it’ll be off grid.

That’s why BE is up more than 10x.
But I missed that one

Bought FSLR yesterday as a power play.

“ "An estimated $156 billion of data center projects were cancelled or delayed in 2025, and $130 billion in 1Q26. Community pushback against data center construction has accelerated in 2026 as new moratoriums have been introduced, with the majority of the change happening at the local level. This puts pressure on costs and timelines and could alter the geographic distribution of data centers. Sustained data center pushback could ultimately extend the cycle and reduce future supply by lowering capex and financing needs" - Morgan Stanley”

I trust nebius management and have little doubt that they will execute. Might dive into Bloom a little further. To me if bloom is truly legit, this is FUD and is the nebius buying opp I want to take advantage of. AI isn’t decelerating anytime soon imo unless there is a true bottleneck that squeezes it on the “supply” side

The propaganda is strong with data centers. It's been so thorough that they have convinced people in areas with fresh water everywhere that the evil data centers will use all the water.

What do y'all think about this financing strategy?

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Don’t know. If it’s for start ups that puts alot of pressure and cost on the client vs providing them the resources. If it’s an existing and profitable company then that provides a smaller and maybe easier path to construction?

My initial thoughts. Bought more yesterday BTW.