When Will NBIS, CRWV, IREN Stocks Recover? | Data Center Monthly

IREN - 2:00 CRWV - 12:00 NBIS - 44:00 1:08:00 - Smaller Data Center Plays? (WULF, APLD, etc) 1:12:00 - Nebius Debt Raise / Earnings 1:33:00 - Macro (Meta / Hyperscaler CapEx / competition) 1:39:00 - Moratoriums / NIMBYISM 1:47:00 - Open Source LLMs / China / Kimi Follow me on X: @dr_crossroads 15% OFF Fiscal.ai Plans + FREE trial! Unlock institutional-grade data with my link: https://fiscal.ai/?via=roy DISCLAIMER: The content on this channel is for educational purposes only and does not constitute financial advice. I do not provide recommendations to buy, sell, or hold any stocks, derivatives, or other investments. Viewers should consult a registered financial advisor before making investment decisions. This video and description contains an affiliate link from which I’ll receive a small commission. This helps support my channel and allows me to continue to make videos like this. Thank you for the support!