Interesting nugget on yesterday's $META call from Mark Zuckerberg: "Our Prometheus cluster is coming online next year, and we think it's going to be the world's first gigawatt-plus cluster." Makes you realize how massive Helios $GLXY is with 800MW of approved power (600MW committed to

Very bullish for the entire AI infrastructure value chain. And $3B of ARR added in July alone surely has to be the most ARR added in a month by any tech company, ever.

Just recorded an awesome podcast on $GLXY that I am super excited about with Yano 🟪 & Rittenhouse Research Drops Monday morning EST on Empire 🟪 feed! We walk through all aspects of $GLXY and I explain my case for $100/share. Super pumped for this one.

Very positive update today on Galaxy $GLXY's data center business (as well as the digital assets segment). While the price action is a bit puzzling (profit-taking?), the longer-term trajectory appears stronger than ever. Highlights and key takeaways are as follows: i)

There's a lot of moving pieces with respect to $GLXY's digital assets business but it's pretty amazing to step back and see how much it has compounded over time. From a book value of approx. $1/share in 2018 to approx. $7/ share today. So BV / share has grown at a 30% CAGR

Very insightful explanation from CoreWeave co-founder and CSO Brian Venturo on why Bitcoin miners now trying to pivot into becoming AI cloud providers will struggle. If I were a betting man, I’d wager the “Company being pumped on X” discussed below is $IREN. “I saw a company

Agreed. Given the wide variety and complexity $GLXY's business segments and revenue line items, it's easy to get distracted. The most important development from yesterday's earnings is the acquisition of additional land (160 acres) and power (1GW) at Helios, which brings the

Very interesting nugget in $META's 10-Q. Looks like they're planning on contributing $2B worth of data center assets into a co-development vehicle to offload part of their CapEx bill to a third-party data center developer. Makes total sense given their YTD FCF has declined from

So $NBIS continues to earn revenue from their “obsolete” older GPUs…. And $CRWV customers sign 4 year contracts to run workloads on a specific GPU type, which is not swapped out (or upgraded to a new version) over the 4 year term.. But please tell me more about how GPUs have

Meta secured $29B financing for Louisiana data center expansion: Pimco leading $26B debt portion, Blue Owl providing $3B equity. The massive investment reflects Meta’s AI infrastructure push and intensifying competition to finance AI infra.

$CIFR is down 30%+ since Mike Alfred’s tweet on July 22 insinuating they were going to imminently make a (bullish) announcement. The Golden Age of Fraud, as the legend James Chanos would say.

All eyes on $CRWV ‘s earnings tomorrow afternoon. “We are doubling our compute fleet over the next 5 months” certainly sounds bullish. $NBIS might also have a role to play with OpenAI - mgmt. hinted at a large deal with an AI lab last week.

$SOUN The stock is up ~50% in three days on the heels of what looks like strong numbers. Beneath the surface, the numbers were shockingly weak as usual. $SOUN is playing fast and loose with its revenue recognition. The 10-Q dropped yesterday. Here’s what’s going on 1/

Including ~$4B (as of Q1-25) of Construction in Progress (which obviously is not yet generating any revenue) within your “capital employed” figure is non-sensical. I get you want to be the big bad AI bear, but you’re better than this, Jim!

“$340MM of cash is missing!!!”

$GLXY CEO Mike Novogratz meeting with TX governor Greg Abbott. $GLXY has 2.7GW of data center capacity under load study by ERCOT (local Texas energy regulator).. have to imagine this meeting might speed up the approval process.

Added to $GLXY on today’s sell-off. Few thoughts: - Mgmt. had previously guided towards 800MW of additional approved power by EOY. I was already confident in $GLXY hitting this milestone as mgmt. has executed on every piece of the DC buildout thus far. I also don’t think $GLXY