Moderncircuitry

Licensed Master Electrician in 22 US States. Autism Awareness Advocate. American Patriot. Data Center Const. Prof. Nuclear Power Advocate. #LETS GO LETS GO

[Anthony P⭕️wer @cazenove_uk]

With 1.6 GW of power secured in Oklahoma, @IREN_Ltd takes its total power portfolio to 4.5 GW!

[Wall St Engine @wallstengine]

$MSFT | Microsoft Q2 Earnings Highlights

🔹 Revenue: $81.27B (Est. $80.31B) 🟢; UP +17% YoY
🔹 EPS: $5.16 (Est. $3.93) 😑; UP +60% YoY
🔹 Intelligent Cloud: $32.91B (Est. $32.39B) 🟢; UP +29% YoY
🔹 Azure & Other Cloud (ex-FX): +38% (Est. +38%) 🟡
🔹 Microsoft Cloud: $51.5B; UP +26% YoY
🔹 Commercial RPO: $625B; UP +110% YoY

Productivity & Business Processes
🔹 Revenue: $34.1B; UP +16% YoY
🔹 Microsoft 365 Commercial cloud: UP +17% YoY
🔹 Microsoft 365 Consumer cloud: UP +29% YoY
🔹 LinkedIn: UP +11% YoY
🔹 Dynamics 365: UP +19% YoY

More Personal Computing
🔹 Revenue: $14.3B; DOWN -3% YoY
🔹 Windows OEM and Devices revenue: UP +1% YoY
🔹 Xbox content and services revenue: DOWN -5% YoY
🔹 Search & news advertising (ex-TAC): UP +10% YoY

Financials
🔹 Operating Income: $38.3B; UP +21% YoY
🔹 Net Income: $38.5B; UP +60% YoY

Capital Return
🔹 Returned $12.7B to shareholders via dividends & share repurchases

CEO Commentary – Satya Nadella
🔸 “We are only at the beginning phases of AI diffusion and already Microsoft has built an AI business that is larger than some of our biggest franchises,"
🔸 “We are pushing the frontier across our entire AI stack to drive new value for our customers and partners.”

CFO Commentary – Amy Hood
🔸 “Microsoft Cloud revenue crossed $50 billion this quarter, reflecting the strong demand for our portfolio of services,”
🔸 “We exceeded expectations across revenue, operating income, and earnings per share.”

[ETF Tracker @TheETFTracker]

Here are the top holdings in the @roundhill Humanoid Robotics ETF $HUMN:

🟢 UBTech Robotics 9880 HK 9.18%
🟢 Tesla $TSLA 8.47%
🟢 XPeng $XPEV 4.67%
🟢 NVIDIA $NVDA 4.60%
🟢 Rainbow Robotics 277810 KS 4.44%
🟢 Shenzhen Dobot 2432 HK 4.33%
🟢 Leader Harmonious Drive Systems 688017 C1 3.55%
🟢 Teradyne $TER 3.32%
🟢 Doosan Robotics 454910 KS 3.19%
🟢 Harmonic Drive Systems 6324 JP 3.16%
🟢 Hyundai Glovis 086280 KS 3.10%
🟢 Hyundai Motor 005380 KS 2.93%
🟢 Hexagon HEXAB SS 2.74%
🟢 ABB ABB SS 2.63%
🟢 Qualcomm $QCOM 2.61%
🟢 Schaeffler SHA0 GR 2.51%
🟢 Nabtesco 6268 JP 2.48%
🟢 Xiaomi 1810 HK 2.45%
🟢 Amazon $AMZN 2.41%
🟢 Alphabet $GOOGL 2.39%
🟢 Advanced Micro Devices $AMD 1.99%
🟢 Hiwin Technologies 2049 TT 1.80%
🟢 RoboSense 2498 HK 1.75%
🟢 Hesai Group $HSAI 1.73%
🟢 FANUC 6954 JP 1.71%
🟢 Yaskawa Electric 6506 JP 1.66%
🟢 Mobileye Global $MBLY 1.66%
🟢 Keyence 6861 JP 1.63%
🟢 Kawasaki Heavy Industries 7012 JP 1.62%
🟢 Meta Platforms $META 1.50%
🟢 Ouster $OUST 1.50%
🟢 ARM Holdings $ARM 0.90%
🟢 THK 6481 JP 0.86%
🟢 RBC Bearings $RBC 0.84%
🟢 Rockwell Automation $ROK 0.83%
🟢 Timken $TKR 0.83%
🟢 SKF SKFB SS 0.82%
🟢 Cambricon Technologies 688256 C1 0.78%

[Robin τ @Robin_T100]

$BTC proved one thing first:
digital scarcity can store value.

$TAO is proving something different:
intelligence itself can be productive.

