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$IREN, $NBIS & $CRWV AI stocks have been sold off hard, but why? Memory stocks have been hit by fears over Chinese competition. CRWV shares and bonds have come under pressure over its debt and future borrowing costs > nothing new. But when it comes to demand for comput…

$NUAI +24.23% PM. New Era secured a 20-year PPA with a Vistra affiliate for up to 207MW of firm power for Phase 1 of TCDC, expected to be available in Q3 2027. This is coming from Vistra’s 1,180MW Odessa generation facility directly adjacent to TCDC. That removes one of the…

This is incredibly BULLISH for the neoclouds. $IREN, $CRWV & $NBIS. Anthropic plans to have 5 GW of compute available by the end of 2026, up from 1.5 GW last year, before roughly doubling again to 10 GW by the end of 2027. Just think about that for a second. This is ONE A…