Mining stocks seeker

[Watcher.Guru @WatcherGuru]

JUST IN: Ship traffic officially resumes in the Strait of Hormuz after US and Iran sign deal to end war.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US CENTCOM announces that the US Naval blockade on the Strait of Hormuz has officially been lifted.

"American forces are not impeding the transit of vessels to or from Iranian ports on the Arabian Gulf and Gulf of Oman. All US military blockade enforcement efforts have ceased," the statement says.

[TickerTapX @TickerTapX]

$KEEL Russell 3000 inclusion confirmed. June 29.

Every passive fund, ETF, and index tracker tied to the Russell 3000 must own KEEL when markets open June 29.

Here's the timeline:
✅ May 22 - Preliminary lists posted
✅ June 8 - Lock-down period began
📅 June 26 - Reconstitution final after market close
🟢 June 29 - Forced buying begins

[Pravash @pterrider]

$KEEL update :
AWS just posted a Data Center Manager job for Moses Lake, WA. The posting literally says “facility still under development.” That’s KEEL’s site. Construction starts June 8.

Here’s why I’m 100% convinced it’s Amazon:

Wayne Duso — KEEL’s board member — is a former AWS VP who ran Amazon’s data center infrastructure. He didn’t join KEEL’s board to bring other company deals. That’s your first signal.

Second — the job posting mentions GovCloud. AWS GovCloud is the federal government cloud region based in the Pacific Northwest. Moses Lake feeds directly into that corridor. This isn’t a commercial deal. This is federal infrastructure.

Third — Turner Construction is confirmed as the GC at Moses Lake. Turner builds for hyperscalers. Wayne Duso’s AWS relationships are the direct line.
Now look at the timeline this week:

•June 1: All permits cleared
•June 4: $400M convertible raise + Coverage Letter to Turner
•June 8: Construction starts
•Today: AWS hiring the manager for the facility

The 8-K hasn’t dropped yet. But AWS hiring for a facility “still under development” in Moses Lake is the announcement before the announcement.

Watch EDGAR. $KEEL 🎯

[Oli @OInvests]

$IREN is down 14% today and overall down the past month.

Here’s what happened in that same month:

✅ $3.4B $NVDA contract
✅ 5GW strategic partnership with NVIDIA
✅ $3.65B investment grade GPU financing - highest rated ever
✅ $3.0B convertible notes closed
✅ Mirantis acquired - software stack complete
✅ European expansion via Nostrum
✅ $4.4B ARR target announced
✅ First Australian campus - 800MW Bundey confirmed
✅ B. Riley price target raised to $96
✅ Macquarie Outperform - $90 target

The stock is down.

The company is unrecognisable.

Volatility is the price you pay for asymmetric returns.

NFA

[Ellis @Ellis8772678531]

#keel $KEEL
I don't think people realise how massive these dark pools are for such a small stock.
These are mostly buys!!

I've attached ondas dark pool just for reference.

I also checked #hive a similar stock. 0 dark pool trades.
Checked #cifr, 0 dark pool.
Checked #wulf, 4m worth of dark pool.

As I'm writing this, more is coming in.
It is at 70m worth of dark pool 👀

Is there going to be a deal soon🙈

[Sr. Canario | Inversión HPC / IA @inversormodest1]

Most people look at the chart.

I want to know where the options market is quietly building walls and magnets.

Call walls.
Put walls.
Gamma flips.
Whale flow.
Narrative rotation.

That’s the layer most investors never see.

Rotation Radar is being built to put that context in one dashboard.

Not buy signals.
Market intelligence.

Because price doesn’t move in a vacuum.

[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

[Inversor Amateur @invertiramateur]

La acción de $NU cae 7%. ¿Es lógico?

En gran parte sí, un cambio de managment no sucede todos los días y genera incertidumbre en los inversores.
Lago se unió en 2019 con 20M de clientes y se acaba de ir con 135M, ha estado prácticamente en todo el crecimiento de Nubank, siendo un gran pilar.

¿Comparto la caída? Claramente no, por más que la entiendo, no la comparto. ¿Por qué? Por dos cuestiones:

1)El modelo de negocio no cambia porque el CFO se cambie. Nubank seguirá creciendo y demostrando su grandes ventajas competitivas.

