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📺The NHK program “J-MELO,” featuring an interview with ANGERME, will be rebroadcast✨
Check the official website for details💫
#ANGERME# #HelloProject# #JMELO# #NHKWorld# #JPop# #idol# #JapaneseIdols#
@angerme_upfront
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📺 Juice=Juice is appearing on NHK WORLD! ✨
Catch them on “J-MELO” on Nov 2, featuring an exclusive interview and live performance 🎤
🔗 More info:
#JuiceJuice# #HelloProject#
@JuiceJuice_uf
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J.J. McCarthy is a Giants Hail Mary that's worth a shot
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.
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J. Cole launches his first independent sneaker, the Dreamer Indie 5000
J.P. Morgan’s BTM research report projects a 57 GW shortage from data center demand in 2030
Since 2023, 5-year forecasts for utility-grid load growth have increased ~7x from 24 GW to 166 GW
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J&J REPORTS A 69.2% OVERALL SURVIVAL RATE OVER FIVE YEARS AND A MEDIAN PROGRESSION-FREE SURVIVAL OF 60.5 MONTHS.
J.P. MORGAN ON BEHIND-THE-METER
We believe BTM power offers a differentiated growth profile and potentially more durable earnings stream.
The U.S. is trending toward a structural power shortfall the grid can’t close fast enough. Projecting a ~50-80 GW gap by 2030.
$NBIS $BE $GEV $NUAI $CIFR $VST
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J.P. Morgan: custom silicon workload from frontier labs have potential to contribute to much higher memory demand as they rely more on their own chips and less on datacenter capacity leasing.
$MU $DRAM $EWY $SKHY
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J.P. Morgan: GPU to CPU ratio to decline from 3.0 in 2025 to 1.9 in 2028E.
Not exactly 1:1 as many have said but getting there slowly...
$INTC $AMD $NVDA $ARM $QCOM
