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TraderMagz Research

AI Infrastructure

Every TraderMagz research note on AI Infrastructure — thesis, what is priced in, and the live terminal state.

All 4 AI Infrastructure 1 AI Power & Nuclear 1 AI Memory 1 Retail L2s & Launchpads 1
AI Infrastructure 7 min read

AI Infra Dips — Astera Labs, Nebius, IREN

Hyperscaler CapEx is still the tide, but the non-GPU sleeve got sold with the GPU complex. We separate Astera’s profitable connectivity franchise from Nebius and IREN’s GPU-consuming campuses — where drawdowns look more like dilution and delivery debates than vanished contracts.

ALAB NBIS IREN