Michael Bury is arguably the worst investor of our generation. Here are 12 of his most smooth brained predictions.
Jan 2017 – Predicted a global financial collapse and WW3 were imminent.
Sep 2019 – Claimed index funds were the next CDOs, ready to implode like 2008.
Dec 2020 – Shorted Tesla, said its price was “ridiculous” and destined to crash.
Jan 2021 – Reiterated that Tesla’s valuation would implode soon. shares kept doubling.
Jan 2021 (late) – Argued GameStop’s rally wouldn’t repeat. it exploded again weeks later.
Feb 2021 – Warned the entire stock market was “dancing on a knife’s edge.”
Feb 2021 – Claimed inflation would destroy Bitcoin. it hit new highs later that year.
Feb 2021 – Called Robinhood a “dangerous casino” it kept growing users and revenue. Up almost 1000x
Mar 2021 – Said Bitcoin was a speculative bubble. it kept rallying.
Jun 2021 – Predicted the “mother of all crashes” and sold everything. market kept going like David goggins
Sep 2022 – Forecasted massive stock failures ahead. indexes finished the year higher.
Aug 2023 – Bet $1.6 B on a total market crash, tweeted “Sell,” later admitted “I was wrong to say sell.” Do we know how much he lost?
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JP MORGAN ANNOUNCES $1.5 T NATIONAL SECURITY FUND. THESE STOCKS STAND TO BENEFIT:
$FLNC – Grid-scale energy storage leader powering AI data centers and national resilience.
$EOSE – U.S. zinc-battery producer with a fully domestic supply chain.
$UAMY – Only U.S. antimony miner, critical for defense and battery applications.
$NAK – Massive U.S. copper-gold resource essential for electrification and defense materials.
$BE – Fuel-cell innovator driving distributed clean-energy independence.
$ALB – Global lithium powerhouse underpinning the EV and storage boom.
$RKLB – Low-cost launch provider anchoring America’s space logistics.
$RBRK – Cyber-resilient data platform critical to AI and defense cloud operations.
$ORA – Geothermal energy pioneer enabling 24/7 U.S. base-load power.
finance.yahoo.com/news/jpmor…
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I AM SHORT RIGATONI $RGTI. AFTER MONTHS OF DETAILED ANALYSIS, I HAVE CONCLUDED THAT THE QUANTUM PASTA MARKET IS FUNDAMENTALLY OVERCOOKED. RETAIL REMAINS HEAVILY LONG CARBS, IGNORING THE FACT THAT MARGINS ARE THIN, LIQUIDITY IS EVAPORATING, AND DEMAND IS ABOUT TO TURN AL DENTE. THIS IS A STRUCTURAL SHORT — TOO MUCH SAUCE, NOT ENOUGH SUBSTANCE.
AS THE WINTER APPROACHES, I EXPECT PRICES TO COOL, VOLUMES TO CONTRACT, AND THE BUBBLE IN GLUTEN-BASED COMPUTATION TO FINALLY BURST. THE MARKET CAN STAY IRRATIONAL LONGER THAN PASTA CAN STAY FIRM. 🍝
cc: @MartinShkreli @GodelTerminal @NighthawkTradez @the_stockbull
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$NAK - ALASKA PEBBLE MINE PROJECT REALIZATION IMPLIES $155 PER SHARE PRICE FROM $3.
MASSIVE POTENTIAL IF COMPANY RECEIVES APPROVAL FROM TRUMP ADMIN TO MINE ALASKA SITE.
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BREAKING: JPMorgan picks Perpetua Resources for $1.5 trillion security fund's first investment. Other names that could benefit:
$FLNC – Grid-scale energy storage leader powering AI data centers and national resilience.
$EOSE – U.S. zinc-battery producer with a fully domestic supply chain.
$NAK – Massive U.S. copper-gold resource essential for electrification and defense materials.
$BE – Fuel-cell innovator driving distributed clean-energy independence.
$ALB – Global lithium powerhouse underpinning the EV and storage boom.
$RKLB – Low-cost launch provider anchoring America’s space logistics.
$RBRK – Cyber-resilient data platform critical to AI and defense cloud operations.
$ORA – Geothermal energy pioneer enabling 24/7 U.S. base-load power.
reuters.com/business/finance…
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DA DAVIDSON EXPECTS $NBIS TO SIGN ANOTHER LARGE HYPERSCALER CONTRACT SOON.
