Hear me out. @MiamiHurricanes and @TexasFootball are both currently on outside looking in. Let's just make this happen where they play this weekend in Atlanta. They can be the afternoon game there before SEC Championship at same venue. Winner gets in no doubt, right?!?
Yes, yes and YES!!! Sitting here watching two sides point fingers with no real progress towards a resolution WHILE STILL GETTING PAID?!? Cut them off yesterday and get this resolved.
$CIFR signed a 15-year, $6B lease with $AMZN to deliver 300MW of AI capacity starting in 2026 & formed a new JV to build Colchis, a 1GW West Texas campus with 95% ownership.
How BRILLIANT is $MARA's purchase of Exaion in August looking??? What a steal. Now add that to their potential in pivoting approx. 1 GW to data center capacity, and this makes $IREN and $CIFR look like the minor leagues. What say you @danielnewmanUV ?
@danielnewmanUV@StockSavvyShay I'm taking a long hard look at $ET also. Significant natural gas play, especially being dominant in the datacenter happy world of Texas. Nuclear still feels a ways away.
A beautiful day to make some $$$! Love what I'm seeing pre-market from $CIFR, $IREN, and $WULF. With the Microsoft constraint news yesterday, how can you not be outrageously bullish on these?!?
Random musings: Is it a bad, or a REALLY good thing that the government has been shut down, and the world just keeps on keeping on?!? https://t.co/DRtjr5kaIE.down
Hard not to think $pypl will end up being huge player in future of AI. Their infrastructure alone will be the envy of all fast movers. An absolute steal at this price.
8 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA, $AVGO & $QCOM are the engines & nervous system that let the robots sense and act.
2. $AVAV, $ONDS, $RCAT & $UMAC are building the UAV drone fleets that feed into the autonomous defense networks run by $LMT, $RTX & $GD
3. $TSLA, $HON & $TER drive industrial robots that automate assembly lines & heavy-duty manufacturing.
4. $GOOGL, $AMZN & $MSFT supply the AI data layer that connects every machine, while $ROK & $ZBRA provide the controls, scanners & mobile robots that keep factory lines/warehouses moving.
5. $MBLY, $LIDR, $LAZR & $INVZ supply the perception stack that lets robots see & navigate the world.
6. $ISRG, $PRCT, $SYK & $MDT bring surgical robotics that are reshaping operating rooms.
7. $RR, $OII, & $FARO push robotics into underwater, field & customer-facing service roles.
8. $AMZN deploys hundreds of thousands of warehouse robots to move & pick goods, while $SYM & $SERV build the autonomous mobile robots that power fulfillment & last-mile retail logistics.