$DOCN 0.61 Developing

Notable posts

• @StockSavvyShay neutral 1587 eng

  THE NEW AI INFRASTRUCTURE STACK Piper Sandler mapped the new AI infrastructure stack across 8 layers from the power grid all the way to the agent as AI scaling creates bottlenecks across power, cooling, networking, storage, cloud & inference: Layer 1 | Power, Grid & Real Estate • $NEE building renewable power backbone hyperscalers need to scale AI • $CEG monetizing 24/7 nuclear power AI data centers increasingly require • $TLN building behind the meter nuclear power model for AI campuses • $IREN turning scarce power & interconnects into hyperscale AI capacity • $DLR owning physical real estate underneath global AI infrastructure • $EQIX owning interconnection layer where AI networks & clouds meet Layer 2 | Physical Datacenter, Shell & Cooling • $VRT building 800V DC powertrain needed for next jump in AI rack density • $SMCI assembling liquid cooled rack systems that turn GPUs into usable compute Layer 3 | Silicon & Hardware • $NVDA building compute platform underneath AI economy • $AMD building second full stack accelerator platform at hyperscale • $AVGO designing custom AI silicon behind Google TPUs & Meta MTIA as hyperscalers move deeper into proprietary compute • $GOOGL turning TPUs from an internal advantage into a hardware business sold directly into customer data centers • $INTC turning 14A into a real external foundry business with $TSLA as an anchor customer and its largest reported foundry deal yet • $ARM moving into full server CPUs & capturing the full value of the chip instead of dollars per core Layer 4 | Scale Up & Scale Out Networking • $ANET building Ethernet backbone connecting hyperscale AI clusters • $CSCO extending enterprise networking into AI data center fabric • $CLS manufacturing physical networking hardware connecting AI clusters Layer 5 | High Performance Storage • $PSTG using DirectFlash to reclaim power & rack space for AI infrastructure • $DELL bundling servers & storage into an integrated enterprise AI stack • $NTAP connecting enterprise data estates to cloud AI workloads • $HPE bringing enterprise storage into an infrastructure as a service model Layer 6 | Orchestration & Workloads • $IBM turning Red Hat OpenShift into enterprise control plane for private & hybrid AI deployments • $NTNX bringing AI infrastructure stack into private & on prem environments Layer 7 | GPUaaS & Cloud • $CRWV proving GPU residual value with fully priced A100 capacity contracted through 2029 • $NBIS building an AI cloud around 5GW of contracted power with customers prepaying 50% of capex • $DOCN bringing AI compute & inference below hyperscale cloud layer • $MSFT turning Azure into one of largest distribution layers for AI compute • $AKAM pushing AI inference closer to where users consume it • $AMZN monetizing AI through hyperscale cloud infrastructure & its own silicon • $ORCL building AI cloud capacity against a heavily concentrated backlog of large customer commitments Layer 8 | Model Execution, Tokens & Agents • $NET becoming distribution layer between AI agents and the internet as non human traffic crosses more than 50% of its network • $FSLY moving inference closer to the end user through edge compute

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• @StockSavvyShay bullish 1352 eng

  12 STRONGEST EARNINGS PRINTS THIS CYCLE 1. $PLTR | Palantir 2. $DOCN | DigitalOcean 3. $BE | Bloom Energy 4. $SITM | SiTime 5. $RKLB | Rocket Lab 6. $TE | T1 Energy 7. $AMD | AMD 8. $MU | Micron 9. $HPE | Hewlett Packard 10. $NBIS | Nebius 11. $SNDK | SanDisk 12. $DELL | Dell

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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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• @StockSavvyShay bullish 1116 eng

  NEXT WEEK’S EARNINGS ARE MASSIVE FOR GROWTH • Monday | $PLTR, $CLPT, $ON, $GRAB, $SNAP, $WGS, $VOYG • Tuesday | $AMD, $SPCX, $CIFR, $ZETA, $ANET, $ALAB, $TMDX, $KTOS, $DOCN, $HUT, $OPEN, $PRCT • Wednesday | $SNDK, $APP, $IONQ, $MELI, $UBER, $SHOP, $EOSE, $OSS, $VPG, $DUOL, $FIG, $SYM, $RDW, $FLNC, $VIAV • Thursday | $CELH, $DDOG, $OSCR, $NET, $TTD, $U, $QBTS, $AAOI, $RCAT, $TEAM, $OUST, $SHAZ • Friday | $OKLO, $VST

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• @StockSavvyShay neutral 1023 eng

  HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +557% 2. $AXTI +445% 3. $AAOI +408% 4. $AEHR +388% 5. $DOCN +253% 6. $NVTS +251% 7. $ARM +214% 8. $DELL +214% 9. $MRVL +210% 10. $BE +204% 11. $MU +203% 12. $WDC +197% 13. $NBIS +172% 14. $INTC +169% 15. $VIAV +167% https://t.co/7XZ1CdUF2s

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• @StockSavvyShay bullish 919 eng

  $AMZN AWS is raising reserved GPU pricing by ~15% across $NVDA B300, B200 & H100 capacity starting next week. Another sign premium AI compute remains supply constrained and a strong readthrough for $NBIS $CRWV $IREN & $DOCN as available capacity keeps getting more valuable. https://t.co/JC5X40DTRQ

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• @StockSavvyShay neutral 888 eng

  HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +734% 2. $AXTI +494% 3. $AEHR +437% 4. $AAOI +385% 5. $DOCN +254% 6. $ARM +248% 7. $MU +244% 8. $INTC +238% 9. $MRVL +229% 10. $NVTS +228% 11. $WDC +227% 12. $DELL +214% 13. $VIAV +200% 14. $BE +200% 15. $NBIS +178% https://t.co/qt1nmG2fkM

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• @StockSavvyShay neutral 794 eng

  HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +591% 2. $AEHR +564% 3. $AXTI +399% 4. $AAOI +331% 5. $DELL +290% 6. $TWST +274% 7. $MU +240% 8. $NBIS +232% 9. $PENG +226% 10. $WDC +195% 11. $INTC +178% 12. $DOCN +170% 13. $BE +165% 14. $MRVL +161% 15. $ARM +156% https://t.co/LtXsb8khee

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