▲ 4 r/energy
energy infra and AI build out by gov is happening. BLS data is showing all going up
x.comu/convexpayoff — 7 days ago
u/convexpayoff
r/insidertraders r/Semiconductors r/CriticalMineralStocks r/stockstobuytoday r/MarketPulseReport r/energy r/insiderData r/robots r/GrowthStocks r/Miningstocks
the AI buildout is now showing in every gov data. are we still bearish?
the same tables put electric power and specialty transformers at an all-time high
u/convexpayoff — 7 days ago
▲ 2 r/Miningstocks
United States Antimony cuts FY26 revenue guidance from $125M to $60-75M as antimony spot falls to ~$10.50/lb, leaving 36 cents a pound between cost and sale
u/convexpayoff — 8 days ago
CoreWeave has 4.2 GW of power under contract and 1.5 GW actually switched on
CoreWeave $CRWV has contracted nearly three times more power than it currently has switched on: contracted power is a signed agreement for future capacity at a site. active power is electricity physically flowing into racks a customer is paying for. what sits between the two is buildout: substations, interconnects, and the utility actually energizing the site.
so about 36% of what CoreWeave has under contract is live today. swap in the 3.7 GW the release printed at quarter-end instead of the 4.2 GW from the call and it is still only just over 40%.
u/convexpayoff — 8 days ago
▲ 1 r/GrowthStocks
Riot signed a $9.1B, 20-year lease with an unnamed frontier AI lab, some reports quoted it to be Anthropic and it names bitcoin sales as the funding source for the equity
when compute becomes a commodity to hedge/trade
u/convexpayoff — 8 days ago
Riot signed a $9.1B, 20-year lease with an unnamed frontier AI lab, some reports quoted it to be Anthropic and it names bitcoin sales as the funding source for the equity
Riot Platforms $RIOT filed an 8-K on Aug 10 saying it has "executed a data center lease with a leading frontier AI lab for 191 MW of critical IT capacity" at its Rockdale, Texas campus. the 20-year initial term carries $9.1 billion of contract revenue, and $16.1 billion if the tenant takes both five-year extensions.
u/convexpayoff — 8 days ago
▲ 2 r/Semiconductors
LAM Research: FY2026 (ended June 28, 2026) total revenue $23,232,690K, +26.0% YoY
LAM Research $LRCX filed its fy26 10-k for the year ended june 28. taiwan revenue more than tripled in two years, from $1,671,815k in fy24 to $5,222,915k in fy26, while china stayed the single largest market at $7,859,811k.
korea, the third market, grew 9.1% to $4,505,327k. the dollar gap between china and taiwan has narrowed from $4.62b in fy24 to $ 2.64b.
take china out of the numbers completely and the rest of LAM grew 25.7% year over year and 78.5% over two years.
u/convexpayoff — 9 days ago
▲ 2 r/robots
Every normie will have a personal robot. Optimus equivalent stuff, super excited about the future: waiting for the assembly line era for all consumer stuff
Unitree's shanghai star market ipo drew 2,760.67x offline oversubscription (71.46 billion shares of demand) at a 219.23x P/E versus a 38.56x STAR Market industry average, 5.7 times.
u/convexpayoff — 9 days ago
▲ 4 r/insidertraders
The War Department committed $400M to build a scandium mine, in a metal its own release says has no primary mine anywhere on earth and signed a 2nd loan the same afternoon to make permanent magnets
the war department's office of strategic capital committed $400m on friday to build a scandium mine, in a metal where, per its own release, "no primary mine-source scandium supply exists globally, and foreign competitors dominate the supply side, accounting for approximately 80% of global mining production and nearly 100% of scandium processing."
in practice that means every kilogram of scandium in the world right now is recovered as a byproduct of processing something else.
the money is a 25-year conditional loan to sunrise energy metals (asx: srl) for syerston in new south wales, a 60.3-million-tonne deposit grading 390 ppm scandium. first development targets about 60 tonnes a year of high-purity scandium oxide over a 32-year mine life, which works out to roughly $6.7m of federal loan per annual tonne of output. osc director david lorch put the combined figure at a "nearly $1 billion deal, bringing together public and private capital."
the release calls the commitment non-binding, subject to due diligence, definitive documentation, binding offtake agreements and equity deployment conditions. first production is targeted for the second half of 2028.
the asx was closed over the weekend, so today was the first session anyone could trade it. srl closed at a$18.49, up 16.07%, after touching a$20.50 intraday, 28.7% above friday's a$15.93 close. market cap is now a$3.13b; the close added about a$433m of that and the intraday high about a$774m. the stock was around a$1.20 a year ago and is up 1,440.83% over twelve months. chairman robert friedland, who founded ivanhoe mines, called it "a landmark moment for sunrise and australia's mining industry." the company also said it plans to pursue a us exchange listing.
