Finn Puklowski
by FPuklowski
4 tweets
Compute Infrastructure
Demand for AI compute resources continues to surge, driving massive revenue growth and strong pricing power for specialized neoclouds. Companies controlling scarce GPU capacity are experiencing explosive upward momentum supported by high customer prepayments and aggressive expansion targets.
- Nebius (NBIS): Reported Q2 revenue up 454% YoY with a $3B ARR, raising its 2026 contracted-power target to 5GW.
- CoreWeave (CRWV): Explicitly recommended as a top buy alongside NBIS to capture soaring compute prices and regulatory tailwinds.
AI-generated summary. Not investment advice. Learn more.
Latest Content
Top assets covered by @FPuklowski
The 7 most-discussed assets across @FPuklowski’s content on Kazuha.
@FPuklowski’s sentiment — last 30 days
Aggregate of all sentiment-scored insights from @FPuklowski in the last 30 days.
Frequently asked about @FPuklowski
What does @FPuklowski talk about on Kazuha?
Kazuha indexes 4 posts from @FPuklowski, with AI-extracted insights covering 7 distinct assets (stocks, ETFs, cryptocurrencies, and other investable assets).
Which assets does @FPuklowski cover the most?
@FPuklowski's most-discussed assets on Kazuha are NBIS, AVGO, AMD, AMZN, CBRS. See the "Top assets covered" section above for the full breakdown with sentiment.
Is @FPuklowski bullish or bearish right now?
Mostly bullish. In the last 30 days, @FPuklowski had 8 bullish, 1 bearish, and 0 neutral takes across all assets they discussed (per AI-extracted sentiment scoring on Kazuha).
Where does Kazuha get @FPuklowski's insights?
@FPuklowski's publicly available content (podcast episodes, YouTube videos, or X/Twitter posts) is transcribed and analyzed by an LLM that extracts the assets discussed and the speaker's sentiment toward each one. Each insight links back to the original source.