So, is the AI data center boom actually

real? Or are investors getting way ahead

of themselves? And as an investor for

years now in the AI infrastructure plays

like NBIS, which we're going to be going

in today, the stock has been one of the

biggest winners in the AI infrastructure

trade, but the data center spending, the

accelerating of the hyperscalers,

committing hundreds of billions of

dollars to AI, and the new capacity

coming along every single quarter has

investors asking that exact question. Is

the demand really there or are we

heading towards an over supply? So today

we're going to just break down NBIS, an

AI data center company that focuses on

working with companies like Microsoft,

Amazon, Google, Meta, and OpenAI to

supply the AI compute for these massive

companies. One thing to note is that

when you're looking at an industry like

this, the demand is definitely there.

You can look at broader ecosystems or

just the underlying technology that's

being in demand. For example, the

photonics, the semiconductors, the

construction of these infrastructure uh

campuses, all these things. It would be

nearly impossible that these companies

aren't growing significantly if they

were seeing all that construction. Of

course, I use Prophecy, and this is

actually our company. You just saw me

pull them up a moment ago. I can get

projections from the best models in the

world. And so I know firsthand as a

founder that owns a company like this

that we actually see a ton of usage from

investors just like you. And this is a

system that I've used personally to keep

up to date with the top companies in the

world. From the data center markets to

the quantum markets to the space tech

markets, everything that's going on.

It's almost impossible to keep up

without having AI perform research and

find deals for you. And so that's where,

you know, I've actually seen the real

world usage. You can see just in the

last 7 days from our users here at

Prophecy, we've had 13,500

projections on Gemini alone. In Claude

over the last 7 days, 13,600

projections on Meta, 12,900,

13,174

on GPT, Grock, 15,569.

So this argument that, you know, maybe

Quanta or maybe AI is not actually

useful is not really holding up, at

least as someone that owns a company

that's seen firsthand what it's doing.

For example, investors are able to make

significantly more money if they're

relying on, for example, evaluations and

projections that are correct in their

direction 64% of the time. You know,

that just gives an edge for investors.

So investors are able to make more money

and they're able to essentially

be able to extract value by using the

AI. The biggest issue if you're looking

at NBIS, while they have a very

consistent uptrend from $89 in March,

late March 31st up to $282

recently by June and they've sold off

since June into June 10th. Now, they've

they've now sold off from 282 down to

209. And they're in this overall uptrend

with a previous resistance level around

$200. At least that's what I've

identified here. That most likely will

act as a support. Let's also just head

over to prophecy real quick. So, it

looks like over the next day or the next

month here and next week, the nearest

support level is actually going to be

right around $200. That's what the AI

says. And the secondary support is at

175. So if this doesn't hold and the

market continues to sell off a little

bit into tomorrow or we got the SpaceX

IPO coming up, so that might be intense

as well. Then you're going to see

breaking pattern down below the 200 day

moving average, that green line. And

[clears throat] then you're going to see

the nearest support level around uh that

175 for NBIS, in which case they're

selling down about 13%. But most

projections and what we're seeing is

that potential continuation of trend

that this has been a pullback and that

hyperbull trend continues. Now why is

that? Well, one of the things that you

have to consider and this is going to be

one of the biggest constrictions or um

the biggest constraints you could say of

the data center market is going to be

that they are able to support the energy

and the energy companies are going to

see big um infrastructure buildouts,

massive load growth, self-generation

micro grids, energy deal. You're going

to have to see resource um allocation

that is not droughtstricken areas, that

is not going to negatively impact any

households, that's not going to um

increase the amount of spend in the

local communities. The regulation

pressure, Texas lawmakers and EPA are

currently reviewing sweeping data center

regulations. It's good they're doing

that because things are moving so

extremely fast. I don't think that they

have any idea what's going on. And I say

that as an investor in data center um

markets and I could say that there's

probably going to be some slowdown on

the actual development of how fast these

things are springing up. It would be

kind of similar to if they had a new

rocket launching in every single state

and all these space companies start to

just come out of everywhere and

everybody's launching rockets, they're

going to have some big problems because

that's a lot of pollution. It's a lot of

uh regulation. There's some safety

issues the local communities could see.

