$NVDA (-2,99 %)

Nvidia announced a new partnership model for Neoclouds (specialized GPU cloud providers): Nvidia acts as a financial backstop and commits to leasing back unused GPU capacity at a fixed price. In return, Nvidia receives a share of its partners’ cloud revenue in addition to hardware revenue.

• First partners: Firmus (170,000 GPUs in Indonesia) and Sharon AI (40,000 GB300 GPUs)
• Predecessors: similar deals with $CRWV (-6,17 %) (6.3 billion $, 2025) and Lambda (1.5 billion $)

$NBIS (-4,35 %)$USCTF (-8,92 %)$CIFR (-9,9 %)$WULF (-5,39 %)$APLD (-7,51 %)$KEEL (-7,31 %)$CORZ (-3,06 %)$HIVE (-4,79 %)$BTDR (-9,13 %)$CLSK (-4,16 %)$MARA (-3,44 %)$HUT (-3,42 %)$RIOT (-3,91 %)

$IREN (-4,99 %) has so far not named as a participant—but has had a strategic partnership with Nvidia since May covering up to 5 GW of AI infrastructure, a $3.4 billion cloud contract , and Nvidia holds the right to purchase up to 2.1 billion IREN shares .

Adopting this model seems like a very logical step, since IREN will require extremely high investment costs (>$100 billion) to expand its entire pipeline.

In my view, this would be very positive in the short to medium term.

The biggest risk with $IREN (-4,99 %) and other Neocloud providers is not demand, but rather the financing of their expansion plans, which run into the billions. A backstop from Nvidia would mitigate precisely this risk: Banks are much more willing to grant loans when the world’s largest chipmaker guarantees capacity utilization—this would provide significant security and more favorable, virtually lower-risk financing. However, the revenue share would directly impact the profit margin . In the long term, companies would thereby cede part of their overall potential to Nvidia—essentially trading long-term profitability for medium-term security.

Source: https://www.datacenterdynamics.com/en/news/nvidia-acts-as-backstop-for-customer-gpus-in-return-for-cut-of-cloud-revenue/

Micron $MU (-4,95 %) , Nebius $NBIS (-4,35 %) , Meta $META (-1,54 %) , Nasdaq 100 ETF $CSNDX (-1,49 %) , AI boom, tax reform, unions

YouTube

https://openyoutu.be/z8aje2NnEQQ?is=9yamhSvilKUKwmfx

Spotify

https://open.spotify.com/episode/2mEF7YOIFNMiG4I1Mk3d9H?si=uW6P-QrlSEqQy19N-lk19w

Apple Podcasts

https://podcasts.apple.com/de/podcast/152-micron-nebius-meta-nasdaq-100-ai-boom-steuerreform/id1695869891?i=1000775431150

July 1, 2026: Bloomberg reports that $META (-1,54 %) a cloud infrastructure business to provide external customers with access to AI computing power and AI models . The plans are still in the works and could change. These statements are based on information from insiders; META has not yet commented on the matter.

The stock has risen by +12%, while Neocloud shares are simultaneously falling by as much as -15% at the same time ($IREN (-4,99 %)$NBIS (-4,35 %)$CRWV (-6,17 %)).

According to the report, two options are on the table:

• Models as a Service: Developers pay to use AI models hosted on Meta’s infrastructure—including Meta’s own Muse-Spark models.
• Raw computing power: Meta is also considering directly renting out pure AI computing capacity—similar to Neocloud providers—as part of an internal initiative called “Meta Compute.”

What could this news mean?

The move would be a new source of revenue for Meta—today, nearly all of its revenue comes from advertising. The initiative could reduce Meta’s dependence on advertising revenue and put it in competition with $AMZN (+0,78 %) AWS, $MSFT (+1,55 %) Azure, $GOOGL (-0,95 %) Cloud, $IREN (-4,99 %) , $NBIS (-4,35 %) , $CRWV (-6,17 %) and other Neocloud providers.

