When will the "slumbering" market wake up?

The market may be overlooking the broader picture.

This brings $NBIS and $IREN into focus.‌$IREN Ltd(IREN)$ ‌‌$NEBIUS(NBIS)$ ‌

Microsoft’s (‌$微软(MSFT)$ ‌) withdrawal from its partnership with NScale does not mean that demand for artificial intelligence (AI) is fading. Instead, it highlights a more pressing challenge: power supply and delivery timelines.

Microsoft still requires computing power. If one provider fails to deliver on schedule, companies with already-energized capacity and a proven track record of execution may stand to benefit.

In the realm of AI infrastructure, while demand is certainly important, it is the ability to deliver that ultimately converts demand into revenue

World Cup Event: Which Team Are You Betting?

The 2026 World Cup kicks off — the biggest ever (48 teams, 104 matches, co-hosted by the U.S., Canada and Mexico) and one of the largest sports-betting events in history, with global wagers projected near $50 billion. Buying a stock is a bet on fundamentals; backing a World Cup team is a bet on form and heart — both are the same game of probability, odds and emotion. Brazil's attack, Argentina's title defense, France's stacked squad, England's "tournament curse"… everyone's got a side. So — which team are you betting to lift the trophy? And would you ride the betting stocks alongside it?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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