Soaring memory prices are expected to push memory chipmaker profitability beyond that of foundries next quarter, with Samsung, SK Hynix and Micron $MU all guiding for gross margins from 63-67%, above TSMC’s $TSM 60% guide.

🚨 $CIFR NEW CONTRACT $CIFR has signed a 10-year high-performance computing (HPC) colocation deal with Fluidstack, an Al cloud platform that builds HPC clusters for major companies. Under the agreement, Cipher will provide 39MW of additional IT load, supported by a maximum of

$NVDA NVIDIA Q3 2025 EARNINGS: - $57B Revenues, +62% YoY - $1.30 EPS, +60% YoY - $51.2B Data Center Revenue, +66% YoY - Q4 Revenue Guide: $63.7B–$66.3B, vs. $61.98B est. - 73.4% Gross Margins Jensen Huang: “Blackwell sales are off the charts, and cloud GPUs are sold out.

$CIFR WHICH INNING OF THE AI SUPERCYCLE ARE WE IN????

CoreWeave’s Warning: When AI Demand Meets Infrastructure Reality The AI boom of 2025 reshaped markets. But the next phase won’t be about capital—it’s about concrete. We’ve entered a supply-constrained revolution. 🧵👇

$IREN $CRWV This Coreweave earnings call reminds me of @danroberts0101's "Groundhog Day" comment from the Q2 earnings call. Dan Roberts: The second element is I feel like it's Groundhog Day. We're back in this world and it takes me back to Bitcoin mining where every man and

$IREN CEO said demand now exceeds the 200MW already contracted with $MSFT. It shows more hyperscalers are lining up for capacity as IREN’s AI infrastructure turns into one of the few scalable power & compute platforms left to lock in.

$IREN will release its Q1 FY26 Results on Thursday, November 6, 2025 (Eastern Time). Conference call to be held at 5:00pm (Eastern Time). Register here:

👀 $CIFR

The dream team!!! $CIFR $IREN

$IREN My Earnings Wishlist pt1 Since many have posted their wishlist before me, I will take a different approach, and will just write down anything that I think is likely to happen in the coming 6-12 months, which interests me, and hasn't been talked about yet, or not into much

🚨BREAKING: $IREN PT RAISED TO $125 AT BERNSTEIN 🔥🔥🔥🔥🔥

$CIFR pipeline just got real!

HUGE 🔥

$IREN signing a $9.7b cloud contract with $MSFT is a thesis-defining moment for shareholders For the last couple of years, doubters have argued that $IREN is just another $BTC miner or, in recent months, that they can’t compete with the likes of $NBIS or $CRWV because they lack

🚨 BREAKING 🚨 $IREN SECURES $9.7B AI CLOUD CONTRACT WITH $MSFT 🔥🔥🔥🔥🔥

Sam (OpenAI): "We are compute constrained." Sundar (Google): "We are compute constrained." Jensen (Nvidia): "We are compute constrained." Satya (Microsoft): "We are compute constrained, but the biggest bottleneck right now is access to power." 🤔🤔🤔🤔🤔🤔 This is an

🚨 $IREN is better than $NBIS because the AI bottleneck is not software but power. Unprecedented demand = unprecedented valuations From Jensen to Satya to Sam: it’s POWER not software. Law of scarcity will do miracles This is why I decided to go all in on $IREN after its

$CIFR 🇺🇸 = 2.7¢ power + U.S.-based AI infrastructure. That’s not just cheap energy — that’s strategic energy. 🇺🇸 National security, economic edge, hyperscaler magnet. Trump loves — Cheap power, strong profits, all-American company — absolutely tremendous.🇺🇸 If Trump

TWELVE strikeouts ZERO walks Trey Yesavage has the most strikeouts by a pitcher in a #WorldSeries game with no walks 🤯 H/T @SlangsOnSports