The AI race isn't really about picking which model wins — it's more about the infrastructure every model runs on. Platforms like AWS Bedrock, Google's Model Garden, and Microsoft Foundry already support hundreds or even thousands of AI models. Switching between models is easy, but every single one still needs massive compute, power, cooling, fiber, and data center capacity. That's why I'm focused on the infrastructure layer. As AI adoption keeps accelerating, compute demand keeps rising regardless of whether OpenAI, Gemini, Grok, or some other model ends up leading. $IREN Ltd(IREN)$ , $NEBIUS(NBIS)$ , and $CoreWeave, Inc.(CRWV)$ are positioned to
$NEBIUS(NBIS)$ Everyone is talking about Burry's new bearish position on NBIS. What almost nobody is mentioning is the timing. The stock has already broken out from a major support zone and is now retesting that breakout level, a setup traders often look for before the next leg higher. I don't know the exact structure of Burry's bearish trade, but from a short term technical perspective, betting against this price action looks difficult to justify. If Wave 5 eventually extends toward the 410 area, that's a different conversation. Right here, the chart is telling a very different story than the headlines. That's why I always follow price first and narratives second.
$NEBIUS(NBIS)$ NBIS failed to reclaim the 50-day moving average, which could open the door for a healthy pullback toward the $186–$212 support zone. I trimmed 20% of the position at $224 after an impressive +40% weekly move. Still bullish on the bigger picture, and watching key support levels closely for the next chance to reload. Staying patient and waiting for the right setup to add back.
$NEBIUS(NBIS)$ I figured most of the weak hands were already shaken out by now. A few days from now, this current price level might look like a joke. Still think it can hit 300+.
$SUPER MICRO COMPUTER INC(SMCI)$ AI infrastructure demand isn't slowing down — if anything, it's picking up speed. The latest results from $CoreWeave, Inc.(CRWV)$ , $NEBIUS(NBIS)$ , and $APPLIED DIGITAL CORP(APLD)$ keep pointing to the same thing: hyperscalers and enterprises are pouring billions into AI compute, networking, and data center capacity. SMCI sits right in the middle of that buildout with end-to-end AI rack-scale solutions. As spending expands, the broader ecosystem stands to benefit. The AI infrastructure cycle still looks like it's in its early innings.
$CoreWeave, Inc.(CRWV)$ CRWV still feels underestimated even after that 35% move in the last 5 days. The valuation gap against NBIS is what keeps catching my attention. CRWV trading around 2x 2027 sales while NBIS sits closer to 5x 2027 sales. The market gives NBIS a premium partly on perceived balance sheet safety, but CRWV's fundamentals are actually solid here. Larger backlog, 8 GW 2030 capacity target compared to 5 GW for NBIS, and hyperscaler customers locked in with take-or-pay contracts. If execution stays on track, revenue could approach roughly $80B by 2030 without even assuming higher GPU pricing. As the business scales, interest expense becomes less of a drag, margins improve, and leverage naturally declines. The key risks are stil