Options Trader & Growth Investor Advanced Market Research (Not Financial Advice)
Miami, FL
Joined August 2021
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Oklo $OKLO footprint across three different markets.
- Idaho: 75 MWe Aurora powerhouse & fuel fabrication
- Ohio: 1.2 GWe clean energy campus
- Alaska: 5 MWe Aurora powerhouse + 60 MWhe storage
- Tennessee: Used nuclear fuel recycling
- Texas: Authorized isotope test reactor
Oklo $OKLO expects FY26 operations cash outlook to grow to $120M-$150M, from $80M-$100M previously.
The updated range implies greater spending as the company advances nuclear development.
TeraWulf $WULF long term contracted cash flows.
- 839 MW contracted IT capacity
- ~$27B contracted revenue
- ~$1.5B projected annualized NOI
- ~2.1 GW development pipeline
- 737 MW under construction
Anthropic, $GOOG, Fluidstack & Core42 have 250-500 MW in annual contracts.
TeraWulf $WULF reports Q3 2026 earnings Nov. 6 after generating $44.8M in Q2 revenue, including $31.9M from HPC leases.
HPC represented approximately 71% of quarterly revenue.
Here’s how the magnificent 7 has finished trading this week🟢🔴🔴🔴🟢🟢🟢
Nvidia $NVDA +2.93%🟢
Amazon $AMZN -0.33%🔴
Apple $AAPL -0.47%🔴
Microsoft $MSFT -0.90%🔴
Tesla $TSLA +4.23%🟢
Meta $META +0.84%🟢
Google $GOOGL +0.79%🟢
$AMD future chip bill just reached $49B, a 400% increase in 9 months
Purchase obligations have jumped from $12.17B to $48.76B meanwhile inventory only rose $11.46B
AMD is pre buying the AI buildout
Here’s how the magnificent seven has began trading today🟢🟢🔴🔴🟢🟢🟢
Nvidia $NVDA +6.18%🟢
Amazon $AMZN +0.81%🟢
Apple $AAPL -1.02%🔴
Microsoft $MSFT -0.81%🔴
Tesla $TSLA +2.04%🟢
Meta $META +1.91%🟢
Google $GOOGL +1.86%🟢
53% of the memory price index represents AI servers, PC memory is only 7%
Server Dram: 41%
HBM: 12%
Mobile Dram: 26%
Specialty Dram: 13%
PC Dram: 7%
Memory prices are up 11x from their low, yet memory stocks just fell almost 20% in a single day
Spot DDR4 momentum has cooled in August after June’s 9% spike yet DDR5 contracts kept climbing to $275
The shortage moved from spot to contract
$MU $SKHY $SNDK
Tempus AI $TEM is building a longitudinal oncology data platform spanning the full patient journey.
Its diagnostics portfolio connects hereditary risk testing, DNA/RNA tumor profiling, therapy selection & minimal residual disease (MRD) monitoring through xG, xT, xR & xM NeXT.
Tempus AI $TEM reported Q3 2026 revenue of $411.5M, up 23% YoY from $334.2M in Q3 2025.
Growth was driven by its diversified precision medicine platform spanning oncology, hereditary testing, life sciences & research, and data & applications.
Nvidia $NVDA & Anthropic are advancing secure agentic AI through Claude Managed Agents & Nvidia's Open Agent Safety Platform.
The architecture combines Claude orchestration with Nvidia OpenShell, isolating agent execution inside controlled sandboxes with policy enforcement.
Nvidia $NVDA Vera Rubin NVL72 can reduce AI inference costs while increasing token throughput.
SemiAnalysis projects up to 30x higher tokens/sec performance in its illustrated comparison.
