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Oklo $OKLO footprint across three different markets. - Idaho: 75 MWe Aurora powerhouse & fuel fabrication - Ohio: 1.2 GWe clean energy campus - Alaska: 5 MWe Aurora powerhouse + 60 MWhe storage - Tennessee: Used nuclear fuel recycling - Texas: Authorized isotope test reactor

TeraWulf $WULF long term contracted cash flows. - 839 MW contracted IT capacity - ~$27B contracted revenue - ~$1.5B projected annualized NOI - ~2.1 GW development pipeline - 737 MW under construction Anthropic, $GOOG, Fluidstack & Core42 have 250-500 MW in annual contracts.

Here’s how the magnificent 7 has finished trading this week🟢🔴🔴🔴🟢🟢🟢 Nvidia $NVDA +2.93%🟢 Amazon $AMZN -0.33%🔴 Apple $AAPL -0.47%🔴 Microsoft $MSFT -0.90%🔴 Tesla $TSLA +4.23%🟢 Meta $META +0.84%🟢 Google $GOOGL +0.79%🟢

How it feels holding stock in anything through this week

Microsoft $MSFT is winding down their multi billion dollar compute capacity deal with Oracle $ORCL They are planning to invest in cloud compute $AMZN $MSFT $IREN

Kratos $KTOS has a $12B pipeline led by a single $3B rocket motor deal

$AMD future chip bill just reached $49B, a 400% increase in 9 months Purchase obligations have jumped from $12.17B to $48.76B meanwhile inventory only rose $11.46B AMD is pre buying the AI buildout

Here’s how the magnificent seven has began trading today🟢🟢🔴🔴🟢🟢🟢 Nvidia $NVDA +6.18%🟢 Amazon $AMZN +0.81%🟢 Apple $AAPL -1.02%🔴 Microsoft $MSFT -0.81%🔴 Tesla $TSLA +2.04%🟢 Meta $META +1.91%🟢 Google $GOOGL +1.86%🟢

86M KG of payload is currently waiting for a ride to space The line doesn’t clear until 2037 Cumulative launch payload is expected to peak at 86M kg to LEO in 2031, launch supply won’t overtake demand until 2033 $RKLB $SPCX

53% of the memory price index represents AI servers, PC memory is only 7% Server Dram: 41% HBM: 12% Mobile Dram: 26% Specialty Dram: 13% PC Dram: 7%

Phone storage has jumped from $31 to $154 in a year, and it still is expected to climb 6% next Q 512GB UFS sat near $0.06/GB through 2025, yet now it has climbed near $0.30/GB $SKHY $SNDK $MU

Memory prices are up 11x from their low, yet memory stocks just fell almost 20% in a single day Spot DDR4 momentum has cooled in August after June’s 9% spike yet DDR5 contracts kept climbing to $275 The shortage moved from spot to contract $MU $SKHY $SNDK

How it feels buying a few shares during a market pullback

Tempus AI $TEM is building a longitudinal oncology data platform spanning the full patient journey. Its diagnostics portfolio connects hereditary risk testing, DNA/RNA tumor profiling, therapy selection & minimal residual disease (MRD) monitoring through xG, xT, xR & xM NeXT.

Nvidia $NVDA & Anthropic are advancing secure agentic AI through Claude Managed Agents & Nvidia's Open Agent Safety Platform. The architecture combines Claude orchestration with Nvidia OpenShell, isolating agent execution inside controlled sandboxes with policy enforcement.

Monster $MNST just reported earnings Revenue: $2.56B Vs 2.49B EST EPS: $0.30 Vs $0.30 EST

Opendoor $OPEN just reported earnings Revenue: $1.02B Vs $1.05B EST EPS: -$0.23 Vs -$0.17 EST

$AXON just reported earnings Revenue: $908.55M Vs $934.33M EST EPS: $1.72 Vs $1.89EST

$SMR just reported earnings Revenue: $281K Vs $4.03M EST EPS: -$0.11 Vs -$0.12 EST

Draftkings $DKNG just reported earnings Revenue: $1.32B Vs $1.39B EST EPS: -$0.53 Vs -$0.25 EST