$NVDA just guided $78B.
Every GPU needs a data center.
7 stocks building AI's physical infrastructure:
$CRWV - GPU cloud, Nvidia-backed, reports today
$NBIS - Full-stack AI infra at scale
$IREN - Mining to AI compute, $3.4B ARR target
$CIFR - $9.3B contracted with AWS and Google
$WULF - 2.8 GW capacity, Morgan Stanley upgrade
$APLD - Pure-play HPC data centers
$NUAI - Micro-cap, 1GW Texas campus play
Which are you watching?
Every GPU needs a data center.
7 stocks building AI's physical infrastructure:
$CRWV - GPU cloud, Nvidia-backed, reports today
$NBIS - Full-stack AI infra at scale
$IREN - Mining to AI compute, $3.4B ARR target
$CIFR - $9.3B contracted with AWS and Google
$WULF - 2.8 GW capacity, Morgan Stanley upgrade
$APLD - Pure-play HPC data centers
$NUAI - Micro-cap, 1GW Texas campus play
Which are you watching?
🇺🇸US data centers🤖
From 4% to 12% of total US power demand in 7 years
⚠️The problem nobody in the AI buildout wants to say clearly is that Renewables cannot do this alone.
Data centers need power that is firm, dispatchable, and available 24/7.
Wind and solar are not that ...not without storage infrastructure that does not exist at scale yet.
So what actually fills the gap?
Natural gas and Nuclear where it can be restarted or built fast enough.
606 TWh by 2030 does not care about net zero commitments!
The #energy transition and the #AI buildout are on a collision course with the same grid.
Something has to give and right now, it is gas that is being asked to hold the line.
#DataCenters
From 4% to 12% of total US power demand in 7 years
⚠️The problem nobody in the AI buildout wants to say clearly is that Renewables cannot do this alone.
Data centers need power that is firm, dispatchable, and available 24/7.
Wind and solar are not that ...not without storage infrastructure that does not exist at scale yet.
So what actually fills the gap?
Natural gas and Nuclear where it can be restarted or built fast enough.
606 TWh by 2030 does not care about net zero commitments!
The #energy transition and the #AI buildout are on a collision course with the same grid.
Something has to give and right now, it is gas that is being asked to hold the line.
#DataCenters
$UEC $CCJ $UUUU $IPX $MP $USAR $UAMY | Iran rules out transferring its Highly Enriched #Uranium (HEU) stockpile abroad, per Press TV.
Tehran offers to dilute 60% HEU to 3.6% for sanction relief but rejects U.S. demands to ship the material out of the country.
Tehran offers to dilute 60% HEU to 3.6% for sanction relief but rejects U.S. demands to ship the material out of the country.
America racing to break China’s chokehold on critical minerals — but the article says the approach has flaws.
China controls ~70% of global processing for rare earths, lithium, cobalt — that's the real stranglehold.
Following three principles (diversify sources, invest in recycling, build domestic capacity) sounds smart, but can the US move fast enough before Beijing tightens the screws more?
China controls ~70% of global processing for rare earths, lithium, cobalt — that's the real stranglehold.
Following three principles (diversify sources, invest in recycling, build domestic capacity) sounds smart, but can the US move fast enough before Beijing tightens the screws more?
Featured Pairs ✨
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Uranium supply is tightening. Contracting is accelerating.
Trade the uranium narrative with up to 100x leverage:
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$URA and $URNM
Now live with 50% fee discounts for the next 7 days.
Uranium supply is tightening. Contracting is accelerating.
Trade the uranium narrative with up to 100x leverage:
gains.trade/trading#URA-USD
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S&P Global Vice Chairman:
- We will need ~50% more #copper than today
- By 2040, global electricity consumption rises by ~50%
- That’s equivalent to adding 650 nuclear power plants annually
Most of this demand growth comes from the developing world.
But the rise of AI, data centers, and electrification is now driving meaningful demand growth in developed markets as well.
Bottom line: copper demand is surging.... structurally and globally.
- We will need ~50% more #copper than today
- By 2040, global electricity consumption rises by ~50%
- That’s equivalent to adding 650 nuclear power plants annually
Most of this demand growth comes from the developing world.
But the rise of AI, data centers, and electrification is now driving meaningful demand growth in developed markets as well.
Bottom line: copper demand is surging.... structurally and globally.
