Join me on the Jumper waitlist. waitlist.jumper.xyz/r/JMP-3D…
Escape retweeted
The debate on AI compute has moved.
From "will demand exist?"
To "do the unit economics work?"
GPU pricing, financing costs, utilization.
Contracted power, density, offtake.
A 1GW factory only works if it can be rented, powered, and paid back.
Some names are being marked down on returns.
Others are being marked up for contracted power, density, and long-term offtake.
The market is underwriting compute like real assets now, not like a theme.
Via @wallstengine
ROTHSCHILD REDBURN LAUNCHES COVERAGE ACROSS AI DATA CENTER NAMES
$NBIS: SELL, $84 PT
Says Nebius has a demanding valuation and questions the sustainability of its unit economics. Upside could come from newer-generation GPUs, faster growth of its Token Factory inference business and stronger capacity execution. Risks include customers bringing compute in-house and higher funding costs.
$CRWV: SELL, $54 PT
Redburn questions CoreWeave's unit economics and ability to convert its pipeline into attractive returns. Key risks include hyperscalers or AI labs bringing capacity in-house, falling GPU pricing and higher financing costs.
$DLR: BUY, $227 PT
Highlights Digital Realty's global wholesale and colocation footprint, long-term tenant contracts and expansion into larger, higher-density facilities built for AI workloads and hyperscale customers.
$EQIX: BUY, $1,261 PT
Points to Equinix's global interconnection ecosystem as a key advantage, with AI, HPC, enterprise and cloud customers increasingly needing high-density compute close to networks and other infrastructure.
$IRM: BUY, $132 PT
Iron Mountain has expanded beyond its legacy records-storage business into data centers, information management and IT asset lifecycle services, while developing more power-dense capacity for AI workloads.
The miner-to-AI names were treated much more cautiously:
$APLD: NEUTRAL, $22 PT
Says unit economics and pipeline-conversion risks are already well priced in. Upside comes from lower build/operating costs and additional large tenant signings. Risks include local opposition, construction delays and tenant insolvency.
$IREN: NEUTRAL, $40 PT
Sees upside from additional large-scale AI tenants and better execution at existing sites. Risks include difficulty securing tenants, higher funding costs and delays or cancellations.
$WULF: NEUTRAL, $15 PT
Potential upside comes from securing additional U.S. capacity and signing more major tenants. Permitting issues and state-level opposition are key risks.
$CIFR: NEUTRAL, $18 PT
Sees better or faster grid-capacity allocation and more major tenant deals as upside. Tenant pullouts and buildout delays are the main downside risks.
$HUT: NEUTRAL, $96 PT
Upside depends on faster data-center execution and securing additional grid capacity. Delays or cancellations in the buildout remain the key risk.
$CORZ: NEUTRAL, $16 PT
Core Scientific has been shifting capacity from Bitcoin mining toward AI/HPC hosting after emerging from bankruptcy, while continuing its mining business. Its proposed acquisition by CoreWeave collapsed last year after shareholders rejected the deal.
Escape retweeted
BlackRock: AI compute could be tokenized.
Translation:
compute is about to get a market.
The world’s largest asset manager just named the future.
We’re building the unit it needs.
1 cT = 1 GPU-hour.
Fungible. Redeemable. Tradable.
That’s the layer.
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
I got a Legion Score of 666 on @Legiondotcc
Check it out: legion.cc/profile/3cbe240c-8…
Escape retweeted
ct is buzzing about $JUMP potentially landing on @legiondotcc
nothing confirmed yet.
Solstice and Squid showed what Republic access can mean: reserved allocation + everyone getting a spot.
if JUMP is next, i’d rather be early.
long live the republic.
who Dm'ed me about @legiondotcc's republic.
here's the quick overview for anyone new to Legion👇
legion is a reputation-based ICO platform where project allocations are influenced by your onchain track record.
the Republic is its community layer.
inside Republic, users earn Valor Points (VP) through activity, quests and participation.
those points improve your chances of getting guaranteed allocations in future sales.
basically: contribute more, build reputation, unlock better opportunities.
welcome to skin the game.
go ahead guyz - republic.legion.cc/
Escape retweeted
Auryn's in the hot seat on Friday.
What do you want to know more about? 👇
This Friday we're sitting down with @auryn_macmillan from @theInterfold, private inputs, verifiable outputs, and what it takes to build there.
