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Sam Altman CEO of Open AI firmly believes Energy will be a limiting factor for AI ⚡️ Infrastructure could be the next sector to move… This supports bullish thesis’s on $IREN, $CIFR, $MARA, $RIOT, $CRWV & other Data Centers
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$ORCL LOOKING WEAK ON THE DAILY 📉 Oracle is expected to spend $50 billion on Oracle cloud infrastructure and AI related capex for GPU data center expansion! The AI buildout is massive and it’s looking like the market wants to see WHEN the returns will happen
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$KTOS KRATOS IS UP ANOTHER +9% TODAY! 📈 Reclaimed $100 and pushing higher 🚀
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Hyperscalers to spend $700B on AI this year Open AI to raise $100B Anthropic just raised $30B There is a huge opportunity for AI Infrastructure stocks to take advantage of this build out! $IREN $CIFR $WULF $NBIS $APLD $HUT 📈
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Check out Clear Edge, they are a fully autonomous, greatly reviewed Trading Service 👇
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Sundar Pichai Announced the $GOOGL America India Connect, This is mostly focused on AI connectivity, this will immediately increase connectivity in North America, Asia, Africa, & Australia This will improve over 1B people’s AI capability. This also opens the window for AI
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The Demand For Data Center Energy will be more than Doubled by 2035!🔋 This supports the thesis that current capacity will be insufficient, it appears as if the infrastructure race will most likely continue for another 10 years. Bullish for $IREN, $CIFR, $CRWV, $RIOT, $MARA
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5th Generation Fighters Deployed Towards Iran, 👀 Keep an eye out for news, it appears very likely we could see a massive development this week! Stocks to watch: $LMT $NOC $BA $KTOS $RTX $LHX $ONDS
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$KTOS KRATOS IS +8% TODAY LOOKING TO RECLAIM $100 📈
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THIS IS HUGE FOR AI INFRASTRUCTURE: $IREN $CIFR $WULF $NBIS 📈 Meta has signed a multi year deal with Nvidia to purchase millions of chips! Bloomberg reported Meta “will use the chips itself and also rely on Nvidia-based computing capacity offered by other companies”
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🚨 SpaceX and xAI are bidding to power the next military AI arms race
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BLACKROCK INCREASED $NBIS POSITION BY 39,418% TO 9.4 MILLION SHARES Nebius looking to reclaim $100 📈
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Here’s how much Energy Data Centers Actually Consume!⚡️ Natural Gas Dominance in the U.S. clearly looks like it’s here to stay!
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MP Materials $MP Is One of My Favorite Rare Earth Names! This name could move parallel with both EV Demand & Defense Applications!
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Take a look at Anduril’s Fury Drone👀 This will likely be one of the Main Competitors to Lockheed Martin $LMT Vectis Drone & Kratos $KTOS XQ-58 Valkyrie Keeping an eye on the Loyal Wingman & CCA Program Closely!
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Here’s the Increasing Power Demand through 2030! 🔋 $IREN $CIFR $MARA $RIOT
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Ondas $ONDS has signed another Multi Million Dollar Deal! The Iron Drone Raider System is progressing rapidly! So far today, the stock is up over 4%!
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Marathon Digital $MARA Could be a Sneaky one! Many remember this name from 2021 when Bitcoin mining was the main talk of the town, Similar to $IREN, $RIOT & $CIFR, these names are starting to capitalize on AI infrastructure! Currently, Marathon is showing us a 70% Bullish
BTC0,75%
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RIVIAN $RIVN JUST REPORTED EARNINGS REVENUE: $1.28B VS $1.27B EST EPS: -$0.66 VS -$0.79 EST
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COINBASE $COIN JUST REPORTED EARNINGS REVENUE: $1.78B Vs $1.83B EST EPS: -$2.49 VS $0.96 EST
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