aurph

been quietly building a dashboard to track the AI power trade. grid stress, data center locations, live prices on all the names tied to it. GridTilt is a FREE live dashboard for the AI power economy. 5 tools. Built to make the grid make sense. gridtilt.com :)

$IREN We are excited to announce the release of our full analysis on the $IREN Prince George, BC Data center. Check out our full deep dive in the first comment 🔽 The Prince George campus operates with 50 megawatts of power capacity sourced from the renewable hydroelectric grid. This twelve acre property at 1022 Pickering Road provides a stable base for high density compute clusters. Specialized infrastructure designs targets a PUE of 1.1 by leveraging the cold northern climate. The facility supports next generation NVIDIA Blackwell systems with liquid cooling technology to handle 80 kilowatts per rack. IREN controls the entire power delivery process through its ownership of the land and the on site electrical substation.

going to make an optical computer for AI $QCLS faster matmuls less energy QED

@tradeoilstocks Crude oil price spike isn't priced into any of the U.S. equities yet. Earnings will take months to materialize. Doesn't mean anything for hormuz

Yeah, Hormuz is probably staying closed for a while. Dude on the Intelligence Committee decided to go into XOM at all-time highs.

Oklo feels like a blight on the broader nuclear thesis and uranium industry half a billion raised through dilution to fund a burn rate with no commercial reactor, no government grants, no revenue, expect atleast 4 more earnings reports with 0 revenue, and entirely dull growth

@TrendSpider Me

$IREN Did someone order a bullish engulfing candle?

Oil futures break $100, Bitcoin holding up, S&P + Nasdaq futures slightly down, Gold and Silver on the strugglebus.

There are at least 6 problems in no particular order: -mislabeling or intentionally disguising the amount SaaS exposure in some porfolios -no concept of portfolio construction for some of the direct lending managers -mismarking and/or marking inconsistencies across funds -other uses of leverage away from the basic bank/bond/clo financing of direct lending - 2nd outs, jv’s, direct clo equity investments to juice returns and mask the real underlying leverage of the portfolio -250bln of the direct lending market is in “semi-liquid” products where underlying isn’t liquid at all -prisoners dilemma for LP’s of that last bucket - if you don’t redeem do you just get left with the turds? Everyone has to make their own opinion on the SaaS and AI disruptions threatened loans. I think there will be a very interesting secondary opportunity as entities look to sell to meet redemptions or reduce exposure to areas they are too overweight. Right now though to your point Boaz the public BDC’s at .85 -.95 GAV - I look at GAV not EQUITY NAV bc the latter ignores the ultimate downside risk - are cheap to where these secondary private portfolios are offered/trading - I think there will be a convergence in the near future given the amount likely to come for sale.

GGS

@Statholesports This would have to imply a normal player score distribution which doesn't exist

Bam Adebeyo's 83-points was 8.5 standard deviations above his average. This is so large it breaks data floating point precision limits in returning an exact statistical probability of occurring. I'm led to believe this is a 1 in 166 quadrillion chance

@unusual_whales ?

The typical American worker has less than $1,000 saved for retirement, according to a new report from the National Institute on Retirement Security.

things are ramping up with GridTilt. nothing pushed yet but building out a live news feed, map filtering and hover effects, & a catalyst/earnings tracker. this project has been one of the most fulfilling things ive worked on, always making it better. gridtilt.com

@aleabitoreddit Was also watching $CODA today

Iran is now deploying mines in Strait of Hormuz. You might be wondering like everyone else: How do I profit off Iran mining the waterway for oil? Here's how: Sonar for Minefields: $CODA, $KRKNF. Coda Octopus ( $CODA, $174M): 3D/4D/5D volumetric sonar for mines in muddy water. DAVD for U.S. Navy EOD to defuse mines. Kraken Robotics ( $KRKNF, $2.97B): KATFISH towed underwater vehicle is actively used by NATO navies for high-speed, high-resolution seabed mapping and minehunting Mine Identification and Disposal: Exail ( $EXALF, 2.2B MC ): Operates MIDS - Mine Identification and Disposal Systems This is the biggest tailwind of the year for underwater defense companies: As the battle moves from land to underseas: Search and Destroy for Iranian mines in the Straight. Given this is brand new news, that came out a few minutes ago, don’t think they’ve been priced in yet.

@VanillyDK @MartinShkreli lol

@MartinShkreli 'this sounds great'

@MartinShkreli Great writeup!

@cgtwts Babe wake up, your usage limit has been reached

“babe wake up.” Cursor just dropped their own OpenClaw.

@WheelieInvestor I like the espresso kit but I don't drink espresso lol

A whole lineup of new Robinhood Merch Robinhood sure knows how to design good looking products What are you buying?

Your portfolio probably has more AI infrastructure exposure than you think. GridTilt’s new Portfolio Overlay scores every ticker across compute, power, cooling, grid, and infra. Drop in your holdings. See where you actually stand. GridTilt.com

well then...

One of the crucial topics in AI data center buildout is energy. A friend built a dashboard to address this topic directly. Have a look! This is just the beginning.