2)El nuevo CFO no es cualquier persona. Rob Livingston ha trabajado sus últimos 12 años en Visa $V, ha pasado por puestos como manager de Canadá, iniciativas estratégicas, CFO de Europa y finalmente, sus últimos 3 años y medio, ejerció como CFO de ESTADOS UNIDOS. Eso no es poca cosa, CFO de Visa en EEUU, justo el nuevo mercado de Nubank.

Algo muy interesante es que Brasil, el principal mercado de Nubank, tendrá su propio CFO, me parece algo MUY positivo esto, que la empresa tenga a alguien que entienda de la cultura Latinoamericana permite a Rob enfocarse en lo que para mí será su principal misión, la introducción de Nubank en Estados Unidos.

No me esperaba el cambio, pero creo que lo entiendo. Sigo MUY bullish en esta compañía. Si la baja se profundiza seguramente amplie mi posición(hoy del 29%).

[Alexander @AlexfromBabylon]

$IREN Colocation is now removed from the IREN website. 👀

[IREN @IREN_Ltd]

IREN has closed a $3.65bn investment-grade GPU financing facility to support the delivery of its AI Cloud contract with Microsoft. This represents the highest publicly rated investment‑grade GPU financing and the first in the U.S. private placement market.

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

“Securing investment-grade financing on these terms reflects both the quality of our customer contracts and the fact that we own the data center infrastructure these GPUs run in. That combination broadens our access to institutional capital and lowers our cost of capital as we scale.”

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

[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

[Daniel Roberts @danroberts0101]

A thread on where AI infrastructure is heading - and where IREN fits. 🧵

[IREN @IREN_Ltd]

Turns out the next big thing is pretty big.

Check out IREN on the Exosphere of @spherevegas this week during #DellTechWorld.

[Watcher.Guru @WatcherGuru]

JUST IN: Nvidia $NVDA reports $81.6 billion in revenue for Q1 2026, higher than expectations.

[Daniel Roberts @danroberts0101]

Grateful for the conversation with Jensen and Michael today at #DellTechWorld. The scale of what's coming in AI compute is something else.

[Daniel Roberts @danroberts0101]

Excited to welcome Chris and the Awaken team to IREN.

From IREN's perspective, this was a unique opportunity to bring a proven marketing team in-house, structured as a talent acquisition with no transaction consideration outside of standard employment agreements.

Looking forward to continuing to build a brand that matches the scale of what we are creating - one that supports customer growth, community relationships and the social licence that matters as we continue to expand into new markets.

[Garry Tan @garrytan]

Sanders and AOC introduced a bill to pause ALL AI data center construction. 300+ local bills filed. Half of planned 2026 data centers facing delays or cancellation. Each one brings billions to local economies.

The people who say they want American jobs are trying to block the biggest job creation engine since the interstate highway system.

[IREN @IREN_Ltd]

IREN has closed its $3.0bn convertible notes offering

Key details of the transaction:

- 1.00% coupon convertible senior notes due 2033
- $2.6bn offering plus fully exercised $400m greenshoe
- $2.96bn net proceeds, after deducting the initial purchasers’ discounts and commissions and IREN’s estimated offering expenses
- Capped call transactions expected to provide a hedge upon conversions up to an initial cap price of $110.30 per share
- No put option for investors in the notes other than a customary put right in the case of certain fundamental changes

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

[𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 @Agrippa_Inv]

$IREN's new convertible offering is arguably the strongest one to date.

- Size: $2.6b, up to $3b if extension option is exercised
- Conversion Premium: 32.5%
- Annual Coupon: 1%
- Maturity Date: December, 2033

These are incredible terms!

The only prior note offering that comes close to this is 'Convert 3', which on paper may look stronger (0% Coupon /42.5% Conversion).

But keep in mind, that convert's size is ~1/3 of today's and expires 2 years prior. Generally speaking, the more capital you raise & the further out the maturity date, the worse terms you get.

I'm a very happy shareholder today. This offering proves once again that $IREN's finance team is amongst the best in the industry.