$BTC grows by being held.
$TAO grows by being used.

$BTC secures a ledger. Its value comes from trust, scarcity, and time.
$TAO secures intelligence. Its value comes from work being done across the network.

$BTC mining converts energy into security.
$TAO mining converts compute into intelligence.

That distinction matters.

As demand for decentralized compute, models, and AI services increases, $TAO isn’t just a speculative asset.
It is tied to an active market where contributors are paid for improving real systems.

$BTC changed how we think about money.
$TAO is changing how we think about production.

One stores value.
The other compounds it through use.

They’re not competing assets.

They represent different phases of crypto’s evolution.

$BTC showed that decentralized systems can hold value.

$TAO shows that decentralized networks can actively produce value by doing real work and rewarding those who contribute.

@opentensor @const_reborn
#Bittensor

[IREN @IREN_Ltd]

AI is driving unprecedented demand for compute.

The ability to rapidly design and construct data centers at scale is the critical bottleneck.

$IREN ’s 1,000+ site team at Childress is meeting that challenge head on, and momentum is building for our AI Cloud deployment for @Microsoft.

Construction is well advanced across Horizon 1 and 2 data halls and supercluster infrastructure, with internal electrical and mechanical works progressing to plan and generator and UPS load banking in progress. Horizons 3 and 4 are also on schedule, with civil works and grading well underway.

Execution is the differentiator.

[Baltimore Ravens @Ravens]

Thank you, Coach Harbaugh, for 18 tremendous years.

[𝗗𝗥𝗘𝗔𝗗 𝗕𝗢𝗡𝗚𝗢 @DreadBong0]

#Bittensor explained in just 90 seconds

A great video from the @sundaebar_ai team 👏

$TAO

[Secretary Chris Wright @SecretaryWright]

Unleashing nuclear energy is how we will power American artificial intelligence.

Nuclear energy provides the constant energy needed to power data centers and release the full potential of American innovation.

[Ben Kelly @benkellyone]

18 skills worth more than a modern-day MBA:

1. Reading P&L statements fluently
2. Negotiating without ego
3. Building systems from chaos
4. Hiring slowly, firing quickly
5. Understanding debt structures
6. Managing cash flow daily
7. Analyzing deal structures
8. Building relationships with bankers
9. Spotting red flags in financials
10. Delegating without micromanaging
11. Creating SOPs for everything
12. Calculating ROI instantly
13. Understanding tax optimization
14. Structuring creative financing
15. Managing investor expectations
16. Conducting due diligence properly
17. Building A+ teams
18. Knowing when to walk away

Learn these, and you're worth more than most MBAs.

[Compounding Dividends @CompoundingW]

10 visuals every investor should memorize:

1. Investing versus spending

[IREN @IREN_Ltd]

Horizon is a new class of infrastructure, purpose built for high performance AI workloads

We’re integrating 750 miles of high bandwidth fiber to create two 100MW GPU superclusters as well as flexible rack densities so we can deploy not just today’s chip technologies, but the next-generation

$IREN COO David Shaw shares the latest progress on this leading-edge AI Cloud deployment for @Microsoft

[MLFootball @MLFootball]

🚨🚨INSANE GAME🚨🚨

In 2013, the #Ravens were down 12 to 7 to the #Vikings with 2:08 left in the game. 

The Ravens went on to win the game 29-26 without any overtime.

We may never see this again 🤯🤯🤯

[Frans Bakker @FransBakker9812]

$IREN DOUBLES AI CLOUD CAPACITY TO 23K GPUS 🔥

[MLFootball @MLFootball]

🚨🚨BREAKING🚨🚨

#Ravens quarterback Lamar Jackson now has the BEST PASSER RATING out of any
quarterback ever in #NFL history.

Jackson has a 102.648 passer rating.

😱😱😱

NOT BAD FOR A RUNNING BACK. THE GREATEST PASSER RATING EVER.

[JacksonMuse @Jackson_Muse]

Lamar Jackson Stats by Week 2 — This Season vs Last Season

This Season — Last Season —

136.6 RTG 86.5 RTG
68.8 CMP% 62.7 CMP%
434 Pass YDS 520 Pass YDS
83 Rush YDS 167 Rush YDS
7-0 TD/TO 2-2 TD/TO

[Baltimore Ravens @Ravens]

in the DUB column ❗

[MLB @MLB]

The @Orioles complete the sweep and have won 8 of their last 9 games!

[Baltimore Orioles @Orioles]

WALK-OFF WINNERS FOR THE FOURTH TIME IN FIVE GAMES!!!

[Baltimore Orioles @Orioles]

We’re doing walk-offs.

[Office of Nuclear Energy | US Department of Energy @GovNuclear]

Four AP1000 reactors are under review for Texas.