The Saudi FDA approved $IBRX's new peptide IL-15 receptor superagonist that makes your own immune system's natural killer cells kill any cancer.
IBRX is up 171% YTD as the market is realizing that IL-15s are to cancer treatment what GLP-1s are to obesity care.
$IREN is pleased to announce the signing of a $9.7bn AI Cloud contract with @Microsoft
Key details of the transaction:
- $9.7bn AI Cloud contract value
- 5-year average term
- 20% prepayment
- 200MW (IT load) data centers
- NVIDIA GB300 GPU deployments
Refer to the press release and accompanying presentation below for further information
Press Release: iren.gcs-web.com/static-files/0…
Presentation: iren.gcs-web.com/static-files/a…
🚨 Perplexity just dropped something wild.
It’s called “Perplexity at Work” their official guide to actually getting more done with AI.
Not another “productivity tips” doc this is the real framework their own teams use to:
→ Block distractions & reclaim focus
→ Scale yourself like a 5-person team
→ Turn AI from noise into results
It’s clean, practical, and honestly the most useful thing I’ve read on using AI for work not just chat prompts.
Comment “Guide” and I’ll send you the full PDF (it’s 100% free from Perplexity)
$CORZ HPC/AI deal vs $WULF deal-a deeper dive
Investors have universally declared that the $CORZ deal is superior to the $WULF deal, specifically because Coreweave is paying for the capex. But is it really?
I would argue that $CORZ beautifully financially engineered a way to find the capital needed to build out these data centers. But the cost of doing so is essentially a buy down for Coreweave on the lease payments. $CORZ has guided the capex for conversion at $5M-$8M. If you take the midpoint of $6.5M and subtract $1.5M for credits, that leaves a Coreweave contribution of $5M per MW. Over a 12 year period (the term of initial lease), the total net contribution by CW is $22.4M per MW on a critical IT basis ($1.45x12+$5m). On a gross MW basis (1.4 PUE) that comes out to an annual contribution of $1.33M per MW. If any options are exercised, the out years look worse, with a gross revenue of $1.035M.
The $WULF deal has annual 3% escalators so at the midpoint of the initial deal, the annual revenue per MW of critical IT is $1.73M or $1.44M on a gross basis using 1.2 PUE. If options are exercised, the year 13 gross rev is $1.78M.
In summary, during the initial lease term:
$CORZ - $1.33M
$WULF - $1.44M
During option years, $WULF far surpasses $CORZ.
Caveat, $WULF will need to finance the capex build so any upside in rev will be offset by principal and interest expense, amount tbd based on term and rate.
Emergency Press Conference: Ripple is undermining American prosperity, freedom, and Bitcoin.
Ripple is actively lobbying to stop a Bitcoin Strategic Reserve in the U.S. while pushing their centralized, corporate-controlled token.
We will not stand for it.
If the @openseafdn announce an airdrop backdated to day 1 of the platform based on lifetime interaction and not capped I solemnly swear to never trade ETH NFTs on another marketplace ever again.
Please spread the word to raise awareness.
How do I know $UFD will be listed on Binance?
◆ Wintermute invested over $1M
◆ We are already in Binance Alpha list
◆ The most organic and active community
◆ Unique narrative and based dev as a leader
Do you need more reasons to buy? This is the next $1B+
DISCLOSURE:
I Just consumed 13,500 $UFD Beans
(Bought coins 🦄).
And they taste great!
We ARE aligned.
Curious if you are able to see my latest purchase on the blockchain. Remember Boomer Dev still learning.
THANKS FOR THIS JOURNEY!
"Good attracts GOOD"
Whoever has been selling cannot keep us down for long. This community is way too powerful, passionate and persistent. Those are our three "P"s. I believe 100% we are part of something groundbreaking. I'll be here for you 100%, because I know you have been there for me 100%. Let's do this.
#BitMart is thrilled to announce the primary listing of Unicorn Fart Dust ( $UFD ) @UnicornUDF on our digital assets platform on Dec.19 2024 🤩
💰Trading pair: $UFD/USDT
💎Deposit: 12/19/2024 12:00 PM UTC
💎Trading: 12/19/2024 12:00 PM UTC
Learn more:support.bitmart.com/hc/en-us/artic…