$HUT Asher Genoot on the FUD and false beliefs around data centers today: • Water consumptions & closed-loop systems • Paying for energy generation with utility • Supporting Governor Abbott’s data center audit

Morgan Stanley just raised their price target for $CIFR, bank analysts love $IREN also: ☑️ Iran & Ukraine, wartime datacenters ☑️ OpenAI & Anthropic want sub 50MW sites ☑️ Oracle

"Rosenblatt Securities initiated coverage of Soluna (NASDAQ: SLNH) at Buy on Wednesday, setting a $4 price target as the operator pursues an AI/HPC conversion in Texas. The target implies about 257% upside from the $1.12 share price cited in analyst Chris Brendler’s note. Rosenblatt’s model assumes Soluna develops 118 MW of critical IT load capable of generating more than $200 million in annualized revenue, over three times its 2025 revenue. Brendler based the rating on Soluna’s 266 MW of conditional ERCOT Base Load-designated capacity, its Metrobloks joint venture and an exclusive letter of intent with an unidentified prospective customer. Rosenblatt expects Soluna to secure its first HPC partner before year-end, although the note identified customer contracting and construction financing as outstanding hurdles. "-- BlockSpace Media $SLNH @SolunaHoldings

AI HPC PRICE TARGET UPDATES⚡️ $IREN: Northland initiates with Outperform and $99 price target $CIFR: Morgan Stanley raised price target to $54 and maintained Overweight $MARA: Morgan Stanley raised price target to $11 and maintained Underweight $SHAZ: Northland initiates with Outperform and $95 price target $BRUN: Northland initiates with Outperform and $36 price target

$CLSK up today after $6.6 billion deal with $META for Sandersville lease 📈 also: ☑️ Anthropic IPO watch ☑️ Rune's new "drama free datacenter" ☑️ @SemiAnalysis_ says moratoriums are inconsequential

The Fed hike means that the cost of debt to datacenters goes up. And who is the average person going to blame when their own expenses go up due to a Fed rate increase? Datacenters 😂

Big recaps on $IREN and $NVDA today! also: ☑️ @HIVEDigitalTech BUZZ Craig Tavares ☑️ @benitoz on NVIDIA AI factories & Hot Chip ☑️ @jaypatel on $100M @Bullish GPU fund

"When you buy compute inference you're buying short term rentals based off demand" says @bavaria_kush Kush says that's why inference providers are a natural early customer to compute indices such as @OrnnExchange's H100 volatility index.

ANTHROPIC AGREES TO $45 BILLION NSCALE COMPUTE DEAL 6-year deal for 460 MW of compute capacity on NVIDIA’s Vera Rubin architecture which Good sign for neoclouds $NBIS $IREN $CRWV

"In some ways $CRWV is already forward hedged for compute" says @BrettHarrison This is why the volatile GPU-hour indices aren't highly correlated with neocloud stocks right now, when you otherwise *think* they'd be.

Options products unlock feasible financing for datacenter projects says @BrettHarrison "20-25% interest rate for a [datacenter] loan is completely untenable, especially if you're a startup trying to use equity raise capital" With hedging, you can guarantee to you lender a GPU-hour rate, which unlocks tons of financing to a market that is supply constrained. "Right now NVIDIA is behaving like that put option seller of last resort" Brett, CEO @Architect_Fi

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