Big week ahead for AI infrastructure. Monday brings the landlords, $BTDR and $KEEL. Tuesday is $CRWV, then $NBIS on Wednesday. For Keel and Bitdeer, the print itself isn't the read as both are still reporting legacy bitcoin operations. What matters is buildout progress and lease guidance, plus balance sheet health for any hints of dilution. Keel has guided three leases by year end and hasn't delivered any yet; whispers point to two by summer's end, but that's speculation for now. For Bitdeer, I'm watching HPC conversion status how much legacy mining capacity is actually being repurposed toward AI, and on what timeline. CoreWeave and Nebius are the real tell for the sector. Both are scaling aggressively and need to show significant revenue growth. For each, I'm focused on three things: backlog (the forward demand signal), gross margins (whether that growth is profitable or bought), and contracted capacity versus capex burn (the sustainability question). For an extra player in the buildout keep an eye on $WYFI, much smaller player, but the company has converted thus far. By Thursday we'll know whether the re-rate has legs.
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Kevin Henderson@kev4hunnid · 1h
Is it smart to get in on NBIS or CRWV before the earnings or wait till after?
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