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Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is trending after its Q4 earnings report, where an overall beat was overshadowed by cautious Q1 guidance, particularly concerning AI chip sales to China, leading to a sharp sell-off that the community is actively debating as an overreaction to high AI growth expectations.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing intense pre-earnings volatility, as the community actively speculates on a significant Amazon deal announcement and debates a sharp sell-off potentially driven by broader tech sector weakness and Bitcoin price action, contrasting with its strong AI infrastructure fundamentals.

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 Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending due to a significant sell-off immediately following a strong earnings report and raised guidance, prompting community discussion about its high valuation. The market is actively debating whether the decline stems from a broader rotation out of high-valuation software stocks and AI disruption fears, or if it represents a buying opportunity fueled by perceived manipulation.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending following its proposed $2 billion senior secured note offering for the Black Pearl data center, pre-leased by Amazon Web Services, and a new 200MW site acquisition in Ohio. This strategic pivot to AI/HPC data centers with long-term hyperscaler contracts has the community debating its potential decoupling from Bitcoin volatility, with many viewing current price action as a compelling buying opportunity for future growth.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is currently trending amidst widespread community debate stemming from recent controversial allegations linking Jeffrey Epstein to its origins and ongoing US Treasury discussions regarding crypto regulation. This has polarized investors, with many expressing extreme bearishness and a "Pedo Coin" narrative, while others see institutional manipulation creating a buying opportunity before an anticipated rebound.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is a focal point of discussion amid broader profit-taking across the semiconductor sector, with investors actively debating if the current pullback presents a key buying opportunity or signals a deeper correction for the AI-driven memory leader. Community sentiment is divided between those highlighting strong, multi-year demand for HBM and Micron's strategic AI positioning, and those cautioning about historical memory cycles and valuation following its significant run.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending amidst a dramatic sell-off, with its price heavily influenced by recent cryptocurrency weakness, sparking intense community debate over whether the stock is now deeply oversold and a prime buying opportunity ahead of its anticipated earnings report.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is seeing a significant rally following better-than-expected earnings and optimistic future guidance, with the community actively discussing a potential short squeeze given high short interest. This surge is fueling hopes for a broader recovery in the solar sector, supported by analyst upgrades and new product innovations.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending following its announcement of acquiring two new infrastructure sites, which more than doubles its digital and power capacity to 2.8 GW, significantly advancing its transition into AI and high-performance computing and fueling investor discussions about its re-valuation and potential short squeeze.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending ahead of its upcoming earnings report, with community discussion highlighting strong AI momentum from Gemini and expectations for robust ad revenue, despite investor anxiety about a potential post-earnings sell-off or its valuation after a significant run-up. Investors are keenly watching if GOOG's performance will set a positive tone for the broader tech sector amid ongoing debates about its AI leadership and market positioning.

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Ethereum

Solana

Ripple

Dogecoin

Cardano

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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$ARRKF Jim sums up the latest news 
 
https://mining.beehiiv.com/p/jims-mining-letter-july-16-2024 
 
Worth reading

AGI AGI.TSX 0UGS.L 1AL.F AR.TSX 0UIK.L ARNGF A8U.F CXB.TSX CXBMF WCLA.F ARK.V ARRKF 9RJ.F FOM.TSX FMCXF 48M.F FFH.TSX FRFHF 0KV5.L AEM AEX:TSX 0R2J.L AE9.F

Jim's Mining Letter

Jim's Mining Letter - July 16, 2024

$ARRKF Good summary 
 
https://mining.beehiiv.com/p/jims-mining-letter-july-4-2024 
 
Worth reading

STGO.TSX STPGF 2J9.F IVN.TSX IVPAF IYAA.F ARK.V ARRKF 9RJ.F EMO.V EMOTF LLJA.F WAF.ASX WFRSF W25.F