🚨 REMINDER: $IREN MSCI INCLUSION THIS FRIDAY IREN is set to be officially included in the MSCI index this Friday. That means passive index funds tracking MSCI will be forced buyers into the close. Historically, these events can drive volume spikes and volatility around the

⚡️ $IREN dropped fresh footage of their AI data center build-out. Vertical integration. Grid-connected power. Construction discipline. Boots on the ground in British Columbia, Texas and soon Oklahoma.

Highest analyst $NBIS price targets: Northland Securities: $232 Citizens JMP: $175 Goldman Sachs: $160

$CIFR moving away from crypto is 100% the right move. Fully locked in on their future and filtering away the crypto casino noise. 5.5b $AMZN contract shows major players have conviction. This is one to watch very closely.

AMD & META SIGN HUGE 6GW AI GPU DEAL WITH 10% EQUITY WARRANTS $AMD has signed a 6GW GPU agreement with $META. As part of the deal, Meta receives warrants for up to 10% of AMD, roughly 160 million shares, vesting as shipments scale. The first 1GW is expected to ship in 2H 2026

Back in November, JPMorgan’s 2026 Outlook said hyperscaler capex would exceed $500 billion by 2026. Three months later that number has already been blown past, and the companies discussed here are sitting right in the middle of it. $NVDA owns the compute layer feeding this

🚨 BREAKING: COREWEAVE SEEKING $8.5B IN NEW DEBT FOR META AI BUILDOUT Bloomberg reports $CRWV is looking to raise approximately $8.5 billion from banks including Morgan Stanley to finance expanded AI cloud capacity tied to $META.

🚨 WELLS FARGO UPGRADES $GOOGL TO OVERWEIGHT, $387 PT Wells Fargo upgraded Alphabet to Overweight with a $387 price target, calling it an “AI winner.” At today’s price of $310, that implies roughly +25% upside. The firm pointed to Google’s AI scale, improving ad monetization,