$Bloom Energy Corp(BE)$ Chips determine how fast AI can run, but electricity determines whether a data center can operate at all. A new Bloom Energy position disclosed by the Pelosi household and Aggreko’s proposed IPO are putting the AI power shortage back in focus. As semiconductor stocks pull back, companies that can solve the data-center electricity bottleneck are attracting fresh attention. The latest catalyst is a congressional filing showing that Nancy Pelosi’s spouse, Paul Pelosi, established and increased a position in Bloom Energy (BE). According to the disclosure, the Pelosi household purchased: A total of 15,000 BE shares A total of 200 BE call options A $100 strike price An expiration date of June 17, 2027 The transactio

I think the 25% residual-value guarantee is both the foundation and the biggest risk of the deal. It gives lenders confidence to finance massive GPU deployments, but the real question is whether these chips will still have meaningful value when the loans mature in 3–5 years. I’m encouraged by the fact that older $NVIDIA(NVDA)$ GPUs like the A100 are still being used, while CUDA keeps extending the useful life of existing hardware. But unlike cars or aircraft, there isn’t a mature secondary market for obsolete GPUs, so depreciation risk remains difficult to price. For me, the structure is bullish for AI infrastructure in the near term, but I wouldn’t treat the

$Applied Materials(AMAT)$   Applied Materials reported quarterly revenue of $9.12 billion, above Wall Street’s $8.99 billion estimate. The chip-equipment maker also guided for next-quarter revenue of about $10.25 billion, well ahead of the $9.54 billion consensus, while adjusted EPS guidance of $4.02 topped expectations of $3.69. AI spending remains the main driver. Applied now expects advanced-packaging revenue to grow more than 70% in 2026, up from its previous forecast of more than 50%, as chipmakers keep investing in DRAM, leading-edge logic and packaging capacity. Still, the stock dropped more than 5% in extended trading. Shares had already more than doubled this year, leaving little room for anything shor

AI Cloud -Investment Thesis. Is everyone clear about the business models of $CoreWeave, Inc.(CRWV)$ and $NEBIUS(NBIS)$ ? Both specializes in AI cloud-computing and infrastructure providers (often called "neoclouds") focused on renting out high-performance GPU computing power for artificial intelligence training, tuning, and inference workloads. My last post on both was dated 10 Apr 2026. Click here ! for details. It is timely to revisit these stocks since they have just released their latest quarterly earnings. For starters most investors frequently compare them to high growth plays that benefit from surging demand for AI compute res

Three earnings prints, one thesis: AI compute is getting monetized three different ways — and the market's rewarding all of them Nebius jumped 34% on $582M in revenue, up 454% y/y, with adjusted net loss narrowing 64% to $33.2M — a company scaling GPU-cloud revenue while visibly closing the gap to profitability. That's the "growth efficiency" trade. CoreWeave rose 19% despite missing revenue consensus ($2.58B vs. ~$2.61B expected) — because the backlog is the real story. $104B contracted as of June 30, and that's *before* another $25B+ signed in the first weeks of Q3, pushing total forward commitments to roughly $129B. The adjusted EPS loss of $1.03 also beat the Street's -$1.24 estimate. Investors aren't pricing this quarter — they're pricing 2028. Riot's +4.33% came off a structurally di

Hello. The figure this market had spent two days sitting still for landed last night, and all four parts of it came in on the nose: July CPI was 3.4 per cent year on year and 0.1 per cent on the month, with the core at 2.5 per cent and 0.2 per cent. Traders trimmed their bets on a September rate rise, with the odds easing to about 33 per cent. The gate opened. The water did not run towards the mega-caps. Of the Magnificent Seven, only $NVIDIA(NVDA)$ rose, up 3.03 per cent. $Meta Platforms, Inc.(META)$ fell 3.38 per cent, $Microsoft(MSFT)$ 2.26 per cent, $Amazon.

$CoreWeave, Inc.(CRWV)$ shares rose after its Q2 2026 results. Revenue grew 112%, but the key gain was faster power and GPU roll-out. Adjusted operating margin also rose from its Q1 low.$Tradr 2X Long CRWV Daily ETF(CWVX)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$ Demand remains strong and near-term supply is sold out. Yet debt, interest and future depreciation keep rising. 1. Sales grew fast, with more gains due in H2 Q2 revenue was $2.58 billion, up 112% year on year and 24% from Q1. The result was close to

$Coherent(COHR)$ fiscal year 2026 fourth-quarter results were strong. Revenue, profit and next-quarter guidance all beat market forecasts. The debate has moved from whether AI optical demand is real to whether Coherent can add capacity on time and how much growth is already priced into the stock. Q4 revenue reached $2.046 billion, up 33.8% year over year and 13.3% quarter over quarter, passing $2 billion for the first time. Non-GAAP gross margin was 40.2%, up 2.15 percentage points from a year ago. Non-GAAP operating profit rose 62% to $446 million, while adjusted earnings per share grew 74% to $1.74. Profit grew much faster than revenue, showing gains in product mix, yields and pricing. Coherent fiscal year 2026 Q4 results Full-ye

