DC

jake_random_user

I’m pretty sure the whole world works that way. He’s basically explaining money flow economics and trying to tell you it’s a bad thing. Think about anything you buy and come up with a way how it’s not a circular investment. Basic supply and demand. Unfortunately for Burried, he fails to realize the demand is not at the consumer (me and you) yet. The demand is at the DC level because the customers are MSTF etc. Once world becomes more dependent on AI, then demand shifts to consumer (me and you) level. That’s literally all it is. Money flows from consumer to supplier, supplier funds money to mid level supplier to keep consumer demand etc

Lurcher99

I've got a MAG7 rolling 20 racks a day of B300s into a new DC with no end in sight. Buying opportunity.

Ok_Coast_4524

This only sends NVDA if the Saudis announce a binding, licensed supply deal with prepayments and near-term delivery; anything softer is just headline fluff and likely sell-the-news. Key checks tomorrow: 1) explicit US export-license path for top-bin GPUs, 2) wording like multi-year capacity reservation or prepay, 3) timelines tied to HBM and CoWoS packaging, not vague “partnership,” 4) networking choice (Ethernet = tailwind for ANET; pure InfiniBand = less so), 5) power buildout milestones (substations, transformers) that pull revenue into 2025–26, not 2027+. Positioning: lean call spreads into ER only if you hear prepay/capacity language; otherwise I’d fade IV with a tight iron condor and buy the dip later. Derivative plays with cleaner catalysts: VRT for cooling/power gear, ANET on Ethernet AI fabrics, PWR on grid work. Watch SMCI but mind export risk. I’ve used Snowflake and Databricks to track DC power and lead times, with DreamFactory to expose the same data via REST so finance and ops hit identical numbers. Bottom line: without export clarity and prepaid capacity, it’s a headline, not a catalyst.

Junior-Piano5427

Jensen was in DC at presidential dinner. Insiders already know what they need to know.

dansdansy

MSTR down 10% more today, considering closing my shorts opened in the 400s during DC crypto week. Thoughts on whether there's more upside or downside risk here.

theduderino38

Announce rescheduling already you cowards in DC!!

SimilarTap1419

My take is that sanity is slowly returning to DC. Congress finally found its spine and isn't buying the BS potus is shoveling anymore. Crypto will be completely wiped out within 12months and equities will take off as tarrifs are totally abandoned as a symbol of complete failure by the potus. Rates will crash as job numbers by far out strip inflation worries. Consumer goods prices will crash as consumers rain in spending but profits will take off on internal a.i efficiency.

Chimpen

AFC chillers - air free-cooling chillers are the way to go for water temps on the primary up to 25C TrimCoolers from Vertiv solve supply water temps from 25-50C - they also don’t use water. Most DC’s these days with AI chips are moving to higher water temps for better PUE. The CDU’s handling the secondary water loop are running on the warmer end too. The CRAHs you speak of, or commonly known as FanWall Units are those big monster air handlers that stack and are located in the mechanical corridor adjacent to the server racks, these only handle approx 20% of the total heat load, these CDU’s that are pumping PG25 around the secondary loop handle the other 80%. Overall better PUE means you can allocate more of the sites available power to more IT compute. Which means more $$$ return. Future AI factories will see a very small, very dense white-space, with rack densities 250-500kW/rack, the heat rejection side will be a small city of chillers surrounding the white space, and the power modules will be 2.5-5MW, prefab’d off site and dropped in like chillers alongside the RMU and whichever generator the end-user could match (long lead item) Hope this helps

Electrical_You_7615

Co-worker just showed me a 'hemp shampoo' he uses, I wonder if products like that would be prohibited? Would certainly supplement your logic, there's so many hemp products that people would be very alarmed to see no longer available. My mom has never touched marijuana, but her hemp body care products? Oh man... take that away and she'll drive to DC herself.

Tiaan

Anthony Varrell's takeaways from being at the DC conference in person, for whatever it's worth: > Key Learnings from DC > 🎯Cory Booker did a great job gaslighting > 🎯The industry is very much so alive B2B > 🎯Consensus is Q1 for S3 (don’t shoot the messenger) > 🎯Major hemp operators were quick to denounce THCA flower and synthetics > 🎯One plant is the future https://x.com/V_arrell/status/1990801938032832705

rottentomati

Well if there is one take away. You will never be smarter or more informed than the politicians in DC and the C suite executives at major firms. If they’re not investing in that shit, neither should you.

