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UBS is expecting Oracle $ORCL to see a 145% increase in revenue by 2031 Here’s their current full projection: 2025: $57B 2026: $67B 2027: $90B 2028: $130B 2029: $176B 2030: $209B 2031: $234B

How it feels trying to keep your portfolio green in 2026

Anthropic has signed a $13.7B AI compute deal with Runble $RUM 🔋 Anthropic will lease compute capacity from Maysville, Georgia. They are expecting 120 MW with the potential buildout to 180 MW The agreement will last for 6 years, costing Anthropic just over $2B a year

JPMorgan has downgraded Marathon Digital $MARA to an underweight rating🔋➡️🪫 They have also lowered their price target to $11 from $13 Their main reasoning for the downgrade was the sector peers, they believe better opportunities already exist in the sector

Ondas $ONDS has acquired GATE Technologies & Bron Technologies🚁 This instantly adds electronic safe & arm fixing capabilities across missiles, UAVs, Rockets, and other platforms This is more than likely Ondas’ push into precision strike drones, instantly increasing their TAM

How it feels adding high beta stocks during geopolitical conflicts

Memory stocks are absolutely HAMMERED today🔴🔴🔴 Micron $MU -7.31%🔴 Sandisk $SNDK -6.44%🔴 SK Hynix $SKHY -6.88%🔴

Here’s how the magnificent 7 has began trading this week🔴🔴🟢🟢🔴🟢🟢 Nvidia $NVDA -3.20%🔴 Amazon $AMZN -1.19%🔴 Apple $AAPL +0.04%🟢 Microsoft $MSFT +0.70%🟢 Tesla $TSLA -1.19%🔴 Meta $META +2.34%🟢 Google $GOOGL +2.29%🟢

Mizuhu has raised their price target on Bloom Energy $BE from $242 to $351⚡️ They have also maintained an outperform rating They have raised their price target price target for 2 main reasons, 1: Stronger pricing, more demand, likely will result in higher margins 2:

JPMorgan has upgraded IREN $IREN to overweight from underweight🔋 They have raised their price target from $46 to $65 They said Iren is beginning to establish themselves as one of the leading Neo cloud providers

Cipher Digital $CIFR built a ~5.3 GW grid capacity portfolio🔋 The contracted HPC portfolio totals 700MW, with 2.1GW targeted for 2030+ across: - Apollo 900 MW - Barber Lake 500 MW - Milsing 500 MW - Stingray 200 MW

Lam Research $LRCX estimates ~$1B of serviceable available market for every 100K wafer starts of capacity added🤖 Lam previously aimed to expand its share of addressable WFE from the low 30% range to high 30% range.

Applied Digital $APLD Polaris Forge construction time improved from ~24 months to under 12 months for its second🤖🔨 Applied says they contracted ~2.1 GW of utility power over the past year.

TeraWulf $WULF is focusing on a path from ~0.8 GW of capacity in 2026 to 2.8 GW by 2030🔋 Current leased capacity and pipeline totals ~2.9 GW - 839MW contracted capacity - 800MW each at Chesapeake and Muskie - 162MW at LMD Expansion - 320MW at Lake Mariner Hawkeye

Iren $IREN is aiming for another 0.5 GW of capacity in 2027🔋 The expansion includes 250MW air cooled and 480MW gross liquid cooled capacity across: - Childress - Sweetwater 1 - Canal Flats

Iren $IREN has secured $6.4B of GPU financing🔋 - $3.6B investment grade GPU financing from Microsoft $MSFT - $2.8B for non investment grade financing customer deployments ($2.4B Blue Owl)

Nvidia $NVDA says a purpose trained model can outperform models 10-20x larger🤖🔋 Nvidia post trained Nemotron 3.5 Lightning until the small model outperformed NVIDIA’s much larger Nemotron 3 Ultra “by a large gap.”

SpaceX $SPCX reports massive demand for its AI compute, with nearly every major player seeking capacity🚀 Most hosting deals use ~6 month contracts, and GPU investments break even in under a year.

Here’s how the magnificent 7 finished the week🔴🟢🟢🟢🟢🟢🟢 Nvidia $NVDA -0.03%🔴 Amazon $AMZN +1.94%🟢 Apple $AAPL +1.75%🟢 Microsoft $MSFT +0.65%🟢 Tesla $TSLA +0.52%🟢 Meta $META +0.57%🟢 Google $GOOGL +1.77%🟢

Nvidia $NVDA says Grace Blackwell NVL72 shipments increased 27% MoM🔋🤖 Nvidia says the economics of its architectures are expanding alongside performance, based on the per GPU system framing Jensen used. → $18K for Hopper → $25K for Blackwell → $40K for Vera Rubin