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“the reality on the ground points to sustained scarcity and pricing power across all Neocloud providers…”
@SemiAnalysis
IREN underpriced as scarcity-driven rental pricing power lifts all Neocloud economics
IRENLONG@ $34.23
$37.48+9.49%
since call Apr 2
peak +25.7%
“memory pricing, across both DRAM and NAND pricing, went from rising aggressively for several quarters, to going completely parabolic…”
@SemiAnalysis
DRAM and NAND memory prices going parabolic on AI demand, a structural supply squeeze
MULONG@ $352.72
$811.90+130.18%
since call Apr 2
peak +191.0%
“the reality on the ground points to sustained scarcity and pricing power across all Neocloud providers … the market is still anchored to a narrative of…”
@SemiAnalysis
Nebius mispriced as a Neocloud beneficiary of rental tightness while sentiment stays anchored to oversupply
NBISLONG@ $110.02
$187.79+70.68%
since call Apr 2
peak +111.0%
“the reality on the ground points to sustained scarcity and pricing power across all Neocloud providers … these companies' share prices are currently at the…”
@SemiAnalysis
Neocloud stocks are mispriced, sitting at lows while rental pricing power surges and useful life extends
CRWVLONG@ $75.74
$71.88-5.10%
since call Apr 2
peak +12.8%
“Anthropic’s ARR has more than tripled in just a single quarter from $9B at the end of last year to over $30 today.”
@SemiAnalysis
Anthropic demand exploding, ARR tripled in a quarter as agentic coding consumes software dev
ANTHROPICLONGIDEA · NOT YET PRICED
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