AnonymousTimewaster

Iger reorganised Disney into three segments - Disney Entertainment, ESPN, and Parks, Experiences & Products - explicitly to give creative leaders back control and focus on streaming profitability. Disney's combined streaming businesses (Disney+, Hulu, ESPN+) finally started turning a profit in 2024, with about $47m in operating income in Q3 2024. By early this year they'd already scaled that to around $293m in quarterly streaming profit. Then there's the theatrical releases. Bear in mind that *no* Pixar or animation films were released in theatres under Chapek so it's safe to assume these also would have been straight to streaming: * Inside Out 2 - became the highest-grossing animated film of all time, with around $1.7bn worldwide. * Moana 2 - crossed $1bn too * Lilo & Stitch - first Hollywood film of 2025 to pass $1bn, the fourth Disney title to do that in about 13 months. Coming up, they have multiple guranteed billion dollar films including: * Frozen 3 * Toy Story 5 * Coco 2 (potential) * Incredibles 3 Then there's Marvel. The slate has been slowed down signifcantly under the new Iger era to focus on quality. I remember one of the first things that happened after he came back was that they basicslly reshot the whole of Daredevil Born Again because it wasn't working. I haven't watched it myself but it was widely acclaimed. Chapek would have just told them to release it and it probably would have been trash. The only release in 2024 was Deadpool 3, which became the biggest R-Rated film of all time at over $1.3 billion. Extensive reshoots were done on Cap 4, but it seems there was no saving that movie. I think it probably would have done a lot worse without the extra time they had... just look at Quantumania. But then there's the widely acclaimed Fantastic 4 (a cornerstone film for them) and Thunderbolts, which are leading straight into Spiderman (which will be well over $1 bil and possibly reach $2 bil) and Doomsday (an easy $2 bil film). Those two haven't done well financially (thanks to Cap 4 being trash and harming the brand), but that's a result of the last 5 years being choppy, to say the least. It takes time to reset and build trust again - just look how much effort they're having to put in at DC to rehabilitate their image. Star Wars has been Star Wars but that's cause Kathleen Kennedy is still running the show and it seems there's a blind spot for her. Content output has still significantly declined though which at least cuts costs. It's not all rosy, but it's a lot better than it would be if Chapek waa still in charge.

Rumot

There was a movie with john cusack and i only remember one line “DC careers end only if your caught with a dead girl or a live boy”

Adventurous_Dentist8

Just sounds like its tailored for the DC audience

LittleBoy1954

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strolls

I replied to this here, already: https://www.reddit.com/r/StockMarket/comments/1oyqwe5/_/npda5bb/?context=3 I was finishing that comment as you posted. Buffett's dad was about the least influential congressman ever - he was never expected to win the seat in the first place; the party would have stood someone else if they'd expected the seat to turn red. And Howard was pretty much a laughingstock in DC because he was obsessed with the gold standard.

Kbarbs4421

The vibe must be miserable at the DC canna summit right now. Also, Todd Harrison is a featured speaker? Ha!

ehunke

Having worked retail, you would be surprised how much money a store like that can really make. 1) nothing they have in inventory expires except for ink and that takes years 2) B2B sales and back to school shopping alone makes then more money then they need to keep going 3) most of their competition has either closed or gone entirely online. I live in the DC metro area and to the best of my knowledge the FedEx store down the road from me and my nearest staples are the only 2 brick and mortar places where you can get professional printing done with same day service. Basically they do more business then you may think, and until contractors no longer need updated blueprints before the head to the job site and legal teams no longer need physical discovery to present to the jury Staples and offices need office supplies Staples will be in business...honestly anyone wondering in to buy printer paper or a box of pens is just icing on the cake for them at this point.

dokutarodokutaro

Alright, has anyone in DC NOT sucked Clinton’s hog?

Moise_makes_me_moist

I don't want to give Elon any ideas but Did you know Thomas Edison (father of DC power and often called a charlatan) once got a death sentence changed to use Nicolas Teslas AC power to electrocute someone to show the dangers of AC and how it can kill you.

TroubledAcorn

https://www.cannabismarketspotlight.com/DC

manualCAD

Is this summit actually a government related event? Or is it just located in DC to seem more impressive? They've been doing this summit for years and it doesn't seem like anything comes of it....

TroubledAcorn

Looking forward to the Cannabis Summit today in DC. There will be a big emphasis on financials this time, easing banking restrictions, up listing on exchanges, and allowing real money to enter the industry. Just looking at the list of attendees this is probably the most serious the industry has ever looked. Will the amount to anything, who knows, but its progress.

Omarkhayyamsnotes

That IS the DC swamp. Buying assets after you determine policy is the definition of the DC swamp.

