Daniel

Daniel@danielisdizzy

My 3-year price targets: • $META: $1,500 • $IREN: $300 • $SOFI: $70 • $CRWV: $400 • $LMND: $300 • $NBIS: $800

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

Daniel@danielisdizzy

Jensen wants open-weight AI to explode. In just one week, $NVDA announced: • $13B to acquire Hugging Face, a leading platform for accessing open-weight models • A $6B licensing deal with Poolside to build frontier open-weight AI models The strategy is clear. Open-weight

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

Daniel@danielisdizzy

$NBIS could exit 2029 with a $100B ARR. Nebius expects to end 2026 with at least 5 GW of contracted power, and Chief Infrastructure and Product Officer Andrey Korolenko said “almost all” of it should come online within 3–3.5 years. ~80% of that capacity is expected to go toward

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Daniel@danielisdizzy

Here’s how much these neocloud and AI infrastructure companies need to gain just to get back to their all-time highs: $NBIS: +50% $IREN: +108% $CRWV: +131% $CIFR: +105% $RIOT: +76% Meanwhile, AI compute remains severely capacity-constrained. And it will stay that way for

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Daniel@danielisdizzy

OpenAI could end up owning ~12.8% of $CBRS. Keep that in mind when people tell you Jalapeño is a threat to Cerebras. OpenAI — Cerebras’ largest customer — designed Jalapeño with $AVGO for fast inference. The immediate reaction was that OpenAI was building its own alternative to

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Daniel@danielisdizzy

$IREN bears say it can’t find customers and doesn’t have a real software stack. $CRWV bears say it has too much debt. What’s the bear thesis on $NBIS? If you can find one.

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

Daniel@danielisdizzy

Some predictions: • $NBIS becomes the fourth hyperscaler • $IREN monetizes its entire 5.8 GW power portfolio and becomes a $100B+ company • $LMND becomes the largest insurance company in the world • $HIMS builds the most valuable subscription in the world • $AMZN becomes a

tweeted Sun, Aug 30 · counted from Mon, Aug 31 close

Daniel@danielisdizzy

$MRVL is becoming one of the most interesting AI infrastructure plays in the market. First, GPUs were the bottleneck. Then memory. Beyond land and power, connectivity will be the next major bottleneck. And $MRVL is positioned right in the middle of it. - Jensen Huang said

tweeted Sun, Aug 30 · counted from Mon, Aug 31 close