$IREN Ltd(IREN)$ $Bloom Energy Corp(BE)$ $CoreWeave, Inc.(CRWV)$ $TeraWulf Inc.(WULF)$ $NEBIUS(NBIS)$ Wait, I'm supposed to believe the hundreds of billions of dollars flowing into power and data centers is bearish? The CapEx all of these businesses including OpenAI and Anthropic are spending is revenue for these guys. I'm long.
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