the same office signed a second loan the same afternoon going the other way: $150m to niron magnetics for permanent magnets made from iron nitride, using no rare earths at all. niron goes from a 1-2 tonne-a-year arpa-e pilot to a 1,500 tonne-a-year plant in sartell, minnesota, a $605m facility with first output targeted 2027, and a second plant at 10,000 tonnes a year due to break ground in 2028.
u/convexpayoff — 10 days ago
The War Department committed $400M to build a scandium mine, in a metal its own release says has no primary mine anywhere on earth and signed a 2nd loan the same afternoon to make permanent magnets
the war department's office of strategic capital committed $400m on friday to build a scandium mine, in a metal where, per its own release, "no primary mine-source scandium supply exists globally, and foreign competitors dominate the supply side, accounting for approximately 80% of global mining production and nearly 100% of scandium processing."
in practice that means every kilogram of scandium in the world right now is recovered as a byproduct of processing something else.
the money is a 25-year conditional loan to sunrise energy metals (asx: srl) for syerston in new south wales, a 60.3-million-tonne deposit grading 390 ppm scandium. first development targets about 60 tonnes a year of high-purity scandium oxide over a 32-year mine life, which works out to roughly $6.7m of federal loan per annual tonne of output. osc director david lorch put the combined figure at a "nearly $1 billion deal, bringing together public and private capital."
the release calls the commitment non-binding, subject to due diligence, definitive documentation, binding offtake agreements and equity deployment conditions. first production is targeted for the second half of 2028.
chairman robert friedland, who founded ivanhoe mines, called it "a landmark moment for sunrise and australia's mining industry." the company also said it plans to pursue a us exchange listing.
the same office signed a second loan the same afternoon going the other way: $150m to niron magnetics for permanent magnets made from iron nitride, using no rare earths at all. niron goes from a 1-2 tonne-a-year arpa-e pilot to a 1,500 tonne-a-year plant in sartell, minnesota, a $605m facility with first output targeted 2027, and a second plant at 10,000 tonnes a year due to break ground in 2028.
u/convexpayoff — 10 days ago
Aschenbrenner's Situational Awareness LP sells 45% of its Core Scientific stake: $225.6M in two Aug-3 block trades, per Schedule 13D/A
situational awareness lp sold 11,519,078 shares of $CORZ in two block trades on aug 3 at $19.6896 and $19.4807, about $225.6m, per the 13d/a it filed aug 4. the stake went from 25,608,473 shares (8.1%) on jul 15 to 14,089,395 (4.4%). the exhibit's own words: 'sold through block trades with unaffiliated third parties.' no buyer is named in the filing, and the corz executions it dates are aug 3 — four days after the jul 30 sale wsj reported citadel bought before the open.
the reported shape of that sale: wsj put the fund's nav at $45 billion on jul 1 and said 'the bulk' of the stock book went to citadel; bloomberg headlined aum near $10 billion on the citadel pact. the fund's own jul 24 letter had called the selloff 'one of the best buying opportunities in over a year' and invited new lp money from aug 1.
one name on the filing almost no coverage mentions: carl shulman, co-reporting person alongside aschenbrenner. the q2 13f is due by aug 14. the q1 filing showed a $13.68 billion book across 42 positions.
u/convexpayoff — 10 days ago
▲ 4 r/insiderData
Aschenbrenner's Situational Awareness LP sells 45% of its Core Scientific stake — $225.6M in two Aug-3 block trades, per Schedule 13D/A
situational awareness lp sold 11,519,078 shares of $CORZ in two block trades on aug 3 at $19.6896 and $19.4807, about $225.6m, per the 13d/a it filed aug 4. the stake went from 25,608,473 shares (8.1%) on jul 15 to 14,089,395 (4.4%). the exhibit's own words: 'sold through block trades with unaffiliated third parties.' no buyer is named in the filing, and the corz executions it dates are aug 3 — four days after the jul 30 sale wsj reported citadel bought before the open.
the reported shape of that sale: wsj put the fund's nav at $45 billion on jul 1 and said 'the bulk' of the stock book went to citadel; bloomberg headlined aum near $10 billion on the citadel pact. the fund's own jul 24 letter had called the selloff 'one of the best buying opportunities in over a year' and invited new lp money from aug 1.
one name on the filing almost no coverage mentions: carl shulman, co-reporting person alongside aschenbrenner. the q2 13f is due by aug 14. the q1 filing showed a $13.68 billion book across 42 positions.
u/convexpayoff — 10 days ago