$HUT 0.49 Noisy

Notable posts

• @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 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 bullish 876 eng

  The AI buildout is becoming a power land-grab and this group now controls ~32 GW of planned capacity that could be repurposed into higher-value compute: • $IREN ~5.8 GW • $CIFR ~4.0 GW • $HUT ~3.8 GW • $WULF ~3.6 GW • $MARA ~2.8 GW • $CORZ ~2.6 GW • $RIOT ~2.0 GW • $CLSK ~1.8 GW • $GLXY ~1.7 GW • $BITF ~0.8 GW These companies already control one of the scarcest inputs in the AI economy so even if a portion of that 32 GW converts to full-stack compute then the revenue opportunity per MW can expand by ~6x.

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• @wallstengine mixed 698 eng

  ROTHSCHILD REDBURN LAUNCHES COVERAGE ACROSS AI DATA CENTER NAMES $NBIS: SELL, $84 PT Says Nebius has a demanding valuation and questions the sustainability of its unit economics. Upside could come from newer-generation GPUs, faster growth of its Token Factory inference business and stronger capacity execution. Risks include customers bringing compute in-house and higher funding costs. $CRWV: SELL, $54 PT Redburn questions CoreWeave's unit economics and ability to convert its pipeline into attractive returns. Key risks include hyperscalers or AI labs bringing capacity in-house, falling GPU pricing and higher financing costs. $DLR: BUY, $227 PT Highlights Digital Realty's global wholesale and colocation footprint, long-term tenant contracts and expansion into larger, higher-density facilities built for AI workloads and hyperscale customers. $EQIX: BUY, $1,261 PT Points to Equinix's global interconnection ecosystem as a key advantage, with AI, HPC, enterprise and cloud customers increasingly needing high-density compute close to networks and other infrastructure. $IRM: BUY, $132 PT Iron Mountain has expanded beyond its legacy records-storage business into data centers, information management and IT asset lifecycle services, while developing more power-dense capacity for AI workloads. The miner-to-AI names were treated much more cautiously: $APLD: NEUTRAL, $22 PT Says unit economics and pipeline-conversion risks are already well priced in. Upside comes from lower build/operating costs and additional large tenant signings. Risks include local opposition, construction delays and tenant insolvency. $IREN: NEUTRAL, $40 PT Sees upside from additional large-scale AI tenants and better execution at existing sites. Risks include difficulty securing tenants, higher funding costs and delays or cancellations. $WULF: NEUTRAL, $15 PT Potential upside comes from securing additional U.S. capacity and signing more major tenants. Permitting issues and state-level opposition are key risks. $CIFR: NEUTRAL, $18 PT Sees better or faster grid-capacity allocation and more major tenant deals as upside. Tenant pullouts and buildout delays are the main downside risks. $HUT: NEUTRAL, $96 PT Upside depends on faster data-center execution and securing additional grid capacity. Delays or cancellations in the buildout remain the key risk. $CORZ: NEUTRAL, $16 PT Core Scientific has been shifting capacity from Bitcoin mining toward AI/HPC hosting after emerging from bankruptcy, while continuing its mining business. Its proposed acquisition by CoreWeave collapsed last year after shareholders rejected the deal.

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• @StockSavvyShay neutral 629 eng

  Texas is becoming the center of the AI power race as $CIFR, $CORZ, $GLXY, $HUT, $IREN and $RIOT stack up HPC capacity across the state. Now the race is who can turn those megawatts into AI revenue first. https://t.co/Uf7mVFi0Tc

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• @StockSavvyShay bullish 564 eng

  President Trump says “China could not be happier with this anti Data Center movement” as he warns U.S. communities against blocking new projects. Wild to see how much AI race is becoming a fight over permits and power as much as chips. $NBIS, $IREN, $CRWV, $WULF, $APLD, $HUT https://t.co/49WMAST7sb

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• @StockSavvyShay bearish 386 eng

  Jim Cramer says “the data center has become a major battleground” and is cutting exposure as AI buildout becomes increasingly unpopular heading into the election. $NBIS, $IREN, $CIFR, $CRWV, $APLD, $WULF, $HUT, $SPCX https://t.co/WHGam1Xh2A

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• @StockSavvyShay bullish 469 eng

  Anthropic is set to spend $518B on cloud, computing and infrastructure obligations in the coming years. That spend stretches across TPUs, Trainium, GPUs, memory and even CPUs for agentic workloads pulling demand through nearly the entire AI stack: • Memory: $MU, $SKHY • Cloud & compute: $GOOGL, $AVGO, $AMZN, $NVDA, $AMD, $MSFT • AI infrastructure & capacity: $CIFR, $CRWV, $SPCX, $WULF, $HUT, $AKAM

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