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TODAY IS MIDTERM ELECTION DAY!
Tom Lee basically said the EASIEST way to get RICH after the midterms is to buy the AI infrastructure names the market is still treating as political risk.
5 stocks to 10x once Dems ALL-IN on data centers:
1: $NBIS
1. $APLD(Applied Digital): Q1 FY27 revenue $341.9M (+322%), already bigger than a full year of the old mining business. 1.41 GW leased across five campuses (~$36B base-term rent, up to ~$86B with renewals). ChronoScale also locked a 50 MW Microsoft GB300 deployment and is targeting $1B ARR in 2027.
2. $NBIS(Nebius): Q2 revenue $582M (+454%), AI cloud ~$575M of that. End-June ARR $3.0B (+598%), guiding to $7–9B ARR by year-end 2026. GPU neocloud with real pricing power and customers prepaying the buildout; ~$40B contracted backlog (mostly Microsoft + Meta).
3. $CIFR(Cipher Digital): Just reported first HPC lease revenue. Barber Lake lease doubled to 20 years, contracted revenue lifted to ~$9.1B (+$5.2B AI-lab follow-on). Total contracted revenue now ~$16.6B across three campuses. Pure hyperscale HPC landlord, mining fading fast.
4. $WULF(TeraWulf): Q2 revenue $44.8M, HPC leases already 71% of sales. 102 MW live at Lake Mariner (Google-backed Fluidstack). Anthropic signed for 401 MW on a 20-year lease ($19B, up to ~$33B with extensions) at the Kentucky campus.
5. $KEEL(Keel Infrastructure): Fully exited U.S. mining. Moses Lake, Sharon, and Panther Creek under construction for hyperscalers/AI labs, first data-center revenue targeted for 2027. Strong liquidity (~$819M) and multiple tenants negotiating for each site. Early-stage pure play.
6. $IREN : FY2026 revenue $707M, AI cloud $129M (nearly 8x). $4B+ contracted AI ARR for 2026 capacity, ~$1B already live. Microsoft Horizon 1 delivered; Horizons 2–4 (50 MW GB200 each) due by year-end. Mining hardware out, GPU cloud in. If you agree! Please like, follow, and share.
⚡ $LITE COULD BE A BIG AI WINNER!
AI infrastructure needs faster optical connections, and Lumentum is right in the middle of that opportunity.
Strong demand could fuel further growth.
Who's watching the next breakout? 📈
📦 $AMZN is much more than an e-commerce company.
Current Price: $240.35 (-1.41%)
AWS, cloud infrastructure, advertising, and AI investments give Amazon multiple long-term growth opportunities.
I like the long-term business, but execution and valuation matter.
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