“We remain confident that Nebius is likely to sign another large-scale commitment from a hyperscaler or frontier AI lab customer. Specifically, news surrounding the Birmingham, Alabama site given the power capacity that could be supplied there makes us incrementally more positive that another large deal is nearing. While the exact details of the site will enable us to better understand how fast capacity could be stood up (likely in the range of 10-24 months), we again would point towards the changed medium-term guidance which can now likely support + $10B of revenue on the original 1GW of capacity.”
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BREAKING: Google, $GOOGL, announces plans to invest $40 billion in 3 new data centers in Texas.
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BREAKING: @NighthawkTradez LOSES ENTIRE NET WORTH AFTER GOING LEVERED LONG ON $SHTCO
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$NBIS - You're not bullish enough.
Satya Nadella: We have the most expansive data center fleet for the AI era, and we are adding capacity at an unprecedented scale. We will increase our total AI capacity by over 80% this year and roughly double our total data center footprint over the next two years, reflecting the demand signals we see.
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THE WSJ REPORTS AI COMPANIES ARE RUNNING OUT OF ELECTRICITY AND ARE NOW BUILDING THEIR OWN POWER PLANTS. THIS IS THE NEXT FRONTIER OF THE AI BOOM. THESE STOCKS STAND TO WIN BIG:
$FLNC The backbone of grid-scale battery storage, keeping AI servers running 24/7.
$BE Fuel cell powerhouse turning clean hydrogen into electricity anywhere.
$EOSE America’s zinc battery champion. 100% made in the USA, 100% energy independence.
$SEI Quiet giant building and operating the energy infrastructure behind data centers.
$IREN Not directly power-related, but transformed from crypto miner to AI cloud operator; owns massive connected power and is perfectly positioned.
$ORA Geothermal leader producing true baseload power — clean, constant, and scalable.
$TE U.S. solar-and-battery manufacturer building a domestic supply chain; recent multi-year frame deal with Nextracker and a Corning partnership position it to feed AI-driven power builds.
AI DOESN’T JUST NEED DATA. IT NEEDS POWER. THESE ARE THE COMPANIES LIGHTING UP THE FUTURE.
cc: @NighthawkTradez @JoshTradeOption @the_stockbull
wsj.com/business/energy-oil/…
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I may be down $400K this week thanks to $NBIS but when your thesis is bigger than the candles, the sunsets hit different.
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BREAKING: FORMER REPUBLICAN GOVERNOR OF ALASKA SARAH PALIN TWEETS SUPPORT FOR $NAK PEBBLE MINE PROJECT.
MINE MAY SEE IMMINENT APPROVAL FROM TRUMP ADMINISTRATION SOON.
SOME ESTIMATES POINT TO OVER $1 TRILLION USD IN CRITICAL MINERALS AND OTHER RESOURCES IN MINE.
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To the regardeds that were waiting to add to $NBIS when it hit $80 have fun adding when it hits $200 soon
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$AMD $NBIS $IREN — An interesting divergence in today’s market action. $NBIS fell as much 6% while $IREN rallied close to 10% following Oracle Cloud’s announcement that it will deploy 50,000 AMD AI chips for inference.
The market seems to have rewarded $IREN for aligning with $AMD while marking down $NBIS, perhaps due to its publicly stated partnership with $NVDA and stated intention it has no plans to purchase $AMD chips. But that interpretation misses the point.
Nebius’s strategy has never been about brand allegiance. It's about maximizing compute efficiency and power density at scale. While its infrastructure today is heavily $NVDA based, there is no contractual restriction preventing it from sourcing $AMD hardware should the economics make sense. In fact, the company’s architecture and software stack are designed to remain adaptable across chip vendors over time.
The deeper truth is that the secular demand for AI compute capacity regardless of chip vendor continues to compound. $NBIS remains one of the few AI clouds in the world scaling capacity with a model that is vendor-agnostic and built for sustained margin leverage.
Today’s price action is noise. The structural thesis remains intact. Long-term investors should want optionality and Nebius has plenty of it.
cnbc.com/2025/10/14/oracle-c…
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On days like today, I'm glad I'm diversified across stocks, gold and bitcoin because it allows me to lose money in three totally different ways
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Dude will end up have a 0% position
When and how I’ll build a $NBIS position.
$80 = 2% position
$50 = add another 2%
$30 = add another 2%
I’ll then have 6% allocated and I would leave it alone.
Or at higher share prices but lower p/s multiples id follow the same framework.
Fundamentals matter
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A FRIENDLY REMINDER THAT $NBIS GROSS MARGINS ARE GREATER THAN 70% THANKS TO THEIR FULL STACK APPROACH.
LET THAT SINK IN.
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$NBIS - Look at this map. From New Jersey to London to Finland to Israel @nebiusai is building a global AI compute fabric. Each site is a node in their march to 1 GW of power by 2026.
