Suntosh

[Patient Investor @PSInvestor]

Applied Digital $APLD fiscal Q1, the call and the 10-Q in one place.

The leases lock in $2.37B of fixed rent a year, and Q1 rent matched it. The stock prices it near a 9% cap rate.

Eight analysts, zero questions on dilution. https://t.co/o3lrnFmol5

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $GOOGL Google will soon release its flagship Gemini 4 AI model. - The Information

[Suntosh @Itsmesuntosh]

$IREN 🚊🚊🚉

[Suntosh @Itsmesuntosh]

@kevinxu $AI

[Marcos Milla @MarcosMillaYT]

SpaceX is set to IPO under ticker symbol $SPCX

Shares are expected to begin trading on June 12

You can get in SpaceX earlier by buying:

1) $NASA

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: USF Credit Union Partners With $UPST Upstart for AI-Powered Lending

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ USF Credit Union selects 𝐔𝐩𝐬𝐭𝐚𝐫𝐭 to expand personal lending services.

➤ Partnership launched in March 𝟐𝟎𝟐𝟔 using 𝐀𝐈-𝐩𝐨𝐰𝐞𝐫𝐞𝐝 underwriting technology.

➤ Credit union manages over $𝟏.𝟒𝐁 in assets and serves 𝟖𝟎,𝟎𝟎𝟎+ members.

➤ Borrowers access loans through Upstart’s 𝐨𝐧𝐥𝐢𝐧𝐞 lending marketplace.

➤ Qualified applicants complete applications in a 𝐔𝐒𝐅-𝐛𝐫𝐚𝐧𝐝𝐞𝐝 digital experience.

➤ Upstart says 𝟗𝟎%+ of platform loans are fully automated.

➤ Deal aims to expand 𝐚𝐜𝐜𝐞𝐬𝐬 𝐭𝐨 𝐜𝐫𝐞𝐝𝐢𝐭 while maintaining member-focused service

[Suntosh @Itsmesuntosh]

$IREN 🦾

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: NVIDIA and IREN Partner on Up to 𝟓 𝐆𝐖 of AI Infrastructure - $NVDA $IREN

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ NVIDIA and IREN announce strategic partnership for next-gen 𝐀𝐈 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞.

➤ Companies target deployment of up to 𝟓 𝐆𝐖 of NVIDIA DSX-aligned AI capacity.

➤ Collaboration includes deployment of 𝐍𝐕𝐈𝐃𝐈𝐀 accelerated compute in AI factories.

➤ NVIDIA receives right to purchase up to 𝟑𝟎𝐌 IREN shares at $𝟕𝟎 each.

➤ Share agreement represents potential investment of up to $𝟐.𝟏𝐁.

➤ Initial focus centers on IREN’s 𝟐 𝐆𝐖 𝐒𝐰𝐞𝐞𝐭𝐰𝐚𝐭𝐞𝐫 campus in Texas.

➤ Partnership combines NVIDIA AI architecture with IREN’s 𝐩𝐨𝐰𝐞𝐫 and data center expertise

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: NVIDIA and IREN Partner on Up to 𝟓 𝐆𝐖 of AI Infrastructure - $NVDA $IREN

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ NVIDIA and IREN announce strategic partnership for next-gen 𝐀𝐈 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜��𝐮𝐫𝐞.

➤ Companies target deployment of up to 𝟓 𝐆𝐖 of NVIDIA DSX-aligned AI capacity.

➤ Collaboration includes deployment of 𝐍𝐕𝐈𝐃𝐈𝐀 accelerated compute in AI factories.

➤ NVIDIA receives right to purchase up to 𝟑𝟎𝐌 IREN shares at $𝟕𝟎 each.

➤ Share agreement represents potential investment of up to $𝟐.𝟏𝐁.

➤ Initial focus centers on IREN’s 𝟐 𝐆𝐖 𝐒𝐰𝐞𝐞𝐭𝐰𝐚𝐭𝐞𝐫 campus in Texas.

➤ Partnership combines NVIDIA AI architecture with IREN’s 𝐩𝐨𝐰𝐞𝐫 and data center expertise

[Suntosh @Itsmesuntosh]

$ASTS $NASA

[AST SpaceMobile @AST_SpaceMobile]

Announcement: Mid-June launch of three Bluebird satellites aboard a Falcon 9 rocket.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
32 next-generation satellites at advanced stages of assembly to be ready for launch.
Network deployment with a launch every one to two months on average.
Space-based cellular broadband. Built in Texas.
🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[Suntosh @Itsmesuntosh]

$MU

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $MU Micron Ships 𝐖𝐨𝐫𝐥𝐝’𝐬 𝐅𝐢𝐫𝐬𝐭 𝟐𝟒𝟓𝐓𝐁 Data Center SSD

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ Micron begins shipping 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐲-𝐥𝐞𝐚𝐝𝐢𝐧𝐠 𝟐𝟒𝟓𝐓𝐁 𝐒𝐒𝐃 for data centers.

➤ Drive enables 𝟖𝟐% fewer racks versus HDD-based storage systems.

➤ Built on advanced 𝐆𝟗 𝐐𝐋𝐂 𝐍𝐀𝐍𝐃 technology.

➤ Targets 𝐀𝐈, cloud, hyperscale, and enterprise workloads.

➤ Delivers up to 𝟖𝟒× better 𝐞𝐧𝐞𝐫𝐠𝐲 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 vs HDDs.

➤ Consumes ~𝟑𝟎𝐖, roughly half the power of comparable HDD setups.

➤ Improves storage density, lowering 𝐜𝐨𝐬𝐭 and 𝐜𝐚𝐫𝐛𝐨𝐧 𝐟𝐨𝐨𝐭𝐩𝐫𝐢𝐧𝐭 for AI data centers.

[Suntosh @Itsmesuntosh]

@planert41 That’s why I always buy stocks 🙌

[Intel Business @IntelBusiness]

Intel at @NVIDIAGTC? Yep!

This is just the next step in our partnership as we combine strengths to unlock new innovations, efficiencies, and opportunities for partners building AI at scale.

https://t.co/iq1PCZyDQt

[Suntosh @Itsmesuntosh]

@planert41 Thanks @planert41 for sharing!

[Suntosh @Itsmesuntosh]

$MARA

[MARA @MARA]

MARA announces a strategic partnership with Starwood Digital Ventures to accelerate delivery of cutting-edge hyperscale, enterprise, and AI capable digital infrastructure.

The joint platform is expected to deliver approximately 1 GW of near-term IT Capacity, with a pathway to more than 2.5 GW.

[Suntosh @Itsmesuntosh]

@planert41 What they wanted🙄