An emotional story from Palantir CEO Alex Karp about someone helping his family growing up: “My mom was totally fucked. Someone helped her. I paid them back.” “In general, people don’t help you, which is totally okay, but the ones that do, are special.”

$IREN CEO “A number of analysts are saying we need 45 GW of new data centers by 2028. We’ve got 3 GW of that. That's the shortfall. So there’s an enormous opportunity.”

$CIFR CEO TYLER PAGE ON CNBC “We are the foundation that I am sure drives a lot of the headlines. The power they have secured (Amazon AWS) is about 300 megawatts more than they had previously” Cipher is up over 12% today as the company has made a huge transition to AI infrastructure and looks to be a future powerhouse in the sector🔥

$ACHR is acquiring Hawthorne Airport for $126M. The location sits just 3 miles from LAX & is next to SoFi Stadium, The Forum, Intuit Dome & DTLA.

This is nuts. These guys are genuinely geniuses. The crunch is happening right now. In front of our eyes.

BREAKING - ZERO FUNDING FROM THE US GOVERNMENT FOR THE 4 PUBLIC QUANTUM STOCKS $IONQ $RGTI $QUBT $QBTS This is what they were waiting for? 😂😂 All the funding went to the national labs! Total funding is $625 million for awards lasting up to 5 years in duration, with $125 million in Fiscal Year 2025 dollars and outyear funding contingent on congressional appropriations. The list of awards and more information can be found on the QIS initiative homepage. More information about the centers can be found on NQISRC.org. energy.gov/articles/energy-d…

$CIFR (Cipher Mining) #earnings are out:

$IREN Cantor: IREN Always Hits Their Targets Nobody cares about HC Wainwright. Brett Knoblauch explains why his renowned firm has a $100 price target for the company. "Everything that @IREN_Ltd has said, from a target perspective — they have gone out and delivered"

With Palantir platforms, we can go from “can I win a week, win a month?” to “can I win by lunch?” Palantir is supporting the re-industrialization of the West. It starts with small, mission-driven teams led by heretical thinkers driving innovation and executive support. We're back after a brief hiatus (first Palantir developer conference FuturOps!) CodeStrap's "Code and Connor" Episode 16 releases next week with our friends from Sigma·IQ: Duane Massie, CEO, and Ryan Mead, Head of Sales. Sigma·IQ is an official Palantir Technologies partner firm that delivers a unique, outcome-driven approach to digital transformation to help organizations, particularly in industrials, turn data and AI into real operational advantage. Our 16th episode focuses on: → Human-centric software and the likely future for ERPs → AI in operations and manufacturing → Reskilling operators → The reindustrialization of America and the levers to pull to get that done → Where AI coding and AI FDE fit into the aforementioned motions → Learning lessons from the past Be sure to follow us to get the latest information, and schedule a meeting with us through codestrap.com!

*NVIDIA CEO HUANG: LOOKING FORWARD TO SEEING SOUTH KOREAN PRESIDENT TOMORROW *HUANG: SOUTH KOREA AND NVIDIA HAVE MANY ANNOUNCEMENTS TO MAKE $NVDA 🇰🇷🇰🇷

Brad Garlinghouse just reminded everyone, the era of speculation is ending. $BTC sold a story, utility built $XRP. Once clarity hits, only real use cases survive.

🚨 LATEST: BlackRock CEO Larry Fink says every currency, ETF, and asset will be digitized and tokenized with a global settlement layer connecting it all. “We’re not talking about it enough. Most countries aren’t ready for what’s coming.” The future of finance is tokenized 🚀

South Korean guy put his life savings of $55k in $BYND at $7

I admit that I’m not smart enough to find small undervalued companies on my own. I let people on X do that for me. It’s almost like crowdsourcing research. They’ll bring up a couple of tickers and their bull and bear thesis. If I don’t see the vision, I don’t buy. If I see the vision, I usually get on board. And from there I research the hell out of the company. I’ll start a small position before I’m fully bullish and my position usually gets bigger as I learn more and more about it. Anybody else?

X is full of amazing stock ideas Here’s a thread with the summarized bull case for 8 X darlings Let’s start 1. Kraken Robotics | $PNG Battery and sonar systems producer for subsea defense and infrastructure. Already profitable with 30%+ CAGR long-term growth guided. A close supplier to Anduril, rapidly expanding its manufacturing footprint with operations across Canada, the US, and Europe. Trading at just a $1B enterprise value, despite strong tailwinds from defense modernization and maritime security.

$AMD shares hit record high of $252.76, market cap now exceeds $400 billion. In Lisa Su we trust.

JUST IN: President Trump says he pardoned Binance Founder CZ because he "wasn't guilty" and was "persecuted by the Biden administration."

~ $CIFR Black Pearl ~ Everything you need to know🏗️ As earnings loom and a new deal is imminent I thought it would be cool to really deep dive into the Black Pearl site Black Pearl entered $CIFR portfolio through an acquisition completed in late 2023 The site, located at 11786 County Road 209 in Wink, Winkler County, West Texas, near the New Mexico border, was positioned to become a cornerstone facility in $CIFR expanding infrastructure network The location in West Texas proved strategically advantageous due to abundant renewable energy resources Particularly wind and solar power, low cost electricity rates, and access to the Electric Reliability Council of Texas (ERCOT) grid system☀️ The Black Pearl project was announced to the public in October 2024, with initial plans calling for a total capacity of 300 (MW) across two phases The facility design incorporated 250 MW of air cooled mining operations and 50 MW of liquid cooled mining operations, reflecting modern approaches to thermal management in high density computing environments $CIFR execution on Black Pearl Phase I exceeded industry expectations in both timeline and performance metrics Tyler Page, emphasized the achievement: “We’re proud to be mining bitcoin ahead of schedule at Black Pearl, following the safe and efficient delivery of a best-in-class data center in just 16 months” The company secured fixed price power purchase agreements and strategic relationships with renewable energy providers, achieving an all-in weighted average power cost of $0.031 per kilowatt hour (approximately 2.7-3.1 cents per kWh) 🔋 Perhaps the most innovative aspect of Black Pearl is the strategic design philosophy behind Phase II, which represents an industry first approach to data center infrastructure Black Pearl Phase II envisions an additional 150 MW of capacity designed from inception to support high performance computing (HPC) applications The infrastructure will be built to seamlessly convert between Tier 1, 2, or 3 data center specifications in response to tenant demand, with conversion timelines estimated at less than six months per segment This modular approach allows Cipher to convert portions of the facility over time without disrupting existing operations The infrastructure includes pre-positioned electrical systems capable of supporting high density GPU computing loads and cooling infrastructure The estimated capital expenditure for the base flexible infrastructure is approximately $1.5 million per MW, totaling roughly $230 million for the full 150 MW Phase II build, with additional costs dependent on specific tenant requirements Tier 1/2 infrastructure will be ready for deployment by the second half of 2026 It might take up to 2029 for Phase II to be fully complete, but people need to realize how early we truly are Those with true long term patience and conviction are buying into a fantastic company in a future multi trillion dollar industry The Barber Lake deal demonstrates the viability and attractiveness of $CIFR strategy to convert mining infrastructure to AI workloads We all feel it, a deal is coming and with the Black Pearls capabilities… it seems like it will be huge‼️ Know what you own

My top 4 favorite small caps at the moment: 1. $KRKNF | $PNG 2. $FLNC 3 $EOSE 4 $ZETA What are your thoughts on these?

BREAKING: Quantum stocks. 🩸