$IREN has created a lot of generational bag holders it seems.
Realistically this doesnt deserve to go down that much given the power portfolio they have and they are expanding even more it seems.
The only thing to worry about here is how are they going to fund the CAPEX spend for next year with almost no big deals, backlogs or prepayments announced
If the Dems ever win before 2030 the AI growth story ( atleast in US ) is so done
Good that $NBIS is diversifying into locations around South Asia and Middle East too apart from Europe just in case that happens
We going to the moon on Monday rocket 🚀🚀🚀
🚨BREAKING:
🇺🇸🇮🇷 Washington and Tehran have reportedly agreed on preliminary measures covering Iran's nuclear programme, freedom of navigation through the Strait of Hormuz, and financial incentives for Iran.
China and Russia are set to act as guarantors of the agreement, potentially giving both countries a major role in securing any deal.
Iranian negotiators have reportedly flown to Doha for further talks with Qatari mediators later today.
Nothing is final yet, but if confirmed, this could be a major turning point in the standoff.
Source: Al Araby Al Jadeed / Writer: Ian
$IREN This is not new was already announced earlier this year as a part of other deals
Perplexity is working with IREN to power fast, trustworthy AI.
Under our multi-year agreement, @perplexity_ai will run workloads on NVIDIA Blackwell Ultra GPUs at an IREN data center campus, supporting the models and agents behind Perplexity Computer.
More than 50,000 organizations use Perplexity every day, asking more than 1.5 billion questions a month. IREN AI Cloud delivers the capacity and consistent performance to power AI workloads at scale.
Learn more: iren.com/resources/blog/perp…
$NBIS Super bullish! Is the market sleeping?
OpenAI, Helical and $NBIS are bringing drug-discovery models into Codex.
Helical’s 27 Oct announcement lets researchers describe an experiment in plain English, run biological models and adapt them to their own data.
Nebius already supplied the compute to train Helical’s 500M-parameter Helix-mRNA model: 16 GPUs for 10 days, with specialist versions taking another 36 hours each.
Now they’re opening these tools beyond Helical’s existing pharma deployments, including compute credits for academic researchers.
Very bullish.
helical.bio/blog/helical-par…
Good to see $ZETA ( $8B company ) outperforming trillion dollar companies at what they are supposed to be best at
$ZETA to $1T? Kidding... 😂
Fireworks evaluations:
$ZETA's AIM (Athena Inference Model) scores highest for marketing applications beating GPT-6 Sol across any benchmark.
This doesn't even factor in custom AI chips yet.
(Source: Fireworks Specialized Intelligence Index)
Amazing quarter by $SOFI!
Even executing in a tough macro environment they are growing in excess of 40% YoY and we will have $HOOD earnings today with arond ~15% YoY growth and similar revenue but almost 5 times the market cap of $SOFI.
Something has to give!
📣 Thanks to our members and clients, we’ve reported strong Q3 results. More members are choosing SoFi and they are using more products than ever before.
In Q3, we delivered:
👉 $1.4B in adjusted net revenue, up 44%
👉 $470M in adjusted EBITDA, up 70%
👉 1.2M new members, bringing us to 17.1M
👉 2.2M new products, bringing us to 26.7M
Our momentum is broad-based and our conviction in the future is stronger than ever. We raised our 2026 guidance and introduced a 2027 outlook.
Full Q3 results: investors.sofi.com/news/news…
$ZETA Big earnings coming up. Cant wait! 🚀🚀
Our third quarter 2026 financial results will be shared on Monday, November 9th after market close.
Join the live webcast that day at 4:30pm to hear from our Co-Founder, Chairman, and CEO @dsteinberg10000 and CFO Chris Greiner.
Details here:
zetaglobal.com/zeta-global-t…
$ZETA
$IREN Anthropic releases S1 today at 9 AM EST.
Wonder if we see any name of $IREN in there.
This is what is known so far:
- Broadcom: $160+ billion to lease custom Google TPU chips through a direct partnership.
- Google Alphabet: $111 billion in legacy infrastructure commitments.
- Amazon Web Services (AWS): $110 billion in cloud computing commitments.
- Lambda Labs & Nscale: $86 billion combined to rent Nvidia chips through 2033–2034, which includes a specific $45 billion deal with UK-based neocloud Nscale.
- SpaceX / Colossus 1: A contract for the entire Colossus 1 cluster, securing access to over 220,000 Nvidia GPUs.
- Microsoft: $31 billion in cloud infrastructure obligations.
You'd think with all the $SPCX xAI compute power currently draining the electric grid Grok would at least recognize its own reflection.
Maybe Elon should focus less on tweeting doom and gloom predictions about the collapse of AI neoclouds and actually focus on training his own model.
Bullish $NBIS $IREN $CRWV
grok.com/share/c2hhcmQtMw_90…
$NBIS About time
Cached tokens are now live on Nebius Token Factory⚡
Reusing context across requests?
Cached input can help reduce costs. See cached-token usage in API responses and billing, with pricing per model.
More info: docs.tokenfactory.nebius.com…
$IREN CEO says the prices aren't going down but he didn't confirm if they're going up.
One of the reasons where $IREN might be compromising in return for moderate pricing is how much prepayments can they get to fund the build out. More the better
That's their main focus it seems as it should be
IREN’s @danroberts0101 speaks to @ArjunKharpal about AI financing and demand on CNBC.
Watch the full interview.