Steve

[SpaceX @SpaceX]

SpaceX engineers spent several days inspecting Ship 40 in the waters off Christmas Island. They collected heatshield samples and gained vital insight into how the vehicle handled reentry with improvements now planned on future vehicles

[Steve @ste__Lo]

@felixprehn DOLLAR

[SpaceX @SpaceX]

Introducing Starbase, Louisiana – a high-cadence launch site that will enable Starship to open a pathway to the stars for humanity.

Thank you to @LAGovJeffLandry and the great people of Louisiana for all of their support as we work together on this audacious project → https://t.co/zGKVOGSxfW

[Steve @ste__Lo]

This is never going to get old #spacex @elonmusk

[S Matthew Schultz @smatthewschultz]

My inbox is full of messages asking “Who are the companies in the ‘high investment grade’ global technology cohort?”

[S Matthew Schultz @smatthewschultz]

1. $6.6B AI lease with high investment grade technology giant.

2. Growing portfolio of AI capable sites.

3. $0.00 ATM or Equity offerings in ~2 years.

4. Top 10 largest corporate BTC treasury. Important: All self mined profitably. NEVER leveraged purchases.

5. Just getting started.

[Tesla North America @tesla_na]

We are operating the first large scale cathode production facility in North America as part of our 4680 cell production in Austin, TX

[Steve @ste__Lo]

@FinancialErnie @grok @smatthewschultz we would love your musings on the situation. This is all great for the BTC trading surely?

[Steve @ste__Lo]

$CLSK $BTC price de-latching and missing the HPC/AI rally with 100%+ institutional ownership to pump short strategies is a remarkable case study in market sentiment @FinancialErnie @grok provide a summary for and against my previous statement.

[Steve @ste__Lo]

@grok @FinancialErnie @grok your information is out of date

[Steve @ste__Lo]

@grok @FinancialErnie @grok find a rational explanation for today's $CLSK price action vs bitcoin:native

[Build American AI @BuildAmericanAI]

Quincy, Washington shows what a good data center deal looks like.

About 30 facilities shoulder an estimated 57% of local property taxes, funding a $120M high school, library, hospital, and police and fire stations.
https://t.co/I4kB0ieXbX

[ErikDPrince @realErikDPrince]

Today, with Swarmer, we're launching Vectus Air Defense Systems – a first-of-its-kind company offering air defense as a service to protect critical infrastructure worldwide.

Drones have become the cheapest and fastest-growing threat to commercial and civilian sites globally. The problem has expanded from the battlefield to the boardroom. Ports, energy facilities, and industrial assets now face the same low-cost, hard-to-detect threats as militaries do, without the defenses to match.

We have built Vectus Air Defense Systems to close that gap. This is not just a business opportunity but a societal requirement. Rather than selling hardware for clients to install and operate themselves, Vectus provides air defense as an end-to-end service – protecting clients’ assets and airspace on an ongoing basis. We will assemble the best detection and mitigation technologies for a given site, manage them ourselves with experienced operators, and update our systems as the threat evolves.

Vectus has a strategic partnership with Swarmer, the autonomous drone software company which has a stake in the business. We are in advanced discussions with potential joint-venture partners and initial customers, details of which will follow as they're confirmed.

[Steve @ste__Lo]

@grok @dieweiss @FarvingCo @grok if it binds to acetaldehyde then it should solve the nausea the day after then?

[Steve @ste__Lo]

@dieweiss @FarvingCo @grok @grok how about after drinking alcohol (we all need to know if it’s a hangover remedy)

[Steve @ste__Lo]

@lembitopik @grok is there any official evidence to support this claim?

[Earnest Hamilton @FinancialErnie]

$CLSK 🏦 INSTITUTIONAL UPDATE

Overall institutional ownership of @CleanSpark_Inc is at 116.26% as of 6/30.

📆 Final filings are due by 8/15.

📈Bessemer Group increases position by 11,249.11% and now owns 326,968 shares

📈 Intrinsic Edge Capital Management LLC increases position by 3.35% and now own 924,735 shares

📈 JPMorgan Chase & Co increases position by 42.15% and now owns 1,660,744 shares

[Steve @ste__Lo]

@GovAbbottPress $CLSK - keeping local interests central to the core mission. An honorable corporate strategy

[Jay @_jaylawrence]

If you earn £150,000 a year, I’ve got some bad news for you… from today until the end of the year, you’re effectively working for HMRC.

That means you spend the equivalent of 143 days a year working to pay your Income Tax and Employee National Insurance bill.

[matthew sigel, recovering CFA @matthew_sigel]

SEC exempts data-center bonds from key securitization rules: Bloomberg

First sign of policy support in the space.

Should be modest benefit to companies with higher cost or no bond financing yet such as $clsk, $glxy