MagnesiumKitten

\- What we need to do is go back to the original agreement It's not going to happen unless Carney falls in a non-confidence vote and a new election and new Prime Minister happens \- and remove all the tariffs he’s added That's not going to be possible ....... What I think the biggest issue is that Canada has this delusion it can pivot again from 1 Trillion dollars in trade, and make it up from trading with every country on the globe, other than the United States It's virtually economic suicide. And shocking considering Carney is an economist, but a highly eccentric one. He's not Paul Krugman or Joseph Stiglitz who's sane and I don't think you're going to get Washington DC to change either. It's likely that you have the whole weight of experts outside of the the Trade and Treasury people but all the RAND Corporation experts on trade and the the economy, and the National Security Council have their own secret groups dealing with with China strategy, world opinion, economic risks, and a difficult Canadian Prime Minister, along with a difficult China. It's not every day you get a Prime Minister totally wanting to fuck around with US-Canadian Security and Military Agreements and uprooting US-Canada Trade. Kennedy went berserk on Diefenbaker, and had him 'pushed out'. ///////// quote As the ’50s gave way to the ’60s, White House correspondence shows John Diefenbaker becoming an endless problem for John F. Kennedy. He had refused to end trade with Cuba or join the U.S.-centred Organization of American States, and further alienated JFK by supporting a nuclear test-ban treaty in Europe and by selling wheat to Red China. According to Diefenbaker, Kennedy told him hotly that “When I tell Canada to do something, I expect her to do it!” It was a message that sat badly with the ultra-nationalist prime minister. Americans had been lobbying for Canada’s nuclear compliance since at least 1959, as well as for cancellation of the Avro Arrow fighter plane. The campaign intensified in 1961 during the U.S. ambassadorship of Livingston Merchant, a man whose connections to the world of covert action went unnoticed by the Canadian public. He was a former State Department liason to the CIA, an expert in the destabilization of Cuba and a supporter of political assassination, a remedy he’d suggested for both Fidel Castro and Che Guevera. Merchant quietly launched a pro-nuclear, anti-Diefenbaker campaign aimed at Canada’s elite media, top-ranking members of Canada’s forces and Diefenbaker’s enemies both within the Tory party and outside it. Richard Sanders, in A People’s History of the CIA, quotes then-RCAF public relations head, Commander Bill Lee, as saying: “It was a flat-out campaign. We identified key journalists, big labour, key Tory hitters and . . . Liberals. We wanted people with influence on members of cabinet. In the end the pressure paid off.” The nuclear push begun by Merchant was continued through 1962 by his successor, Bill Butterworth. The new ambassador was a close colleague of CIA founder-director Allen Dulles and is now known to have placed six espionage officers in his Ottawa office. The final unravelling of John Diefenbaker had taken 33 days. Of this short period, Trudeau later asked: “Do you believe it was coincidence? Why should the United States treat Canada any differently than Guatemala, (a country then openly targeted by the U.S.) if reasons of state require it and circumstances permit?”

Rollinstonedan9929

There is nothing wrong with DCA or breakout DC UP! when ur technical or fundamental analysis point to strategic price point entry go for it! When I trade with L2 technicals! Almost 60-80 percent of noticeable market participants DCA in every day! Then 10-15 percent buy high to catch breakout! Then the rest can market order in and out!

Tiaan

Looks like there's a big cannabis investor and policy summit starting Monday in Washington DC with many of the MSO CEOs attending and speaking along with several members of Congress https://www.cannabismarketspotlight.com/DC

chuckroastvalue

Funny how everyone thinks NBIS is just a DC company. 

upwy

barron transferred to NYU's DC campus and is living at the WH. that dude is 100% doing insider trading. worth 150M

Frequent_Ad7351

GOOG 400 2026 Google is the only competitor for NVDA as of now. Biggest buyer of NVDA is Open AI indirectly via Oracle, Microsoft, CVWV. A funding cut for Open AI is going to slow down the NVDA build outs. Goog has far more money to spend on any DC builds. They will dominate model, capacity, semi market for AI in 2026.

No-Necessary-9026

J1772 is only single phase AC. As the MW goes up (DC fast charging) it’s either CCS or Tesla NACS. So far most brands are opting towards Tesla- Hyundai, Mercedez, Rivian, Kia. On top of the fact that Tesla still owns most superchargers for all those that use an adapter.

PeaceForMost_NotAll

The risk is poor or bad execution agreed. But unfortunately once Nebius proves this execution risk was unfounded, the stock price would have already mooned. The true bear thesis I recognize is poor execution by Nebius (DC delays, hiring or roadmap delays etc)

Dumbest_Degenerate

What people miss is that big tech can afford to do this. AWS, AZURE, Google cloud having pricing power, a sticky user base, and will be able maximize the usefulness of GPUs. The bigger issue IMO is that there’s more competition coming online from new entrants. They saw the cloud margins from hyperscalers and think they’ll be able to achieve that. Some are, to a point, such as NBIS (still discounted va hyper sales) but many are 💩co trying to ride AI wave (IREN for example). And most importantly, NVDA is shortening their GPU refresh cycle, that’s going to increase the depreciation of GPUs. Every single person I brought this up to has brought up the historical case of the v100/a100s and their residual values. Terrible thing to do. It’s backward looking over a period where you had supply constraints from COVID, a massive demand spike from the ChatGPT moment, and etc. We’re not going to get that. Those were one offs, not the norm. Hyperscalers are smart though, when they don’t see the ROI case, they’ll shift their business models. And you’ve already seen it from the players. Google and Amazon have been touting their in house chips (Trainium and TPUs) - that’s going to give a massive boost to the margin profile. MSFT has shifted to outsourcing some of their Data center capacity to CRWV, NBIS, IREN and others. Is some of it because they can’t bring capacity online fast enough? Sure. But I believe it’s a two prong strategy where the ROI is riskier and not as attractive now. It’s also a safety net, if the AI bubble pops, they wont be left holding the bag. Creditors, smaller players, DC holders, etc will be. Look at the incremental demand. What’s a premium right now will be offloaded at massive discounts.

