Mark Hogan
@MB_Hogan
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Screenwriter, Writers Guild of America, Tech Investor * Not a Financial Advisor (Always Do Your Own Research)
Texas, USA
Joined December 2012
Worth noting from a very savvy IREN bull who sees the $NBIS deal with Microsoft as “much more profitable” than IREN’s deal. I came to the same conclusion at a glance but I also agree w/ Jim that more will be clarified at earnings. I am still bullish on both companies!
Correction on NBIS calculations. Until someone finds a correction on my corrections, NBIS is much more more profitable than IREN for IaaS and has a much higher topline as well. NBIS 300MW is total load, so at 1.2PUE, that's 250MW IT load. 1. NBIS MSFT = 17.4B/5yr/250MW =
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JUST IN: Microsoft continues its epic run of Ai infrastructure deals with Lambda deal worth billions: “As part of the deal, Microsoft will deploy "tens of thousands" of NVIDIA GPUs, including its GB300 NVL72 systems, Lambda said in a statement.“
seekingalpha.com
Artificial intelligence startup Lambda and Microsoft (MSFT) announced a multi-billion dollar agreement on Monday that will see the two companies work together. Read for more.
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$NBIS and IREN each now with a massive Microsoft deal in place! NBIS: 300MW = 17.4-19.4B IREN: 200MW = 9.7B At a glance Nebius deal is nearly 2x the total revenue ($17.4B vs. $9.7B) for only 1.5x the capacity (NBIS 300 MW vs. IREN 200 MW), achieving $58M per MW over 5 years
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$NBIS 🔥 Morgan Stanley — hyperscalers Ai capex spending to hit 700B in 2027 ‼️
Just wow.. Morgan Stanley predicts that hyperscalers will spend $700 billion in capex in 2027. This is the biggest investment supercycle in history. AWS alone will add 10GW of data center capacity in the next 24 months. Hard to be bearish.. $AMZN $GOOG $MSFT $META $ORCL
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Microsoft deals in Ai infrastructure! $NBIS 300MW NJ 17.4 B (up to 19.4B) $IREN 200MW Childress 9.7B The Ai infrastructure sector is booming! Congrats to all bulls of both these amazing companies!
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Microsoft is investing in Ai infrastructure at a blistering pace with its up to 19.4B deal with $NBIS and a new 9B+ deal with IREN announced today! And MORE, Microsoft “will invest $15.2B in the United Arab Emirates from the years 2023 through 2029 as part of its efforts to grow
seekingalpha.com
Microsoft invests $15.2B in UAE on AI, cloud, and Nvidia GPUs, boosting regional tech growth. Read for more.
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When it rains, it pours!🌧️ Congrats to $IREN bulls! Now there are 2 ( $NBIS & $IREN) neoclouds with billion dollar contracts with $MSFT!!
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$NBIS Charles Antoine Beyney - DataOne CEO which is the company building NEBIUS DC in Vineland (NJ) made this comment about the importance of density in NEBIUS AI Data Centers. 🚀 “Size Does Not Matter Anymore — Only Density Does” When a CEO says this, they’re signaling a
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Congrats @jiahanjimliu and other IREN bulls on the great news 🙌🏻
🚨 JUST IN: $IREN just announced a 5-year, $9.7B agreement with Microsoft to supply GB300 GPUs. Congrats bulls! The deal includes a 20% prepayment and rollout through 2026 at its 750MW Childress, Texas site. $IREN also secured a $5.8B equipment deal with Dell (including GPUs)
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$NBIS Founder/CEO Arkady Volozh isn’t a normal guy, he’s one of the great visionary tech geniuses of our time. For those who are interested, I’ve compiled more about his pre-Yandex history based on grok deep dive research — By 1986, fresh out of university, Volozh joined the
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Never underestimate the value of a brilliant Founder/CEO! $NBIS CEO Founder Arkady Velozh is a visionary tech mind building Nebius into a foundational Ai infrastructure company. Arkady has a history of rejecting short term profit in favor of long term gain. Not many investors
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Bullish insiders at $NBIS
$NBIS product manager @MikeBurkov compares $NBIS to early days of $UBER and believes it is a generational company in the making
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Economic and trade deal between US and China announced
BREAKING: President Trump officially announces a "deal on economic and trade relations with China:" Chinese actions: 1. Suspend new rare earth export controls 2. Issue general licenses for exports of rare earths 3. Take "significant measures" to end flow of fentanyl to the US
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We are at the very beginning of the Ai revolution. Manual input Ai assistants like Grok and ChatGPT are just primitive use cases like the Atari of the video game era. Exponentially more compute and commensurate trillions a year in spending will be required to create
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The confidence from $NBIS management Danila and Roman (in Forbes article yesterday) on their business model is on the spectrum between ultra bold and brazen. I would attempt to coin a word — “bullyish” when your flex is so bullish as to bully the competition 😆
$Nbis 130+ on the cards today? The below comments Danila Shtan, CTO, Nebius is hard hitting - “Frankly, almost no "neocloud" in the market is actually a cloud " and then he goes on say "today , Nebius is the largest GPU-first cloud in the market". Results on 11th Nov.
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JUST IN: Salix Research writing for Seeking Alpha today describes $NBIS as an “AI Infrastructure Powerhouse with significant upside ahead” and rated shares a BUY with a PRICE TARGET of $166 a share, “with potential for additional upside from future deals” and “recommend(s)
seekingalpha.com
Discover why Nebius Group (NBIS) is rated Buy with 34% upside, strong AI infrastructure, and major partnerships.
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$NBIS management seems more confident than ever in their business model
$NBIS CTO Danila Shtan just reacted to SemiAnalysis’ post. “Frankly, almost no "neocloud" in the market is actually a cloud. As in "not a bunch of baremetal with a ton of third-party software slapped on top with different levels of attention to detail".” Shots fired. 🔥
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Interesting update on $NBIS and Nvidia DGX Lepton, bullish for neoclouds
GREAT news for $NBIS and neoclouds. 👀 Remember when, a few months ago, NVIDIA launched DGX Lepton and it fueled fears that it would accelerate the commoditization of AI inference, a key bear case for $NBIS? Well… that's not happening. SemiAnalysis just revealed that “NVIDIA
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Many are talking about the recent LinkedIn post by Shane Zide, VP of Sales, on hiring 7 to 8 new account executives for increasing the business development reach of $NBIS. This, obviously, is very bullish. What I find more bullish is Nebius Group's commitment to building a
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