DanielRomero

Valuation per approved MW for some data center operators:
$CLSK | CleanSpark - 3.47M EV/MW
$HUT | Hut 8 - 4.84M EV/MW
$CIFR | Cipher Mining - 5.93M EV/MW
$WULF | TeraWulf - 7.60M EV/MW
$APLD | Applied Digital - 9.48M EV/MW

$INTC wins the top CES 2026 award for the Panther Lake processor
Seems like 2026 could be the year of Intel across all fronts

Which is the better buy?
Last quarter numbers:
$INTC revenue: $13.7B | Net income: $1B
$AMD revenue: $9.3B | Net income: $2B
$INTC YoY growth: 3% | Net Debt: $15B
$AMD YoY growth: 36% | Net Debt: -$4B

The $OSS pump on X has been almost unprecedented
I’ve seen 10s of accounts suddenly talking about a company that had a $100m market cap two months ago
$6.5m in cash, burning roughly $5m per year
An offering seems obvious at the moment
Interestingly, the company is the only Tier 2 OEM with an NVLink design license and has some impressive customers
The hype seems a bit overblown at the moment though

$AMD up 6%
$INTC up 7%
The CPU shortage is starting to become mainstream
There’s a high likelihood the bottleneck extends from memory and energy to the entire supply chain this year
Position accordingly

Which will perform best in 2026?
$NVDA
$AVGO
$AMD

$GOOG is only $0.5T away from surpassing $NVDA
Crazy how fast narratives can change
A year ago, $NVDA was expected to dominate every aspect of AI, while $GOOG was seen as vulnerable to disruption from AI
Now it’s $GOOG that is eating into ChatGPT’s share, and the Street views it as being at parity with $NVDA when it comes to hardware
I think both still have upside left for the year, but the Mag 7 is not where I’d look for opportunities at the moment

$GOOG is 1 confirmed TPU order from $META or Anthropic away from becoming the largest company in the world

$TSM is facing severe capacity constraints despite strong demand for its advanced nodes
The company’s 3nm utilization rate has been at 100% for consecutive months, and it is already pushing the 2nm process toward customers
A CPU, GPU, memory, energy, and grid infrastructure shortage is becoming more obvious by the day
2026 will be the year of shortages
Source: Commercial Times

$AMD dismisses Intel’s Panther Lake:
“There’s a reason why they didn’t compare it with Strix Halo,”
Rahul Tikoo, AMD’s senior VP, said
“They compared their highest-end to our midpoint.” He claimed the Ryzen AI Max is better in terms of graphics performance.
“Wait until you see the price point on that (Panther Lake 12 Xe). It’s gonna be, you know. Enough said,”

Hard to value $HIMS until we get a clearer picture of what the post-GLP-1 numbers look like
Guidance will be everything next earnings
It’s not just a matter of revenue
How will the ZAVA integration and new verticals affect margins?
Many unknowns

There are people investing in $GLXY who don’t understand that the company is 50% tied to crypto
It’s not a pure data center play, so don’t expect it to trade like one

My prediction for $NBIS this year:
Uneventful first half
Explosive second half
ATHs crushed by EOY

Gen AI Website Worldwide Traffic Share
→ $GOOG's Gemini surpassed the 20% share benchmark
→ Grok surpasses 3% and is approaching DeepSeek
→ ChatGPT drops below the 65% mark

$AMD may revive older chips as DDR5 prices surge
AMD is exploring plans to reintroduce older AM4 desktop processors as soaring DDR5 memory prices push PC builders toward budget alternatives
The potential move comes as DDR5 memory prices have surged by 250% to 400% since September 2025