Daily market! Investing with conviction & patience! Long term Bull! Often first wire updates on stocks I follow. Nothing I say & share is financial advice .
Joined September 2025
- Tweets 2,800
- Following 78
- Followers 160
- Likes 2,884
244 Photos and videos
$Iren Arrived in Europe 👇👏
Our vertically integrated AI Cloud platform has arrived in Europe.
Today, IREN announced it has completed the acquisition of Nostrum Group, adding 490MW of secured power in Spain to serve global demand for AI compute.
“Europe is one of the largest and fastest-growing markets for AI infrastructure, and Spain is among its most compelling entry points, with abundant renewables and strong fiber connectivity. Nostrum gives us secured power today along with a development pipeline and a great local team we're excited to work with.” - @danroberts0101
Learn more: iren.gcs-web.com/static-file…
1
45
$Iren
IREN Completes Acquisition of Nostrum Group Expanding AI Cloud Platform to Europe!
globenewswire.com/news-relea…
1
90
With this acquisition, $IREN entered the European market!
- Adding approximately 490MW of secured, grid-connected power in Spain and an additional development in the pipeline.
- Nostrum also brings a team of more than 50 people across development, engineering, construction and operations.
91
🔼KeyBanc upgrades Rocket Lab $RKLB to Overweight after SpaceX tied selloff
KeyBanc last night upgraded Rocket Lab to Overweight from Sector Weight with a $135 price target.
Following the SpaceX initial public offering related selloff, the firm sees "compelling opportunities across the rapidly growing space sector."
NASA activity is accelerating at a pace not seen since the Apollo era, and launch supply remains "structurally constrained amid exponential growth" in satellites and space-based applications, the analyst tells investors in a research note.
KeyBanc favors "well-capitalized" commercial space companies with exposure to national security and NASA priorities. It upgraded both Rocket Lab and Firefly Aerospace $FLY to Overweight.
1
5
23
1,432
MorePixelsand retweeted
BREAKING: President Trump confirms that the US and Iran will be signing a peace deal on June 19th.
188
289
3,004
295,308
MorePixelsand retweeted
Jun 13
"The Deal is scheduled to get signed tomorrow, and immediately after it is signed, the Hormuz Strait is OPEN TO ALL." - President Donald J. Trump 🇺🇸
6,003
7,744
26,878
983,255
MorePixelsand retweeted
Jun 12
More rockets in the hangar at LC-1 than we’ve ever had before. We’re lining up a busy few weeks of back-to-back-to-back-to-back launches from the world’s first private orbital launch site 🚀🚀🚀🚀
68
386
4,099
194,461
MorePixelsand retweeted
Jun 12
The Wegovy pill was approved in the UK yesterday. Pre-orders for our Juniper customers went live today.
That’s how healthcare should work. Drug manufacturers innovate, and customers don’t have to wait to feel great.
If you’re in the UK, we can’t wait to help you on your weight loss journey. Learn more here: myjuniper.co.uk/
Important info here: news.hims.com/disclaimers/ca…
21
56
503
57,907
The next phase of AI won't be defined by technology alone, but by the people building it. This week at Nebius Inflection 2026 in SF, we shared how we've built our AI cloud and where it goes next. From models to agents, working with the whole ecosystem.
7
20
267
14,039
MorePixelsand retweeted
Jun 12
15 months post-IPO, CoreWeave is joining the @Nasdaq-100.
This milestone is a reflection of our team's hard work and the trust of our customers, partners, and shareholders. We're just getting started.
Full release: hubs.la/Q04lczyG0
14
35
279
28,991
“I think that’s a key component of this, and you know we have done some work within our own health system within one EMR, and that’s exciting but really limited. And what Tempus was able to do is they really have created something that can go across multiple EMRs.” – Dr. Melina E. Marmarelis
From an interview published by @ASCO AI in Oncology on the #ASCO26 study, "Multi-center prospective study evaluating an AI-enabled clinical decision support tool to improve biomarker testing in early-stage NSCLC." The study demonstrated clinically meaningful improvements in biomarker testing rates following the implementation of Tempus Next.
bit.ly/4uByg5X
3
5
23
1,890
MorePixelsand retweeted
Jun 11
The @DeptofWar is moving to secure our domestic critical mineral supply chain and is mobilizing the full power of American industry. 🇺🇸
33
104
380
8,685
MorePixelsand retweeted
Jun 11
I also attended this meeting.
It was a private Q&A with $NBIS management and 20 sell-side analysts.
Hard not to come away even more bullish.
Jun 11
From Goldman Sachs analyst report on $NBIS:
"We attended Nebius' Inflection event in San Francisco where we met with CEO Arkady Volozh, COO Ophir Nave, CRO Marc Boroditsky, Chief infrastructure and Product Officer Andrey Korolenko, and Head of IR Gili Naftalovich. Key takeaways include:
1) Agentic Al shifts focus from scale to reliability and cost control,
2) Power procurement and geographic diversification underpin capacity roadmap,
3) Vendor diversity supports CPU availability and mitigates emerging supply constraints, and
4) Differentiated customer offering supports long-term growth ambitions. "
GS reiterates Buy with a 12-month price target of $267 (vs $234 prior)
Analysts are generally still in the catching up mode
18
21
562
70,252
Nebius wins Best AI Platform & Infrastructure at the National AI Awards 2026. Recognized for best-in-class scalability, innovation across the full AI stack, and proven ability to solve complex infrastructure bottlenecks. #NationalAIAwards
15
100
824
124,632
Major milestone for Oklo’s Aurora powerhouse @INL: @ENERGY just approved our Preliminary Documented Safety Analysis (PDSA), making Aurora-INL the largest electric-output reactor design publicly announced to receive PDSA approval under DOE's Reactor Pilot Program to date.
The approval advances Aurora-INL’s preliminary safety basis and creates a framework that future Aurora deployments can build on to make each successive project easier to replicate.
For Oklo, Aurora-INL is more than our first powerhouse. It's the foundation for repeatable deployment.
More ->
oklo.com/newsroom/news-detai…
12
41
249
12,134
MorePixelsand retweeted
đź‘Ź Congratulations to the @Oracle Cloud team on being among the first to bring up NVIDIA Vera Rubin NVL72.
Together, we're delivering the infrastructure for the agentic AI era.
Jun 10
OCI continues to push the frontier of AI infrastructure. We are among the first cloud providers to bring up an @nvidia Vera Rubin NVL72 rack for validation testing, working closely with NVIDIA to deliver next-generation accelerated computing to customers at cloud scale.
Pic 1: What it takes to bring up the first rack. Pic 2: What it looks like after the models it will help train get a chance to clean up the photo.
13
42
413
27,897
🚨Oklo $OKLO announced that the U.S. Department of Energy's, DOE's, Idaho Operations Office has approved the Preliminary Documented Safety Analysis, PDSA, for Oklo's Aurora powerhouse at Idaho National Laboratory, INL, under DOE's Reactor Pilot Program, RPP.
"This approval represents an important milestone for Aurora-INL and helps establish a foundation for future Aurora deployments," said Jacob DeWitte, co-founder and CEO of Oklo.
"Aurora-INL is helping show how advanced reactors can move through real safety review, real construction, and ultimately into commercial licensing."
4
28
2,317
Most #AIAgents don't fail because of the model. They fail because of the infrastructure around it.
Introducing the Nebius Agents Blueprint: an open architecture for building, operating, and continuously improving agents in production.
nebius.com/blog/posts/introd…
6
29
264
26,411