NEBIUS is projected to have twice as many high-end GPUs by year-end, but faces tradeoffs and risks in securing energy.
Source Post
A Stock a Day Until I Can Quit My Job: Day 88
Sep 16, 2025
The creator discusses the power needs of AI data centers, comparing companies like IREN and NEBIUS. They explain different types of power contracts and the challenges of grid capacity, particularly on the East Coast. While bullish on the space, they note tradeoffs and risks for both companies.
Linked Mentions
Tickers discussed in this post
IREN currently has more connected power, but the creator has picked up some of their options despite key risks.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.