Quali seeker

We've published a research report on $LEU. Only US-licensed HALEU producer. $1.9B cash. No debt. NRC licence competitors can't shortcut. The TENEX cliff in 2028 will surprise. And the 2029 first cascade is the biggest bet in company history. Link: eaapartners.substack.com/p/centrus-ener…

$ADUR's MOAT is easy to explain. Their chemistry platform can have enormous applications. Imagine a technology platform that gets stronger and cheaper to expand and penetrate new markets? Competitors with a single plastic recycling process can't follow it across plastics, heavy oil, and renewables. Aduro can. Their current TAM is close to $300B. But I see their "Future Applications" achieving great discoveries. A $1T TAM is not insane for $ADUR.

BlueBirds 8 and 10 have officially arrived at Cape Canaveral. Next stop: the launch pad. 🚀🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

The last BlueBird in the convoy is on the move. BlueBird 9 has officially left our Texas facilities and is heading to Cape Canaveral to reunite with BlueBirds 8 and 10. Next stop: the launch pad.🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

𝐓𝐡𝐫𝐞𝐞 𝐋𝐚𝐲𝐞𝐫𝐬. 𝐎𝐧𝐞 𝐂𝐨𝐦𝐩𝐨𝐮𝐧𝐝𝐢𝐧𝐠 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞. 𝐓𝐡𝐞 𝐈𝐑𝐄𝐍 𝐓𝐡𝐞𝐬𝐢𝐬. There's been a lot happening at IREN recently. Expansion across North America, Europe and Asia-Pacific. The NVIDIA partnership. The Mirantis acquisition. New GPU deployments. New customer discussions. A growing global footprint. Underneath all of it is a fairly simple view of where the world is heading, and a deliberate strategy for how we position IREN within it. That strategy is built on three layers. Together, they compound into a structural advantage that gets harder to replicate every quarter we execute. Layer 1: Physical infrastructure. Power, land, substations, data centers, cooling. The foundation that everything else sits on. Layer 2: Compute infrastructure. The GPUs, servers and networking that go inside those buildings. Deployed at scale. Generating revenue. Building execution track record. Layer 3: Software and operational capability. The orchestration, deployment tooling and enterprise expertise that makes the first two layers work harder for customers, and opens the door to a broader, higher-value market over time. Layers 1 and 2 are where the overwhelming majority of IREN's value is being created today. Layer 3 is where that advantage compounds further over time, but only because Layers 1 and 2 are built, owned and controlled at scale by IREN, not subscale nor contracted from a third party. Think of Amazon. They didn't win e-commerce by building a great website. They won it by controlling the fulfilment infrastructure at a scale nobody else could replicate. The foundation you don't control becomes the ceiling on your business. That is exactly how we think about IREN. The physical infrastructure - the land, the power, the substations, the data centers - is owned and controlled by us. The compute deployed into it generates the revenue and execution track record. And the software, orchestration and enterprise capability we are more methodically building on top is what turns the total product into a vertically integrated AI Cloud platform that compounds over time and deepens into a competitive moat. AI is still early. The bottleneck is increasingly physical. And we have spent eight years building the foundations.

The Hormuz closure wasn't a surprise. It was a pricing failure. "The Next Hormuz" maps five rupture scenarios with the same structure, visible, quantified, unpriced. Cobalt already paved the way: +328% in ten months from one government decision. Link: eaapartners.substack.com/p/the-next-hor…

When $IREN CEO said you don't need a sales team in this market when you've got Nvidia, that comment came right after IREN's partnership with Nvidia, and it deserves more attention than it got. Jensen Huang made it explicit that Nvidia is still actively securing large-scale compute for Anthropic across AWS, Azure, CoreWeave, and others, and it is safe to assume the same matchmaking is happening for OpenAI and the rest of the frontier labs. That reframes what an Nvidia partnership actually is. It is not just a GPU supply agreement, it is a customer pipeline. The chip vendor is steering the biggest, most capital-rich buyers in the world directly to the neoclouds that house its chips, which means companies like IREN, CoreWeave and Nebius are effectively getting demand handed to them while compute remains scarce.

