What's a MegaWatt worth, anyways? Get Blockspace's newest report on the economics of the AI/HPC sector including popular stocks like $CIFR $IREN $CLSK and more. This 10 page report will help you understand the tradeoffs in build models, the revenue goals compared to Bitcoin mining, and potentials for revenue. 📰 megawattreport.com/

$APLD closes $1.59 billion private offering of senior secured notes ▫️Building 150MW AI data center in North Dakota ▫️CoreWeave is main tenant ▫️Proceeds used to pay off $300M bridge loan The AI infra bull run continues 🔋

Illinois just passed a 0.2% tax on ALL crypto transactions *including* transactions from brokers, exchanges. Just 4 years ago Governor Pritzker said "Illinois is open for business" to crypto. @tim_niemeyer_ of @ilbtccouncil says companies "will just geofence Illinois out" and the tax will have the opposite effect from intended

I was honored to discuss the new #Illinois #Bitcoin Tax with @blockspace Media today... youtube.com/live/qSUAnjYH4Sg…

Jensen Huang on $NBIS & $CRWV: “Because of the work that we do here, is the reason why we can work with small companies and enable them to become world-class AI clouds. Each one of these clouds have incredible customers.”

Illinois just announced a wild crypto tax & $APLD raises $1.59 billion → Trouble in private credit? → Datacenter construction decline → California utility promotes *equity* guest: @tim_niemeyer_ x.com/i/broadcasts/1dJrPPynW…

What's the secret behind $NVDA's $25 billion debt raise? For a company that did in $85 billion in interest, what does another $25 billion debt raise accomplish? "At this point you can't even call it frothy -- the market is effervescent with enthusiasm and the CapEx cycle is not slowing down"

NEOCLOUDS ARE MOVING 📈 $NBIS: new all time high $CRWV: first to validate Nvidia Vera Rubin $HUT: compute for Anthropic $WYFI: near price discovery GPU rental prices are on the rise as the compute shortage continues

$CIFR just hired ERCOT Director Bill Blevins 👁️ This comes at a time when power-market access and load flexibility are among the hardest operational constratints faced by datacenters in Texas. "I would assume they are on the hunt for power"

Jim Chanos is short neoclouds like $IREN and $NBIS 😲 "I think in the future people are going to analyze the business models" Chanos says, claiming their multiples "are way too high" Is Chanos right?

$MSFT just backed out of a reported $3 billion cloud infrastructure deal with Oracle 👀 Can the neoclouds/former Bitcoin miners save the day? $KEEL $HUT $NBIS $IREN $CRWV $CLSK $APLD $KEEL

Environmental Protections Agency says "no" to regulating datacenters! "Trying to establish some broad mandate at the national level could hamstring a datacenter in Texas with rules people want to make in California"

Elon's wealth is officially bigger than Bitcoin. Hop in 🚀 → Jim Chanos is short Neoclouds → $NVDA raises $25b → $CIFR hires ERCOT director x.com/i/broadcasts/1PKqrrZpa…

$WYFI IS UP 43% THIS WEEK ⚡️ WhiteFiber has seen back to back 20% days this week on strong AI demand The company currently has 5,000 NVIDIA GPUs contracted as it continues to build out its AI data center portfolio

Investment play of the year: Semiconductor stocks in Korea & Japan. But the Iran conflict changes what happens next says @jaypatel. And it means Japanese interest rates could go higher. "The face that the Strait of Hormuz was closed for so long is going to have an inflationary effect on Korea & Japan."

$IREN plans to scale ARR to $3.7B by the end of 2026🔋 They will still only be utilizing 10% of their total 5GW multi national power portfolio!

Last year, $IREN CEO Dan Roberts discussed how the company was never just a Bitcoin miner. In 2018, Dan and his brother had a vision that the future world would need more HPC data centers. At the time of this interview IREN was trading at $7 and had 2.3 GW secured.

Today I'm launching Dimetrics publicly, a research terminal for the AI-infrastructure trade: datacenters, neoclouds, and the bitcoin miners pivoting to HPC. I'm excited to be partnering with @blockspace on distribution and usage of the platform! Why I built it The AI trade is driven by power and datacenters. To underwrite these names you need the data buried in SEC filings such as lease terms, individual site megawatt capacity, and the debt behind each site. I was having to spend hours going through filings and mapping out these metrics by hand every time. No tool did it, and the institutional ones aren't priced for an individual nor provide the level of granularity. Inside the terminal 🧱 Thesis baskets: 17 AI-bottleneck themes (power shells, HBM, advanced packaging, grid equipment, photonics), each a live basket of public names 🏗️ HPC conversion tracker: a global site map, lease rates ($/kW), EV/MW multiples and the conversion spread as miners turn into HPC operators ⛏️ Bitcoin mining economics: network hashprice vs ASIC breakeven at your own power cost, difficulty and the next retarget 🖥️ GPU compute index: H100/H200/B200 spot prices across hyperscalers and neoclouds 🗺️ Datacenter political-risk map: county-level moratorium and zoning risk across every tracked site 📈 Markets: sub-index composites, correlations and Sharpe/Sortino across the space Dimetrics MCP server Dimetrics also ships as an MCP server. You can connect it to Claude, Claude for Excel, Codex or OpenClaw and pull any of this data into your own models, every figure sourced to the filing it came from: 🏗️ HPC lease economics: every disclosed lease: $/kW/month, total contract value, NOI, PUE, term ⚡ Power & sites: each operator's portfolio site by site: gross & critical-IT MW, energization pipeline, grid operator / utility / county 💸 Capital structure: the debt financing each lease, tranche by tranche, tied to the deal it funds and cited to EDGAR 🗺️ Datacenter political risk: county-level moratoriums and regulatory scores, so you see where the next permitting fight kills a buildout Dimetrics is built by an individual analyst for the individual analyst trading neoclouds and datacenter names and the broader AI bottlenecks. Live now → dimetrics.ai

GM (good markets), come join the livestream! → $SPCX up, $BTC up → Anthropic vs the world → $IREN taking AI to the EU → $CORZ site guest: @jaypatel x.com/i/broadcasts/1qxvvvZNz…

$CORZ has successfully delivered 65 MW in Marble, North Carolina ⚡️ CEO @_Adam_Sullivan1 on the delivery: “Core Scientific completed construction and handed over 65 MW of billable AI-ready capacity to our customer early in Q2, marking another execution milestone in one of the largest digital infrastructure build-outs in the market.” Stock 3.6% today 🟢

U.S. IRAN PEACE DEAL SENDS DATA CENTER STOCKS HIGHER OVERNIGHT 🇺🇸 🟢 $NBIS 7.34% 🟢 $GLXY 6.12% 🟢 $CRWV 5.66% 🟢 $IREN 5.35% 🟢 $CLSK 4.98% 🟢 $APLD 4.57% 🟢 $HUT 4.16%