$OKLO and $HOND $IMSR join StandardNuclear in the fuel line program that "leverages the DOE authorization process" 🤘☢️ Don't forget: this is ***not*** govt funding "Each company will be responsible for all costs associated with ... their fuel fabrication facilities"

IMPORTANT: Even after Blackwell ramp — A100 availability is lower than at the start of the year. GPU demand is absorbing all new supply. 5–6yr depreciation schedules looking rock solid. Residual values holding. Private credit wins again.

This is BEYOND insane: AI compute demand is now growing at over 2 TIMES the rate of Moore’s Law, creating a massive shortage. Just to meet current demand, $500 billion must be invested in data centers PER YEAR until 2030. What does this mean? Let us explain. (a thread)

Each 1GW of AI computing capacity costs $50bn to deploy in today’s prices, according to OpenAI execs. By 2028, Morgan Stanley projects at least 65 GW of new data center demand. Do the math

GM Farmers! $BITF has converted our Macquarie debt facility to a US$300M Project Facility at Panther Creek and will be drawing an additional $50M to accelerate long-lead time equipment purchases and advancing HPC/AI development at our flagship campus, Panther Creek. Let’s cook.

Morgan Stanley: "We continue to believe that Bitcoin sites offer AI players the fastest time to power with the lowest execution risk, and believe this will increasingly be valued/recognized." MS analysts raise their "per watt" value creation estimates after meeting mgmt teams.

FULL SECTOR ROTATION WATCHLIST Growth names are ripping today But Robotics, HPC, and Metals are starting to follow ENERGY / GRID TECH + POWER SEMIS $EOSE – Grid-scale batteries breaking out $GWH – Iron-flow storage momentum $FLNC – Grid infrastructure + battery systems

Cantor Fitzgerald Raises $IREN PT to $100 from $49 - OW Analyst comments: "We are raising our price target to $100, as we adjust our AI Cloud Services revenue estimates for IREN. Over the past several months, IREN has heavily leaned into its AI Cloud Services segment, a business

$GWH watch this one!

$NVDA appears to have just purchased 5GW of operational and planned datacenter capacity for $40B. This equates to $8M per MW. $SLNH has a 2.8GW pipeline. If it was sold at this market price it would come to $22.4B. Even after the recent stock surge, Soluna is only a ~$223M

We have here one of the most valuable opportunities in the market. $SLNH should be worth at least $5B — around 25x its current market cap.

These are my Top 10 high-conviction battery plays — each backed by real innovation, execution, and market-disrupting potential: $QS – 12-min charge, 844 Wh/L energy density—PowerCo partnership = massive validation. $AMPX – 500 Wh/kg silicon nanowire batteries—aviation and UAV

B. Riley initiates coverage of $BMNR & $SBET. $90 price target for BMNR (67% upside) $32 price target for SBET (111% upside) (Higher)

$BMNR JUST GOT INITIATED WITH A BUY AT $90 B. Riley say it is the largest $ETH Ethereum DATCO with plans to reach a 5% stake in the ETH network by FY26. Premium valuation, growing staking revenue & new institutional partnerships could keep the momentum building.

WOW 🚨 Lock in men… More required reading to anyone just getting into $EOSE This is the FULL INVESTMENT THESIS. If you can’t watch this 2 hour banger right now… SAVE this post and watch this weekend. Favorite Netflix Show <💰 $EOSE Banger Lucas is a class act. Best $EOSE

$HOND $IMSR ☢️ We believe Terrestrial’s technology is well-positioned to successfully navigate regulatory processes and to secure an attractive pipeline of customers. This stock is our preferred way of gaining exposure to the SMR theme and one of our favorite growth stocks.

Bruh, WTF did I just read ">Vacancy declines to a new record low of 2.3%" "More than 100 GW of capacity (colocation + hyperscale) could break ground or deliver between 2025 and 2030" Used to pray for times like this

BIG NEWS: $HOND shareholders approve merger with Terrestrial Energy. New ticker $IMSR to go live next week! globenewswire.com/news-release/2…

$NBIS's white paper on the software efficiency of it's AI cloud. I want to acknowledge that this is great for small companies and startups. Medium-large companies will rent from Nebius for their uptime guarantees of 99.9%+ but Nebius software is not a factor for them. Managed AI