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space datacenter supercluster
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$IREN debt stack is maturing in real time
• $25-30B CapEx forecast
• 14B cash + committed financing/prepayments
• Ability to debt-finance finished builds
$CIFR just announced its participation in seven investor and industry conferences scheduled for November and December 2026.
11/1: Cantor Convergence
11/12: J.P. Morgan U.S. Opportunities Forum
11/19: Clear Street AI Infrastructure Summit
11/30: Rosenblatt AI Infrastructure
12/2: Morgan Stanley Data Center Summit
12/7: Jefferies Real Estate Conference
12/8: Wells Fargo 10th Annual TMT Summit
$CIFR announced it will release its third quarter 2026 financial results before market open on Monday, November 2nd, 2026.
The company will host a conference call and webcast that day at 8:00 a.m. Eastern Time.
Bank of America’s new 13G/A on $IREN shows 16.4M shares (~4.1%).
KEY DETAIL MOST WILL MISS: 0 sole voting or dispositive power. Everything is shared.
This is not a direct proprietary stake by BofA, it’s aggregated client/brokerage/subsidiary positions held in the ordinary course of business (passive).
Down from ~5.8% in the prior filing.
BANK OF AMERICA REPORTS 4.1% OWNERSHIP STAKE IN $IREN
Morgan Stanley thinks $WULF is going to quadruple (+441%!)
Are they right? Tune in now!
also:
✅ $IREN $363m GPU financing deal
✅ $SKHY SK Hynix record profits: is the memory trade back on? xitter.gq/i/broadcasts/2mdjkezrV…
$IREN SECURES $363 MILLION IN GPU-BACKED FINANCING
$IREN HORIZON 2 ANALYSIS/DELAY
“Microsoft’s own teams weren’t talking to each other and it just forced re-cabling across IREN’s Childress campus.”
What happened: Microsoft requested a change to the network topology across the data halls. The problem wasn’t discovered during acceptance testing. It only showed up roughly a month after Horizon 1 was accepted and Microsoft started running real workloads.
$HIVE SECURES $129 MILLION IN FINANCING 🐝
Funding will support a $165 million NVIDIA GB200 GPU cluster for Cohere's three-year fixed $225 million contract, including compute, connectivity and storage.
$GLXY IS A DATA CENTER COMPANY ⚡️
Galaxy closed up ~10% post-Q3 earnings while digital asset revenue cratered 71.6% YoY. The market doesn’t care as it’s pricing the data center pivot.
$GLXY $CRWV and other datacenter companies are up today.
Were the doomers wrong? Tune in NOW!
also: $META raises $25 billion in the biggest tech equity raise of all time xitter.gq/i/broadcasts/2kEOZaRLg…
$WULF CEO Paul Prager explains the difference between neoclouds and TeraWulf:
“We are an energy infrastructure company. We have long-term predictable cash flows from quality credits, our customers are Anthropic and Google.”
Galaxy Digital Q3 2026 Earnings Livestream xitter.gq/i/broadcasts/1vJpPNMDd…
$GLXY EARNINGS ARE OUT ⚡️
• Substantially expanded data center footprint bringing total gross power pipeline to over 5.7 GW
• Completed $3.5 billion offering of senior secured notes to fund construction of Helios I, Phase II
• Data Centers adjusted EBITDA of $69 million rose 498% quarter over quarter.
It's Elon vs $IREN and other neoclouds at the same time that Anthropic (Elon's biggest client) drops their S-1.
We've been crunching the numbers all morning. Tune in now!
featuring guest: @jaypatel xitter.gq/i/broadcasts/1qKVmyjlv…
Anthropic's cloud marketplace "represented 52%, 60%, and 58%" of company's net account receivables.
Google & Microsoft paying Dario's bills.
$SPCX agreement with Anthropic to reach "up to $120.5 billion" for AI compute through 2029.
43% higher prior reporting 🚀
