@bellabrown12 absolute legends for stepping up again. I think they have given some others confidence in holding it in future. I hope so. It was a great Games. Loved Simple Minds closing it out in style.
Ionic Digital $IOND is set to direct list on NASDAQ Tuesday, July 28, with opening price determined by market demand—not a traditional IPO.
AI infrastructure story is compelling. As demand for AI and HPC continues to accelerate. Key publicly traded peers include Cipher Digital $CIFR, IREN $IREN, Hut 8 $HUT, and TeraWulf $WULF —companies that have pivoted from Bitcoin $BTC mining toward AI infrastructure with significant power assets and hyperscaler partnerships.
Estimated fair value: $45–$65/share, based on:
• Recent private valuation of approximately $2.0–2.4B
• 323 MW platform and a $2.6B contracted Nscale lease
• Strong 2026 guidance
• Clean balance sheet
• Valuation discounted modestly versus larger AI infrastructure peers
If execution continues, $IOND could become one of the more interesting new publicly traded AI infrastructure names to watch.
NFA DYOR
⚡️ UPDATE: Dartmouth College added a new $3.37 million position in a $SOL staking ETF in Q1, while keeping its $BTC and ETH ETF share counts unchanged.
Some of the most useful telecom events are the ones your team never hears about.
TelcoForge’s Events Intelligence Platform tracks 260+ events across 10 languages.
https://t.co/bjCX8wSxvh
#telecoms#events#marketing#sales
If you manage executive visibility in telecoms, this helps.
260+ events, 13k+ speakers, 12k+ organisations, 10 languages — one place to see where the industry is gathering.
https://t.co/bjCX8wSxvh
#telecoms#communications#PR#eventmarketing
Your competitors are already choosing which telecom events to sponsor, speak at and attend.
Can you see the same picture they can?
260+ events, 13k+ speakers, 12k+ organisations, 10 languages.
https://t.co/bjCX8wSxvh
#telecoms#sales#eventmarketing#businessdevelopment
The Easy Money vs Big Money Quandary Plays Out in Barcelona https://t.co/jRgN77brHq
At the MEF Global Forum just passed, a familiar debate resurfaced: why do telcos keep creating value… only to let someone else capture it?