$IREN perma-bulls
Microsoft (MSFT) tightening oversight of some data center projects from Nebius (NBIS), Iren (IREN), and Nscale Plc, Brody Ford of Bloomberg reports, citing people familiar with the matter. Microsoft is stepping away from projects it deems risky and debating internally whether to ink new neocloud deals, sources told Bloomberg. Some of Microsoft's capacity issues center around the cabling at a site in Texas being developed by Iren, people familiar with the matter said. Iren and Microsoft met last week and negotiated a revised timeline that may push back the site's completion by several weeks or months, according to people familiar with the events.
This is not a political post:
AI data center tech stocks on earnings beats and guidance raise, and in general, are fading potentially due to the election results and the Democratic stance against AI data-center growth.
Found this little guy soaking wet and shaking after the storms in NW FL. Going to the no-kill shelter today.













