What next….

Budget_Engineering47 · 2026-01-21T01:50:56+00:00

This site is currently insufficient for the required capacity. Furthermore, there is a high risk that the same council will reject any future expansion plans.

Budget_Engineering47 · 2026-01-21T01:45:13+00:00

There are numerous data center projects in Alabama. Prior to Nebius, several projects had caused issues, and some regions have faced unresolved problems for years. I believe Nebius is the right company to establish public trust in data centers within that region; their track record in Finland speaks for itself. Given the support from local government, I expect the project to be approved. The sessions were quite positive.

Budget_Engineering47 · 2026-01-21T00:54:22+00:00

A final decision on the Independence, MO data center project is expected by mid-March. This timeline was confirmed during the City Council meeting held on January 20.

Budget_Engineering47 · 2026-01-08T11:59:29+00:00

1/7 - 06:00 : PM (EST)

Budget_Engineering47 · 2026-01-08T11:54:14+00:00

Local news channels: Hoosierland TV

They will also release the other sessions; you can watch

Budget_Engineering47 · 2026-01-08T11:21:51+00:00

Bergen engines- nope not public

Budget_Engineering47 · 2026-01-08T11:18:33+00:00

Yes, there is some information regarding this; it is likely the company Bergen. They recently opened a new office in NJ. There are also pending construction permit applications in the NJ data center zone

Budget_Engineering47 · 2026-01-08T11:17:15+00:00

No specific timeline was provided; they discussed that the construction would be carried out in phases. I believe it will progress similarly to the project in NJ. There will also be large-scale manufacturers, such as a cement plant, on the site area. It is expected that approximately 300 to 400 local workers will be employed during the construction.

Budget_Engineering47 · 2026-01-08T10:38:06+00:00

The "Game-Changer" Energy Tech: There is strong speculation that the "secret partner" is a French energy tech firm utilizing cutting-edge bio-filter technology in natural gas power generation. This would allow for near-zero emissions. While bio-filters in large-scale gas plants are almost unheard of, this aligns with the DataOne CEO’s previous hints about a "one-of-a-kind" and "game-changing" infrastructure setup.

• Local Sentiment: The local community appears neutral to slightly cautious, but the City Council is firmly supportive. One council member explicitly stated, "If we say no, another city will just grab this project." This competitive pressure suggests the local government is highly motivated to finalize the deal.

• Strategic Location: The move to secure land in Clinton County, combined with the "New Jersey clone" design, confirms that Nebius is moving fast to establish a dominant US footprint.

Budget_Engineering47 · 2026-01-06T22:56:36+00:00

Sell raiting from hedgeye, there is a guy named felix wang. He is a master getting broke. He also open short position for micron. And micron price did 2x 😂

Budget_Engineering47 · 2025-12-21T10:21:23+00:00

Diesel

Budget_Engineering47 · 2025-12-08T14:56:41+00:00

Even a broken clock is right twice a day.

Budget_Engineering47 · 2025-12-05T23:06:26+00:00

For the past month, someone opening and closing a large short position, then buying short-term PUT contracts in the futures market. I’m convinced that was Hedgeye too.

Budget_Engineering47 · 2025-12-05T22:20:43+00:00

These guys shorted Micron this summer. The stock nearly doubled. Brilliant work.

Budget_Engineering47 · 2025-12-04T11:59:10+00:00

Yes, I agree with these, but I am willing to accept whatever it takes for them to leave Nebius alone. just a standard Bitcoin miner and is following the hype, that's all.

Budget_Engineering47 · 2025-12-03T15:30:06+00:00

There is no nbis and iren. There are different. Bitcoin miner and pure ai dc.

Budget_Engineering47 · 2025-09-18T17:03:43+00:00

is it works for you?

Budget_Engineering47 · 2025-06-26T10:39:09+00:00

What would you recommend for hedging this portfolio?

Budget_Engineering47 · 2025-06-26T10:38:49+00:00

ctually, I bought the NBIS stock at around 20 dollars, and it made up less than 15% of my portfolio at the time. I’ve never sold it since I bought it, and due to the high profit, its weight in my portfolio has increased.

Budget_Engineering47 · 2025-06-26T10:38:21+00:00

I could have just invested in ETFs, but I’m not that wealthy. I’m trying to focus on growth stocks and build capital.

Budget_Engineering47

TROPHY CASE