Good morning.
One of our favorite Reddit traders just found something interesting.
He used a process of elimination to find that Nebius (NBIS) might have a pretty spectacular earnings report this Thursday.
We think niche analysis like this is super important in today’s stock market. Check it out and decide for yourself if his thesis holds water.
In this issue:
Is NBIS about to blow IREN out of the water on Thursday?
IPO alert: $4M/year HVAC business → $1.2B nuclear reactor company
The bull case for Reddit (RDDT), the “money printer”
Oracle surged 10% as analysts declared "software isn't dead"
Let's get into it.
This is not financial advice. Always do your own research. Past performance doesn’t guarantee future results.
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Wall Street's quietly buying these 3 AI infrastructure plays
AI headlines are everywhere but the real money is being made behind the scenes.
While retail traders chase hype, hedge funds are rotating into the hardware layer powering AI itself.
Our new research reveals three U.S. companies leading this quiet surge:
- One just reported 76% year-over-year data-center growth.
- Another holds a $12 billion backlog from global hyperscalers.
- A third is generating 59%+ gross margins, supplying next-gen chips.
These aren’t speculative startups, they’re profitable infrastructure giants fueling AI’s next trillion-dollar phase.
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See the full analysis, price setups, and catalysts before this rotation hits the headlines.
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📰 Market Headlines
The Dow eked out a fresh record above 50,000 yesterday, while the S&P 500 rose 0.5% and the Nasdaq gained about 1%. Investors are in wait-and-see mode ahead of a packed week of economic data.
The delayed January jobs report drops Wednesday, with forecasts calling for a gain of 55,000 nonfarm payrolls and unemployment holding steady at 4.4%.
Friday brings the January CPI reading, also delayed by the government shutdown. Economists expect annual inflation to ease to 2.5%.
Serenity (an X/Reddit trader) just posted some compelling analysis of Nebius (NBIS), the AI infrastructure and data center company. The outline of the thesis is as follows:
Hyperscalers like Alphabet (GOOG) and Amazon (AMZN) just announced massive spending on data centers for 2026.
Iren (IREN) did not report any new data center building deals with those hyperscalers.
By process of elimination, this led Serenity to predict that NBIS might be handling those new data center contracts, leading to a potentially massive earnings report this Thursday.
Serenity also posted a bull case for Reddit (RDDT), calling it “Robinhood levels of profitability and incredible balance sheet.” He highlighted that the stock fell ~45% last month but posted incredible Q4 earnings, implying that RDDT might be trading at a serious discount. His final thought: “Reddit is a money printer waiting for premiums to catch up.”
This man went from building a $4M/year HVAC business in college to founding Hadron Energy, a nuclear tech company (about to IPO) that makes transportable Micro Modular Reactors (MMRs). See some of his interview here. Always do your own research.
Software stocks rebounded yesterday as Wall Street pushed back on the "doomsday scenario" that AI will wipe out the entire industry into oblivion. Oracle surged nearly 10% after DA Davidson upgraded the stock to Buy, writing "software isn't dead" and citing renewed optimism around its OpenAI deal.
Monday.com wasn't so lucky. The stock cratered over 20% after its revenue and profit guidance fell short.
Target is cutting about 500 jobs at distribution centers and regional offices while pumping more payroll into stores. New CEO Michael Fiddelke is trying to fix complaints about sloppy shelves and longer checkout lines after four years of flat annual sales.
Cleveland-Cliffs got hammered 19% after a brutal Q4 miss. Revenue of $4.3 billion fell short of estimates, and the steelmaker posted a net loss of $0.44 per share. Weak automotive demand and a value-destructive slab contract dragged down the year.
Kroger jumped 8% after naming former Walmart exec Greg Foran as its new CEO. Foran previously ran Walmart US for six years, overseeing a turnaround and accelerating its digital push.
Gold climbed back above $5,000 an ounce as dip-buyers returned after last week's volatility. Bitcoin hovered near $70,000, still down 44% from its October high north of $126,000.
A landmark social media trial kicked off in LA. Lawyers for a 20-year-old woman are arguing that Instagram and YouTube intentionally engineered addiction that caused her anxiety, body dysmorphia, and suicidal thoughts. Mark Zuckerberg and other execs are expected to testify. The outcome could shape how 1,500 similar lawsuits get resolved.
🤖 AI/Future/Tech News
OpenAI began testing ads for free users, claiming they won't influence answers or expose data, though Anthropic mocked the move in its Super Bowl ad.
Gather AI landed $40 million for warehouse drones that track inventory using Bayesian techniques instead of hallucination-prone LLMs.
Nauticus Robotics secured $50 million to build its first international hub in the UAE for Aquanaut subsea robots.
🪙 Crypto
Crypto outflows hit $1.7 billion in the week ending February 6, flipping year-to-date flows negative and signaling investor capitulation days before the broader crash.
Fed Governor Waller says the crypto "euphoria" from Trump's administration is fading, with BTC down from its $126,000 all-time high to around $70,000.
The SEC and CFTC relaunched "Project Crypto" to harmonize digital asset regulation, aiming to clear up jurisdictional confusion as the Clarity bill stalls in Congress.
🤫 Insider Trading
🚚 Market Movers
SpaceX pivoted from Mars to the moon ahead of its summer IPO, targeting a $1.5 trillion valuation and up to $50 billion in funding.
Eddie Bauer filed for Chapter 11 for the third time, planning to sell or liquidate its 175 stores and 2,200 jobs.
Alphabet's debt raise is fueling predictions of a record year for corporate bond sales.
🎙 Make Your Voice Heard
February gut check: Will 2026 be overall bullish or bearish?
🎤️ What you said last time
“Watched them all, except at halftime, some are just crazy. Love Budweiser!!”
🧠 The Missing (Market) Links
MrBeast just bought Step, a youth-focused financial app. Jimmy Donaldson continues his foray outside of media and consumer products.
Taiwan’s #1 trade negotiator just called the U.S.’s proposal to relocate 40% of Taiwan’s semiconductor production to the U.S. “impossible.”
New visa fees and social media screening turned off 57.5% of non-waiver travelers, 43% cite higher National Park fees.
California tourism dropped 5% in 2025, Hollywood down 9%, and Santa Monica lost 18-20% of Canadians.
EV prices plunged from $59,599 to $53,577 as cheaper MY26 models arrived.
US-India trade deal lets duty-free DDGS imports crush soybean farmers while boosting Indian tea and spice growers.
Dealers hold 31,000 MY25 EVs, expect aggressive discounts.
📜 Quote of the Day
Invest for the long haul, don’t get too greedy and don’t get too scared.
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Cheers,
Brandon & Blake of Invested Inc
The information provided in Stocks & Income is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Stocks & Income is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable. Past performance doesn’t guarantee future results.
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