$IREN $NVDA
IREN PARTNERS WITH NVIDIA.
Iren signed a $3.4B, 5-year AI Cloud contract with Nvidia entering into a 5GW strategic partnership.
I am not a huge $IREN investor, but at $43, it felt like there was a bit to much hate on the name given they still are a neocloud with capacity for compute and the entire world is compute constrained.
Today's deal isn't a massive hyperscaler deal, but it does feel more bullish than not. No one knows if the stock can easily maintain the $70s like it did on the initial after-hours pump, but the most important part of this announcement is Nvidia is granted the right to purchase 30M shares at...$70 a share.
Effectively, Nvidia is saying we think $IREN is worth a minimum of $70. The interesting thing is that Nvidia is not yet *directly* investing, which is what they did with $CRWV and $NBIS.
For whatever reason, Nvidia is waiting to make the investment but if they are willing to buy at $70, it's them telling the street that we believe this company is worth that much and the cloud contract we signed with them today signifies that.
Not a major hyperscaler deal but seems pretty bullish long term and hopefully a much larger compute deal is on the way for the company.
🇩🇪🇦🇱 Skender Nuraj (2010) took part in yesterday’s final training session and could be included in Bayern’s squad for the match against FSV Mainz.
Skender Nuraj is half-Albanian. His mother is probably from East Asia.
🗣️| “Se allenerei la #Lazio? Ho paura di amarla troppo, mi farebbe perdere lucidità. Poi non si sa mai. Prima c'è da mettere apposto qualcosa, non è il momento”.
🎙️• Alessandro #Nesta, @DAZN_IT
@Home_of_Fight Needle or no needle Jon is just better DC. He is the greatest fighter to ever live. He beats you 10 out 10 times, he beat you while parting drinking doing drugs every night.
😬 Daniel Cormier goes WILD on Jon Jones:
“200 cm height, 8 years youth difference, and still so insecure that he stuck a needle in his ass.” 💉
🎥 ALF Global
As of this morning, providers on our platform can now send prescriptions for Zepbound® vials and KwikPen®, as well as Foundayo™, to the LillyDirect® pharmacy and access self-pay pricing for our customers because of an expansion in our platform’s functionality.
In many ways, today reminds me of Netflix’s early days, when everyone talked about whether they would have the latest blockbuster in their catalog. As if Netflix’s success depended on its ability to become the distribution channel for a single film.
They were missing the forest for the trees: Netflix wasn’t just renting DVDs. It was changing consumer behavior by ruthlessly prioritizing choice and inventing new pathways to the things people wanted the most.
By offering a full range of FDA-approved GLP-1s on our platform, we’re similarly giving our customers more choices through all the tools we have available – and we’ll continue to push here on behalf of everyone who depends on us for their care.
Read more on how we’re making this possible, including important info, here:
news.hims.com/newsroom/full-…
Let's not overlook the performance of this Laziale please. MOTM behind Motta. The impeccable defensive organizer again just like in Napels. Imagine him scoring that header chance as well. I still can't believe we'll be without him soon. #Romagnoli#AtalantaLazio
Today, the FDA moved towards bringing regulatory clarity on peptide therapy. At Hims & Hers, we believe innovation in longevity care must be guided by safety, transparency, and clinical excellence.
Read our statement from Dr. Pat Carroll: news.hims.com/newsroom/appla…
President Donald Trump says if the 🇺🇸 x 🇮🇷 ceasefire expires without a deal being reached, "lots of bombs will start going off."
The US-Iran ceasefire is set to expire in two days.