Options Trader & Growth Investor Advanced Market Research (Not Financial Advice)
Miami, FL
Joined August 2021
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Oklo $OKLO expects FY26 operations cash outlook to grow to $120M-$150M, from $80M-$100M previously.
The updated range implies greater spending as the company advances nuclear development.
TeraWulf $WULF reports Q3 2026 earnings Nov. 6 after generating $44.8M in Q2 revenue, including $31.9M from HPC leases.
HPC represented approximately 71% of quarterly revenue.
Bitcoin miners are sitting on 32GW of planned power, most of it is still unspoken for
$IREN: 5.8GW planned, 540MW contracted
$CIFR: 4.03GW planned, 700MW contracted
$HUT: 3.97GW planned, 1.33GW contracted
$WULF: 3.63GW planned, 1GW contracted
$MARA: 2.75GW planned, 0 contracted
$CORZ: 2.55GW planned, 1.5GW contracted
$RIOT: 2GW planned, 318MW contracted
$CLSK: 1.83GW planned, 250MW contracted
$GLXY: 1.7GW planned, 800MW contracted
$BITF: 771MW planned, 0 contracted
GE Vernova has more data center power projects than Siemens & Doosan combined
They are currently leading at 11 GW vs 3.8GW for Doosan & 6.4GW for Siemens
Turbines nearly double engines and dwarf fuel cells
$GEV $SIEM.NE $BE $CAT
The cheapest way to power a data center has nothing to do with the grid, it’s actually skipping it
800V DC with $BE on site power totals $21.2B vs $26.7B for standard grid power
This is 20.6% CHEAPER
Data center debt nearly costs 2x as much to borrow vs investment grade
High yield spreads sit at 420bps vs 230bps for investment grade, both are at their widest levels for the year
$BE $VRT $ETN $DLR $IRM
The cheapest way to power a data center has nothing to do with the grid, it’s actually skipping it
800V DC with $BE on site power totals $21.2B vs $26.7B for standard grid power
This is 20.6% CHEAPER
Bloom Energy $BE is preparing manufacturing expansion beyond 5 GW.
They say automation has enabled a 10× increase in stack output with roughly 600 workers per production line, supporting higher volumes without proportional labor growth.
Skeletons inside of Tesla $TSLA Robotaxis have been spotted 💀🎃
Happy Halloween!
Illumina $ILMN launched BioInsight, integrating genomic analysis, AI models & curated biological datasets.
Its SpliceAI2 model identified 17% more disease relevant splice variants than other splicing models in rare disease research datasets.
General Dynamics $GD delivered 40 Gulfstream aircraft in Q3 2026.
40 Gulfstream's generated $3.54B in Aerospace revenue. Aircraft orders rose over 30% YTD, they're targeting 200 annual Gulfstream deliveries by 2030.
General Dynamics $GD latest $1.3B ENOCS contract will support new federal government enterprise IT environments.
GDIT will stand up operations centers, provisioning technology, supporting personnel & delivering on site services, alongside network modernization & cybersecurity.
AI Spending has gone from $79B to $420B within a single year
The industry won’t break even until 2033
The deficit is expected to peak at $4.2T in 2033 & will finally overtake incurred revenue at 12% ROIC
$NVDA $AMZN $GOOGL $MSFT $CRWV
Data center stocks had a brutal session today🔴🔴🔴🔴🔴🔴🔴🔴
Nebius $NBIS -10.40%🔴
Iren Limited $IREN -8.76%🔴
Cipher Digital $CIFR -10.06%🔴
Terawulf $WULF -8.08%🔴
Galaxy Digital $GLXY -11.75%🔴
Coreweave $CRWV -9.55%🔴
Hut 8 $HUT -10.60%🔴
Applied Digital $APLD -8.22%🔴
Bitcoin miners are sitting on 32GW of planned power, most of it is still unspoken for
$IREN: 5.8GW planned, 540MW contracted
$CIFR: 4.03GW planned, 700MW contracted
$HUT: 3.97GW planned, 1.33GW contracted
$WULF: 3.63GW planned, 1GW contracted
$MARA: 2.75GW planned, 0 contracted
$CORZ: 2.55GW planned, 1.5GW contracted
$RIOT: 2GW planned, 318MW contracted
$CLSK: 1.83GW planned, 250MW contracted
$GLXY: 1.7GW planned, 800MW contracted
$BITF: 771MW planned, 0 contracted
The magnificent 7 has opened trading lower today🔴🔴🔴🔴🔴🔴🔴
Nvidia $NVDA -3.16%🔴
Amazon $AMZN -4.60%🔴
Apple $AAPL -0.70%🔴
Microsoft $MSFT -1.53%🔴
Tesla $TSLA -3.56%🔴
Meta $META -1.57%🔴
Google $GOOGL -1.62%🔴
L3Harris $LHX reported Q3 Space & Mission Systems revenue of $3.1B, up 10% YoY.
Backlog reached $22.3B, supported by missile warning & tracking programs, classified space contracts & higher F-35 volumes.
Alphabet $GOOG ~$128B quarterly revenue run rate.
- Google Cloud grew 103%
- Search revenue rose 12%
- Gemini surpassed 1B monthly active users
- API token processing reached ~32B tokens per minute, up 40% QoQ.
