Nebius grew AI cloud revenue by 841% year over year in Q1 2026 to $389.7 million and exited the quarter with an annualized run rate of $1.9 billion. Management expects that figure to reach $7-9 billion by year-end.
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The company belongs to a new category called neoclouds. Unlike AWS, Azure, or Google Cloud, these providers were built specifically for AI workloads, with infrastructure optimized for GPUs, networking, and cooling.
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The market is expanding quickly. Neocloud revenue reached roughly $25 billion in 2025 and is projected to approach $400 billion by 2031.
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At the same time, Nebius is scaling capacity from 172 MW at the end of 2025 to a projected 7.5 GW by 2030, according to Wells Fargo. Two major AI campuses in Missouri and Pennsylvania account for 2.4 GW of that buildout.
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The investment case is simple: if AI demand continues to scale, infrastructure providers may become some of the biggest winners. Nebius is one of the few pure-play bets on that trend.
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Modern AI systems are thousands of chips connected together. As companies spend more on AI infrastructure, a large share of that spending goes into the networking layer that moves data between chips, memory, and servers.
Broadcom provides the networking chips that connect massive AI clusters and also designs custom AI accelerators for hyperscalers. AI semiconductor revenue reached $10.8B in Q2 FY26, up 143% YoY, with guidance for $16B in Q3 and an AI backlog above $73B.
Astera Labs builds the traffic-control layer inside AI racks, helping data move efficiently between chips, memory, switches, and accelerators. Q1 FY26 revenue reached a record $308M, up 93% YoY, with its new Scorpio switch expected to become the company's largest product line by year-end.
Credo dominates active copper connections used inside AI systems and holds an estimated 75% market share. FY26 revenue reached $1.34B, up 206% YoY, while the transition to faster 1.6T networking creates a new upgrade cycle for customers.
When data moves across large AI data centers, fiber optics become essential. Applied Optoelectronics manufactures both optical modules and the lasers inside them. Q1 FY26 data center revenue grew 154% YoY to $81M, with management raising full-year guidance to $1.1B.
The AI buildout is not just about chips. The companies connecting those chips are becoming critical parts of the stack.
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Alphabet's stock dropped 6% after DeepMind's Noam Shazeer and John Jumper left for OpenAI and Anthropic, cutting about $250 billion in value.
DeepMind is Alphabet's AI unit, and losing top talent raises retention.
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SpaceX shares jumped from the IPO price to a peak of around $225, briefly pushing the company's valuation close to $3 trillion. Within days, the stock fell to $150 before recovering to roughly $162.
At its peak, SpaceX briefly reached a valuation of nearly $3 trillion, putting it above both Microsoft and Amazon despite being a much smaller business by revenue and profitability.
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For comparison:
β’ Microsoft: $318B revenue, $125B profit
β’ Amazon: $743B revenue, $91B profit
β’ SpaceX: $19B revenue, -$9B profit
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Part of the explanation is structure. Only about 5% of SpaceX shares are publicly traded. The market price of that small float determines the valuation assigned to the remaining 95% held by Elon Musk, employees, and early investors.
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The recent acquisition of xAI has also raised concerns about debt and integration risk, adding pressure after the initial IPO excitement faded.
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There is a reason many IPOs follow a similar path: excitement first, fundamentals later. The chart has repeated often enough to become a pattern.
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The riskiest time to invest is when the market looks safest.
The safest time to invest is when the market looks riskiest.
βοΈ @venture
The safest time to invest is when the market looks riskiest.
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Wendy's ($WEN) surged 42% in a single session, its biggest one-day gain since the rebound from the 2020 market crash.
The rally started after the company appointed Steven Cirulis, a former Potbelly executive, as CFO. But the scale of the move had more to do with market positioning than management changes.
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Just one day earlier, Wendy's had fallen to a 13-year low of $6.07, down nearly 40% over the past year after weak results that included a 5.5% decline in sales and a 42% drop in net income.
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At the same time, short interest reached a record 26%, creating conditions for a potential short squeeze. As the stock rose, short sellers were forced to buy shares back, adding more fuel to the rally.
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The stock also became the second most discussed name on WallStreetBets over the last 24 hours, drawing comparisons to the meme-stock frenzy that lifted GameStop and AMC in 2021.
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The difference this time is that Wendy's entered the rally with one of the highest short interests in its history.
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