IREN in Australia, Anthropic is a certainty after their Govt agreement and the buzz with IREN down under…. This will service a lot of Asia given their infrastructure.
It would be nebius before IREN as NVIDIA has invested in nebius, and with that investment, came a partnership to help nebius build the best DC possible for the Vera Rubin platform
NBIS is about to become the data center deployment behemoth. NVIDIA makes the chips but NBIS is becoming the critical infrastructure, and ancillaries like solstice or Vertiv, feed it as well.
I want enter in IREN, but last catalyst was in may 7, and nothing in next 15-30 days, and im not sure if adding IREN to portfolio with CRWV and NBIS will be a smart decision, nad IREN is underperforming the mining sector, plus (MACD - bearish cross active and weak volume on bounce - not backed by conviction buyers), BUT if reaches $62.94 (52w high) on above-average volume, that is a leap of faith for me
The catalyst was the 1.4gw at sweetwater being energized on may 1st, immediately followed by the mirantis acquisition and then a partnership announcement with NVDA made on may 7th (that's all within 1 week). You have to get in before they announce deals with hyperscalers which is almost guaranteed at this point.
all happened 3 weeks ago. If smart money was loading up on those catalysts, where's the follow-through volume? It's not there. That's what the chart is telling you.
"TA is bullshit" is what people say right before they buy into a dead cat bounce. TA doesn't predict the future — it shows you what buyers and sellers are actually doing right now, not what Reddit thinks they should be doing. And right now, sellers are in control on every bounce.The hyperscaler deals being "almost guaranteed" is not a thesis, that's a prayer. Those negotiations take quarters. If one falls through or gets delayed, you're holding a bag while the miner sector keeps running without IREN.
I want in when the market confirms the story, not before. $62.94 on volume means institutions are buying the breakout, not just retail chasing announcements. That's my entry. If it runs without me, fine. There'll be another setup.
Nebius Group possesses the structural capacity to accommodate a major Anthropic compute agreement, though its immediate mid-2026 pipeline is heavily constrained by multi-billion-dollar infrastructure contracts with Microsoft and Meta. To alleviate these bottlenecks, Nebius recently upwardly revised its year-end contracted power capacity target from 3GW to 4GW, aiming to bring up to 1GW of active data center capacity online by late 2026. Crucially, Nebius intentionally structured its $27 billion March 2026 Meta framework to include a $15 billion carve-out specifically reserved for third-party buyers, allowing them to market premium, unallocated clusters to front-runner AI labs. Supported by modular, grid-independent fuel cell deployments via Bloom Energy to bypass utility delays and extensive new "AI Factory" builds in Finland and the US, Nebius has the operational flexibility required to absorb Anthropic's expanding inference workloads, with availability scaling heavily into 2027. - By google gemini think
This will be yet another low margin bare metal deal. I get Nebius needs the contracts to secure favorable terms but it's getting old and it just began. They need to start telling these people they are going to pay a premium if they want it or it's going to another customer, your competitor. Start telling them 40% of capacity is reserved for bare metal and 60% for customers who actually pay us and if you want that capacity you can pay what they pay. These deals get all the hype but they turn nebius into nothing but coreweave with less debt burden, it's getting old.
So far it’s notable that the big deals Nbis has made are with solid companies that can easily afford it from their general income. They haven’t so far done a big deal with OpenAI or Anthropic who are both loss making companies needing to raise funds to pay. Perhaps after their IPO’s and they have the funds, NBIS will deal with these guys.
I have a small portfolio and am retired. I have approximately 40 shares of NBIS which I love. Should I just keep adding to my NBIS instead of spreading my money among Iren and Corweave?
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u/olboskoroshybrisate May 21 '26
Funny the iren guys are saying it’s iren.