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Iren $IREN is targeting ~0.8GW of IT capacity by 2027, up from ~0.3GW in 2026🔋 Iren now has 4,000+ personnel mobilized across active sites, with development spanning Texas, Oklahoma, British Columbia, Australia and Spain.

Micron $MU expects supply demand conditions for both DRAM and NAND to remain tight beyond 2027🤖 Micron now expects 2026 industry DRAM bit shipments to grow in the low to mid 20% range, while NAND grows ~20%.

Coreweave $CRWV has received their first $NVDA Vera Rubin NVL72 Racks🔋 Each rack holds: - 72 Rubin GPUs - 36 Vera CPUs - ConnectX-9 - Bluefield 4 DPUs - 20.7TB HBM4 Memory

Anthropic looking for private investors to avoid IPO

Palantir $PLTR thinks AI sovereignty is an enterprise moat🤖🏰 Its architecture allows institutions to run AI from on prem infrastructure to sovereign clouds while retaining control of sensitive data.

Advanced Micro Devices $AMD VP Jack Huynh thinks per token economics is cloud AI’s biggest weakness🤖 AMD says 93% of companies are exceeding their AI budgets, while 15M output tokens per day can translate to nearly $100K of annual cloud cost for one active user.

New S&P 500 removals: The Trade Desk: $TTD Builders First Source: $BLDR Molson Coors: $TAP

New S&P 500 Additions: - Bloom Energy $BE - Everpure $P - Illumina $ILMN

Broadcom $AVGO averaging 19.7% annual revenue growth👀 2017: $17.6B 2018: $20.8B 2019: $22.6B 2020: $23.9B 2021: $27.5B 2022: $33.2B 2023: $35.8B 2024: $51.6B 2025: $63.9B

Data center stocks finished the week GREEN🟢🟢🟢🟢🔴🟢🟢 Nebius $NBIS +7.48%🟢 Iren Limited $IREN +7.27%🟢 Cipher Digital $CIFR +2.13%🟢 Terawulf $WULF +1.73%🟢 Galaxy Digital $GLXY -0.64%🔴 Coreweave $CRWV +5.68%🟢 Hut 8 $HUT +6.19%🟢 Applied Digital $APLD +1.78%🟢

Micheal Burry’s office after saying he is aggressively buying $LULU

Rocket Lab $RKLB just cleared a key preliminary design review for 18 satellites🛰️ They will be used for Tracking Layer Tranche 3 satellite constellation, primarily focused on missile warning & defense

The market has bagan favoring a 25 bps hike👀 Fed Chair Kevin Warsh came significantly more hawkish than anticipated at his keynote address at Jackson Hole The odds of a 25bps hike have now shifted to 53%, slightly favoring a hike

Here’s how the magnificent 7 began trading today🟢🟢🔴🔴🔴🔴🔴 Nvidia $NVDA +2.20%🟢 Amazon $AMZN +0.37%🟢 Apple $AAPL -0.79%🔴 Microsoft $MSFT -0.74%🔴 Tesla $TSLA -4.48%🔴 Meta $META -0.60%🔴 Google $GOOGL -0.11%🔴

Micron $MU is planning to 2x their HBM capacity before the end of the month🧠 This would bring them to nearly 100k wafers per month by end of year, Their massive production boost is mostly going to HBM4 which will support the Nvidia Vera Rubin platform

Deutsche Bank has raised their price target to $136 from $115 on $HOOD 🪶 While maintaining a buy rating on the shares, Deutsche has cited their improvements on Robinhood’s Chain fee

Jim Cramer has said regarding data centers: “The only one I like is Coreweave $CRWV the others are too speculative for me

Tesla $TSLA just released our first up close looks of the Cybercab👀

Credo $CRDO expects its optical business to exceed $600M of revenue in FY2027, with ZeroFlap Optics, silicon photonics PICs and optical DSPs each contributing more than $100M👾

Palantir $PLTR and PWC deployments are becoming significantly more efficient They have already helped improve supply chain operating efficiency by up to 10%, They have also raised forecasting accuracy to 90-95%, and reduce out of service rental vehicles by 40%🤖