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TeraWulf $WULF reports Q3 2026 earnings Nov. 6 after generating $44.8M in Q2 revenue, including $31.9M from HPC leases. HPC represented approximately 71% of quarterly revenue.

GE Vernova has more data center power projects than Siemens & Doosan combined They are currently leading at 11 GW vs 3.8GW for Doosan & 6.4GW for Siemens Turbines nearly double engines and dwarf fuel cells $GEV $SIEM.NE $BE $CAT

Data center debt nearly costs 2x as much to borrow vs investment grade High yield spreads sit at 420bps vs 230bps for investment grade, both are at their widest levels for the year $BE $VRT $ETN $DLR $IRM

The cheapest way to power a data center has nothing to do with the grid, it’s actually skipping it 800V DC with $BE on site power totals $21.2B vs $26.7B for standard grid power This is 20.6% CHEAPER

Another extremely busy week for earnings📆 $AAPL, $PLTR, $AMD, $APP, $QCOM, $IONQ, $IREN, $OKLO

Skeletons inside of Tesla $TSLA Robotaxis have been spotted 💀🎃 Happy Halloween!

Illumina $ILMN launched BioInsight, integrating genomic analysis, AI models & curated biological datasets. Its SpliceAI2 model identified 17% more disease relevant splice variants than other splicing models in rare disease research datasets.

General Dynamics $GD delivered 40 Gulfstream aircraft in Q3 2026. 40 Gulfstream's generated $3.54B in Aerospace revenue. Aircraft orders rose over 30% YTD, they're targeting 200 annual Gulfstream deliveries by 2030.

Trump once the stock market is closed for the weekend and headlines won’t hurt the market

Microsoft’s backlog has flatlined, Google is about to eat their lead Google’s backlog has grown 6x to $561B, This sliced Microsoft’s lead from 3.4x to only 1.2x, AWS is only $578B behind $MSFT $GOOGL $AMZN

AI Spending has gone from $79B to $420B within a single year The industry won’t break even until 2033 The deficit is expected to peak at $4.2T in 2033 & will finally overtake incurred revenue at 12% ROIC $NVDA $AMZN $GOOGL $MSFT $CRWV

Data center stocks had a brutal session today🔴🔴🔴🔴🔴🔴🔴🔴 Nebius $NBIS -10.40%🔴 Iren Limited $IREN -8.76%🔴 Cipher Digital $CIFR -10.06%🔴 Terawulf $WULF -8.08%🔴 Galaxy Digital $GLXY -11.75%🔴 Coreweave $CRWV -9.55%🔴 Hut 8 $HUT -10.60%🔴 Applied Digital $APLD -8.22%🔴

Cloud Capex next year is expected to outpace the last 6 years at $1.5T Neoclouds are now projected to outspend Amazon and become the largest slice of the stack $AMZN $GOOGL $META $MSFT $IREN $NBIS $CRWV

Bitcoin miners are sitting on 32GW of planned power, most of it is still unspoken for $IREN: 5.8GW planned, 540MW contracted $CIFR: 4.03GW planned, 700MW contracted $HUT: 3.97GW planned, 1.33GW contracted $WULF: 3.63GW planned, 1GW contracted $MARA: 2.75GW planned, 0

Jim Cramer has said “ losing money buys $IREN & $NBIS”

How the weekend feels after watching thousands of dollars leave your portfolio

The magnificent 7 has opened trading lower today🔴🔴🔴🔴🔴🔴🔴 Nvidia $NVDA -3.16%🔴 Amazon $AMZN -4.60%🔴 Apple $AAPL -0.70%🔴 Microsoft $MSFT -1.53%🔴 Tesla $TSLA -3.56%🔴 Meta $META -1.57%🔴 Google $GOOGL -1.62%🔴

L3Harris $LHX reported Q3 Space & Mission Systems revenue of $3.1B, up 10% YoY. Backlog reached $22.3B, supported by missile warning & tracking programs, classified space contracts & higher F-35 volumes.

Alphabet $GOOG ~$128B quarterly revenue run rate. - Google Cloud grew 103% - Search revenue rose 12% - Gemini surpassed 1B monthly active users - API token processing reached ~32B tokens per minute, up 40% QoQ.

Did you know X reveals the devices sharing posts within the links? Copy and paste the link to this post in notes, check until after the question mark S=46 (iPhone) S=20 (Browser) S=19 (Android) Let me know if it worked for you