Alex Schultz

Engaged investor. Bullish on AI, Drones, and Space

[IREN @IREN_Ltd]

IREN has entered into a $1.6bn purchase agreement with Dell for air-cooled Blackwell systems to support its previously announced 5-year, $3.4bn managed services AI cloud contract.

The systems are expected to be deployed across existing data centers at Childress, Texas, with commissioning targeted for early 2027.

Upon commissioning, the AI cloud contract is expected to increase IREN's annualized run-rate revenue (ARR) from $3.7bn to $4.4bn.

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

“Securing capacity and accelerating commissioning are our top priorities in a market where time-to-compute is everything. Hyperscalers, enterprises and developers choose IREN as a partner because we own and control the full stack - the physical infrastructure, the compute, and the operational capability to deploy at scale.

Our relationship with Dell ensures access to hardware at the scale and speed the market demands. Every deployment we complete makes the next one faster, and that compounding execution advantage is what we are building.”

Learn more: https://t.co/xcg2XFO5b2

[Ondas Inc. @OndasHoldings]

A new phase in ground operations.

Introducing "Iron-Wave" — a modular robotic unit built around a centralized control hub, integrating multiple unmanned platforms into a single operational system.

Designed to extend operational reach, reduce risk, and enable coordinated control across complex mission environments with fewer operators.

Within the Ondas ecosystem, advanced sensing, ISR, and counter-UAS capabilities can also be integrated, expanding the system’s operational flexibility across defense and security missions. $ONDS

Deploy & Dominate.

[Ondas Inc. @OndasHoldings]

Ondas reported record Q1 2026 results with $50.1 million in revenue, raised its 2026 revenue target to at least $390 million, and expanded pro forma backlog to $457 million.

The quarter reflected accelerating demand across counter-UAS, ISR, and autonomous systems markets while advancing Ondas’ global operating platform and AI-enabled multi-domain ISR strategy. $ONDS

https://t.co/q635nUZDdF

[Daniel Roberts @danroberts0101]

A big day. Earnings call will proceed as scheduled in 20 minutes. $IREN $NVDA

https://t.co/nstrw2Qyvg

[Alex Schultz @aschultz70]

IREN x NVIDIA

[Mike Alfred @mikealfred]

THINK BIGGER

[Frans Bakker @FransBakker9812]

$IREN Earnings day

I have a good feeling about today 😎
It's go time, let's go!
Dan 42 🥳
Iren 84? 👀

[Alex Schultz @aschultz70]

@kevinxu Shots fired 😂

[Daniel Roberts @danroberts0101]

Bringing compute online is the hard part.

Mirantis helps us do it better - strengthening how compute is deployed, managed and operated for customers. $IREN

[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

[disgusting pleb @disgusting_pleb]

Huge news for $ASTS.

$140 million DoW award is guaranteed.

No other company has a radar in space that has the capabilities for “low-band with wide area search”.

Bottom is in.

$160 by summer. $500 by next year.
$3000 by 2030.

People really are just not bullish enough.

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$RKLB $GOOG $AAPL $MSFT $RDW $LUNR $PL $NVDA

[Eric Brock @CeoOndas]

Broadening the portfolio; broadening the footprint…

@OndasHoldings

[Eric Brock @CeoOndas]

Note 👇

Congrats to @kopin 👏

[Daniel Roberts @danroberts0101]

Feels like we’re still early in the compute cycle.
Supply isn’t easy, real-world constraints are everywhere.
And every step forward in AI just seems to create more demand for compute.

[Ondas Inc. @OndasHoldings]

Ondas completed its merger with Mistral which increases Ondas backlog to $457 million while establishing direct access to U.S. defense contract vehicles, including U.S. Army and Special Operations programs.

The merger also introduces a dedicated program capture capability to support long-term growth across defense and homeland security markets while enabling scaled deployment of autonomous systems. $ONDS

https://t.co/CkoIOBkDAq

[Daniel Roberts @danroberts0101]

Horizon 1-4 for Microsoft coming together.

First 200MW - more underway. $IREN

[Eric Brock @CeoOndas]

https://t.co/UjmZFPHUhW

[Alex Schultz @aschultz70]

@ChrisCamillo Congrats, @ChrisCamillo! Great call!

[Alex Schultz @aschultz70]

@amitisinvesting @peterjwolff 'BOUT TIMEEEEEE

[Ondas Inc. @OndasHoldings]

Ondas receives initial ~$68M order under $140M military engineering program through subsidiary INDO Earth, marking first phase of multi-year deployment with additional long-term revenue potential. $ONDS

https://t.co/HNigelKeBZ

[Eric Brock @CeoOndas]

Friday’s FY27 defense budget request from Donald Trump shows a step function change in defense spending.

$1.5T total spend with an “unprecedented” focus on unmanned, CUAS, and long-range strike, including ~$63B for autonomous systems which is a 6-fold increase vs. FY26 (see Needham).

The unmanned Supercycle has clearly launched. 👊🏽