$1,000 follows their calls into $972
Jim P., down in Texas@PearsonpcEven the Pope bought MU. You should listen to the Pope.
Jim P., down in Texas@PearsonpcInteresting comparison
Ren@ren_stocks$NBIS Not all neoclouds are created the same way not all neocloud capacity is worth the same, and this chart shows it. Every gigawatt Nebius signs away in a long-term hosting deal brings in roughly $20-25B. The same gigawatt sold short-term on its own platform brings in
Jim P., down in Texas@PearsonpcVST, CEG, NRG etc. 2027 is going to be the year of the utilities.
Whale Tracker@whaletracker_Vistra stock is down roughly 37% from its 52-week high. After selling at the top, $VST CEO James Burke is buying again. He just bought $270,000 worth of shares. Here’s the full story:
Jim P., down in Texas@PearsonpcHold tight. The AI-Memory-Power trade is back on (and never left). $MU, $SKHY, $SNDK, $IREN, $NBIS, $CRWV, $VST, $CEG, $TLN, $NRG to name a few.
Ehrmantraut Capital@EhrmantrautCap_Memory stocks $MU $SNDK $SKHY had a fantastic Friday to close the week. Whoever thought the "memory trade" was over, obviously never looked into the numbers and just followed sentiment. The shortage in 2026 is already really dire. But 2027 is going to be even worse. Did people
Jim P., down in Texas@PearsonpcI sold at $28. Very proud of myself for that trade. B uying back in now that it is 8X higher.
Seeking Alpha@SeekingAlphaPalantir in focus as Goldman Sachs upgrades on recent underperformance $PLTR #stocks #markets #finance
