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We're hiding from red candles in our chat 📉 Join us 👇 teapaw.org/i/chat/group_join/g210…

$IREN GLOBAL POWER FOOTPRINT & RAMP UP ⚡️ 2026: 480 MW (fully funded) 2027: ~1.2 GW 2028 & onwards: 5.8 GW

Watch the full interview on YouTube 👇 youtube.com/watch?v=-anK1kC1…

🚨 $CORZ CEO Adam Sullivan Post-Q3 26 Earnings Interview: • 1.1 GW contracted with $24B+ aggregate revenue • CoreWeave credit risk to Core Scientific • AMD 530 MW contract over 15 years • Texas Gov-elect Gina Hinojosa

B. Riley on $IREN: BUY rating, $64 price target Pricing and prepayments keep moving in IREN’s favor Since quarter-end, IREN signed three contracts, one being a five-year deal at ~$22M per IT MW, with the customer prepaying 90% of the associated GPU capex.

$WULF landmark $19 billion deal with Anthropic is fully backstopped by Google 20-year lease for ~401 MW at the Kentucky campus. Google credit support de-risks the financing so TeraWulf can lock in competitive long-term debt.

AI is back and $IREN is ripping after earnings! We explain what kicked off the rally. Tune in now: ☑️ $WULF earnings ☑️ @BrightsideBTC @luxor hashrate lookback teapaw.org/i/broadcasts/2AMWlAoBv…

Needham coverage on $CORZ: HPC ramps nicely and management remains confident on Pecos & Hunt permitting

Catch us discussing these stocks on today's livestream 👇 youtube.com/channel/UCZBo-pY…

Bernstein holds "Outperform" rating for 6 AI stocks ⚡️ "Current market values imply an 22% median discount to contracted NOls (at conservative cap rates of 8-9%)" $IREN $CIFR $WULF $CORZ $CLSK $RIOT

Listen to the full show with Adam 👇 newsletter.blockspacemedia.c…

Breaking down $KEEL earnings: The company is self-funding Moses Lake before a tenant commitment.

WULF Q3 2026 EARNINGS LIVESTREAM teapaw.org/i/broadcasts/2OdXQZEak…

$KEEL just needs to sign a deal But… was it the right decision to wait?

Wells Fargo on $CORZ: IGNORE THE NOISE, $28 PT • Strong beat as data halls come online • $CRWV build nearly complete • $AMD is the next leg of growth • Funding path clear • Pure-play HPC in 2027

$CORZ CEO Adam Sullivan on the CoreWeave leases: “If CoreWeave ever does get in trouble, these are going to be the cheapest data center leases in their entire portfolio.”

$IREN FY27 Q1 Earnings Watch Party teapaw.org/i/broadcasts/2ZBXXrAVP…

$IREN: ~35 GW GLOBAL PIPELINE UNDER DEVELOPMENT