More than 50% of Leopold Aschenbrenner’s Situational Awareness holdings are concentrated in computer memory, with $SNDK and $MU dominating the portfolio.
Governor Abbott ordered an ERCOT audit that could have huge impacts on data centers in Texas. Learn the basics of the order and understand how it may affect your AI infrastructure bets such as $IREN $NUAI $CIFR $RIOT.
Leopold Aschenbrenner’s Situational Awareness just sold most of its public holdings to Citadel after 4x leverage met a bad month, despite a 439% return in H1 2026. The biggest positions $NBIS $SHAZ $BE $CRWV bounced hard on the news. Full timeline inside.
Is $NUAI the Picasso sitting in a garage sale, as some profound $IREN investors are claiming? Let’s take a look at the company’s fundamentals and do valuation modelling.
Want to evaluate a hyperscaler deal beyond the headline number? Ziven built a valuation tool that treats companies as data center landlords to reveal the real economics. We used $CLSK’s $6.6B colocation deal to show how that translates into shareholder value.
Marvell $MRVL has gone from a sub-$100 stock to north of $300 since Jensen Huang called it "the next trillion-dollar company", and now everyone's hunting for his next hint. The most useful thing he left on stage was a map.
$IREN secured 96% of the $5.81bn GPU capex for its Microsoft contract at a low single-digit all-in financing cost. This was enabled by by the Microsoft lease itself and carries investment-grade credit rating.
Hyperscaler contracts have moved from a sideshow to the main story for public miners, but the announcements are scattered across press releases and 8-Ks. We've built a single tracker that surfaces every deal and the economics that matter.
Public Bitcoin miners are pivoting to AI/HPC data centers, so we built a live tracker to compare operating, under development, and pipeline capacity.
HPC/AI exposure drove miner valuations in 2025. The next phase will separate execution from narratives, and that's where re-ratings will diverge. $IREN $APLD $CIFR $WULF $HUT
🎧 We turned our annual Bitcoin mining report into a podcast that covers mining economics, AI/HPC valuations and more...
Institutions increased positions in Bitcoin miners during first 9 months of 2025, with $IREN, $APLD, $CIFR, and $RIOT leading gains in holder numbers and capital flows.