The idea is obvious: Zuckerberg said in May that entering the cloud market was “definitely an option” if they were to overbuild—and SpaceX and xAI have recently paved the way by selling computing capacity.

In the short term, this could mean that Meta actually has excess computing power due to overprovisioning, which could be interpreted as a sign that capital expenditures are nearing a peak. On the other hand, in the short term, it could also be more lucrative for $META (-1,54 %) to resell the highly sought-after GPU computing power at a substantial profit.

Source:

https://www.bloomberg.com/news/articles/2026-07-01/meta-is-building-a-cloud-business-to-sell-excess-ai-compute

The AI training infrastructure from $IREN (-4,99 %) achieves performance levels of $NVDA (-2,99 %) . $IREN (-4,99 %) It thus joins the select group of exemplary cloud providers—alongside, among others, $CRWV (-6,17 %), $MSFT (+1,55 %) , $ORCL (-5,96 %) and $NBIS (-4,35 %) – and is among the few that have already achieved this status on the latest B300 generation (alongside $NBIS (-4,35 %) & Boost Run). However, IREN does not specify a specific test site, although its air-cooled HGX-B300 systems are operated in Mackenzie (an 80MW facility).

What is “Exemplar Cloud”?

NVIDIA’s “Exemplar Cloud” is a verification program: It tests whether a provider’s data centers meet NVIDIA’s performance specifications when training large AI models—across all required test runs. The program evaluates, for example, training throughput, network efficiency, and the stability of large GPU clusters under sustained load.

What does this mean?

It is NVIDIA-verified proof that even demanding training tasks run stably and reliably in$IREN (-4,99 %)data centers. It is, therefore, a seal of quality that can serve as a selling point to attract discerning customers.

Sources:

https://x.com/IREN_Ltd/status/2071627424660643975

https://x.com/danroberts0101/status/2071652184471548270

$NBIS (-4,35 %) What are your thoughts on taking profits when a long-term portfolio is up 190%?

Since my last public update of my portfolio in February 2025, over a year has already passed, and a lot happened in my portfolio.

When I last time my portfolio , $HIMS (+0,1 %) still by far my largest position and the top performer. But that changed quickly when GLP-1 medications were removed from the list of scarce drugs and the stock went into a nosedive. My portfolio plummeted within weeks from over 200k to just 120k. It really stung, and I decided to close my $HIMS (+0,1 %)
position at the next “high.”

No sooner said than done: I did just that in early August 2025 and was able to enjoy a hefty return . (The government was also happy to collect 15k capital gains tax...) It also felt good to have minimized concentration risk. Over 50% of his capital in a single stock like $HIMS (+0,1 %) really gives you a headache in the long run.

I then steadily invested the freed-up capital in new stocks like $AMD (-4,01 %) , $NBIS (-4,35 %) or $META (-1,54 %)
invested. I also held onto existing positions such as $GOOG (-0,96 %) , $NVDA (-2,99 %) , $SOFI (-3,15 %) or $NU (-0,58 %) were also added to.

In addition, I made some serious mistakes during that time that still hurt. In January 2026, I—actually purely out of boredom, sold my $TXRH (+1,63 %) shares to $AEHR (-6,06 %) reallocate my portfolio.

Looking in hindsight seems like a awesome trade, things turned out quite differently for me. After about two weeks of indecision , $AEHR (-6,06 %) I closed out the €8,000 position with a small profit and, completely without a second thought, put the money into a $META (-1,54 %)
long certificate, which then dropped to zero due to the Iran crisis—while $AEHR quadrupled during that time...

-->That was definitely a painful lesson. I hope I never touch a leveraged product again in my life.

Currently, I’m trying to expand my $AMZN (+0,78 %) and $MA (+2,41 %) positions :)

But since the rest of my portfolio has performed great again this year, I can over it. Last night, for the first time, time since February 19, 2025. I had to wait a full 485 days for that.

That’s what prompted me to write another post here.

What do you think of my portfolio? What were your most instructive experiences on the stock market?

Cheers, Bubu ;)