-This ties back to what Elon said in another post, any missing piece, even insignificant can de-rail the build out -He expects some kind of bottleneck(s) to prevent completion of buildouts where the builder failed to secure something (anything) -a lot of mostly completed datacenters, but the somethng missing means they are stranded -like a car missing 1 tire, or a steering wheel, anything missing, even insignificant means the unit is useless The more common this becomes, the higher the cost of compute will be

It’s amazing how many FinX influencers here are now who sell their X subscribtion with TA charts and AI slop analysis. They ignore all fundamentals and when their predictions hits wrong, they will never mention it again and if hits right it’s ”I warned u so last week.”

biggest bald one eyed fucking retard michael burry still stuck in 2008 shorting every ai namewhile the market is at ath and this absolute braindead cassandra keeps screaming 1987 crash from his substack bunker like a broken clock that only works once every twenty years this retard just shorted orcl and nbis today at the top like its free money rolling puts into 2027 because he still thinks the ai bubble pops tomorrow meanwhile nvidia keeps printing and the only thing getting liquidated is his short book twitter already calling him captain early broken clock the fish are shooting YOU in the barrel retard and this guy still acts like hes the smartest man alive while his thesis gets delayed another decade classic big short retard energy one legendary call 18 years ago and now he just sits there shorting hyperscalers adding random longs in flutter and fiserv after they dip and calling everything a bubble while the rest of us make money absolute fucking legend of being wrong on timing for 15 years straight godspeed fellow retards​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ $NBIS $AAOI $ORCL

$SNDK launch of HBF memory This weekend, FMS 2026 (Future of Memory and Storage) unofficially started in Santa Clara, California, where SanDisk and $SKHY held presentations for industry experts, engineers, and analysts. There they presented their new HBF memory. What is HBF? HBF is the solution before the memory wall within AI data centers. HBM (DRAM): Extremely fast, but has very low storage capacity and is gigantically expensive. Thoughts? eSSD (NAND): Gigantic storage capacity at a low price, but too slow to be fed directly to GPUs during ongoing AI computations. HBF (New category): Combines the capacity from NAND with the parallelism from HBM. It allows AI servers to keep enormous language models, KV-cache, and RAG databases active in memory at a fraction of the power consumption and cost of DRAM. What it does: 50–70 % lower TCO (Total Cost of Ownership): Which includes reduced production cost per generated token by up to 50 % to 75 % compared to a pure HBM/DRAM infrastructure. 60–70 % lower power consumption with significantly lower cooling requirements. Conversation context becomes longer: Unlimited KV-cache: Enables enormous context windows which includes remembering entire books, codebases, and long conversation histories without performance degradation or memory crashes. 10–20x higher concurrency: A single server can serve significantly more parallel users and AI agents simultaneously. New higher price target: This has been developed in collaboration with SK Hynix but SanDisk will be 6 months ahead with this technology. HBF will probably be presented at their next Q report which will adjust future free cash flows and give a significantly higher price target. I believe we will see an explosive rise of SNDK when HBF is presented.

$NBIS: WILD statement From Bloom Energy ($BE) CEO. "The 1GW Data center... will deliver between $12B to $24B in revenue per year" 🔥🔥 Now think about $NBIS and their goal of 5 active GW by 2030. That would put 2030 revenue in a range of $60B - $120B PER YEAR in revenue. Even saying 20-25% net margin.... NUTS!

$INTC wow nice! Revenue: $16.1B (+25% YoY) vs. $14.5B expected Adj. EPS: $0.42 vs. $0.22 expected Data Center & AI: $6.3B (+59% YoY) Intel Foundry: $5.8B (+31% YoY) Operating Cash Flow: $7.0B vs. $5.23B expected Q3 Revenue Guide: $15.8B–$16.8B vs. $15.2B expected

Let me remind you that this stock is still trading at 220$ $NBIS If we look at that estimate given by Marc Boroditsky at the Paris Raise Summit – meaning revenue will rise to tens of billions of dollars over the next 13 months (by August 2027), with the text mentioning "10s of B$ of revenue" and at least $20 billion ARR (Annual Run Rate) by the end of 2027 – we can map this directly onto your Excel model. Let's look at the 2027E column in the Excel sheet and find where the revenue matches Boroditsky's promises: What does the Excel model say about the share price with these numbers? 1. Base Case: In the Excel sheet, the Base scenario forecasts a revenue of $16.75 billion for 2027E. With this revenue, the projected share price (Price – Base) is $625.78. 2. Bull Case: If Boroditsky's promise of "tens of billions" means clearly exceeding the $20 billion mark during 2027 (as estimated in the Reddit post: "At least $20B ARR"), we move straight into the Bull model. The Excel Bull Case forecasts a revenue of up to $40.47 billion (ARR $64.00B) for 2027E. In this scenario, the projected share price (Price – Bull) skyrockets to an astronomical $1,092.85