I think scarce power plus contracted capacity ultimately holds the strongest pricing power. Nebius shows that machine hours can command extraordinary prices when GPU capacity is tight. Management even says it could sell all its 2027 capacity at current terms, while Q2 revenue surged 454%. But compute pricing is vulnerable as GPUs improve and competitors add capacity. CoreWeave’s $104bn backlog offers better visibility, but it still carries enormous capex, financing and customer-concentration risk. Riot is the interesting third model. A 20-year, 191 MW contract worth about $9.1bn locks monetisation to something AI cannot easily manufacture: power-connected data-centre capacity. My ranking: power/capacity > contracted compute > spot machine hours for durable pricing power. GPUs depreci

NBIS Q2 Earnings Review: Orders Explode, 2027 Visibility Improves, More Room to Run? $NEBIUS(NBIS)$   surged more than 21% after reporting its second-quarter 2026 results. Revenue and adjusted EBITDA both beat expectations, while new contract wins accelerated sharply, customer commitments topped $40 billion, and the company raised its year-end contracted power target to 5 GW. Strong order momentum is extending Nebius' growth visibility further into 2027. With more large contracts set to come online starting in Q4, can a new Revenue Ramp drive another leg of valuation re-rating for NBIS? Key Financial Results – Revenue: Q2 revenue reached $582.3 million, up 454% YoY, above the $572.75 million consensus and about 46% higher sequentially.&n

The valuation anchor for neocloud providers like Nebius lies in cash flow predictability and long term utilization rates, rather than short term narrative shifts around balance sheet leverage. While the market initially panicked over credit default swap costs, the rapid pivot to viewing $775 million in debt as efficient capital highlights how heavily sentiment dominates high growth AI infrastructure stocks. Leverage becomes an advantage only if the borrowed capital directly accelerates top line growth through GPU cluster buildouts and active AI partnerships. Until these companies demonstrate consistent, positive free cash flow, their true valuation anchor will remain tied to revenue multiples and contract backlogs rather than traditional debt metrics.

he market's reaction makes sense. An investment by NVIDIA is not merely a financial transaction. It is often viewed as validation that a company has strategic importance within the AI ecosystem. However, whether this becomes a lasting re-rating depends on Nebius proving it can translate infrastructure investment into sustained earnings growth.

he market's reaction makes sense. An investment by NVIDIA is not merely a financial transaction. It is often viewed as validation that a company has strategic importance within the AI ecosystem. However, whether this becomes a lasting re-rating depends on Nebius proving it can translate infrastructure investment into sustained earnings growth.

The market's reaction makes sense. An investment by NVIDIA is not merely a financial transaction. It is often viewed as validation that a company has strategic importance within the AI ecosystem. However, whether this becomes a lasting re-rating depends on Nebius proving it can translate infrastructure investment into sustained earnings growth. Here is how I see it: Bullish case NVIDIA's 9.3% stake is a strong signal. NVIDIA has visibility into AI infrastructure demand through its GPU customers. Its investment suggests confidence that Nebius could become an important AI cloud provider. AI cloud demand remains robust. As enterprises increasingly train and deploy large AI models, demand for GPU cloud capacity continues to exceed supply in many segments. Positive read-across. The gains in Cor

Cloud computing and the infrastructure necessary for these companies to farm/hold data is looking to gain strong long term potential imho. I don't see this as a fly-by, quick burn project. Highly integrative technologies are becoming woven into the very real fabric of our day to day, seamlessly almost. From our internet browsers, to our mobile phones, iot's, to education, retail, defence, and medical/pharma, energy even - there is no future proofing from AI tech, cloud services/memory chip, integrated infrastructure and services. And the tech race to fully integrate AI into them has come to a fraction of it's potential and capability. Companies are raising hundreds of millions to get a piece of the market and make history as we see all of this unfold from a fairly abstract computer enginee

🚀 #Nebius Just Changed the AI Infrastructure Narrative Nebius didn’t just rally 18.8% because NVIDIA bought shares. The market is finally recognizing that AI infrastructure isn’t just about chips anymore—it’s about who owns the compute. NVIDIA taking a ~9.3% strategic stake is a huge vote of confidence. Jensen Huang isn’t deploying billions randomly. NVIDIA has been carefully building an AI ecosystem spanning chips, networking, software, and now cloud infrastructure. Nebius fits perfectly into that vision by providing GPU cloud capacity to enterprises that cannot afford to build their own AI clusters. What’s even more bullish is that this wasn’t an isolated move. ✅ CoreWeave surged. ✅ Oracle rallied. ✅ Hedge funds more than doubled their positions. ✅ AI cloud names moved together. This tel