ADev

[Oli @OInvests]

$IREN earns direct revenue from Figure AI.

Figure AI is private. Retail investors can’t buy the stock directly. But Figure AI is a named contracted customer of $IREN meaning as Figure scales its humanoid fleet, $IREN’s revenue grows with it.

Here’s why the relationship matters.

Figure AI - the numbers:

$39B valuation. Highest valued pure play humanoid robotics startup globally.
Backed by $MSFT, $NVDA, OpenAI, Jeff Bezos and Intel Capital.

Helix 02 - a unified VLA neural network controlling the entire robot body.
Demonstrated long horizon autonomous tasks with zero human intervention.

Figure 03 deployed at BMW commercial manufacturing plants.

BotQ production facility producing one new humanoid robot every hour. Hundreds of units in operation by mid 2026.

One robot per hour means a compounding flood of real world edge cases and failed attempts hitting cloud systems daily. Every one needs log replay, synthetic correction and simulation at scale.

That’s the exact high I/O storage bottleneck neoclouds are built for.

The IREN partnership structure:

Figure AI named explicitly in IREN’s $2.8B contract announcement alongside Microsoft, NVIDIA and Perplexity.

45% upfront prepayment on associated GPU capex across the contract portfolio.

4 year weighted average contract term - the simulation pipeline is deeply integrated and difficult to unwind.

IREN provides bare metal and managed AI Cloud services - the experience factory for frontier AI and robotics customers.

Note: IREN has a diversified customer base. The exact contract size with Figure AI is not publicly disclosed. This is a thesis not a guaranteed 1:1 relationship.

Figure AI stays lean. IREN processes the experience.

A robot every hour. A fleet scaling into the thousands.

The compute has to go somewhere.

$IREN

NFA

[ADev @ADevsaltz]

@MBdaytrading Congrats MB 👏🏻

[matthew sigel, recovering CFA @matthew_sigel]

$HUT +12% *HUT 8 GETS SECOND 15-YEAR 9.8B TRIPLE-NET LEASE FOR 352 MW OF IT CAPACITY

$IREN +8% *IREN RAISES YEAR-END CLOUD ARR TARGET TO OVER $4B FROM $3.7B
*SIGNS $2.8B IN NEW MULTI-YEAR CUSTOMER CONSTRACTS

[IREN @IREN_Ltd]

IREN has signed $2.8bn in new multi-year AI Cloud services contracts with leading AI developers and raised its year-end 2026 AI Cloud ARR target from $3.7bn to over $4.0bn.

“Our vertically integrated AI Cloud platform is scaling at pace. In the past 12 months we have expanded from approximately 3MW of self-built AI Cloud capacity to 480MW being delivered this year, with 1.2GW targeted for 2027, broadening our customer base across hyperscalers, enterprises and AI developers.”

“We are proud to support leading companies building frontier applications across design, physical AI and robotics, generative media, AI search and model development.” - @danroberts0101

Press release: https://t.co/7W3Ze0JThN

[ADev @ADevsaltz]

$CLSK "20-year infrastructure lease agreement
The lease is expected to generate approximately $6.6 billion of contracted revenue over the initial term."

[CleanSpark Inc. @CleanSpark_Inc]

https://t.co/USs4mfedMv

[ADev @ADevsaltz]

@MBdaytrading You still in JD Sports? Bounce here off 200 ma

[TeraWulf @TeraWulfInc]

Encouraging to hear @MorganStanley's Stephen Byrd articulate many of the same themes our CEO Paul Prager highlighted earlier this week.

AI demand isn't the question.
The scarce resources are power, infrastructure and execution capability.

As the market matures, we believe the distinction between compute providers and infrastructure owners will become increasingly important. $WULF was built for the latter.

[ADev @ADevsaltz]

@MBdaytrading Already in this MB
$MARA Looking good here too

[ADev @ADevsaltz]

HIVE - Three-year GPU cloud contract valued at about $220 million

[HIVE Digital Technologies @HIVEDigitalTech]

Some countries will own the AI era.