I mean, I grew up with asthma. They

could see some issues. And so, same

thing with data centers. If there's new

power sources that are offputting with

certain pollution um pollutants that are

going to hurt local communities or

change the economics, then of course

they're going to need more regulation.

They're going to have to look through

things more in depth. So, that's the

biggest I would say constraint, which is

a good constraint. It's actually very

good. I think it's quite um excellent

that they continue to assess the

integrity of how these companies

develop. We don't want to have anything

negative come out of the AI um uh

revolution. And while we're in a golden

age, we want to build steady. And it's

okay if things are slow because that

means when we have growth, it will be

kept because it's built on a strong

foundation. Whereas if we have you know

things just rallying all these huge data

centers being built without any um you

know forethought of what's going into

the construction of these data centers

and the the energy and the power and

everything else in the local communities

then that's going to end very badly. So

it's good that they have a lot more of

this. So anyway that's one of the main

constraints that you could see slowed up

growth in some of these companies. Now,

when it comes down to the actual

financials and you look at a company

like NBIS, as we mentioned, they got

Meta, Microsoft, they're working with

Google, and if you go to their site, you

have an idea of kind of what their focus

is as they've been growing significantly

year-over-year. Their revenue is now up

over 680%

in revenue with positive net income of

$400 million last quarter. and you go to

their site, they specialize in the cloud

computing. Now, as you guys know, we do

hold long-term in a lot of these

companies in the data center market in

Nebus. NBIS is one of them. I also find

it really interesting to trade these

companies short-term. And if you're not

fully familiar with how to do so, you

can trade obviously the ticker symbol,

but a lot of people find that while

things are either crowded over there or

the exposure or the volatility isn't

quite as big, although it was up 14%

recently, the opportunity in trading

some of the 2x opportunity here is

something you can see when you're on

Mumu. So on Mumu, one thing I jump into,

and the reason I've been using this

platform recently is that if you're new

to Mumu, you can find a lot of

institutional grade analysis here, but

you can also just click into ETFs and

see all the 2x plays related to this

company. Right now, Mumu actually is

giving any new investors and traders the

opportunity potentially to make up to

$1,000 with qualifying deposits and get

some Nvidia stock. If you want to get

the opportunity to do so and also use

some high-quality tools for free, it's

going to be the first link in the

description or you can use the QR code

on the screen. Let's continue into the

video. So, the scale of AI is going to

be heavily impacted by the ability for

these companies that every single one of

them have mentioned this problem. And

it's not a problem. It's actually their

their next investment which is Apple,

Tesla, Google, Microsoft, all these

companies all said that they are going

to be having more spend going into the

AI cloud and infrastructure for AI. Now,

with that being said, what does that

mean? Well, it means they're going to

spend more. And that's actually what

made a lot of the top companies in the

world that are in the AI markets pull

back is because they were saying they're

going to spend more. So their financials

might not look as good next quarter. But

what did that mean? So you had Broadcom

for example come out and they said our

guidance is lower. Our revenue guidance

is lower. And the whole market kind of

pulled back on that type of news. It's

capex. It's expenditures that they're

going to be putting into capital

expenditures into the AI infrastructure.

And so while that's not so good maybe in

the short term for some of those top

MAG7 companies, it does mean that

smaller companies like NBIS or APLD or

another one we were looking at recently

which is a little overvalued is RUM.

TSSI for sure, Oracle, Coreweave, we're

looking at um Irene, Keel is another

small one. All these data center

companies feel free to you know

screenshot uh the watch list if you

want. But my point is is that there's

more spend maybe impacting negatively on

the top companies, but smaller companies

stand to benefit tremendously from this

new capital expenditure because it's

going to these companies. That's why we

see their financials absolutely explode.