ThatOneGuy012345678

In the Northwest US, much of the generation is hydro electric facilities along the Columbia river, and for the most part is in the middle of nowhere. This means that where the people live and where the power is generated are nowhere near each other. There's a 1000 mile high voltage DC link (Pacific DC Intertie) from Celilo, Oregon (far north east) to Sylmar, California (near Los Angeles-ish). Losses on that line are only 2% or so, and you can move 3000+MW. I believe China has similar issues with their hydro facilities. Ultimately you can't really pick and choose where your hydro facilities are (can't really move a river, and the ideal hydro facility locations are wherever they happen to be), and if there's no people living nearby then that's that. With other power plants like nuclear and gas, you have much more flexibility, so they tend to be located closer to population centers. The eastern US and much of Europe is set up with power being generated closer to loads (in general). Moving power long distances is no problem. Sure, it takes transmission lines and sure, it costs money to build and operate those lines, but it's not as big of a deal as people think. 'A big deal' in the power industry is not the same thing as 'a big deal' in the general economy. Building a bunch of transmission lines will be 'huge' in the power industry, but is rounding error compared to the $30T US economy, or AI spend, or any number of other things. There's High Voltage AC links all over the place too. 300 mile lines for AC are very common. I'm not too knowledgeable about the European system, but I can almost guarantee that the difficulty and cost of building lines has a lot more to do with people problems than with engineering. China has shown that lines can be built very fast, and very cheap, if you steamroll over the people in the way. They've built an insane amount of generation and transmission in the last 30 years, and that level of building is probably orders of magnitude more than was built in the US during that timeframe.

Lerko911

$10k worth of Seattle fetty, trap house in Washington DC, use $1k of it to pay off the cia and bam! Shop is open!

iD-10T_usererror

The choice of language is really telling in these articles. Specifically, the fear that the poor people might "contaminate" the wealthy is all you really need to understand. So, The Poors, that can no longer afford overpriced fast casual food (+tip now), are viewed as "contaminate"? Can you imagine the nerve of these poor people, messing with the ultra wealthy people that are just trying to enjoy perpetual good times? Somebody should just sweep these poors up and take them somewhere else so the rich people don't have to look at the homeless anymore. Oh, wait a second, that's currently what is happening in DC.

jerk2

The Fed is political. It always has been and it always will be. It's amazing anyone ever took their schtick. fomc every month: "politics? whaaat??? sure we're the most powerful actors in DC who can make or break any administration, but we're simply too big of nerds to pay any attention to that! is there politics going on in this town? news to me tbh" 🤓

ActuatorEffective831

This is actually super useful. The downtime at some of these fully automated DC's gets crazy. The maintenance team will hate it, though, because no more infinite smoke breaks and busy walking.

extremelyannoyedguy

I don't know of anyone that sells that equipment at that small scale yet, but it is coming. You can DIY it at a home or small industrial scale with a DC boost converter. The one I built for someone had a 20% loss because I used crappy booster I bought from Amazon, but at 150V over the wire, it lost much less power than without it and made his panels much more useful on cloudy days. It also acts as what I've heard called a joule thief, but I haven't heard that term used in decades. That's where you can get usable power out of your panels even at lower voltages because you boost the voltage that would be otherwise unusable. I've seen them used with lead acid batteries to extract more power from them at the expense of harming the battery. The Victron controller I used for that project required almost 6V over the battery charging voltage to charge batteries, and on winter days here in Seattle that system had no hope of ever reaching that high of a voltage so the booster made the system useful for much more of the year. Even the cheap Victron controllers I've used can handle 150V input so you can greatly reduce the loss in your wires. The amount of power lost is inversely proportional to the square of the voltage so it helps more than you think.

Dirtygeebag

I don’t understand your point. They use a combination of sensors, thermal IR is one. They also use visible light (camera), vibration sensors, acoustic and laser spectroscopy. They intent is not to manage events, but to detect them to prevent unplanned downtime. IR cameras help with heat detection which is a significant cause in equipment failure. Conventional cameras, and thermostats won’t be replaced. It’s a fleet of sensors that will be used. I’m in vested in MSAI for long term. I’ve worked in a team providing DC consultancy. Unplanned downtime was a massive issue for them, and much of their monitoring was manual. I see this as a solid stock over the next 3-5years

extremelyannoyedguy

DC HV power distribution is already cheaper for longer distances and becoming more economical for shorter distances. AC is no longer a requirement.

