Alex

come as You are!.

[Alex @AlwaysMilano]

Nån fler som har problem med inlogg till montrose?
Hamnar i loopen att jag ska registrera mig som ny kund varje gång jag försöker logga in.

@montrose_io

[Alex @AlwaysMilano]

@BlankBetss Sure hope he sticks to his words.

[Shay Boloor @StockSavvyShay]

$IREN is working with $NVDA to build Nvidia DSX-aligned AI infrastructure across its global data center footprint.

IREN is positioning itself as an AI infrastructure platform inside Nvidia’s ecosystem rather than just a power-and-GPU provider.

[Small Cap Snipa @SmallCapSnipa]

$IREN TARGETS $4.4 BILLION IN ARR WITH BLACKWELL DEPLOYMENT AT CHILDRESS

CEO Dan Roberts announced a purchase agreement with Dell for air cooled Blackwell systems to service its five-year $3.4B AI cloud contract

The contract is expected to increase IREN’s ARR from $3.7B to $4.4B

[Alex @AlwaysMilano]

@Ocke94 @NordnetAra Båda är fantastiska, de buyern kräver ju lite mer inkörning. Men när du väl fått pannan svart i botten så är den nära inpå en nonstick panna 👌

[Alex @AlwaysMilano]

@fkp007007 @HeeraniPK They never do 🤣

[IREN @IREN_Ltd]

Sweetwater 1 has been successfully energized ��� a key milestone in the development of the broader 2GW Sweetwater campus.

@danroberts0101, Co-Founder and Co-CEO of $IREN commented:

“Delivering Sweetwater 1 substation energization on schedule reflects our disciplined execution, the strength of our supply chain relationships and the efficiency of our vertically integrated development model. It is another example of our ability to design and construct large-scale infrastructure reliably and at speed to meet market demand.”

Learn more: https://t.co/Bo0tSv67jM

[BMSInvests @BMSInvests]

$ONDS

Here it is..

The biggest piece of research I’ve ever done and the most amount of work I’ve ever put into one post.

The ENTIRE public staff directory of $ONDS and EVERY single one of its acquisitions.

Nearly 400 members of staff, their job titles and, most importantly, their career backgrounds.

The talent stacking from $ONDS the last 12 months has been insane. IDF, IAF, US Army, Elbit, Rafael, Raytheon..the list goes on and on.

I hope you enjoy reading through this insane list of talent, just as much as I enjoyed compiling it for you all.

This took me a few weeks to pull together, so any likes, reposts etc. would be extremely appreciated.

CC: @ive_m5 @itschrisray @bodoxstocks @YoYInvestor @CeoOndas

[Palantir @PalantirTech]

From an early warning system for at-risk patients to a live bed demand predictor, NHS staff are building what they need on the NHS Federated Data Platform. Hundreds of thousands of patients are already seeing the results.

This is what happens when you give the people closest to the problems the tools to solve them.

[Kraken Robotics @KrakenRobotics]

Kraken Robotics is featured on the front cover and across pages 8-13 of Underwater Robotics magazine, highlighting the integration and demonstration of KATFISH and USV LARS on the ARCIMS USV developed by TKMS ATLAS UK.

Read more in Underwater Robotics: https://t.co/1Kmg0hxfJy

[The Tech Investor @TheTechInvest]

🚨 JUST IN: $NVDA GB300 GPUs ARRIVED AT CHILDRESS FOR $MSFT HORIZON DEPLOYMENT

Physical AI starts with AI infrastructure.

[Daniel Roberts @danroberts0101]

Where power becomes intelligence.
NVIDIA GB300s arriving at Childress for our Microsoft Horizon deployment. Big effort from the team. $IREN

[Small Cap Snipa @SmallCapSnipa]

OFFICIAL: GOOGLE HAS BROKEN GROUND ON $15 BILLION INDIA DATA CENTER

One of the largest investment in the history of India revolves around bringing AI compute online

$GOOGL 🇮🇳

[Palantir @PalantirTech]

Palantir is proud to partner with Cleveland-Cliffs, North America's largest flat-rolled steel producer and iron ore pellet manufacturer.

"After completing our pilot work with Palantir, it became clear they were the platform of choice to take our business into the future. What we have seen so far has been nothing short of a gamechanger." - Lourenco Goncalves, Cliffs' Chairman, President, and CEO.

https://t.co/bRTJZsFCJu

[Small Cap Snipa @SmallCapSnipa]

Anthropic officially opens its Sydney office

The AI compute era has begun in Australia 🇦🇺

[Anduril Industries @anduriltech]

If you see Copperhead coming,
it's already too late.

Shown: First public footage of Copperhead-500M swimming. During the test, the 21-inch heavyweight AUV successfully broke internal speed records while demonstrating extreme agility maneuvers in high seas.

[Alex @AlwaysMilano]

@BMSInvests Do it!

[Alex @AlwaysMilano]

@Capriplushlkn @Engbl0m Imponerande! 👑

[Alex @AlwaysMilano]

@bidask123 @TrendSpider Sounds like someone did buy way to high ��

[TrendSpider @TrendSpider]

One of the fastest-growing themes in the market right now is drones

One name keeps showing up.

We used Deep Research to break down $ONDS

Here’s what we found 🧵