$CIFR 0.49 Noisy

Notable posts

• @StockSavvyShay neutral 3410 eng

  UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utilities • $IREN $51 • $NBIS $177 • $CIFR $17 • $CRWV $100 AI Power • $EOSE $7 • $BE $237 • $NVTS $22 • $VRT $282 AI Hardware • $NVDA $192 • $TSM $408 • $ASML $1,618 • $MU $730 AI Applications • $PLTR $129 • $NOW $109 • $CRWD $598 • $SNOW $181 AI Connectivity • $AVGO $377 • $ALAB $305 • $CRDO $195 • $MRVL $236 Space • $RKLB $106 • $ASTS $89 • $PL $31 • $BKSY $32 Quantum • $IONQ $52 • $RGTI $15 • $QBTS $20 • $INFQ $13 Drones • $ONDS $10 • $AVAV $175 • $KTOS $52 • $UMAC $24 Nuclear • $OKLO $50 • $UUUU $12 • $GEV $906 • $LEU $151 Photonics • $AAOI $164 • $LITE $698 • $COHR $283 • $AEHR $76 CPU Bottleneck • $AMD $383 • $INTC $91 • $ARM $299 • $AMKR $57 Physical AI • $TSLA $382 • $AMZN $230 • $GOOGL $357 • $ISRG $394

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• @StockSavvyShay bullish 1535 eng

  $CIFR CEO Tyler Page says the company may generate its own power on-site to move faster on AI data center demand. Hyperscalers need power faster and Cipher may be able to “tap the pipeline” instead of waiting years on the grid. https://t.co/SDYHno8zyH

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• @StockSavvyShay neutral 1436 eng

  KEY LEVELS TO WATCH FOR POPULAR STOCKS • Bullish: $AMD, $MU, $NBIS, $CIFR, $HIMS • Hold: $NVDA, $AVGO, $HOOD, $AEHR, $RKLB, $SOFI, $AAOI • Bearish: $TSLA, $PLTR, $ONDS, $OKLO, $ASTS, $IONQ, $OPEN, $IREN https://t.co/E8RqAVUbjD

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• @StockSavvyShay neutral 1430 eng

  UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utilities • $IREN $31 • $NBIS $160 • $CIFR $17 • $CRWV $67 AI Power • $EOSE $3 • $BE $192 • $NVTS $8 • $VRT $245 AI Connectivity • $AVGO $368 • $ALAB $251 • $CRDO $183 • $MRVL $168 AI Hardware • $NVDA $190 • $TSM $377 • $ASML $1,713 • $MU $672 AI Applications • $PLTR $131 • $NOW $101 • $CRWD $196 • $SNOW $259 Physical AI • $TSLA $369 • $AMZN $245 • $GOOGL $335 • $VPG $84 Space • $RKLB $56 • $ASTS $47 • $PL $20 • $RDW $8 Quantum • $IONQ $26 • $RGTI $13 • $QBTS $16 • $INFQ $8 Drones • $ONDS $6 • $AVAV $99 • $KTOS $42 • $MRCY $92 Nuclear • $OKLO $33 • $UUUU $8 • $GEV $906 • $LEU $132 Photonics • $AAOI $87 • $LITE $636 • $COHR $311 • $AEHR $66 CPU Bottleneck • $AMD $467 • $INTC $88 • $ARM $242 • $AMKR $57

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• @StockSavvyShay neutral 1400 eng

  UPDATED FIB LEVELS FOR POPULAR STOCKS Space • $RKLB $92 • $ASTS $90 • $PL $32 • $RDW $12 Quantum • $IONQ $55 • $RGTI $19 • $QBTS $20 • $INFQ $13 Drones • $ONDS $9 • $AVAV $169 • $KTOS $52 • $MRCY $104 Nuclear • $OKLO $50 • $UUUU $15 • $GEV $906 • $LEU $182 Photonics • $AAOI $160 • $LITE $825 • $COHR $369 • $AEHR $110 CPU Bottleneck • $AMD $512 • $INTC $125 • $ARM $420 • $AMKR $83 Physical AI • $TSLA $382 • $AMZN $230 • $GOOGL $357 • $ISRG $397 AI Utilities • $IREN $56 • $NBIS $206 • $CIFR $17 • $CRWV $111 AI Power • $EOSE $7 • $BE $265 • $NVTS $24 • $VRT $282 AI Hardware • $NVDA $192 • $TSM $437 • $ASML $1,732 • $MU $1,013 AI Applications • $PLTR $121 • $NOW $95 • $CRWD $624 • $SNOW $181 AI Connectivity • $AVGO $368 • $ALAB $372 • $CRDO $262 • $MRVL $292

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• @StockSavvyShay bullish 1335 eng

  TOP 10 MOST EFFICIENT AI NEOCLOUDS This chart is a great way see which neoclouds are monetizing scarce AI power most efficiently and where the remaining upside still sits: 1. $IREN leads the group at ~$40M of contracted revenue per MW which shows how valuable its full-stack GPU cloud model can be once more of its secured power gets monetized. 2. $GLXY sits ~$29M per MW and still has meaningful approved capacity waiting on tenants which makes future contract conversion the main catalyst. 3. $CRWV generates ~$28M per MW and has already converted a large portion of its power footprint into contracted compute which shows how aggressively it has scaled demand. 4. $HUT also sits ~$28M per MW but has one of the largest remaining development pipelines which leaves substantial optionality if it can keep filling capacity. 5. $APLD monetizes ~$26M per MW with much of its remaining upside tied to capacity currently moving through construction and into contracted service. 6. $WULF sits ~$25M per MW which reflects a model that captures strong powered-shell economics but less value per watt than owning the compute layer. 7. $NBIS sits ~$23M per MW on long-term deals but is intentionally holding back capacity because short-term pricing has reached ~$50M per MW. 8. $CORZ generates ~$21M per MW largely driven by long-term infrastructure contracts rather than higher-value full-stack compute. 9. $CIFR sits ~$13M per MW which shows the tradeoff of powered-shell colocation where the customer owns the silicon and more of the margins sit upstream. 10. Crusoe doesn't disclose a clean revenue-per-MW figure but still has a large contracted footprint.

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• @StockSavvyShay bullish 1312 eng

  KEY LEVELS TO WATCH FOR POPULAR STOCKS • Bullish: $AMD, $MU, $NBIS, $AEHR, $CIFR, $RKLB, $IONQ, $IREN, $AAOI • Hold: $NVDA, $TSLA, $AVGO, $HOOD, $ONDS, $ASTS, $HIMS • Bearish: $PLTR, $OKLO, $OPEN, $SOFI https://t.co/3xqdKoNveV

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• @StockSavvyShay neutral 1276 eng

  Here are the current 2030 revenue estimates for companies capitalizing on compute capacity as the AI overflow layer • $CRWV ~$66.9B revenue w/ 68% EBITDA margins • $NBIS ~$39.7B revenue w/ 90% EBITDA margins • $IREN ~$10.9B revenue w/ 74% EBITDA margins • $WULF ~$4.3B revenue w/ 70% EBITDA margins • $DOCN ~$3.1B revenue w/ 63% EBITDA margins • $CIFR ~$1.5B revenue w/ 31% EBITDA margins • $APLD ~$521M revenue w/ 48% EBITDA margins

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