Who can drag the market down more: Korea or Trump?
Find out on today's livestream.
☑️ Meta upsizes $50b Lousiana datacenter
☑️ SK Hynix down -15%
☑️ Idaho tribes oppose datacenters
guest: @jaypatel
Bhutan sold their BTC to fund a major administrative region.
But that's not because they're bearish BTC.
@RomainCompute explains how @SATO_Compute is partnering with Bhutan under an environmental & conscious vision
$WYFI CEO Sam Tabar spotted with Cerebras CEO Andrew Feldman last week 👀
WhiteFiber currently has a 5-year colocation agreement with Cerebras at their MTL-3 facility in Canada
The facility became operational and generating revenue during Q4 of 2025
$WYFI -16.27% today following yesterdays Q1 2026 earnings report 👀
WhiteFiber is scaling quickly in HPC as colocation revenue more than doubled
The balance sheet now shows higher total assets of $796.3 million and total liabilities of $443.7 million
Morgan Stanley projects hyperscaler capex to reach $1.2 trillion by 2027 and $1.4 trillion by 2028
In a report just a few months ago, the firm estimated capex to top $1 trillion in 2027
$IREN$GLXY$CIFR$NBIS$CLSK$KEEL$WYFI$WULF
$IREN is expected to handoff Horizon 1 to Microsoft sometime during Q3 with rumors of a July 19th target circulating on X following RAISE summit ⚡️
This is the first 75 MW of their 300 MW AI cloud deal
Liquid-cooled Blackwell infrastructure is getting closer to coming online at
Is $IREN going to get a deal with Anthropic in Australia?
TL;DR: it's possible but there's better candidates.
IREN is still on the shortlist of 5 candidate companies!
The data doesn't lie: hedging hashrate has performed better than spot mining.
@BrightsideBTC drops the charts in the latest @luxor monthly lookback (full episode below)
$GLXY: Data centers are in the early innings of a massive opportunity ⚡️
Global data center demand is set to grow 167% from 82 gigawatts in 2025 to 219 gigawatts in 2030
Galaxy Helios is approved for over 1.6 GW of capacity and looking to scale up to 3.4 GW
$GLXY looks to develop its second data center campus in Texas 🇺🇸
Local press reported that Galaxy has entered into an agreement with McGregor to acquire land in the city’s industrial park for a data center campus
Is Leopold Aschenbrenner's Bloom Energy bet turning into a scandal?
Tune in now!
☑️ $MARA is ripping after 2GW deal
☑️ ERCOT/PUC regulations changing
☑️ Bloom energy, everyone needs to learn about "scandium"
☑️ $IREN shareholder letter. Stock comp bonanza