By end-2025 management expects ~220 MW connected, and by 2026 over 1,000 MW. The economics are straightforward: at ~$8M ARR per MW, 1 GW implies ~$8B in ARR. No one comes close in efficiency.
Why does $NBIS command a premium? Yield. Competitors like $IREN and $CIFR lease bare-metal, earning ~$1–2M ARR per MW. $NBIS runs a vertically integrated stack: GPUs, orchestration, networking, privacy layers, SLAs, and customer interfaces. Full-stack control drives higher utilization, enterprise stickiness, and significantly higher margins.
The customer roster proves this isn’t theoretical. $NBIS signed a multi-year, multi-billion $MSFT contract to supply dedicated AI cloud capacity. $NET and $SHOP rely on Nebius infrastructure for workloads. The governenment of Israel chose $NBIS to build its national AI supercomputer.
They are also a Preferred $NVDA partner, with early access to Grace-Blackwell chips coming online Q4 2025 and just became one of the first cloud providers to earn NVIDIA Exemplar Status on H200 GPUs, hitting a 97%+ benchmark performance and passed $NVDA strict reference architecture tests, showing their clusters are tuned for scale, resiliency, and reliability.
Scaling to 1 GW suggests the ability to quadruple+ revenue in just 12 months, while the $MSFT contract allows them to continue maintaining operating leverage. Positive adjusted EBITDA from core infra in Q2 confirms the model scales profitably.
This isn’t a hosting business. $NBIS is positioning itself as the AWS of AI with superior economics per MW, blue-chip contracts, global diversification, and hyperscaler-like visibility. At 1 GW, the math is clear: multi-billion ARR, sticky enterprise demand, and durable infrastructure moats.
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WOW - US ARMY BEGINS BUILDING AI DATA CENTERS.
sam.gov/workspace/contract/o…
Four companies that will benefit the most from the AI-driven defense build out transforming America’s industrial base.
$TSLA – Perfects robotics, sensors, and large scale automation that bridge defense and civilian manufacturing.
$WDC – Builds the high density memory powering every autonomous system and defense AI stack.
$NBIS – Operates the AI cloud and hyperscale data centers where the robot army learns and coordinates.
$FLNC – Keeps the grid stable with utility scale batteries that make round the clock AI operations possible.
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Everyone tagging me in my buy the dip posts for $NBIS please keep that same energy when it hits $200
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I’m still young enough to remember when chief grifter @mikealfred was pumping literal ass token $ASST at $9 way back in September 2025 and you guys wanna believe him on $IREN
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WOW - Can you believe Chinese-linked interests are lobbying INSIDE our own government to BLOCK the $NAK Pebble Mine in Alaska. They don’t want America to produce its own copper, gold, and rhenium. They want us totally DEPENDENT on them for our critical minerals, the same China that’s building hundreds of mines overseas while we shut ours down!
It’s a total disgrace. This mine could create THOUSANDS of American jobs, secure our energy transition, and make the U.S. the global leader in minerals that power EVs, defense systems, and AI. Instead, Biden’s bureaucrats and foreign-backed special interests are working together to stop it. Why? Who are they really working for America or Beijing?
@SarahPalinUSA has been right all along. She’s been fighting to OPEN the mine for years. She understands what real energy independence means. We should be standing with her, not bowing to foreign pressure!
This isn’t about politics. It’s about AMERICA FIRST vs CHINA FIRST. It’s about whether we let the Deep State sell out our future to foreign powers or we finally take control of our own resources.
Why is this not being investigated?? Why is no one talking about this??
OPEN THE $NAK PEBBLE MINE NOW.
@realDonaldTrump
@AGPamBondi
@JDVance
@DonaldJTrumpJr
@stephenasmith
@elonmusk
@catturd2
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If you are thinking about selling your $NBIS shares, DON’T DO IT! Very bad idea.
1 GIGAWATT of power in FY26 equals $10 Billion (yes, Billion) in ARR per year. Tremendous numbers. The best numbers. HUGE numbers. Nobody believed it could be done, but they're just getting started.
This company, even without counting subsidiaries, should be worth at least $100 Billion. That means a share price of $398.20.
THANK YOU FOR YOUR ATTENTION TO THIS MATTER!
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Few will understand this.
$NBIS is cheaper now than at ANY point in time since the company became public.
For investors that are willing to ride out the volatility these prices provide for an attractive entry that will create generational wealth.
Fortune favors the brave.
