DanielRomero

ERCOT has 226 GW of large-load interconnection requests
Total installed capacity stands at 183 GW
That means the 226 GW load queue is roughly 1.23× ERCOT’s entire installed generation
$CIFR has already started diversifying away from ERCOT, with its new Ohio site acquisition
$GLXY 2.7 GW expansion potential now seems unlikely in the near term
Those that have already secured approvals hold a clear advantage:
• $IREN already has 2 GW approved in Sweetwater
• $RIOT has 1 GW approved at its Corsicana site

ERCOT has 226 GW of large-load interconnection requests
Total installed capacity stands at 183 GW
That means the 226 GW load queue is roughly 1.23× ERCOT’s entire installed generation
$CIFR has already started diversifying away from ERCOT, with its new Ohio site acquisition
$GLXY 2.7 GW expansion potential now seems unlikely in the near term
Those that have already secured approvals hold a clear advantage:
•$IREN already has 2 GW approved in Sweetwater
•$RIOT has 1 GW approved at its Corsicana site

$RDW is gaining more traction than ever before
However,
The company has $54m in cash and is burning over $40m per quarter
It also has an undrawn revolver of $35m
Even with the $250m ATM set for this quarter, total available liquidity would only provide roughly two years of runway, while the company still carries around $200m in debt
At the current $1.1b market cap, the ATM would be highly dilutive, and the debt load concerning
Summary: $RDW urgently needs new contracts and, more importantly, good execution to deliver them with good profitability

$NBIS: Current Footprint

$NBIS: Current Footprint

China launches world's first 30MW pure hydrogen turbine
Mingyang Group has successfully launched Jupiter I, the world’s first 30 MW gas turbine running entirely on pure hydrogen, now operating stably in Inner Mongolia
The system solves a key renewable energy problem by storing excess wind and solar power as hydrogen via electrolysis, then converting it back into electricity during peak demand, delivering zero carbon emissions at generation
Compared with a thermal power unit of similar size, Jupiter I can cut over 200,000 tonnes of CO₂ per year

Is $JMIA the Amazon of Africa?
KPIs from last quarter
→ Revenue: up 22% YoY
→ Operating margin: -37%
→ EBITDA margin: -31%
Over the last 9 months
→ Gross profit: down 11% YoY
→ Revenue: up 5% YoY
Balance sheet
→ Cash position: $85M
→ Headcount: down 7% YTD
→ Runway: ~20 months
Guidance
→ 2026: loss of $27.5M
→ 2027: first profitability
Operations
→ Jumia operates in Algeria, Egypt, Kenya, Uganda, Morocco, Ivory Coast, Ghana, Nigeria, and Senegal.

$AMD's RDNA 5 GPUs have taped out on $TSM's N3P process node, targeting a mid-2027 launch
$TSM's N3P is an optical refinement of the N3E node, delivering approximately 5% higher performance at the same power or 5–10% lower power at the same frequency

Companies by number of approved quantum computing patents:
Origin Quantum (China): 901
IBM (USA) | $IBM: 601
Baidu (China) | $BIDU: 376
Alphabet (USA) | $GOOG: 231
Intel (USA) | $INTC: 196
Huawei (China): 185
Microsoft (USA) | $MSFT: 179
IonQ (USA) | $IONQ: 120
Bank of America (USA) | $BAC: 119
Honeywell (USA) | $HON: 118
Tencent (China) | $TCEHY: 114
Fujitsu (Japan) | $FJTSY: 109
Alibaba (China) | $BABA: 95
Rigetti (USA) | $RGTI: 65
D-Wave (Canada) | $QBTS: 64

$AMD and $NVDA are expected to raise graphics card prices in Q1 2026, with potential increases of 10–20%
$AMD has already notified partners of a $10 price increase per 8GB of VRAM
$SSNLF Samsung, $000660 SK Hynix, and $MU Micron have allocated roughly 18–28% of DRAM capacity to HBM, tightening supply for conventional memory
As a result, DRAM contract prices are up ~170% year over year.
$NVDA is also reportedly planning to cut discrete gaming GPU production by 30–40% in 1H 2026

A new space race could trigger a multi-year rally in space stocks
$RKLB $LUNR $RDW $VOYG $BWXT
Donald Trump signed an executive order directing NASA to deploy a lunar surface nuclear reactor by 2030
Russia and China signed a state contract to complete work on a lunar power plant by 2036
If this becomes a new space race, the private sector will lead it this time

Data center stocks have entered a sharp downtrend
$IREN, $CIFR, $WULF, $DGXX, and $CLSK are taking the biggest hit
Are you buying the dip?

China builds 400x more ships than the US
Here are 7 shipbuilding stock ideas in case the US decides to close the gap:
$CNRD | Conrad Industries
Gulf Coast shipbuilder and repair yard with recurring U.S. government work, including the U.S. Navy and Army Corps of Engineers. Active Navy YRBM barge construction program with follow-on units.
$HII | HII Inc.
Primary U.S. naval shipbuilder. Newport News yard is building Gerald R. Ford–class aircraft carriers for the U.S. Navy.
$AUTLF | Austal Ltd
U.S. Navy shipbuilder through Austal USA. Produces Expeditionary Fast Transport (EPF) vessels, including

I wouldn’t be surprised if we see data center acquisitions in 2026
$SLNH is trading at a $200M market cap and has access to 698 MW of capacity
$BITF is trading at a $1B market cap and has access to 700+ MW
If DC capacity supply keeps lagging demand, M&A opportunities are there

$INTC is aggressively undercutting $AMD on pricing
$INTC's Arrow Lake processors have seen price cuts exceeding 40% since launch, with the Core Ultra 5 245K dropping from $289.99 to roughly $150–$220, depending on the retailer
By comparison, $AMD's Ryzen 9 5900XT, based on the older Zen 3 architecture and limited to DDR4 memory, currently sells for $249–$309, making it significantly more expensive than Intel’s newer offerings
Despite these pricing advantages, $INTC continues to lose overall market share. According to Mercury Research, $AMD captured 30.9% of the x86 market in Q3 2025, up 6 perc

$AAPL is paying roughly $70 per 12GB LPDDR5X RAM chip for its iPhone 17 lineup
Up from the $25–29 range at the beginning of 2025
As long-term contracts are renegotiated at much higher prices, memory companies’ earnings will continue soaring
$MU $SSNLF $HXSCL