Dramatic-Morning-100

Made me look. If you cherry-pick the absolute bottom on April 8 and the ATH on Oct. 28 and round up, you can fudge 40%. It's how the big guys do it in DC.

iD-10T_usererror

Another COVID leftover. Our inability to absorb short term pain solved by the government printing money and lowering rates. The housing market goes ballistic because of the cheap lending. Now, nobody is going to move if they have a sub 3% mortgage and the housing market remains high as a result. This stagnates the labor market because it's not worth relocating for a job opportunity in some instances. And I think of the government workers that got fired in the greater DC area that are probably house rich but can't justify selling and taking a higher mortgage for a comparable job somewhere else with the higher mortgage. Financially, they might be better off scooping ice cream and keeping their overpriced but low mortgage rate home, which in turn reduces their potential contribution to the labor market.

Momoware

Nebius is not a data center business. It's a platform business. Data center is needed to reach the developer experience bar they want to provide (Without owning infrastructure, you get players like Together AI who suffers from stability issues due to having to orchestrate multiple DC providers). The hyperscaler contracts are purely opportunistic and for the cash, not for the business model.

Hist0racle

Quantum & DC's are getting absolutely pummeled today. Good stuff.

phovos

I bet Trump has something in mind big for westinghouse he keeps talking about them to foreigners. I was thinking it was something nuclear but maybe its more something battery or even better high-voltage DC current transmission lines like China has got. The 'issue' with solar is that you have to 'get the energy to where you want it' since it uses real-estate far away from where the electricity is needed, mainly (obviously some fits inside cities, just not as much as square acres in the country). One solution is water electrolysis on site such that you have Hydrogen (H2), Oxygen (O2), Water, and Electricity all as possible 'products' such that you can distribute the 'load' (the yield, more like) of the incoming electricity in diverse ways such that the distance-to-consumer problem is less egregious. The other problem, is, yea, doing AC is obnoxious it takes a lot of equipment but it's 'necessary' for any-sort of long range transmission -- but that is kind of an anachronism; China has thousands of miles of HVDC that pumps serious juice straight from direct current sources to direct current consumers.

MaleficentPlate9104

How do I meet other WSB regards in DC?

yangpa1

You're right. The physical technology behind these DC companies is nothing special, nor is it new. It's been around for decades. The only difference is that the demand has skyrocketed. It's skyrocketed to the point where even with huge players like Oracle in the picture, there's enough demand to funnel into the second, third and fourth place companies to the point they are having to refuse multi billion dollar contracts because there's simply not enough infrastructure. In theory, just about any company given some time and assets can build a data center, which begs the question, what's the point of differentiation between the up and coming neocloud companies? The most basic rules of economics stipulate that where there is demand, supply will be created, and when supply is created, someone has to benefit from it. The main point of differentiation I think lies in whether these companies are able to effectively scale their business to the point where they can consistently land multi billion dollar contracts without burying themselves in a mountain of insurmountable debt. Asset intensive companies absolutely need to scale exponentially to beat their competition, this is how megabanks are created. The theory behind banks can literally be copied by anyone that has money, the point of differentiation between Wells Fargo and some no name regional bank is how effectively and exponentially they are able to scale their asset-based business. Right now, the neoclouds are in their early stages, so there's a lot of speculation on how these companies will do, but eventually, one or two companies will emerge as the leaders, and the rest will fall off. Once again, this is the reason why im bullish on some neoclouds and skeptical on the rest. It's a high-risk, high reward play, but I personally have conviction that NBIS is in the right tragectory to be Oracle's runner-up within the next 3 years In regards to NBIS and their unique geopolitical challenges, Im personally heavily into NBIS, and it's undeniable that there's still some lingering sentiment in the market regarding its past. Considering they have successfully cut ties to their Russian assets, I think this issue will fade away with time and consistent growth in the future, so I'm not too worried about it.

