DanielRomero

$NBIS to Build a New 310 MW Data Center in Lappeenranta, Finland
First capacity expected to come online in 2027
Once fully deployed, it is set to be one of Europe’s largest dedicated AI factories and will support Nebius’s broader goal of securing more than 3 GW of contracted power by the end of 2026
The project follows the recent expansion of Nebius’s Mäntsälä data center to 75 MW, and adds to its wider EMEA footprint, which already includes more than 750 MW of contracted power across its own sites and colocations, plus a separate 240 MW AI factory under development near Lille, France
Arkady V

At this pace, $MU will buy back the entire company by 2027

$NVDA is reportedly preparing to enter the laptop processor market
CEO Jensen Huang is expected to unveil the company’s new Arm-based N1 and N1X chips at Computex 2026 in Taipei this June
This would mark Nvidia’s first major direct push into the consumer laptop CPU space, putting it in competition with $INTC, $AMD, and $QCOM in a market that ships around 150 million units per year

Investors will see this and think it’s time to sell tech and buy $SPY puts

This week, Trump had a meeting with $MU's CEO, Sanjay Mehrotra.
Could the US take a stake in $MU, just as they did with $INTC?

There are people who genuinely believe that memory makers reserved 40% of their production for OpenAI
And that they will now flood the market with unused DRAM

PC shipments are forecast to decline further in 2026 as chipmakers rely on high-end models, according to Digitimes
$MU $HXSCL $QCOM $ARM $AMD $INTC

$NVDA has been flat for 8 months now and is only up 27% since June 2024
The AI supercycle is taking a breather

Some people bought $MSFT thinking it was a safe investment and are now sitting on 30% losses
Interesting phase for the market

$NVDA at 17x 2026 earnings
$MU at 4x 2026 earnings
The market is telling you what it thinks about the AI cycle

$EOSE reached a $6B enterprise value in January of this year
It is now trading at a $2B EV
The company is worth 67% less in just 2 months

The inflation rate has more than doubled since the early March low, according to Truflation

Great news for $NBIS
On March 25, 2026, Judge Jennifer Phillips denied the residents’ request for a referendum
The project to build $NBIS’s flagship data center campus, one of the largest in the world, continues