9AM EST / 3PM CET
Set a reminder👇
Escape retweeted
if you've been on ct today then
you've probably seen the rumors of $JUMP coming to
@legiondotcc
nothing confirmed yet
chances are so high legion also made a announcement
the republic + VP = peace of mind
recently solstice & squid sale they allocate 5% for republic users and 100% of republic participants receiving an allocation and both performed 2-3x.
if the rumors are true
the republic is where you want to be if you want to increase the odds of getting into the most anticipated sale of this quarter
i am currently chilling in the republic
come join me: republic.legion.cc/?ref=b300…
Escape retweeted
Keep building the network.
Partner by partner, The Republic will rise.
Welcome @VistaPex to The Republic!
Long Live The Republic!
VistaPex is entering The Republic by @legiondotcc 🏛️
A limited-time Onboarding Conquest is now live: complete quests, join raids, and earn Valor Points at every step.
Start the Conquest → republic.legion.cc/quests/co…
Trade every conviction 🔥
Session Ended! — I scored 1 230 points in Caves - Dash & Game! Join me: caves.wolf.game
Session Ended! — I scored 730 points in Caves - Dash & Game! Join me: caves.wolf.game
Escape retweeted
Compute is not a commodity yet.
Why? No standard unit.
Every GPU purchase is different:
• Region differs
• Provider differs
• Price differs — $1.99 to $5.99 for the same H100
• Contracts are locked and hard to resell
@RaxFinance is building a standard:
1 cT = 1 GPU-hour
Backed 1:1 by real machines.
Trade it or redeem it for compute.
Same unit, anywhere in the pool.
Making compute fungible and tradable.
🔗 Join the Waitlist:
app.rax.finance/waitlist
💬 Drop your address below.
🎁 Surprise Unboxing Opportunities await.
I flew the Bitcoin Bird through 274 days of BTC's price history (6%) on CoinMarketCap 🐦📈 Can you beat it? coinmarketcap.com/?play=bitc…
Escape retweeted
AI companies have a compute problem:
Sign a 12-month GPU contract.
Need it for only 3 months.
→ $30K/month still gets burned.
40% of your reserved capacity sits idle.
You’re locked into the contract.
→ Capital stays tied up.
@RaxFinance is building a marketplace for tradable compute capacity.
Have 9 months of H100 capacity left?
Monetize the unused portion.
Need compute for a shorter period?
Access available capacity without committing to a long-term contract.
Compute capacity shouldn’t have to sit idle.
Coming Soon 👉 rax.finance/
Escape retweeted
A 1GW AI factory is being described as a $50B -a-year rental machine.
Jensen’s CNBC numbers make the unit economics clearer:
• ~$50–60B to build
• ~$50B in annual rental revenue
• capital that can pay itself back on a very short cycle if utilization holds
That is why this is no longer just a GPU cycle.
It is power + chips + cooling + financing, packaged as a factory that sells compute by the year.
When the world’s largest compute company starts quoting AI factories in gigawatts and rental revenue, the asset is the factory itself.
Compute is becoming the scarce, cash-flowing layer underneath the entire AI buildout.
youtu.be/0Kv6jhEhHRo?si=XlH1…
Escape retweeted
AI companies have a compute problem:
Sign a 12-month GPU contract.
Need it for only 3 months.
→ $30K/month still gets burned.
40% of your reserved capacity sits idle.
You’re locked into the contract.
→ Capital stays tied up.
@RaxFinance is building a marketplace for tradable compute capacity.
Have 9 months of H100 capacity left?
Monetize the unused portion.
Need compute for a shorter period?
Access available capacity without committing to a long-term contract.
Compute capacity shouldn’t have to sit idle.
Just applied for the ZecVisions whitelist.
Pixel artifacts on Zcash: private ownership, provable authenticity, shielded checkout.
Boot the desktop and apply: zecvision.com @zecvisions
Escape retweeted
Booting ZecVisions on ZEC 🖥️
ZecVisions OS · Version 2026
> Private ownership
> Provable authenticity
> Shielded checkout
Repost + drop your $ZEC wallet 🔒
ACCESS GRANTED 🔓
My Cypher is waiting.
I’m whitelisted for the @CypherSquadZec FREE MINT on $ZEC.
6,000 hackers. One squad.
Who’s coming with me? 👾 nitter.cf/CypherSquadZec/status/…