mollusc_in_the_wind

That isn’t my main issue. There is no “main issue” that if resolved would make me less bearish. It’s a total clusterfuck that has been relentlessly pumped by fintw*ts. To be clear: - I don’t disagree there’s massive demand for AI infra. That’s kind of the problem: everyone sees it. You’ve already got incumbents like Equinix / DLR and the hyperscalers themselves building and leasing capacity. The basic economics – insane capex, brutal depreciation, constant need to re-up for the next generation of GPUs – are the same for NBIS/IREN as they are for the REITs Jim Chanos was slagging off. He literally called the legacy DC business “one of the worst business models” he’d ever seen because of the capex, depreciation and thin real margins. - If you’re going to argue these guys aren’t just glorified colos, the only place the bull case can really live is “our software is special”. But software is the easiest bit to copy. If it’s really so differentiated and high-margin, nothing stops Equinix, Oracle, the hyperscalers or the next ex-bitcoin miner from slapping the same orchestration layer on top of their racks. Nebius itself is already running GPU clusters inside an Equinix DC in Paris – so clearly there’s nothing magical in the physical layer. - You mention debt, which is fair. IREN is at least partially funding this with equity and pre-payments instead of going full rtrd mode like CRWV did. But “less leveraged” doesn’t automatically = great investment. You still have a business where the capex bill is in the billions and you’re constantly refreshing hardware that falls off a cliff in resale value every couple of years. - One of my big gripes with the NBIS hype is people talking like renting out GPU capacity is some never-before-seen innovation. Falling over themselves because they only have the capacity to absorb information from fintw*ts on X. Colocation and cloud providers have been doing this for years. Equinix, DLR etc are literally built on it. The fact that a bunch of ex-bitcoin miners are now also renting GPUs doesn’t magically change the structure of the industry, it just means more players chasing the same contracts in a capital-intensive, low-moat game. - Your argument basically assumes an endless wave of new builds as far as the eye can see. My bet is that a huge part of the story from here is squeezing more out of the existing footprint – better chips, better power delivery, better cooling, higher utilization – rather than covering the planet in brand new AI sheds. If that’s roughly right, then again I’d rather be in the efficiency/picks-and-shovels names than the guys promising 10x capacity expansions every couple of years. - On the Russia angle. I’m not saying “geopolitics bad, therefore sell everything”. I’m saying NBIS specifically is carrying baggage that most other names don’t. This is a company that literally was Yandex N.V. – the Dutch parent of Russia’s biggest tech firm – and had to carve off all its Russian assets after the invasion to get re-listed as Nebius. You can believe the clean break story if you want, but markets don’t just forget that history overnight. “Every stock is exposed to geopolitics” is not the same thing as “every stock used to be the holding company of a Russian tech giant that got nuked by sanctions”. So yeah – my issue isn’t “these companies rely on others, therefore doomed”. It’s that: - They’re in a brutally capital-intensive, rapidly obsoleting business; - They have no obvious moat beyond some software glue that can be copied; - There are already bigger, better-capitalized incumbents in the same space; and - In Nebius’ case you’ve got all of that plus a very specific geopolitical backstory and a lot of current hype baked into the price. And just to add - I’m not anti–data center, I’m picky about where the value sits. I actually am interested in the data-center theme, just not at the “GPUs in a shed” layer that has the lowest barrier to entry and the only precursor to participation is access to GPUs. I’d rather own the picks and shovels: power and cooling (Vertiv), semis that make the power delivery and efficiency better (Monolithic Power, etc.), the boring “get massive amounts of power and water to the site and keep it running” firms (Ferguson, Xylem). That’s where I think more of the durable value accrues versus whoever happens to be hosting the current generation of Nvidia cards.

DesignerSea494

Cool. See you in January for the next episode of “Jerry Springer, DC Style.”

EvolvingDior

Motorcycle from WI to DC in November?!?

E39_CBX

lol the representative from Wisconsin who rode is motorcycle all the way to DC. And boomers eat it up. Pandering is the cringiest thing ever.

PotentFrost

Wait 🫷🏾 hol up. You don't know that. Matter a fact I think I'll head to DC right now 

jmu_alumni

My educated guess is these beverage companies saw their CORE business being impacted (or increasingly impacted) by hemp. So a ban was the best path forward. They are taking a little bit more of a risk if their strategy is to ban then create a regulatory framework. Things move slow in DC. It could be years before they figure out what exact carveouts they want. But kind of a win-win scenario for them regardless. If Hemp is banned and no regulatory framework shortly after, their immediate need of their core business is under less pressure. They will be fine if Hemp is not a sizable industry. If hemp is banned and then a clear framework is developed, they have the clarity they need finnaly to invest/test in the space, along with the benefit of not having ‘gray area companies’ in the meantime start to win in that space. So yes I do agree that is probably their most preffered outcome (since as you pointed out they even stated it themselves). But the ‘phase 1’ ban is their main priority

AggieDem

I think the 2 questions for tonight are: 1. Did all the Republican reps manage to get flights back to DC to vote on this thing, and 2. Are any of them going to use the opportunity to grandstand like they did with the House Speaker votes?

GoZukkYourself

Waymo robotaxis will now take passengers on freeways in 3 major US cities (San Francisco, Phoenix & LA), marking a major milestone for the driverless, ride-hailing company. Freeway operations req'd expanded operational protocols, including coordination w/ safety officials at the California Highway Patrol & Arizona Dept of Public Safety. Waymo installed additional infrastructure needed to charge its fleet of electric robotaxis given the freeway expansion Over the last year, Waymo has offered select Alphabet employees robotaxi freeway rides Waymo has plans to expand to Miami, San Diego & Washington, DC, in FY26 & testing its vehicles in NYC, Tokyo & plans to begin offering rides to the public in London next year & expanding its service footprint in the San Francisco Bay Area to San Jose.

stingraycharles

Depends on the size of the DC. Most have plenty of people walking around all day. 3 people sounds like a very small DC.

