$NBIS Some good news for the Vineland data center, there should not be delays due to the gas generators needing permits, Bloom fuel cells are ready and they have liquified gas being truck in (they built a liquified gas storage tank) for backup purposes. They already have the active gas connection from South Jersey gas. During Bloom Energy earnings call Bloom CEO K.R. Sridhar stated that: The first Bloom power block is ready for Nebius. Nebius's first computing block is nearly ready. Bloom expects to have subsequent power blocks ready before Nebius needs them. The full site will be commissioned in phases, rather than bringing all 300 MW online simultaneously.

$PLUG Just food for thought for you🐻 In Q3 2025, revenue was $177 million with $90 million in operating cash burn. Q4 revenue jumped to $225 million, with gross margins turning positive at 2.4%. Q1 2026 delivered $163.5 million in revenue, a negative 13% gross margin, and $145 million in net cash usage. Q2 improved to $178 million in revenue, nearly breakeven gross margins, and just $61 million in cash usage. Preliminary Q3 2026 results show cash usage falling further to $28 million, an 81% reduction from Q1, with revenue expected to grow more than 10% year over year. That is absolutely a significant improvement in efficiency, margins, and cash burn - profitability just around the corner

$NIO volvo ceo saying they completely lost the china battle, how would an european company even compete.. same goes for tesla. They wont make it in china. Chinese can see through the dim lighting an bullshit. Hyundai ceo saying that the ev worry days are completely done. The world is now fully embracing evs. Even here in smaller eu countries subsides and people buying. Just 6 months ago there was this denial and ah its all a sham and now people realized how much they can save on fuel, maintenance and of course the subsidy just made it impossible to ignore.. we had the hype cycle but now we entered the massive demand cycle. Companies that produce evs will soon be in a position to ask higher prices for bevs, since the order log will be long and no one will even think about hybrids or ice cars. This is 5-10 years or more of hyper growth and nio in the best stage, still small, growing strong, but great margins. Not to mention the swap side of business coming to fruition..

$CBRS There is no force capable of convincing someone to look beyond reality—you’ve bought into a massive bubble! The real question is whether you have the capacity to act intelligently. Many people had already warned about why these companies were launching their IPOs at that particular time; well, now you have your answer—and, as is typical in the market, you are the victim, and you’re the one footing the bill for the party!

$CRWV McGuire Investment Group increased its CoreWeave stake by 1,630.4% during the third quarter, purchasing 38,723 shares to bring its holdings to 41,098 shares valued at approximately $3.58 million. Several other institutional investors also raised their positions, while analysts maintain a consensus “Moderate Buy” rating and an average price target of $130.31

$VKTX The only WL assets late stage left are VKTX and KLRA. VKTX is pretty much derisked while KLRA still has huge uncertainty. If KLRA fails to deliver on their results for any reason whether WL or tolerability this puts VKTX which is already in a strong position in a even stronger one. In chess terms this would be a check mate to everyone else from vktx. Youd have the only remaining all round BIC differentiated drug late stage in a 100b plus market just sitting there while Eli lilly, Novo, Abbv, PFE… etc just sit there and watch. With a lot of BP patents expiring too this would be the only real ticket to compete in the biggest market. There would be nothing else. It would be the only ticket left and it’s the golden ticket too. Interesting times ahead.

$KEEL I keep seeing people compare KEEL to CoreWeave and Nebius, and I think that's where a lot of the confusion starts. KEEL was never supposed to be CoreWeave. It was never supposed to be Nebius. Those companies are compute providers. They buy GPUs, deploy clusters, compete on pricing, chase utilization rates, and have to prove they can generate returns on billions of dollars worth of AI hardware. If AI spending slows or GPU economics deteriorate, those businesses feel it directly. KEEL's business model is different. They're developing and owning power-rich data center campuses. Their job is to secure land, power, permits, infrastructure, and connectivity, then lease that capacity to whoever needs it. The eventual tenant could be a hyperscaler, a neocloud provider, an enterprise customer, or somebody nobody is talking about yet. The important asset isn't the GPU. It's the megawatts.

$CRWV JUST OUT Investor Michael Burry agreed with the Founder, CEO, and Co-Chief Investment Officer of Citadel LLC, Ken Griffin‘s assessment that graphics processing unit (GPU) prices will fall due to overcapacity, stating the outcome is apparent to anyone with a “working brain cell.”