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IREN × Microsoft: Contract big enough to reset the model
IREN: Power-First, Build-Fast, Bare-Metal. This Is What an AI Infra Winner Looks Like.
IREN: Bounce Or Breakdown?
PTJ Just Plugged Into My Macro Map: Melt-Up First, Debasement After
IREN signs 11k GPUs, targets >$500M AI ARR, and launches a 2031 convert: de-risking the ramp (if execution holds)
AMD Lands OpenAI 6GW Deal: Platform Validation Now, Revenue From 2026
Security Tightening Could Be a Tailwind for Palantir: Zero-Trust & Auditability, as Competitive Moats
RBLX: From Sideways to Send? Watch 145
BigBear.ai: When Price Leads The Story: Why This Breakout Matters (And What Must Happen Next)
BMNR Just Raised $365M at a Premium: What It Means for Holders
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