LegitimateShameHands

RDDT seems to be correlated to DC stocks wtf this stock has to do with Data Centers

AverageNo130

Why are they all in DC incompetent about CBD? UK has had regs for years now.

gggtermosifone

60+% CAGR for 5 years means getting from 16billions in DC revenue '25 to ~160 Billions in DC revenue i '30 at minimum

efeex

Assuming a flat 1 story building, with power infrastructure on site (Getting a power infrastructure to the site can take 24+ months in some regions), from breaking ground to the first phase delivery is about 18-24 months. The hard part is: * Power Delivery. Its hard to find 200-300MW of power that you can use from day 1. Most utilities are releasing 50MW every 6 months or so. * MEP Leadtime. Some of the MEP equipment, like generators, have a lead time of 2+ years. Covid completely wrecked leadtimes, and the recent explosion in datacenter construction has made it even worse. If you had a powered plot of land, with water and all permits settled, with 1 story DC design, and you had a stock of generators and MEP on site, you could get a 100MW building up in 18 months. For something like this you would have to build next to a power station that has a lot of excess capacity. Realistically, assuming the perfect happy path, you are looking at 30-36 months for a full 100MW buildout. The 6MW in 3-5 months that the poster mentioned above is realistic if you assume its a follow-on phase - you already have a powered shell with a couple of phases fit out and running. For something like a 300MW campus you would have 3-4 buildings that you would have to build in parallel.

deflatable_ballsack

35% is company wide, DC at 60% and accelerators at 80%

DraconPern

So even with a 50% of fire, if they can build a DC in 10 instead of 90days then they can still out build when 50% burns completely to the ground. It’s like survival of the fittest but for large projects. Wait is this why china can outbuild everyone else? Pro Zerg move lol

johndsmits

Sort of asks, how fast can China build their DCs, couple days? Of course, chances of a a DC fire likely 50%.

Schwimmbo

Did Lisa Su finally stick a number on the AI DC revenue ?

DisjointedHuntsville

They have investor day. Claim a 60% CAGR for DC and 35% CAGR for the overall business through 2030

gay_ghoti_yo

Why did all the DC stocks lose steam? 🤔

Dumbest_Degenerate

IREN is the worst of all of them. Their $500m is the exit rate, that’s the peak. From there it’s going to decline and if you look at what they got for their hoppers, you’ll see they have no pricing power. Checking their quarterly filings, terrible revenue from them. And going into a shortened NVDA cycle, the GPU pricing power is only going to weaken. And their $500m run rate is from the PG campus, it’s air cooled. So it’ll be obsolete if they don’t spend money to upgrade it to a tier 3 DC capable of liquid cooling. Their MSFT deal similar, only capable of handling up to 200kw, so they would need upgrade the DC to be able to handle the latest gen chips when their deal expires. Also, no one that’s a serious player in the industry uses “hardware profit margin”. Speaks to their lack of credibility. I agree cloud businesses aren’t terrible, but the competition is growing tremendously and IREN is competing at the bare level compute. That’s basically a commodity. Also, not sure how much credibility you should assign to management when they mentioned $7m per CT IT MW for Horizon 1 and then ended up disclosing its $15m per CT IT MW for H1-H4.

DeepStateCommander

All I want for Veterans Day tomorrow is for bears to storm the New York Stock Exchange like the Capitol was stormed in my hometown DC on January 6th, may God avenge it. Not bearish traders - I want a herd of actual wild bears to rampage through the NYSE and shut down trading. May God avenge all Veterans tortured with homelessness by this wretched sh\*thole country of spoiled selfish cowards. None of you should own homes in America until all Veterans do. Poorest f\*cking country in the world.

sailor_guy_999

Google chained CPI. If you can buy lemony powder for the same price as fresh squeezed lemonade a year ago, "there is no inflation." Every time the volume of currency is increased you have inflation. The Federal government is increasing the currency and demand for products by $2 Trillion a year with deficit spending. Out of a $30 Trillion economy. So add 6% to whatever bullshit number you get out of DC.

ziggs_ulted_japan

Yeah but like. Trump read the oath of enlistment to them at the football game yesterday in DC while they weren't being paid so. You know.

PaperHandsTheDip

oh a DC thingy that hasn't hella pumped yet?!

