DanielRomero

$RIOT Sells Bitcoin to Fund Data Center Development
$RIOT has announced the sale of 1,080 Bitcoin, generating approximately $96 million. The proceeds will be used to purchase land in Rockdale for a data center project

$AMD is signing a 10-year data center lease and services agreement with $RIOT at the Rockdale, Texas site
The agreement covers an initial 25 MW of critical IT load, delivered in phases starting in January 2026 and completing in May 2026
The base contract value is approximately $311M over the initial term for the 25 MW
In addition, $AMD has:
▪ An option to expand by 75 MW
▪ A right of first refusal for an additional 100 MW
This brings the total potential footprint to 200 MW at Rockdale if fully exercised
There are also three five-year extension options, which could push total expected contract

$NBIS news on their new planned Birmingham, Alabama site
The City of Birmingham held a public hearing on whether to establish a six-month temporary suspension on new data centers
That vote has now been delayed, as the council agreed to send the proposal to the Planning and Zoning Committee before holding a full vote
“You’re kind of throwing the barn doors open to anything. Large-scale development of any kind is going to have serious impacts on any community. Data centers, in terms of power and water draw, are more of a regional issue”, said Charles Miller, policy director for the Alabama River

The memory and PCB shortage is brutal
Companies selling to retail will have a much harder time this year than companies selling into the AI buildout
Meaning
Bullish:
• $AMD
• $NVDA
• $AVGO
• $INTC
Bearish:
• $AAPL
• $QCOM
• $SONY
• $NTDOY
• $HPQ
• $LNVGY

Companies selling to retail will have a much harder time this year than companies selling into the AI buildout
Meaning
Bullish:
• $AMD
• $NVDA
• $AVGO
• $INTC
Bearish:
• $AAPL
• $QCOM
• $SONY
• $NTDOY
• $HPQ
• $LNVGY

$AMD is Wells Fargo’s top chip pick
Citing an expanding multi-GW MI450X pipeline, server CPU share gains, and an embedded recovery
Price Target: $345

$AMD and $INTC are reportedly considering raising server CPU prices by up to 15%
AI demand is creating shortages across the entire supply chain
There is still so much opportunity in this market
Grid access, PCBs, generators, rare earths, memory, foundry access...
Everything is undersupplied right now

There is a PCB shortage because of AI demand
$AAPL, $NVDA, $AMD, $GOOG, $AMZN are fighting for supply
A Japanese company that holds a quasi-monopoly on a key material used in PCBs has doubled over the last year
You can make money in the stock market in so many ways

Valuation per approved MW for some data center operators:
$CLSK | CleanSpark - 3.47M EV/MW
$HUT | Hut 8 - 4.84M EV/MW
$CIFR | Cipher Mining - 5.93M EV/MW
$WULF | TeraWulf - 7.60M EV/MW
$APLD | Applied Digital - 9.48M EV/MW

$INTC wins the top CES 2026 award for the Panther Lake processor
Seems like 2026 could be the year of Intel across all fronts

Which is the better buy?
Last quarter numbers:
$INTC revenue: $13.7B | Net income: $1B
$AMD revenue: $9.3B | Net income: $2B
$INTC YoY growth: 3% | Net Debt: $15B
$AMD YoY growth: 36% | Net Debt: -$4B

The $OSS pump on X has been almost unprecedented
I’ve seen 10s of accounts suddenly talking about a company that had a $100m market cap two months ago
$6.5m in cash, burning roughly $5m per year
An offering seems obvious at the moment
Interestingly, the company is the only Tier 2 OEM with an NVLink design license and has some impressive customers
The hype seems a bit overblown at the moment though

$AMD up 6%
$INTC up 7%
The CPU shortage is starting to become mainstream
There’s a high likelihood the bottleneck extends from memory and energy to the entire supply chain this year
Position accordingly

Which will perform best in 2026?
$NVDA
$AVGO
$AMD

$GOOG is only $0.5T away from surpassing $NVDA
Crazy how fast narratives can change
A year ago, $NVDA was expected to dominate every aspect of AI, while $GOOG was seen as vulnerable to disruption from AI
Now it’s $GOOG that is eating into ChatGPT’s share, and the Street views it as being at parity with $NVDA when it comes to hardware
I think both still have upside left for the year, but the Mag 7 is not where I’d look for opportunities at the moment

$GOOG is 1 confirmed TPU order from $META or Anthropic away from becoming the largest company in the world

$TSM is facing severe capacity constraints despite strong demand for its advanced nodes
The company’s 3nm utilization rate has been at 100% for consecutive months, and it is already pushing the 2nm process toward customers
A CPU, GPU, memory, energy, and grid infrastructure shortage is becoming more obvious by the day
2026 will be the year of shortages
Source: Commercial Times

$AMD dismisses Intel’s Panther Lake:
“There’s a reason why they didn’t compare it with Strix Halo,”
Rahul Tikoo, AMD’s senior VP, said
“They compared their highest-end to our midpoint.” He claimed the Ryzen AI Max is better in terms of graphics performance.
“Wait until you see the price point on that (Panther Lake 12 Xe). It’s gonna be, you know. Enough said,”