Mike on X
$HPE let's fucking go. https://t.co/OjNXeIX0yM
Topic
data centers
Everything our editor has picked under this tag, best first.
Mike on X
@Minnvestor $NVT you'd think would be up more today. Also w/ TPUs and Project Deschutes what w/ Anthropic S-1 and rev growth. Do you think just overlooked?
JabroniCoin.USD on X
So now $SMCI is part of the agentic & SpaceX capex trade? https://t.co/BMrEvmCbQj
Raging Capital Ventures on X
Nvidia’s vendor financing of neocloud customers creates Lucent-era credit risk, while LLM and memory innovation could erode AI infrastructure pricing power and ASIC competition.
JabroniCoin.USD on X
Super Micro Computer forecasts FY2027 sales of $65 billion to $72 billion and first-quarter sales of $14.5 billion to $15.5 billion, with non-GAAP EPS of $1.01 to $1.10.
JabroniCoin.USD on X
UBS initiates $CENX conservatively: $60 at 4x EV/EBITDA > Oklahoma & shareholder return catalysts > best leverage to US MWP > Oklahoma and datacenter not priced in > 4x below normalized mid cycle https://t.co/MiKQD9rlFV
JabroniCoin.USD on X
Kurian laid out the GCP margin expansion playbook a few years ago $GOOGL https://t.co/bsk7XfK4Ym
JabroniCoin.USD on X
Umm is SpaceX the high-margin customer of $SMCI that’s boosting their order book > $60 Bn? Short interest seems high https://t.co/BMrEvmCbQj
JabroniCoin.USD on X
The basin isn’t that deep. Bullish $EQT. Low investment + LNG + datacenter demand = convexity https://t.co/USzDD8u9uB
Raging Capital Ventures on X
Sam Altman said OpenAI’s revenue ramp is strengthening and its compute commitments may have been too conservative, a positive signal for OpenAI and Oracle.
The AI Compute Squeeze
CoreWeave and Nebius cite AI compute shortages and higher-priced GPU renewals, but older-chip utilization and depreciation vary across…
Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers
GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…
These Power Stocks (Not Semis) Are The Real AI Beneficiaries, Say Investing Brother Duo Up 1,300%
Pernas Research names Capstone Energy and Stabilis Solutions as AI data-center power beneficiaries, alongside Tenable, Upwork, Wise and…
Hallador Pt. 2 — "Massive" Data Center Incoming in Sullivan, IN? ($HNRG)
Hallador’s 1 GW Merom plant could supply a proposed 1,000-acre Sullivan County data center, with local filings and Stantec references tying…
Hallador's "Beautiful, Clean Coal": Near Term Catalyst w/ 200% Upside ($HNRG)
Hallador Energy's Merom plant cleared a MISO review, setting up a potential data-center PPA that could transform the coal miner into a…
A 4x in 4 Years Surfing the Data Center Tsunami? ($TGEN)
Tecogen ($TGEN) sells gas-or-electric chillers that management says cut data-center cooling costs 30–40%, with factory utilization offering…
A 4x in 4 Years Surfing the Data Center Tsunami? ($TSSI)
Total Site Solutions ($TSSI) depends on Dell for 96% of revenue; the 4x thesis rests on Dell expanding modular data centers amid AI-driven…
Return of the Power King
China Yuchai (CYD) seeks a 2026 rerating as governance normalization, global expansion, AI data-center power demand, and green-powertrain…
The Announcement That Changes Everything
China Yuchai’s potential MGP IPO could separate its data-center and genset arm, with employee incentives tied to a listing and a proposed…
China Yuchai: Deep Value Meets Growth (NYSE:CYD)
China Yuchai (CYD) trades at 2x EBITDA and 0.3x book as data-center backup-power demand, buybacks, and net cash support an earnings…
Earnings Updates and A Software Shot in the Dark
Ategrity Specialty’s 30% premium growth, stable reserves and $50 million buyback target an undervalued, thinly traded specialty insurer.
Carving Up the TPU
Google’s TPUs give it vertically integrated AI training and inference economics as Anthropic and Meta consider adoption, challenging…
An Open Letter to the TPL Board
Texas Pacific Land shareholders urge two board additions, data-center expertise, and capital spending beyond mineral royalties toward…
Water and Power: The Dual Engines Driving LandBridge’s Explosive Growth
LandBridge outlined $300 million in pore-space free cash flow within five years; its Permian data-center project remains proof of concept.