Happy_Discussion_536

First the Commanders get the shittiest team name in history. Then 🥭 sends troops to DC streets and tells the team he's putting his name on their new dome stadium. I'm not surprised DaRon punched Amon Ra after doing the "Trump dance" and mocking them lol.

djlawrence3557

Im sure he has dirt. And dirt is worth gold in DC these days

HireEddieJordan

https://www.bloomberg.com/quote/NOVOB:DC It's talking about the Copenhagen market not NYSE premarket.

sandygws

`Wondering what is going on? Us too. The vote has been open for well over an hour but we are still waiting for one last senator to cast his vote: John Cornyn, a Texas Republican.` `The Senate will wait as long as it has to for him to turn up and make the passage of this deal official.` `There has been some speculation that he is among the many Americans facing travel disruption due to the shutdown and has struggled to get to DC but we can't confirm that ourselves.` `Either way, some US media is reporting that he is in the city and on his way to Capitol Hill.` `As soon as he arrives, the progress of this deal will be confirmed and the beginning of the end will be in sight for this record shutdown.`

foundation3r

Bruh, Cornyn wasn’t even in DC. Literally skipped down while the Senate was in session and now he’s stuck in traffic. Gay ber in disguise. 💀

Main-Obligation-3613

You, sir, are part of the problem. No one in DC cares about you. They are ALL greedy bastards and have successfully convinced you to take sides in their big, sick Twisted game. You (we) will pay for it handsomely. They win.

MagJack

Dang I work in DC area, traffic gonna be a bitch tomorrow

friedbymoonlight

Think announced staying in session until there’s a deal, Trump back in DC for a commanders game. Likelihood increased 

og_kbot

Dems just need to fake promise the new NFL stadium in DC will be named after him and the govt would probably open immediately.

bearhunter429

#In the world map it looks like London is on the same level as DC but in reality it's on the same latitude as Toronto LMAO🤌

EpiphyticOrchid8927

which direction from DC?

annoyed_meows

Pupusa trucks are where it's at dawg, Md outside DC

cashflow_

#any if you guys know anything about great American restaurants in the DC suburbs?

wildcat1055

**Taco**: "I would like the new DC stadium named after me" Sure. "Welcome to Epstein J. Doe #174 Stadium"

PutzOnDonleon

Simple fix .. the states get the fed taxes and start paying those employees directly in their state. Do away with anything or anyone in DC. States will be flooded with cash for programs and taxes will drop like everyone wants. Everyone wins and peace at last

Bagholder147

Either way I'm not out any money. I could sell right now for profit. Lol. And if I'm wrong so what. It's a gamble. Hoping for a bidding war cause of all the IPs and studio value netflix and others will be wanting for their future projects. Plus DC, Looney tunes, Harry potter, etc. How much you think the studios and IPs alone are worth. They are looking to maximize shareholder value. And if we get a bidding war we will see an MTSR situation till one folds . You do you bro. Don't sorry about my money. Go buy some 0DTEs or some dumb shit.

sportspadawan13

More and more here too in the DC area. 3 years ago, never saw one.

Sidney1973

Potential for short-term price increase: While a split doesn't change fundamental value, it can sometimes lead to a short-term increase in stock price due to increased investor interest and trading activity. I have several shares of NETFLIX. I’m holding. Then plan on selling CC. I hoping they buy WB and all those IP. Worth billions. Harry Potter is worth a couple of billion I believe. DC, matrix and others.

Dritzz-9966

All amylins are similar, WL lower than dual GLP/GIP, higher AE rate, potential bradycardia issues. Lots of studies with amylins had higher DC rates too. Once monthly is a differentiation, yes, but I'd argue not as much as you think. My thesis is in this market the king differentiation will be an oral option such as oral VK2735 (same molecule oral + subq) that can be used alone but the most efficient way will be as a maintenance after initial WL with subq, see Viking's oral VK2735 maintenance study for more information.

diadlep

He wants that show on home and gardens, Real Househusbands of Ghey Ber DC. Bet he resigns when he gets it. How do banbets

MomentSpecialist2020

Rumor there was a deal in DC to get government going again. Fake news.

95Daphne

Vol got smoked on DC headlines. To be perfectly honest guys...my Nega Nellie guess is this deal won't have the votes.

1098duc_w_the_termi

Senate confirmed to be in DC working over the weekend

Dave_A480

And those stand on their own because the US makes the world's best weapons. Nobody at Lockheed or Northrop is begging DC to enact tariffs on Canadian aluminum - it actually makes their products less competitive when exported.....

Ok_Mind8366

Chatter in DC from my friends that work in the congressional office is that they will reach a deal today and gov reopens early next week. Looks like hedge funds are buying

Sufficient_Ad_862

What’s funny is that I bought this when Jensen was doing his DC tour and I made 50% thinking it would go up. I guess same shit as gambling, I got greedy

shallowmallu

Also BE - their solution is unique as it brings power to the DC in rechargeable modules which eliminate the need for heavy infrastructure

CmonRetirement

Good Mother Fucking Lord Dems “come to the table”….what table?? to come to the table they need to be invited in!! you do understand that Ds have mostly stayed in DC and have requested to meet w/Rs and the president. only a perfunctory meeting w/potus. since then ZERO reaching out from the administration and the house remains closed “come to the table”….what fucking table is there to come to