So there's four ways to evaluate a

company outside of the three map

strategy that I normally use. Normally

we go through the market which includes

real world usage and financials which in

this case this company has pretty solid.

Then you go through the fundamentals,

the technical analysis, the financials.

That's kind of what we went through.

Things look pretty good there. We could

go deeper in the financials. And then

you know the third of the map strategy

is to look at the profit plan. I

personally hold this company longterm.

And I'm also looking for a shorterterm

entry for a trade that could potentially

be about 20 to 40%. if it continues up

in this consistent uptrending pattern.

Otherwise, if it breaks below $200, then

things are going to look a little bit

more, you know, bearish and we will just

play it cautiously and just hold some of

our long-term positions and probably not

enter heavy on any short-term trades,

especially since we're going to be

allocating most likely into some space

tech for some moves with the SpaceX IPO.

But aside from that three-part map

strategy of the market, the analysis and

the profit potential and kind of the

plan and the reason we would enter here,

one more thing actually is because of

the risk-to-reward. We're near the

support level. Rising support trend

looks good and we could have our

stop-loss set for short-term trade and

something we already hold long-term

where we would be able to cut losses and

in that break-in pattern whereas um the

margin for profit is much greater. So,

it's a nice trade to be looking at. But

aside from that three map strategy, you

have the other kind of four pieces. And

I was just learning this actually today.

I really like this setup. I was just

learning this um from a nice YouTuber

actually. His name is uh Chiron Shivatza

and he was talking about these four um

kind of pillars that he's gone through

that has allowed him to make successful

investments. He used to work at Goldman

Sachs and he had a really really good

breakdown of these four kind of pillars.

The first one was good people looking at

the companies knowing that they have uh

good stewardship. So that would be the

stewardship good intentions. That's a

big one especially with data center

companies making sure that they're

building with renewable energies. I have

seen some of that on the company while

they're talking about scaling AI.

There's also some talk about the

resources that they're using, that they

are choosing places that are very cold,

for example, and that they are

partnering with companies that are um

making it easy for them to build the

infrastructure without putting a big

toll on the environment or local

communities. And then the third one that

I saw here was good rationale. Really

like this. Does it make sense to be

looking at AI infrastructure right now?

Yes, we're in a golden age. This

company's growing. we see all the AI

infrastructure growing tremendously and

the financials can't keep up. So it

seems like it's a really good rationale

for the investment. And then the fourth

one, I don't know if we could find it

here, maybe we can. Good contracts. The

good contracts mean that they actually

are demonstrating good contracts with

partnerships with other companies and

that their trust from other companies is

heavy. And we see that with NBIS once

again. You got Nvidia as a top partner.

They are working with Microsoft. They're

working with Google. You can you can see

cursor is one of their top companies.

We've spent thousands of dollars per

month in the past. We don't use anymore

on cursor. You've got um you've got uh

uh Hicksfield was a big one. You got

Revolute is a big one. These are smaller

companies they're working with. And then

you have the top uh you know the the the

the bosses you could say with you know

Microsoft and uh Meta where they're

finding their biggest deals and that's

really where the contracts are huge and

most likely we would see it reflected in

their upcoming earnings. If you look at

the investor hub you look at some of

their press releases in the last few

months they've got Bank of America is

one. Bloom Energy is a top partner.

They're working with Nvidia there. They

also had a big Meta contract, I believe

it was recently. There's just a lot of

these deals that they're having with

these AI companies. There's the deal

with Meta there. The contracts look good

as well. But if they do find support

here, we're just going to look for that

opportunity and see if it presents

itself tomorrow morning at market open.

And we'll be using prophecy for that

projection as well along with our daily

live trading. If you'd like to tune on

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would love to see you there at market

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