🇨🇭Geneva talks happening right now matter more than the bombs did💣
🇺🇸Trump said the Iranian nuclear program was obliterated.
The IAEA disagrees.
The June 2025 strikes hit Natanz, Isfahan, Arak, and sites around Tehran.
Real damage.
Real disruption.
But Fordow, the facility buried deep enough to survive, wasn't destroyed.
Iran's stockpile of 60% enriched #uranium wasn't eliminated.
The knowledge certainly wasn't.
Under the 2015 deal, #Iran was a year away from weapons-grade material.
Today, after years that window is measured in weeks.
The strikes bought time.
They didn't reset the clock.
⚠️Which is why Geneva (tomorrow!) matters more than the bombing did.
The US and Iran are now in a 3rd round of talks.
Both sides are calling them intense and serious.
Iran's advisers say a deal is immediately achievable if it centers on a ban on nuclear weapons and real sanctions relief.
2 paths from here:
1. A narrow deal freezes enrichment and restores inspections, enough to push breakout time back out.
Markets exhale. Hormuz risk fades.
2. Talks fail.
The strike calculus returns.
Hormuz risk doesn't fade.
The bombs were loud.
The negotiating room in Geneva is quiet.
That's where this actually gets resolved.
🇺🇸Trump said the Iranian nuclear program was obliterated.
The IAEA disagrees.
The June 2025 strikes hit Natanz, Isfahan, Arak, and sites around Tehran.
Real damage.
Real disruption.
But Fordow, the facility buried deep enough to survive, wasn't destroyed.
Iran's stockpile of 60% enriched #uranium wasn't eliminated.
The knowledge certainly wasn't.
Under the 2015 deal, #Iran was a year away from weapons-grade material.
Today, after years that window is measured in weeks.
The strikes bought time.
They didn't reset the clock.
⚠️Which is why Geneva (tomorrow!) matters more than the bombing did.
The US and Iran are now in a 3rd round of talks.
Both sides are calling them intense and serious.
Iran's advisers say a deal is immediately achievable if it centers on a ban on nuclear weapons and real sanctions relief.
2 paths from here:
1. A narrow deal freezes enrichment and restores inspections, enough to push breakout time back out.
Markets exhale. Hormuz risk fades.
2. Talks fail.
The strike calculus returns.
Hormuz risk doesn't fade.
The bombs were loud.
The negotiating room in Geneva is quiet.
That's where this actually gets resolved.
$KYTX is on the verge of rewriting autoimmune treatment 🔥
Pioneering CD19 CAR-T (miv-cel/KYV-101) to reset the immune system for deep, durable remission in severe B-cell-driven autoimmunity - flipping the oncology CAR-T success story into a potential cure for devastating diseases.
No endless pills. One-shot potential for real remission.
2026 catalysts exploding 💥
• BLA filing in 1H 2026 for Stiff Person Syndrome (SPS) after landmark registrational data → first-ever FDA-approved CAR-T for any autoimmune disease.
• Phase 3 advancing in generalized Myasthenia Gravis (gMG) - massive blockbuster market.
• Pipeline in lupus, MS, more + next-gen tech.
Cash runway into 2028, fully funded for BLA, launch, and key trials.
This mirrors $IBRX massive run, derisked orphan path → approval → explosive label expansion in huge indications.
SPS approval alone could deliver 3-5x
Multi-indication success?
50x from current levels 🚀
Pioneering CD19 CAR-T (miv-cel/KYV-101) to reset the immune system for deep, durable remission in severe B-cell-driven autoimmunity - flipping the oncology CAR-T success story into a potential cure for devastating diseases.
No endless pills. One-shot potential for real remission.
2026 catalysts exploding 💥
• BLA filing in 1H 2026 for Stiff Person Syndrome (SPS) after landmark registrational data → first-ever FDA-approved CAR-T for any autoimmune disease.
• Phase 3 advancing in generalized Myasthenia Gravis (gMG) - massive blockbuster market.
• Pipeline in lupus, MS, more + next-gen tech.
Cash runway into 2028, fully funded for BLA, launch, and key trials.
This mirrors $IBRX massive run, derisked orphan path → approval → explosive label expansion in huge indications.
SPS approval alone could deliver 3-5x
Multi-indication success?
50x from current levels 🚀