J

bitcoin only

[Emmanuel Macron @EmmanuelMacron]

Nebius choisit la France.

L’acteur du Cloud IA dévoile un projet de plus de 8 milliards d’euros d’investissement pour déployer des infrastructures et des services de cloud, avec une capacité cible de 240 MW, positionnant le site parmi les plus puissants du continent.

Bedankt!

[Michael Dell 🇺🇸 @MichaelDell]

The world’s first @nvidia Vera Rubin NVL72 server rack is here.

We’re thrilled to deliver the first working, liquid-cooled @Dell PowerEdge XE9812 for @CoreWeave.

Built for the next era of AI infrastructure. 🚀🤝

[Nebius @nebiusai]

We're building one of Europe's largest AI factories in Lappeenranta, Finland, and we're looking for the team to run it.

Latest-generation NVIDIA accelerated compute. First capacity live in 2027, powered by low-carbon energy.

From shift patterns to tooling, this is a chance to write the runbook from day one across data center operations and data center IT.

Bring it online with us: https://t.co/ojPiuxzG9Y

[amit @amitisinvesting]

$NVDA

NVDA Q1 2026 EARNINGS:

- Revenue reached $81.6B, +85% YoY
- Data Center Revenue of $75.2B, +92% YoY
- Announced a new $80B share buyback
- EPS of $1.87, +135% YoY
- Gross Margins of 75%, +14% YoY
- Guiding for $92B in revenue for Q2
- Increased dividend from $0.01 per share to $0.25 per share

JENSEN HUANG:

“The buildout of AI factories — the largest infrastructure expansion in human history — is accelerating at extraordinary speed. Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries. NVIDIA is uniquely positioned at the center of this transformation as the only platform that runs in every cloud, powers every frontier and open source model, and scales everywhere AI is produced — from hyperscale data centers to the edge.”

[Citrini @citrini]

This was a great read

[The Kobeissi Letter @KobeissiLetter]

It's official:

Nvidia, $NVDA, has surpassed silver as the second largest asset in the world, worth $5.52 trillion.

Google is less than 4% away from becoming the second company in history to hit $5 trillion in market cap.

We are witnessing a historic technological revolution.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says "the great" Jensen Huang of Nvidia, $NVDA, is currently on the Air Force One with him on the way to China.

Trump says Elon Musk, Tim Cook, Larry Fink, Stephen Schwarzman, David Solomon, and many other CEOs are joining him on the trip.

[amit @amitisinvesting]

$NVDA

“You’re not talking to someone who woke up a loser.”

GO GET EM JENSEN.

[amit @amitisinvesting]

TRUMP:

PAUSING PROJECT FREEDOM, GETTING CLOSE TO A FINAL AGREEMENT WITH IRAN

[SemiAnalysis @SemiAnalysis_]

Indium Phosphide (InP) is a III-V compound semiconductor, made from indium (group III) and phosphorus (group V). It is the substrate material that every datacenter laser chip is fabricated on. Every optical transceiver connecting GPUs in AI clusters uses InP laser dies inside. (1/3)🧵

[Daniel Roberts @danroberts0101]

345kV substation energized at Sweetwater 1.
Power first, compute next. $IREN

[Daniel Roberts @danroberts0101]

Sweetwater 1 energized.
Good to see it coming together, plenty more to do. $IREN

[₿itcoin ₿utcher 🥩 🐑 🐷 @bitcoinbutcher1]

$IREN

[David A Steinberg @dsteinberg10000]

Zeta crushed Q1, marking a standout start to the year and our 19th straight beat and raise quarter.
✅$396M revenue, an increase of 50% Y/Y (29% growth when excluding revenue from Marigold’s Enterprise Business)
✅Super-Scaled Customer count up 19% Y/Y, with Super-Scaled ARPU up 21% Y/Y
✅Achieved the Rule of 67
✅Athena drove greater than 7X more agent interactions and accounted for over 60% of AI platform utilization around Athena

Extremely proud of the @ZetaGlobal team for continuing to deliver and raising the bar quarter after quarter. $zeta

LFG 🚀🚀🚀

Read more here:

https://t.co/rIogxqjlqV

[Daniel Roberts @danroberts0101]

Where power becomes intelligence.
NVIDIA GB300s arriving at Childress for our Microsoft Horizon deployment. Big effort from the team. $IREN

[Treasury Secretary Scott Bessent @SecScottBessent]

The United States is home to the most talented AI researchers in the world.

Instead of harnessing American innovation, Senator Sanders is inviting foreign nationals to tell the United States how to regulate AI.

It would be like channeling Hugo Chavez to get advice on how to run our economy—oh wait, the Senator from Vermont did that 20 years ago, too.

The real threat to AI safety is letting any nation other than the United States set the global standard.

[Carolina Hurricanes @Canes]

Games Ottawa won Minutes we trailed
🤝

Zero

[IREN @IREN_Ltd]

$IREN will release its Q3 FY26 Results on Thursday, May 7, 2026 (Eastern Time).

Conference call to be held at 5:00pm (Eastern Time).

Register here: https://t.co/ik7URau1CZ

[J @yesmate99]

@BitcoinAIGuy Bullish

[Daniel Roberts @danroberts0101]

Horizon 1-4 for Microsoft coming together.

First 200MW - more underway. $IREN