🚨 $CRWV: COREWEAVE EXPANDS AI CLOUD CAPACITY IN DENMARK AND LAUNCHES ITS FIRST GLOBAL AI NETWORK BACKBONE ACROSS FOUR CONTINENTS. $CRWV is expanding its AI infrastructure in Denmark, bringing most of its planned 22.5MW capacity online with $NVDA Blackwell GPUs and Quantum-X800 InfiniBand networking. But the bigger news for me is CoreWeave's first global AI network backbone. The company is connecting its infrastructure across North America, Europe, the Middle East and Asia Pacific, with multiple 400Gbps connections, encrypted data transport and redundant network paths. What happens when the GPU clusters across different countries start operating as part of one interconnected AI cloud? Customers can access computing capacity across regions, move large datasets between facilities and deploy workloads closer to where they're needed. This makes CoreWeave much more than a collection of data centers. $CRWV already has over 1.5GW of active power and approximately 4.2GW of contracted power. Now it's building the networking infrastructure to connect that capacity globally. I think this is where CoreWeave starts becoming a much more serious competitor in AI cloud infrastructure. The hyperscalers have spent decades building global cloud networks. CoreWeave is trying to develop similar capabilities specifically for AI workloads. Of course, the financing risk is still there. More infrastructure means more capital requirements and I want to see stronger cash generation as capacity comes online. If CoreWeave can combine its expanding compute capacity with reliable global networking and competitive pricing, its opportunity will become larger than the market typically associates with GPU rental businesses.

🚨 $ASTS: BLUE ORIGIN TARGETS NOVEMBER RETURN TO LAUNCH-PAD OPERATIONS AFTER NEW GLENN EXPLOSION. A MAJOR POSITIVE FOR $ASTS SATELLITE DEPLOYMENT PLANS. Good morning, everyone. Some encouraging news for $ASTS bulls coming out of Blue Origin. According to Aviation Week, Jeff Bezos' Blue Origin is targeting a return to New Glenn launch-pad operations in November after the May 28 explosion damaged its Cape Canaveral launch complex. The company has completed reconstruction of its 430-foot Vehicle Access Tower and is still targeting a return to flight before the end of 2026. If you connect the dots, $ASTS already signed a multi-launch agreement with Blue Origin back in November 2024 and New Glenn successfully carried BlueBird 7 into orbit in April 2026. So this isn't some hypothetical future partnership. AST has already demonstrated that it can use New Glenn to deploy its next generation satellites. New Glenn's seven meter fairing can accommodate up to eight Block 2 BlueBird satellites on a single mission. AST wants to put an enormous satellite constellation into orbit. These aren't small satellites either. Its next-generation BlueBirds have phased arrays measuring nearly 2,400 square feet. When you can launch several of them together instead of individually, you have the potential to improve deployment efficiency and accelerate constellation growth. But after the May explosion, New Glenn became a source of uncertainty for AST's launch plans. Now we're seeing progress toward getting that launch capability back. AST isn't entirely dependent on Blue Origin. It has already used SpaceX Falcon 9 and India's launch infrastructure to deploy BlueBird satellites. But having New Glenn available again gives AST another valuable launch option, particularly for deploying multiple large satellites. AST can manufacture satellites, secure spectrum agreements and sign partnerships with telecom operators. But those satellites still have to reach orbit before they can contribute to a commercial network. Every additional deployment brings AST closer to expanding coverage, increasing network capacity and eventually generating recurring service revenue.