DanielRomero

$AMD to deploy 200MW of its Helios rack-scale AI architecture in India
Tata Consultancy Services, through its subsidiary HyperVault AI Data Center, and $AMD will co-develop a rack-scale design based on the Helios platform to support India’s national AI initiatives

Elon Musk is calling for 100 GW of domestic solar manufacturing
$MWH is one of the largest solar constructors in the US and just went public, now trading at a $6.5B market cap
Snapshot from 2025
- Revenue growth: up 21% YoY
- Net profit: $100M, up 60% YoY
- Cash: $243M
- Debt: $30M

Copper could enter a supercycle
The time from discovery to production has increased from 12 years to 18 years over the past 20 years
All while demand is skyrocketing due to AI

$ARR owns the largest rare earth deposit in the US, with a non-binding letter of interest from EXIM for a $456M loan, at a $170M market cap

$AMD hits record CPU market share, according to Mercury Research
- Desktop unit share: 36.4%
- Server unit share: 28.8%
- Mobile unit share: 26.0%
- Desktop revenue share: 42.6%
- Server revenue share: 41.3%
Q4 was the strongest quarter in the company’s history for CPUs

$ANET says $AMD is taking market share from $NVDA
“A year ago, deployments were almost entirely $NVDA, around 99%. Today, about 20% to 25% of our deployments use $AMD.”

Industries AI won’t replace:
• Energy generation
• Grid infrastructure
• Raw materials
• Heavy manufacturing
• Construction
• Warehousing
• Ports and shipping
• Agriculture
• Water utilities
• Waste management
• Chip manufacturing
• Weapons manufacturing
• Chemicals
• Forestry
• Livestock farming
• Prisons
• Animal care
• Elderly care
• Healthcare

$MU all-time chart is wonderful
One of the best investments I’ve made

Pretty good report by $NBIS
Love the focus on vertical integration
Where $NBIS shines compared to miners is that if one day energy becomes abundant, they still have the chance to become the AWS of AI
While miners’ business model of capitalizing on access to energy would die

$NBIS plans to invest CapEx in the range of $16B to $20B in 2026
“We already have about 60% of the capital needed for this range from our balance sheet, existing operations, and commitments.”
I think they should seek debt financing anyway, to improve the IRR profile anyway

$NBIS 25% Stake in Clickhouse is worth $5B
EV discounting Clickhouse is $17B

$NBIS:
“We plan to invest CapEx in the range of $16 to $20 billion in 2026.”