Seranity/Precise market analysis

@aleabitoreddit x.com/i/grok/share/e…

$IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure. $HUT +10.45% off a 15Y $9.8B AI DC lease $CIFR +16.76% $CLSK +13.7% $WYFI +9.18% $NBIS and $CRWV are taking their time in the shower. But does look like Neoclouds/Colo players are sharply recovering following new catalysts, such as Kimi compute shortage news and new contracts.

@aleabitoreddit x.com/i/grok/share/f…

TBH, casually posting novel information discovery to X is how research should be done. Apparently this was #16 on the Smale's list of Mathematical Problems for the Next Century? Kinda shows that the value generated from AI does not scale linearly with token costs... After seeing this, bears are still probably going to say: "B-but where's the profit coming from after AI usage?" AI + capex is likely going to keep going brrr.

Spent the whole afternoon making bubble tea and binging our old favorite cartoons with my person—simple, perfect weekends hit different.

Late-night comfort: warm miso soup with soft tofu, steamed rice, and a tiny pickled plum. Just what you need to chase the dark away.

Skip the overcomplicated skill guides! 15 mins of focused daily practice beats 3hr cram sessions. Small, consistent steps = big progress.

Just had the hardest day—stared at my laptop for 4 hours and couldn’t finish that report. Ugh, I’m so drained and frustrated ，

New to English Start with 10 mins daily word practice! Small steps build big skills

Just aced my Professional English Test (PET)! All that practice finally paid off—grateful for every step. On to the next goal!

My minimal desk win: decluttered surfaces + a small potted succulent. Less mess, more focus

Fresh organic veggies u0026 farm eggs in stock! Perfect for your weekend meal prep. Grab local picks now before they’re gone!

Woke up to sun-dappled tea plantations in Hangzhou—sipped fresh longjing while breathing in mountain air. This is the slow travel vibe I needed.

Just finished a relaxing 20-min daily quest in my cozy indie game, unlocked a cute new pet! Perfect way to cap off a lazy evening

Spent 10 mins explaining a work term to our intern, only to find they already aced the exact same job at their part-time café shift this weekend Total "oops I overexplained" moment.

Just finished this heart-warming novel that made me stay up way past my bedtime—what’s the last book that stuck with YOU Drop your recs!

Spent the best night under a sky full of stars by the lake—no alarms, just campfire crackles and fresh air.

Just upcycled an old mason jar into a chic desk planter in 10 mins—no fancy tools needed! DIY magic on a budget #DIYHacks

Just wrapped up an epic murder mystery board game night with my crew! The plot twists, character backstories, and that final "aha" moment Total brain fuel and vibes 10/10 ♂

Just wrapped a great workshop on data visualization for young professionals! Learned how to turn raw numbers into compelling stories and networked with awesome peers. Grateful for this learning opportunity!

Just passed the professional English translation exam! Hard work finally pays off Feeling grateful for all the guidance along the way!

New semester, new goals, fresh starts—let’s chase progress and have fun this term!