Cognitive Capital

Allocating into inevitabilities - AI, robotics, digital assets & RE.

[Cognitive Capital @cognitive_cap]

@Rewkang Are you taking part in Prometheus ai's latest round?

[Cognitive Capital @cognitive_cap]

@EquityBrian $GLXY

[Cognitive Capital @cognitive_cap]

@watchking69 @Jason______A Problem is most of the new shit looks like shit. Very few all around good cars these days.

[Cognitive Capital @cognitive_cap]

@celestialbe1ng Any specific T3 product you recommend?

[Cognitive Capital @cognitive_cap]

@Jason______A Staying downtown was your first mistake. Next time you’re in the city let me know and I’ll put you up in one of our spots in Yorkville

[Cognitive Capital @cognitive_cap]

Anyone able to get me in the Blue Origin (@blueorigin) fundraising round?

Wire ready.

$ASTS $RKLB $SPCX $MDA
https://t.co/D6fb2ag0Hp

[Cognitive Capital @cognitive_cap]

@OGCapital25 What do you think it is?

[Cognitive Capital @cognitive_cap]

@OGCapital25 $GLXY? If not, make it your 6th

[Cognitive Capital @cognitive_cap]

This sets the stage for the next $GLXY deal.

Revenue / critical MW has increased ~25% compared to their initial deal with $CRWV.

The $WULF deal makes Galaxy's Helios look more valuable and it's comical both companies are trading at nearly the same market cap when Galaxy has more contracted critical IT load as well as the crypto desk.

[Wall St Engine @wallstengine]

TeraWulf $WULF signed a 20-year lease with Anthropic for its Justified Data campus in Kentucky.

The campus is expected to support about 401MW of critical IT load, with initial capacity online in H2 2027 and full capacity by early 2028.

TeraWulf says the lease represents about $19B of contracted revenue over the initial term.

Separately, TeraWulf is selling its 50.1% stake in the Abernathy JV to a Fluidstack-led investor group, monetizing an approximately $450M investment.

[Cognitive Capital @cognitive_cap]

Interesting read-through for Kraken Robotics ( $PNG.V / $KRKNF)

Reuters is reporting Canada has selected Germany’s TKMS for its new submarine fleet.

Why this matters: TKMS is not just a random defence prime to Kraken. TKMS ATLAS UK has already integrated Kraken’s KATFISH system onto its ARCIMS unmanned surface vessel for mine countermeasure and underwater infrastructure missions.

To be clear, this is not a confirmed Kraken contract. The submarine award is for the platform/hulls, and Kraken is not building submarines.

But it does strengthen the setup.

If TKMS is leading Canada’s submarine program, Kraken becomes a more logical Canadian subsea technology partner around the surrounding packages: mine countermeasures, unmanned systems, seabed surveillance, sonar mapping, Arctic infrastructure monitoring, and industrial-benefit commitments.

https://t.co/FpuglBAl1X

[Cognitive Capital @cognitive_cap]

Kraken's acquisition accelerates growth potential and positions the company as a Global Provider of Mission-Critical Subsea Intelligence Solutions for Maritime Security and Offshore Energy. $PNG.V

https://t.co/BNn0DYmGVV

[Cognitive Capital @cognitive_cap]

@MoneyPrinter0x Ever used Chat for market/financial research or only Grok?

[Cognitive Capital @cognitive_cap]

@NicolasFlamelX @novogratz They need a new marketing guy

[Cognitive Capital @cognitive_cap]

@MoneyPrinter0x Thoughts on this? https://t.co/BluoPZEqXL

[Rittenhouse Research @RHouseResearch]

Anyone foaming at the mouth to FOMO into SharonAI $SHAZ here should take a read through the below.

These guys quite literally had to an issue an 8-K just a few months ago to admit that NVIDIA “is not a strategic shareholder in SharonAI”, which they had falsely stated as such in their 10-K.

Read that again.. They straight up lied about NVIDIA being an investor of theirs.. And had the audacity to include this lie in their 10-K. Truly diabolical stuff.

[Cognitive Capital @cognitive_cap]

@MoneyPrinter0x Take a look at $GLXY. They've got 1.63 GW approved at their Helios campus & 1.8 GW under ERCOT study.

[Cognitive Capital @cognitive_cap]

@ChapoGrimey Need some $HYPE in there!

[Cognitive Capital @cognitive_cap]

@Para_Capital Every institution covering the stock agrees it's worth more than today's price. Been adding at these levels as well.

[Cognitive Capital @cognitive_cap]

@babyfolio Adding to $PNG on the weakness?