Saran

[Saran @b_saranraj]

@amitisinvesting 🤣🤣

[IREN @IREN_Ltd]

RAISE Summit is where AI founders, leaders, and researchers come together to shape what’s next.

We were proud to be back this year as the headline sponsor.

#RAISE2026

[IREN @IREN_Ltd]

IREN has announced a planned 800MW data center campus in Bundey, South Australia. 

This marks IREN’s first announced Australian data center project and one of the largest in the Asia-Pacific region announced to date.

Learn more: https://t.co/3bOYCUG3pk

[amit @amitisinvesting]

$HOOD

ROBINHOOD OFFICIALLY ENTERS THE AGENTIC ERA.

- Robinhood is launching Agentic Trading and an Agentic Credit Card, letting users connect AI agents to Robinhood through MCP servers so agents can trade or make purchases on their behalf.

- Agentic Trading will use a separate account, so the agent only has access to money deposited there, with push notifications and real-time activity/P&L tracking.

- The Agentic Credit Card lets an AI agent spend through a dedicated virtual Robinhood Gold Card with user-set spending limits, optional manual approvals, expense tracking, and 3% cash back.

Really excited for this. In an agentic world, so many financial decision can be automated or prompted to be done in a way that can help someone legitimately trade or just make better decisions around their spending habits. Robinhood will get access to first-party data and as a result be able to then build more products on top of these that help users better engage with their AI suite.

I know the stock hasn't done the best this year, but that doesn't mean execution and launching new products has to slow down. Fintech isn't in favor right now, eventually it will be, and when it does come back...Robinhood will have spent all that time working on new products and services to accelerate their earnings growth long term.

LFG.

[FreeFromMatrix @ViralMuzik1989]

The NeoCloud Pizza Problem.

The whole town is starving for pizza. The line is out the door.

$NBIS has one beautiful pizza ready, customers love it and are already signing future orders.

But $IREN has "5 bases" already prepared and ready to bake.

When demand explodes, who feeds the crowd?

Of course, the one who owns the massive kitchen with secured power. 🍕⚡ $IREN is cooking.

[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

[Saran @b_saranraj]

@SteveUrkelDude 💯

[mon @moninvestor]

$IREN Bernstein analyst: “Punished for no new deal. AI scale-up on track.”

The stock recovered from -25% after hours to -2% pre-market.

Bernstein released a research report and reiterated its $125 price target.

[IREN @IREN_Ltd]

The pace of progress at Childress is accelerating!

Just months after breaking ground, Horizon 1 electrical and mechanical works are well underway, Horizon 2 data halls are rising, Horizon 3-4 civils have commenced, and more than 1,200 workers are active on site bringing this next wave of AI infrastructure to life.

All of this keeps us firmly on track to deliver GPU superclusters for @Microsoft throughout 2026!

[World of Statistics @stats_feed]

CEO of Alphabet Google 🇮🇳
CEO of Microsoft 🇮🇳
CEO of YouTube 🇮🇳
CEO of Adobe 🇮🇳
CEO of World Bank Group 🇮🇳
CEO of IBM 🇮🇳
CEO of Infosys 🇮🇳
CEO of NetApp 🇮🇳
CEO of Palo Alto Networks 🇮🇳
CEO of Arista Networks 🇮🇳
CEO of Novartis 🇮🇳
CEO of Micron Technology 🇮🇳
CEO of Honeywell 🇮🇳
CEO of Flex 🇮🇳
CEO of Wayfair 🇮🇳
CEO of Chanel 🇮🇳
CEO of Cognizant 🇮🇳
CEO of Vertex Pharmaceuticals 🇮🇳

Note: citizens of India, citizens of other countries but born in India, Indian origin, or with Indian parents

[Saran @b_saranraj]

@DirtyTesLa I experienced the same couple of days back. This needs to be fixed asap by @Tesla. AEB is no fun 😐

[IREN @IREN_Ltd]

$IREN is pleased to announce the signing of a $9.7bn AI Cloud contract with @Microsoft

Key details of the transaction:

- $9.7bn AI Cloud contract value
- 5-year average term
- 20% prepayment
- 200MW (IT load) data centers
- NVIDIA GB300 GPU deployments

Refer to the press release and accompanying presentation below for further information

Press Release: https://t.co/3pG9N2HfkF

Presentation: https://t.co/uyysnL9ffS

[M. V. Cunha @mvcinvesting]

🚨 JUST IN: $IREN just announced a 5-year, $9.7B agreement with Microsoft to supply GB300 GPUs.

Congrats bulls!

The deal includes a 20% prepayment and rollout through 2026 at its 750MW Childress, Texas site.

$IREN also secured a $5.8B equipment deal with Dell (including GPUs) to support the build-out.

[IREN @IREN_Ltd]

AI is exposing a simple truth: digital innovation is accelerating faster than the physical infrastructure required to support it.

$IREN was founded to bridge that gap – deploying large scale, grid-connected data centers at unprecedented speed to power the high-energy demands of tomorrow’s compute.

[Tesla @Tesla]

Meet Model Y Standard & Model 3 Standard – our most affordable vehicles

Ultra-low cost of ownership, engineered for safety & comes with the best Tesla features you love

– 321 mi of range
– Extreme efficiency that takes you farther + saves you $$
– Minimal maintenance
– Can drive itself with your active supervision

What's included:
– Entertainment on a 15.4" center touchscreen (Tesla Theater w/ streaming platforms, Tesla Arcade w/ video games)

– Integrated @Grok AI

– Convenience + safety features (Sentry/Dog/Camp Mode, Trip Planner, Cabin Overheat Protection)

– Tesla app (Phone Key, Preconditioning, Sentry Live Camera View...)

– Heated first-row seats — dual-tone, w/ textile & vegan leather + a heated steering wheel

– Access to 70,000+ Superchargers globally

...And more. See it all on https://t.co/y3EMM1MocK

[Saran @b_saranraj]

@Umbisam Bullish

[IREN @IREN_Ltd]

$IREN is pleased to announce an expansion of its AI Cloud business.

- Doubled AI Cloud capacity to 23k GPUs
- Procurement of 7.1k NVIDIA B300s, 4.2k NVIDIA B200s & 1.1k AMD MI350Xs
- GPUs scheduled for delivery at Prince George campus over the coming months
- Raising AI Cloud ARR target to >$500m by Q1 2026
- Growing customer appetite to contract capacity ahead of commissioning
- Capacity for >60k Blackwell GPUs across British Columbia campuses

Press Release: https://t.co/g9goATkFT5

[amit @amitisinvesting]

BREAKING: Tom Lee's Bitmine $BMNR is making their first "moonshot investment" into $OCTO, a company that will initiate the world’s first Worldcoin (WLD) treasury strategy.

Dan Ives has been announced as the chairman of the board for the company.

The investment will be $20M.

Worldcoin is a crypto currency developed by Sam Altman. World currently has created nearly 16 million zero knowledge Proof of Human accounts in over 45 countries.

Tom Lee: “BitMine wants to support and back innovative projects that create value for the Ethereum network. As an ERC-20 native token, World is aligned with Ethereum. World’s unique zero-knowledge Proof of Human credential could be essential to future trust and safety between technology platforms and their billions of human users."

[McNallie Money @McnallieM]

Awesome month for @IREN_Ltd ✅✅✅ $IREN

[Saran @b_saranraj]

@sam_badawi 🫡