MainBloq

Trade more efficiently and invest more effectively with our All-in-One API Platform for institutional-grade cryptocurrency trading. Our modular API enables you to build custom integrations based on your digital asset trading strategies and needs mainbloq.io/platform #Crypto

Future-Proof Your Business with AI Empower your team to make faster, more accurate fraud and risk decisions using cutting-edge AI and Machine Learning. fraud.net/technology/ai-… #AI #Fintech

🚨 Leopold’ Situation Awareness portfolio shows AI can’t scale without energy. And the cleanest, fastest path forward isn’t oil. It’s nuclear, solar, hydrogen, and grid-scale storage 🔋 💸Hyperscalers will spend $1T+ in 2025–26 on AI buildout. But here’s the problem: US data center demand is projected to hit 74 GW by 2028 — with a 49 GW power shortfall. 🔋: This is why I created the Virtual Green Energy Basket 👇 1/ Bloom Energy $BE — 10.00% Solid oxide fuel cells deployed directly at AI data centers. Bloom skips the grid bottleneck entirely — on-site, 24/7 power for hyperscalers who can’t wait years for utility hookups. 2/ NextEra Energy $NEE — 9.00% Largest US renewables operator + nuclear restart story (Duane Arnold). $NEE sits at the exact intersection of AI power demand and clean baseload. The picks-and-shovels utility for the AI energy decade 3/ General Electric $GE — 8.10% GE Vernova spinout owns the turbine and grid backbone the AI buildout depends on. Multi-year backlogs in turbines, transformers, and grid equipment. You can’t build a data center without GE’s hardware. 4/ Cameco $CCJ — 8.10% Pure-play uranium producer riding the nuclear renaissance. Every SMR deal, every reactor restart, every hyperscaler nuclear PPA pulls uranium demand forward. CCJ owns the fuel. 5/ First Solar $FSLR — 7.65% Only major US-based solar panel manufacturer. Thin-film cadmium telluride tech, full domestic supply chain, locked-in IRA tax credits. Hyperscalers need clean PPAs — $FSLR delivers them at scale. 6/ Enphase Energy $ENPH — 7.20% Microinverters + battery storage for distributed solar. The brain of residential and small commercial solar systems. Recovery play with margin leverage as rate cuts revive solar demand 7/ SolarEdge $SEDG — 6.75% Power optimizers and inverters competing with Enphase. Higher-risk turnaround, but levered to any rebound in global solar installation cycles. Deep value if execution holds. 8/ Brookfield Renewable Partners $BEP — 6.30% 26 GW operating portfolio across hydro, wind, solar, storage. Long-duration contracted cash flows + Brookfield’s capital allocation engine. The blue-chip way to own the energy transition 9/ Algonquin Power &Utilities $AQN — 6.3% Regulated utility + renewables hybrid. Restructuring story, but pays a yield and owns critical North American grid infrastructure. The defensive sleeve of the basket. 10/ AES Corp $AES — 5.40% Building dedicated renewable PPAs for hyperscalers — Google, Microsoft, Amazon are direct customers. 11/ Uranium Energy Corp $UEC — 5.40% Pure-play US uranium producer with ISR (in-situ recovery) projects. Geopolitical bet: as the US weans off Russian uranium, domestic producers like UEC capture the premium 12/ BWX Technologies $BWXT — 4.95% Nuclear components for US Navy + commercial reactors + SMR manufacturing. The pick-and-shovel small modular reactor play. 45 GW of SMR offtake pipeline now in motion — BWXT builds the hardware. 13/ NextEra Energy Partners $NEP — 4.50% NEE’s YieldCo arm. Contracted renewable cash flows with high yield, though distribution growth has been reset. High-risk, high-reward income play tied to NEE’s pipeline 14/ TransAlta $TAC — 4.05% Canadian power producer transitioning from coal to wind, hydro, and gas. Alberta exposure + AI data center buildout in Canada makes this an under-the-radar regional play. 15/ Ormat Technologies $ORA — 3.15% Pure-play geothermal — 24/7 carbon-free baseload power. Geothermal is having a moment as hyperscalers (Google, Meta) sign next-gen geothermal PPAs. Small but strategic. 16/ Global X Hydrogen ETF $HYDR — 3.15% Diversified hydrogen exposure — fuel cells, electrolyzers, infrastructure. Optionality bet on hydrogen as a long-duration storage + industrial decarbonization vector.

Non-stop disruptive photonics innovation from @LightmatterCo as they release another optical interconnect building block that enable pure light base AI infrastructure for data centers and hyper scalers at #InterConnect2026

Top 12 Stocks to BUY now according to Leopold Aschenbrenner 1) Applied Digital $APLD 2) Bloom Energy $BE 3)CleanSpark $CLSK 4)CoreWeave $CRWV 5)Intel $INTC 6) IREN $IREN 7) Keel Infrastructure $KEEL 8) Micron $MU 9) Riot $RIOT 10) Sandisk $SNDK 11) T1 Energy $TE 12) Taiwan Semiconductor $TSM

$GFS GlobalFoundries launches Quantum Technology Solutions to scale U.S. quantum manufacturing

