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Corporate America has quietly contracted 380GW of clean power & now it’s buying nuclear Global annual PPA volume has gone from 5.1GW in 2015 to 76.6GW in 2025 led by Americas Cumulative volume has reached 380 GW $NEE $CEG $VST $MSFT $AMZN $META

Here’s how the magnificent 7 has opened trading today🔴🟢🟢🔴🔴🔴🔴 Nvidia $NVDA -3.96%🔴 Amazon $AMZN +0.29%🟢 Apple $AAPL +0.62%🟢 Microsoft $MSFT -1.30%🔴 Tesla $TSLA -7.76%🔴 Meta $META -1.82%🔴 Google $GOOGL -0.08%🔴

China’s CMXT is about to grow its DRAM revenue 15x Revenue has jumped from $8B in 2025 to $117B in 2028 while capacity shares stay flat at 14% $MU $DRAM $SKHY

RTX Corporation $RTX is collaborating with Synopsys $SNPS on DARPA's PICASSO program. Synopsys will provide photonic circuit design & simulation tools, while Raytheon contributes RF engineering, to develop next gen optical processors.

Nvidia $NVDA Vera Rubin NVL72 can reduce AI inference costs while increasing token throughput. SemiAnalysis projects up to 30x higher tokens/sec performance in its illustrated comparison.

Coherent $COHR just reported earnings Revenue: $2.37B Vs $2.30B EST EPS: $2.09 Vs $1.97 EST

Cava $CAVA just reported earnings Revenue: $356.43M Vs $358.46M EST EPS: $0.11 Vs $0.12 EST

$ELF just reported earnings Revenue: $520.81M Vs $473.06M EST EPS: $1.21 Vs $0.60 EST

$APP just reported earnings Revenue: $2.18B Vs $2.07B EST EPS: $4.30 Vs $4.03 EST

Joby Aviation $JOBY just reported earnings Revenue: $55.08M Vs $40.42M EST EPS: -$0.22 Vs -$0.25 EST

Qualcomm $QCOM just reported earnings Revenue: $10.44B Vs $10.14B EST EPS: $2.17 Vs $2.16 EST

Mercado Libre $MELI just reported earnings Revenue: $10.75B Vs $10.71B EST EPS: $8.83 Vs $9.27 EST

$ARM just reported earnings Revenue: $1.44B Vs $1.38B EST EPS: $0.52 Vs $0.48 EST

Memory is on fire again DRAM is up 66% from April lows NAND is up 80% from June lows DDR5 spot $61 vs $48 contract, NAND spot $0.58 vs $0.50 contract $MU $SNDK $SKHY $DRAM

Qualcomm $QCOM reports earnings today after close The implied move is: 7.33% The expectations are: Revenue: $10.15B EPS: $2.02 Expect numbers at 4:00PM EST Here’s the Historical Earnings Data👇

$ARM reports earnings today after close The implied move is: 8.47% The expectations are: Revenue: $1.38B EPS: $0.42 Expect numbers at 4:04PM EST Here’s the Historical Earnings Data👇

$APP reports earnings today after close The implied move is: 13.57% The expectations are: Revenue: $2.08B EPS: $4.01 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

Mercado Libre $MELI reports earnings today after close The implied move is: 6.17% The expectations are: Revenue: $10.7B EPS: $9.30 Expect numbers at 4:15PM EST Here’s the Historical Earnings Data👇

Coherent $COHR reports earnings today after close The implied move is: 9.22% The expectations are: Revenue: $2.31B EPS: $1.93 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

$ELF reports earnings today after close The implied move is: 10.02% The expectations are: Revenue: $473.03M EPS: $0.55 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