A BlueBird convoy is officially underway. Two BlueBirds are already making their way to Cape Canaveral, with the third close behind. Next stop: the launch pad.  🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones.🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

We've published a research report on $INV. Nokia Bell Labs tech. $665M Series B. JCI and Legrand as backers. But $1.6M in 2025 revenue against bookings is either the inflection or the illusion. The SEPA will confuse a lot of people. Link: eaapartners.substack.com/p/innventure-i…

I don’t think people fully understand what just happened with $ASTS and T-Mobile. Everyone is treating this like a minor partnership announcement. It is not. Let me explain why this changes everything. Before today $ASTS had AT&T and Verizon. Two of the three major US carriers. T-Mobile was the holdout. The one carrier actively working with Starlink instead. The bear case for $ASTS has always been that T-Mobile stays on Starlink and a third of the US market stays out of reach. That bear case just died. AT&T, Verizon, and T-Mobile announced a joint venture for direct-to-device satellite connectivity. All three. Together. And the CEO of $ASTS posted one thing in response. “Space-based cellular broadband to every American is coming.” And tagged all three carriers. You do not tag all three carriers if you are not the infrastructure behind all three carriers. Now think about what this actually means for the math. AT&T covers 230 million subscribers. Verizon covers 140 million. T-Mobile just added 130 million more. That is 500 million US subscribers now sitting inside the $ASTS distribution network. Every single one of them reachable without a new device, without a new plan, without any friction at all. The entire US market. Every major carrier. One satellite network. Starlink spent 5 years and 10,000 satellites fighting for every single one of their 10 million subscribers. $ASTS just got access to 500 million existing ones with the flip of a switch. This is not a partnership announcement. This is the entire US wireless industry consolidating around $ASTS as the satellite layer. People are going to look back at today as the moment the thesis became inevitable.

$IREN - Sweetwater energization - Open ATM of up to $6B - Series of convertible notes, raising ~$6.85B - Mirantis acquisition - Nvidia partnership (liked Nvidia-sales department comment) - Massive call volume Deal greater than current market cap is coming (currently at ~$20B)

What has changed since $IREN hit $80 in November 2025? 1. Sweetwater 1 was energized. 2. $IREN announced building Oklahoma (1.6GW) data center. 3. The company increased its power capacity by 66% in 4 months reaching 5GW. 4. The company disclosed having a global power pipeline. 5. The company announced its expansion in Europe. 6. The company announced its expansion development in Australia. 7. Announced its strategic partnership with $NVDA to accelerate deployment of up to 5GW of AI Infrastructure. 8. $NVDA is a new $IREN customer. 9. $NVDA to invest up to $2.1B in $IREN. 10. $IREN raised $2.6-$3B with 1% annual interest and $110 capped calls.

We've published a research report on $INFQ. Neutral atoms. $550M cash. Zero debt. Real government revenue today. But the computing thesis is a 2028 promise, and the SPAC overhang doesn't care how good the science is. Link: eaapartners.substack.com/p/infleqtion-i…

Inside our new Midland facility, purpose-built for high-volume Micron production. Nearly 500,000 sq. ft. of manufacturing infrastructure in Texas driving automation and scale. Supporting production of up to six satellites per month, and a launch cadence of every one to two months on average.🚀 The largest commercial phased arrays ever to be deployed in low Earth orbit. Built in Texas. Connecting the unconnected with space-based cellular broadband. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

$ASTS market cap today is $26 billion. The Ligado spectrum rights alone are worth $20 billion. That means you are getting the entire commercial and defense business for $6 billion. $3.9 billion in cash on top of that. AT&T and SpaceX each paid $22 to $23 billion for just spectrum. $ASTS owns spectrum worth $20 billion on that same comp and is one of only two companies on earth with an SCS license. Amazon does not have one. SpaceX does not have a D2D product yet. Both are years away. $ASTS has one within the year. The entire commercial business, the defense contracts, the FCC authorization, the FirstNet grant, and 3 billion subscribers waiting on partner networks. All of it for $6 billion after you back out the spectrum. Know what you own. $ASTS

IREN and @nvidia have announced a strategic partnership to accelerate deployment of up to 5GW of next-generation AI infrastructure. The companies have also signed a $3.4bn contract under which $IREN will provide AI infrastructure cloud services for NVIDIA internal AI and research workloads. iren.gcs-web.com/static-files/9… nvidianews.nvidia.com/news/nvidia-an…

Announcement: Mid-June launch of three Bluebird satellites aboard a Falcon 9 rocket.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 32 next-generation satellites at advanced stages of assembly to be ready for launch. Network deployment with a launch every one to two months on average. Space-based cellular broadband. Built in Texas. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

$ASTS 2026 has been a Really disappointing year so far for the company. They said 5 launches by March... Instead we got 0 by march and 1 failed launch by may. Tough to see the company be so silent when the market is punishing the silence so violently. Fight back.

$IBRX $2.2 billion in revenue in 2029 is roughly x20 from 2025 levels. Doing some initial research here. Are these forecasts realistic?

Cipher Digital Provides First Quarter 2026 Business Update - Development Timeline on Track at Barber Lake and Black Pearl Data Centers - Signed Third AI Data Center Campus Lease with Investment-Grade Hyperscale Tenant - Secured $200 Million Revolving Credit Facility Supported by a Syndicate of Leading Global Financial Institutions Read the full press release here: investors.cipherdigital.com/news-releases/…