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$NBIS London data center adds $150 million in ARR. This is nearly as much as the entirety of $IREN total data center ARR.
nitter.app/nebiusai/status/198674…
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I’m not even long $IREN, but this take is lazy. The termination language people are panicking over appears in every enterprise contract, including the $MSFT deal with $NBIS. If one side doesn’t deliver, the other can walk. Unbelievable this moron has 80k followers
People hate me because I tell the truth.
The contract allows termination if IREN misses timelines or delivery milestones . In practice, that means Microsoft can walk away, but IREN still owes vendors.
IREN management just hung themselves.
You are exit liquidity. Get out.
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$NBIS institutional ownership currently sits at just 40% with only 5 analysts currently covering the stock. We are so early.
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$FLNC - AI is fueling the biggest infrastructure boom of our lifetime. Everyone is focused on GPUs but none of it runs without power.
Data centers driving the AI revolution don’t just need electricity. They need flexible, reliable, high-density energy storage to balance the grid and keep servers running 24/7. That’s where Fluence’s Smartstack™ comes in.
Smartstack™ isn’t just another containerized battery system. It delivers:
⚡ 30% higher density — critical when land and space around hyperscale data centers are limited
⚡ Modular design — enabling faster, cheaper installation and scaling with demand
⚡ Industry-leading performance guarantees — reducing risk for operators making billion-dollar AI power commitments
With production underway at Fluence’s state-of-the-art automated facility, Smartstack™ is being built at scale to meet surging demand.
As AI accelerates global power needs, the winners won’t just be chipmakers, they’ll be the companies making the grid smarter, cleaner, and more reliable.
Fluence is positioning itself to be one of them.
#AI #EnergyStorage #Smartstack #Fluence
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$NBIS
Newly released data-centre capex numbers are impossible to ignore. With top-4 U.S. hyperscalers now projecting ~60% Y/Y growth in 2025 (up from ~40% just four months ago) and incremental spend of over $100 B+ in just one year, the infrastructure tailwind is shifting into overdrive.
This is massively bullish for $NBIS, which recently signed a multi-billion-dollar AI infrastructure deal with Microsoft. Yet the stock trades only marginally higher than when the news broke and remains ~40% below its highs as the market reflects of broader market fears around “AI overspending.”
My view: there’s no overspending. There’s underestimation. The scale of compute required for inference, retraining, and model deployment will dwarf most projections. Capex isn’t peaking, it’s compounding.
The next catalyst: NVIDIA’s GTC conference next week, where we’ll see the next generation of GPU architectures and networking systems unveiled. Every watt of that innovation drives demand for the kind of infrastructure Nebius builds.
The market is still mispricing the magnitude of this shift. NBIS remains one of the most asymmetric AI infrastructure bets in public markets. Buy the dip.
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$IREN Cloud's largest ever customer, PoolsideAI, just announced a massive deal with CoreWeave $CRWV.
For some backdrop, $IREN launched their cloud offering in early 2024, and secured Poolside as their first (and only) marquee customer logo on a short-term contract than ran through September 2024. In September 2024, Poolside chose NOT to renew their contract with $IREN cloud. $IREN cloud's revenue fell from $3.2MM in Q3-24 to $2.7MM in Q4-24.
As far as I'm aware, IREN Cloud is the only neocloud to have reported a quarter of declining sequential revenue in the history of the neocloud industry.
$IREN bulls have claimed that this non-renewal was because Poolside needed a larger cluster, and now, with their larger GPU fleet, $IREN was well positioned to win-back Poolside. $IREN bulls pointed towards the RAISE Summit in August 2025, whereby Poolside's CEO and IREN's CTO attended a fireside chat together. They told me repeatedly that this "relationship" was rekindling, and that $IREN would yet again secure Poolside as a customer. Instead, Poolside has gone to CoreWeave for it's cloud computing needs.
What is most ironic about the press release is this quote from Poolside CEO Eiso Kant @eisokant:
“It is not about your headline numbers of gigawatts. It’s about your ability to deliver data centers. The ability to build data centers quickly is the real physical bottleneck in our industry.”
I have been told ad nauseum that $IREN has all of these gigawatts of "grid-secured power" - Kant seems to be suggesting that $IREN's touted headlines of gigawatts are completely and utterly meaningless and irrelevant. Why isn't Poolside going to $IREN, if $IREN has 2GW of "grid-secured capacity" available at Sweetwater, and all of this expertise in data center design and construction? Hm.
I have been told that because $IREN owns a few plots of dirt in Texas, they are a "vertically integrated neocloud", and that this advantage would allow them to scale. These same people told me CoreWeave was doomed because they "don't own their land, power, and other infrastructure."
