DanielRomero

Bullish note on $NBIS by SemiAnalysis:
When server prices rise this sharply, Neoclouds’ project economics change considerably. Proposed GPU deployments that once cleared IRR hurdle rates become unattractive, leading Neoclouds to walk away from deals and starving the market of compute.
Uncertainty around final system costs makes forward planning difficult. Lead times also continue to lengthen, not only for servers but for networking equipment as well, as strong demand drives component tightness.
Procuring compute was already difficult given strong demand to rent GPUs, and the AI Server Pricing

The White House just released America’s Maritime Action Plan
The plan says the U.S. now builds less than 1% of new commercial ships globally
Recommended policies:
• Establish a new grant program to fund projects that increase the capacity and efficiency of U.S. shipyards
• Establish a universal fee on foreign built vessels from any nation entering U.S. ports
• Allow shipyards to establish tax deferred accounts to reinvest earnings into infrastructure improvements, new equipment, or debt repayment
• Provide shipyards with access to long term financing for large scale capital projects
• Require

$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