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Here’s a Look Into $TSMC New Plant in Arizona🤖 An Impressive 1100 Acre Compound for a Hefty $165B Pricetag

Kratos $KTOS Has an Unfilled Gap👀🚀 Statistically Speaking, Kratos has filled the gap 75% of the time When we look at the action this week, we can notice an unfilled gap down from $94.43, This Gives us a Long Bias with a target to $94.43!🎯

$GOOGL Is Building a new Data Center in Texas,🔋 This is geographically near $IREN, $WULF, & $CIFR Partnerships would strategically reduce travel costs, keeping an eye on this one

$CIFR Missed both Revenue & EPS, but yet still put out a great report! Key Takeaways: - AWS Deal Remains on Track - Fluidstack + Google Remains on Track - They Plan to Completely Cutoff Ties to Mining & Focus Exclusively on AI Infrastructure So far, the street loves their

$META HAS ANNOUNCED A 6 GW PARTNERSHIP WITH $AMD Advanced Micro Devices will be delivering high performance, Energy Efficient Infrastructure to Meta Platforms

$HIMS JUST BROKE $15 ON INITIAL EARNINGS REACTION 📉

KRATOS $KTOS JUST REPORTED EARNINGS REVENUE: $345.1M Vs $327.6M EST EPS: $0.18 VS $0.17 EST

KRATOS $KTOS REPORTS EARNINGS TODAY EST REV: $327.6 MILLION EST EPS: $0.17 STOCK IS +20% YTD 📈

OPENAI STARGATE IS DELAYED! This could create opportunities for AI infrastructure companies like $IREN! IREN has a 1.4 GW data center (Sweetwater) energizing in April of this year. If OpenAI decides to secure power elsewhere for compute, IREN is a great option! Read below👇

Sam Altman CEO of Open AI firmly believes Energy will be a limiting factor for AI ⚡️ Infrastructure could be the next sector to move… This supports bullish thesis’s on $IREN, $CIFR, $MARA, $RIOT, $CRWV & other Data Centers

$ORCL LOOKING WEAK ON THE DAILY 📉 Oracle is expected to spend $50 billion on Oracle cloud infrastructure and AI related capex for GPU data center expansion! The AI buildout is massive and it’s looking like the market wants to see WHEN the returns will happen

$KTOS KRATOS IS UP ANOTHER +9% TODAY! 📈 Reclaimed $100 and pushing higher 🚀

Hyperscalers to spend $700B on AI this year Open AI to raise $100B Anthropic just raised $30B There is a huge opportunity for AI Infrastructure stocks to take advantage of this build out! $IREN $CIFR $WULF $NBIS $APLD $HUT 📈

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Sundar Pichai Announced the $GOOGL America India Connect, This is mostly focused on AI connectivity, this will immediately increase connectivity in North America, Asia, Africa, & Australia This will improve over 1B people’s AI capability. This also opens the window for AI

The Demand For Data Center Energy will be more than Doubled by 2035!🔋 This supports the thesis that current capacity will be insufficient, it appears as if the infrastructure race will most likely continue for another 10 years. Bullish for $IREN, $CIFR, $CRWV, $RIOT, $MARA

5th Generation Fighters Deployed Towards Iran, 👀 Keep an eye out for news, it appears very likely we could see a massive development this week! Stocks to watch: $LMT $NOC $BA $KTOS $RTX $LHX $ONDS

$KTOS KRATOS IS +8% TODAY LOOKING TO RECLAIM $100 📈

THIS IS HUGE FOR AI INFRASTRUCTURE: $IREN $CIFR $WULF $NBIS 📈 Meta has signed a multi year deal with Nvidia to purchase millions of chips! Bloomberg reported Meta “will use the chips itself and also rely on Nvidia-based computing capacity offered by other companies”

🚨 SpaceX and xAI are bidding to power the next military AI arms race