Yet CoreWeave just landed a massive contract with a massive AI Company who churned from $IREN cloud, and is deciding to build their own data center with CoreWeave instead. I wonder why Poolside chose CoreWeave, and not $IREN, for this partnership.
This narrative around $IREN have some sort of mythological competitive advantage over CoreWeave because of their "vertical integration" is now, of course, completely de-bunked.
CoreWeave is currently doing $5B of ARR. $IREN cloud is at $28MM.
CoreWeave landed $26B of deals with Meta, OpenAI, and Nvidia in the last month or so alone. CoreWeave now just landed another large deal with $IREN's former customer. Meanwhile, $IREN is still seeking to sign contracts for the GPUs they purchase on-spec. Read the $IREN 10-K - they quite literally tell you they purchase GPUs, and then try to find customers.
$IREN currently trades at 15x+ forward revenue, vs. <10x for $CRWV. The majority of IREN's forward revenue still comes from Bitcoin mining, which is obviously extremely low-quality revenue, given it is set to fall 50% at the 2028 Bitcoin halving. Nearly 100% of CoreWeave's forward revenue, on the other hand, is derived from long-term, committed contracts, from companies such as Microsoft, OpenAI, Meta, Nvidia, and.... PoolsideAI.
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NEBIUS BUYS LAND FOR DATA CENTER EXPANSION.
——
FULL TEXT. SOURCE LINKED BELOW
UAB, Regions Bank, and U.S. Steel sold off properties along Lakeshore Parkway that, through a series of transactions, sold to a single company for $90 million on Sept. 30, public records show.
Alabama ADC Holdings LLC now owns 201, 250 and 260 Milan Parkway and 2500 Venice Road.
The buyer is associated with Nebius Inc., part of Nebius Group N.V. (NASDAQ: NBIS). Nebius is a Netherlands-headquartered technology company building full-stack infrastructure to service the high-growth global AI industry.
Nebius’ exact plans for the site are not clear, but Nebius does operate a 300-megawatt data center in Vineland, New Jersey, and a 5-megawatt data center in Kansas City owned by Patmos. Nebius did not reply to a request for comment by press time.
The land totals 79.33 noncontiguous acres. It includes the former Regions Lakeshore Operations Center, vacant adjoining lots and an undeveloped parcel previously owned by The UAB Research Foundation.
Regions sold its property to Lakeshore Data Center LLC for $17.2 million. Lakeshore Data Center LLC used the address of Hoar Construction’s corporate headquarters. Efforts to reach Hoar for comment were unsuccessful by press time.
Lakeshore Data Center LLC, The UAB Research Foundation and U.S. Steel Corporation sold the properties to 201 Milan Birmingham LLC in deals totaling $30.88 million.
201 Milan Birmingham LLC is associated with Oakland, California-based data center developer Raeden.
The University of Alabama System approved its sale to Raedenduring its Board of Trustees meeting June 5.
The property is roughly a half-mile from the site of a planned 497-home subdivision named Redding Ridge, located on 196 acres off Sydney Road.
In other data center news, Meta will invest an additional $800 million into its planned data center in Montgomery, bringing total investment for the project to $1.5 billion.
bizjournals.com/birmingham/n…
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$NBIS Earnings call conludes. All major Neoclouds have released eaenings. I think its crystal clear who the leader of the space is now
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$NBIS - Friendly reminder that in early October DA Davidson wrote that expects $NBIS to sign another large hyperscaler deal soon. Tomorrow pre market would be a GREAT time to announce if you asked me
$NBIS
DA DAVIDSON EXPECTS $NBIS TO SIGN ANOTHER LARGE HYPERSCALER CONTRACT SOON.
“We remain confident that Nebius is likely to sign another large-scale commitment from a hyperscaler or frontier AI lab customer. Specifically, news surrounding the Birmingham, Alabama site given the power capacity that could be supplied there makes us incrementally more positive that another large deal is nearing. While the exact details of the site will enable us to better understand how fast capacity could be stood up (likely in the range of 10-24 months), we again would point towards the changed medium-term guidance which can now likely support + $10B of revenue on the original 1GW of capacity.”
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Chamith, genuinely curious. Why would someone choose to invest in this over just burning money to stay warm?
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BREAKING: $HIMS STOCK RISES AFTER @NighthawkTradez CONFIRMED AS TOP 1% CUSTOMER OF HIMS 5-1 ORAL COMPOUNDED PILL FOR ERECTILE DYSFUNCTION, HAIR REGROWTH, WEIGHT LOSS, DELAYED CLIMAX, MENOPAUSE.
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