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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals quarterly results and expansion outlook are driving attention, with traders highlighting sharply higher revenue, growing data-center capacity and plans to bring more capacity online. Many are bullish on execution, while others question the muted share-price reaction and point to debt, buildout costs, and higher interest rates as risks; short-squeeze claims remain speculation.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Goldman Sachs upgrade of Palantir to Buy, citing expanding AI opportunities including sovereign AI, is driving attention as shares approach prior highs. Traders are largely focused on a potential breakout, while skeptics question the stocks valuation and point to repeated resistance.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

Wolfspeeds conditional long-term government financing commitment of up to $1.5 billion to expand domestic SiC and GaN production is driving attention, with traders viewing it as financial support and a potential short-squeeze catalyst. Others caution that the funding is not finalized and point to possible dilution, Wolfspeeds ongoing financial challenges, and the risk that the share-price spike could fade.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: PepsiCo Foods North America (PFNA), PepsiCo Beverages North America (PBNA), International Beverages Franchise (IB Franchise), Europe, Middle East and Africa (EMEA), Latin America Foods (LatAm Foods), and Asia Pacific Foods. The PFNA segment refers to the food businesses in the United States and Canada. The PBNA segment includes beverage businesses in the United States and Canada. The IB Franchise segment involves the international franchise beverage businesses, as well as the SodaStream business. The EMEA segment pertains to food businesses and beverage businesses with company-owned bottlers in Europe, the Middle East, and Africa. The LatAm Foods segment consists of food businesses in Latin America. The Asia Pacific Foods segment is associated in food businesses in Asia Pacific, including China, Australia and New Zealand, as well as India. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

PepsiCos quarterly results beat expectations, but the company lowered its profit-growth outlook as North American demand and margins remain under pressure. Traders are weighing the earnings beat and potential value after the stocks decline against concerns that the North American recovery is taking longer than expected.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SOUNs prolonged decline toward 52-week lows is driving debate over dilution and heavy short interest, with traders split between blaming short sellers and management and anticipating further downside. Bulls point to Kia, Intel and restaurant AI deploymentsand the upcoming earnings reportas possible catalysts, while skeptics say profitability and cash burn remain concerns; short-squeeze expectations are speculative.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas Zeta Live announcements, including its AthenaOS enterprise AI platform and an NVIDIA-backed inference model developed with Fireworks, are driving attention. Traders are largely optimistic about Zetas expansion beyond marketing software, while some question the spending and warn of a possible sell-the-news reaction.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Delta is drawing attention ahead of its Q3 earnings report, with traders focused on whether strong travel demand, higher fares and its refinery can offset rising jet-fuel costs. Opinions are split between optimism about resilient demand and concern that fuel pressure could squeeze margins or prompt weaker guidance.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

FIGRs steep share-price decline is driving the discussion, with traders pointing to insider and shareholder selling, valuation concerns, and distrust of the CEO as possible headwinds. Bulls counter that the companys growth and blockchain-based lending and tokenization business remain strong, leaving the community divided over whether the selloff reflects fundamentals or temporary selling pressure.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

Analyst price-target cuts tied to weak residential roofing demand, elevated inventories and pressure in new construction have intensified concerns about QXOs exposure to a soft housing market and high rates. Many traders are frustrated by the sharp decline and question managements communication, while others view the weakness as an opportunity to accumulate shares based on the companys acquisition-led growth strategy.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is drawing attention as rising long-term Treasury yields, driven by inflation concerns, expectations of further Fed tightening, and government debt supply, have pressured bond prices. Traders remain divided between expecting the selloff to continue and seeing strong auction demand and a bounce as signs of a possible near-term floor.

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$IREN Printed $137.2 million for the June quarter, about where the street sat, and down from $144.8 million three months ago. The mix is the story. AI Cloud did $70.5 million against $66.7 million of mining, so the compute business is the bigger half of the company for the first time. Revenue still went backward, because mining is coming out faster than AI is going in. That&#39;s the air pocket they&#39;ve been describing for three quarters.

The full year loss is $702.6 million and $638.8 million of it is impairment on Bitcoin hardware they chose to unplug, $450.4 million of that in this quarter alone. Nobody should be surprised by a number management scheduled. The adjusted EBITDA squeeze is the more interesting line: $19.2 million against $59.5 million last quarter, with headcount nearly tripled on the year and five new C-suite seats filled. They are paying for a cloud company that doesn&#39;t have its revenue yet.