$NVDA CEO Jensen says they are the only company that builds all the technology components for AI, fully integrated, full-stack, but still open. The real opportunity is 250,000+ companies across every industry, every country. "Generative AI is very diverse, and computing is diverse. They're diverse in several ways. The first thing, of course, is AI includes languages, and depending on the different industries, it could be 3D graphics for manufacturing and industrial robotics. It could be proteins for life sciences, it could be small chemicals or life sciences or material sciences. It could be physics for the physical sciences, whether it's in the energy sector or, of course, the science labs, higher education and so on and so forth. So AI is diverse. The second thing is the applications are diverse. It could be in enterprise, it could be in the energy sector, manufacturing sector and such. Where it runs is diverse. It could be in the, hyperscale cloud, it could be AI natives. There's a whole network of AI natives that are cropping up around the world, enterprises on prem, industrial in the factories, in the plants, all the way to supercomputing centers and the edge, including, of course, what most people see self-driving cars, robotics, but a large growing network of computers inside manufacturing plants, whether it's a chip plant or packaging or computer plants, all kinds of different types of manufacturing plants. And then, of course, in the future, every single base station, every single radio network would become an AI-powered radio network. And so where it runs, and then lastly, how it's governed, it could be operated by a public cloud, but it could also have regular industrial regulatory reasons that prevent it from being run in a regulatory cloud. It could be because of confidential computing. It could be because of national security reasons. Different data centers have to be built differently. NVIDIA is quite unique in the sense that we are the only company that builds all of the technology components. We build it in an extreme co-design way, in a complete end-to-end way, and a full-stack way. But then we, of course, open the platform so that it could be integrated into all the different environments. But some environments just require an enterprise, for example, require a company who has all of the technologies working together so that they don't have to build it, they would like to buy it and operate it. And so there's many different segments of the data-center market where NVIDIA's total solution, fully integrated solution with full stack, but still open. That way of doing of producing or delivering products is really, really important. And so if you look at our different segments, the way we broke it out into three large segments. You take all of the words that I just said, and you try to find the simplest factoring of it. It would be the hyperscale clouds that would be one large segment. And within that segment, there's three different ways that we operate. First way is that we help the hyperscale clouds accelerate their data processing and machine learning workloads. We accelerate and support their AI processing inside. We also, of course bring a lot of business, NVIDIA ecosystem business to their public clouds. And so that's one segment. The second segment is AI natives enterprise on premise, industrial on premise, and sovereign AI. That segment is growing incredibly fast because everybody needs AI. And we're going to see AI being adopted by every industry, every country, every company. And so everybody wants to build it in a different way. And the fact that we provide the entire solution. It makes it much easier, makes it possible at all for people to be able to build these things. And then, of course, the robotic edge today, yesterday's computing was largely about personal computing. In the future, it's going to be about personal AI and that personal AI. One example of it is the self-driving car. It's a car. It's a robotic system that's essentially your personal AI. And of course, there'll be all kinds of different types of robotic systems, including even the base station radio network. As I mentioned, it's going to be essentially a robotic system. So that's the reason why we broke it all apart. This way is the simplest way of understanding our business. Each one of them has different stacks. In a lot of ways. They have different operating systems. They operate in a different way. We go to market very differently in each one of them. The easiest go to market, of course, is the hyperscaler because there are only, 5 or 6 of them, but the rest of them, the rest of the industry represents a couple of 250,000 companies around the world. That go to market is very complex, very diverse. Your understanding of AI has to be extremely diverse. And as you know, NVIDIA has the largest suite of acceleration libraries in the world, from computational lithography to fluid dynamics to particle physics to molecular dynamics to the list goes on. And all of those libraries are essential for us to engage the vertical industries. That represents the second and the third category. So it's really about the fact that our business has now evolved and grown to such a large scale. It's helpful to segment it so that you have a better understanding of how our business works."

It’s hard not to be bullish on tokenization.

🚀@IBM & @Datavault_ai $DVLT Expand their collaboration to deploy enterprise-grade AI at the edge with Available Infrastructure’s SanQtum AI platform. A 100 city #AI data center network for real-time data tokenization, security, and monetization. newsroom.ibm.com/2026-01-08-dat… $IBM

We’re pleased to announce a strategic investment from @Tether ! This investment will help us integrate the world’s most widely used stablecoin USD₮ into our payment infrastructure, ensuring the near-instant, transparent & low-cost movement of money across our corridors.. 🌍 Read more: bit.ly/4diReJw #uselemfi

We're still early...

This was a fun interview - got into some based and contrarian topics with @fuelfive

DATA: Tokenized RWAs reach $33.78B in distributed asset value with 800,067 total holders.

Celebrating a new chapter of @BNYglobal and a legacy that grew with our nation. Welcome $BNY! #America250

This is one of the most important current analysis of @Securitize $CEPT becoming the complete on-chain, integrated financial infrastructure for the global markets.

“What you see on an order book is just a snapshot. It’s not a promise.” 📊 Basil Al Askari breaks down why exchange liquidity is misleading for institutional traders. When executing large blocks, routing through an OTC desk is vital to avoid slippage. thecoinrepublic.com/2026/05/21/mid…

Securitize posts record Q1 revenue, $3.4 billion in tokenized assets under management theblock.co/post/402068/se…

FinCEN just rewrote the rules: Why effectiveness now demands a unified platform, and effectively telling the entire financial services industry that decades of compliance theater are over. The days of check list compliance are over. fraud.net/resources/finc… #AI #Compliance #fintech

$770 million in token unlocks hitting the market this week. layerzero. pyth. kaito. supply flooding in. meanwhile at analog labs: no unlock schedule drama. just product shipping. gmp v2 live. 60+ integrations. cole processing 15K+ messages a week across 6 channels. some projects print tokens. we ship products.

$CEPT @Securitize trading up almost 7% after hours...

ICYMI - $CEPT @Securitize announced FINRA approvals for custody, atomic settlement, underwriting (e.g. Onchain IPO Infrastructure). My article in the embedded tweet below. 👇 I will be posting a new article on more recent partnerships tomorrow on my Substack, if interested.