Morgan Stanley: Global chip sales forecasts imply data center power requirements grow to 257 GW by 2028 & 378 GW by 2029. These figures represent gross power requirements and do not account for potential constraints on available power supply. $NVDA $MU $NBIS $IREN $CIFR $CRWV

J.P. Morgan’s $IREN investment thesis & valuation: $65 price target “IREN is well into its transition in becoming a top tier Neocloud provider serving hyperscalers, enterprises, and AI native companies.” JPM’s main risks include deals signed on worse than expected terms, data center build + GPU costs higher than expected, and interest rates compressing financials.

Hermes Agent has had some MASSIVE updates the last month NOBODY is talking about - Bot mode - Local AI mode - Improved subagents - Hermes HUD and much more It's the most powerful open source agent ever In this video I cover EVERY new change and how to get the most out of them

AI inference onchain plays: robinhood:0xa92768863a55d8a0591709f7f5e594a249d36ea3 strength is undeniable here. Every sell off just paints a higher low and this looks primed to breakout and create a new floor robinhood:0xeb24a2663af4ee979dcbfe39cb95b5f12d369c4b hit 2x up from the bottom called earlier today. GENUINELY one of the BEST AI plays onchain rn cooking non stop, shipped launchpad, AI agents, Merry Men Beta (AI privacy routed swaps). Deserves to be at $10M+ minimum $AF ( @tryaiflow ) hit ATH today, cooling off now expect next leg to $6-7M range. Crazy run up and smashed $3.6M after RT from Jeremy Allaire (Circle CEO), looks like Arc ecosystem want an AI runner and this is tek wise one of the BEST AI plays ONCHAIN. 3x more daily capacity than the ENTIRE ORBIO orderbook. Repricing soon

$NUAI NORTHLAND COVERAGE: "We are increasingly bullish on NUAI as the company has now secured the initial power to go with its near 500 acres." The firm expect commercialization efforts to be managements primary focus over the next 60-120 days as NUAI works to secure a tenant for the initial ~757 MW at TCDC. With ~757 MW gross secured, mgmt. can now run a competitive process across the market to maximize pricing and terms on TCDC. $12 price target represents TCDC phase 1 & 2 once commercialized based on current market pricing. Conservative assumption: ~505 MW IT, 1.5 PUE, NNN, 15-year base term, 45% ownership: Estimates ~$600M-$960M of total annual NOI with ~$270M-$432M attributed to NUAI at $100-$160/kW per month.