Solace

$IREN jumped 20% today on the new $2.8B in cloud contracts. Long term I'm bullish. The demand is real and they're signing serious names. But right now the price to sales is way too high, and this quarter they're expected to post a loss while they build out. You're paying a premium multiple right as the numbers dip. I'd wait for the next earnings report to buy. NFA, DYOR

@dthtown Fair. Though it's the issuance speed, not the cap, that keeps it asymmetric.

@Solacexy Seems like there is a ton available under the limit though

Everyone's talking about the 25% premium on $SKHY vs the Korean shares and assumes that July 29 kills it. When conversion opens: -ADR -> Korean shares: uncapped. Easy. -Korean shares -> new ADR: capped by the issuance limit. Arbitrage only closes a gap cleanly when traders can push it from both sides. Here they can only lean on it from one. So premium won't likely go to zero, instead premium will probably shrink and then park at a floor. NFA, DYOR

Nvidia just disclosed a 9.3% stake in $NBIS. Everyone's reading it as "Nvidia buys the dip." Look closer. It's a passive 13G. 21 M of the 22 M shares is warrants Nvidia can't even touch until Sept 11. This isn't new money. It's the formal reveal of a bet Nvidia already made back in March. Two weeks ago the crowd called this sector dead. Nvidia's filing says the opposite.

Google's building its own server chip to "ease compute capacity constraints." That quote is the whole story, and everyone's going to trade the wrong ticker on it. $GOOGL popped 3% today on it. Fine. But read what they actually admitted: the constraint is real enough that a company with unlimited access to Nvidia is building silicon to route around it. When the biggest buyers start building to escape a bottleneck, the bottleneck is where the money is. Not the escape hatch. And look what else dropped today, quietly. UMC moving its silicon photonics from 8 to 12 inch wafers in Singapore, specifically to fix data-center connectivity bottlenecks. Same day. Same problem. One headline gets the clicks, the other tells you where the buildout actually pinches. The compute isn't the choke anymore. Moving data between the chips is. That's the photonics and packaging layer. Everyone's watching the model names. I'm watching who supplies the connection. Not advice, just a thesis, NFA, DYOR

People still think $WYFI is just a tiny GPU rental play. The July 9 test says otherwise. They linked two data centers 83km apart into one GPU cluster over dark fiber. -111.2 Tbps, and that’s only using part of the spectrum -0.9ms round trip, basically at the physical limit -patents filed, launch targeted Q3 Single buildings are running out of power and space for big clusters. If two sites can act as one you just skip that wall. Sovereign AI and telcos will want this. 1.2B cap for that. Their numbers, not verified yet, and it’s still R&D so it can slip. But nobody’s pricing this as anything but a GPU landlord. NFA, DYOR

Everyone's chasing $NBIS and $IREN after they already ran 200-400%. Nobody's looking at the baby version that hasn't moved yet. $WYFI. Spun out of a bitcoin miner, IPO'd at $17, tiny. Same neocloud playbook as IREN just one phase earlier. What's actually happening right now: -Signed a 5yr AI compute deal, $160M, investment-grade customer -That contract starts THIS month -Needham flagged another ~100MW site likely closing in coming months This is what NBIS and IREN looked like before the market woke up. Small revenue, still losing money on paper, nobody paying attention.

@aleabitoreddit Doesn't the conversion only run in one direction? ADR->local is uncapped but local->ADR has an issuance limit so the gap won't probably vanish.

For anyone watching the 25%+ premium in $SKHY versus SK Hynix's Korean shares: The ADRs and local shares become convertible on July 29. Should open the door for arbitrage and likely compress the ADR premium. Maybe lifting Korean shares or pressuring US shares. 2.5% currently is the US ADR stock, so an additional 22.5% can be converted.

🚨Warning: the entire AI buildout has a chokepoint nobody on X is talking about. Not the GPU. Not the cooling. The transformer. Every watt of that $725B hyperscaler capex has to step down through a dry-type transformer before it ever reaches a rack. And there's a ~2 year lead time to build new capacity for them. $HPS.A makes them. Backlog +95% YoY. Still climbing even at record shipments. Orders booked into 2027. Data centers went from ~10% of their sales to nearly 30%. That happened in quarters, not years. Here's the part people miss. When the bottleneck owner physically can't expand for 2 years, they get pricing power. Same setup as the memory names before the hike. A mini $SNDK if it gets severe. And it trades at ~10x earnings while every large-cap electrical name trades at 30x. Market still pricing it like a boring Canadian industrial. NFA, DYOR

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