Some will rent it.

Canada just picked a side.

$220M sovereign compute contract.

@BUZZHPC x Bell x Cohere.

https://t.co/rdA7Bsqyxa

[Junior Mining Network @JrMiningNetwork]

Orosur Mining Inc Announces New Mineralised Zones Discovered at APTA $OMI.V https://t.co/7mGMgjBpPh

[Andrew 🇨🇦 @GoldnGuitars]

As I said in yesterday's #gold cycle map, “If we can see a swing-low emerge, that low can be used as a protective stop for any long positions.”

Today's candle should give us that swing-low on $GDX. A day 40 low is long, but certainly not unheard of.

A more conservative entry can wait for price to close back above the MA10.

Please like/RT.

[matthew sigel, recovering CFA @matthew_sigel]

$HIVE +17%
>Announces 320MW AI factory in Greater Toronto
>Expected to become one of Canada's largest, with 100k+ GPUs at full build-out
>HIVE has acquired 25 acres for $46M+
>CAD $3.5B estimated capital investment
>Target online 2H27

[ADev @ADevsaltz]

@Michael_EWpro Trimming tech and some bitcoin miners ✅

[matthew sigel, recovering CFA @matthew_sigel]

🚨IREN +27%

>NVIDIA TO INVEST UP TO $2.1B IN IREN
>NVIDIA & IREN PARTNER FOR UP TO 5GW OF AI INFRA

[ADev @ADevsaltz]

$CIFR Strong move today and possible short covering - Up 20% 👊🏻

[Cipher Digital @CipherInc]

Cipher Digital Provides First Quarter 2026 Business Update

- Development Timeline on Track at Barber Lake and Black Pearl Data Centers
- Signed Third AI Data Center Campus Lease with Investment-Grade Hyperscale Tenant
- Secured $200 Million Revolving Credit Facility Supported by a Syndicate of Leading Global Financial Institutions

Read the full press release here: https://t.co/W86oMiMVSs

[ADev @ADevsaltz]

@MBdaytrading Huge volume! ⬆️

[MB @MBdaytrading]

#HVO FY25 , yes, the headline numbers not great! That's the wrong lens.

Revenue £46.8m (vs £62.7m). EBITDA margin collapsed to 3% from 26%. Cash down to £14.3m. Bears will stop here.

Here's what they miss 👇

This was a deliberate build year , two CRS units + Cryostore acquired, integrated on schedule, CRS cash generative in Q4 already

Four service lines now live. Cross-selling real ,first multi-site contracts signed. Germany becoming a preferred Phase III destination

📌 Cidara/CD388 → £9.2bn Merck acquisition. hVIVO ran the HCT that started that journey. That's the proof of concept for the whole model

📌 ILiAD HCT in active discussion. Traws Pharma contract signed post-period. Orderbook moving again

📌 High single-digit revenue growth guided for 2026, weighted H2. Margin recovery follows volume.

World's only commercial HCT operator. Bacterial lab now built. hMPV challenge model validated.

FY25 was the cost. FY26/27 is the payoff. Watch H2.

[ADev @ADevsaltz]

@MBdaytrading LTH for me, I thought we might visit the 527 weekly support level.

[ADev @ADevsaltz]

@MBdaytrading Much better! 🫡

[Power Metal Resources @PowerMetRes]

🤝 Strategic Investment and MoU Signed with Greyridge Exploration

Power Metal Resources announces a US$1.5 million strategic investment for an initial 4.6% stake in Greyridge Exploration Corp, one of the largest foreign holders of exploration licences in Saudi Arabia with 25 licenses covering 1,817 km² of highly prospective terrain.

Power Arabia has also signed an MoU with Greyridge to explore joint ventures and earn-in agreements across Greyridge's copper and gold projects in the Kingdom.

Read more: https://t.co/rT2I47hlSX

#KSA #SaudiArabia #Copper #Gold 🇬🇧 $POW 🇺🇲 $POWMF @OTCMarkets