The rest of the quarter: Horizon 1 delivered and accepted by Microsoft on August 13, Horizon 2 in commissioning, Horizons 3 and 4 in late-stage build for Q4. Mirantis and Nostrum both closed, which puts software and a European footprint under the platform. And a new multiyear contract with a frontier lab they didn&#39;t name.

The financing deserves a minute. The $3.6 billion Microsoft GPU facility priced at under 6%, and with the customer prepayment behind it covers nearly all of the capex on that deployment. The $2.4 billion for the Mackenzie air-cooled expansion, led by Blue Owl and PIMCO, priced at 9.0% fixed and funds 90% of its GPU capex. Same company, same equipment, more than three hundred basis points apart. That&#39;s the credit market pricing each tenant in public, for free.

Which leaves the number that actually matters. Operating ARR is $1 billion as of August 26. The target is $4 billion running by December 31. Four months, and it goes entirely through Horizons 2 through 4 landing on schedule. They have $14 billion of cash, committed GPU debt and prepayments behind it, and 2026 capacity is largely sold out. The contracts are done and the money is committed. The rest is whether the racks come up on time, and Horizon 1 says they can.

The grinder

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$IREN 

Here is the skinny 👇
Don’t listen to FUD bears

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$IREN It honestly shows how volatile these thoughts could be. I used to run and investor relations company. Back in the day a penny stock that did 137 million was a big deal. And probably had a market cap of $500 million. I don&#39;t know when the stock but I do own $WULF and $CIFR and my long accounts at a lot less than where they&#39;re trading. I did cash out on both at the top. GLTA.

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RonBarkly

$IREN an intelligent post in a sea of moronic posts tonight.

$IREN 

Exactly 👇
Don’t listen to FUD BEARS. 
@Kavastocks nailed it

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IREN Limited

 Printed $137.2 million for the June quarter, about where the street sat, and down from $144.8 million three months ago. The mix is the story. AI Cloud did $70.5 million against $66.7 million of mining, so the compute business is the bigger half of the company for the first time. Revenue still went backward, because mining is coming out faster than AI is going in. That's the air pocket they've been describing for three quarters.

The full year loss is $702.6 million and $638.8 million of it is impairment on Bitcoin hardware they chose to unplug, $450.4 million of that in this quarter alone. Nobody should be surprised by a number management scheduled. The adjusted EBITDA squeeze is the more interesting line: $19.2 million against $59.5 million last quarter, with headcount nearly tripled on the year and five new C-suite seats filled. They are paying for a cloud company that doesn't have its revenue yet.

The rest of the quarter: Horizon 1 delivered and accepted by Microsoft on August 13, Horizon 2 in commissioning, Horizons 3 and 4 in late-stage build for Q4. Mirantis and Nostrum both closed, which puts software and a European footprint under the platform. And a new multiyear contract with a frontier lab they didn't name.

The financing deserves a minute. The $3.6 billion Microsoft GPU facility priced at under 6%, and with the customer prepayment behind it covers nearly all of the capex on that deployment. The $2.4 billion for the Mackenzie air-cooled expansion, led by Blue Owl and PIMCO, priced at 9.0% fixed and funds 90% of its GPU capex. Same company, same equipment, more than three hundred basis points apart. That's the credit market pricing each tenant in public, for free.

Which leaves the number that actually matters. Operating ARR is $1 billion as of August 26. The target is $4 billion running by December 31. Four months, and it goes entirely through Horizons 2 through 4 landing on schedule. They have $14 billion of cash, committed GPU debt and prepayments behind it, and 2026 capacity is largely sold out. The contracts are done and the money is committed. The rest is whether the racks come up on time, and Horizon 1 says they can.

Plainview

@KavaStocks Awesome summary. Thanks! Best post 
 today.

Daan

Cameron Branning

 Awesome summary. Thanks! Best post 
 today.

Dave

@KavaStocks   Any thoughts on if the unnamed frontier lab is a major western lab or an international lab???

   Any thoughts on if the unnamed frontier lab is a major western lab or an international lab???