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[@TheValueist](/creator/twitter/TheValueist)
"$DLR Digital Realty Trust Inc: The company raised its annual revenue and core funds from operations forecast on Thursday as it expects an increase in demand for data center services due to businesses accelerating digital transformation efforts. The real estate investment trust now expects revenue between $XXXX billion and $XXXX billion for the year compared with its earlier projection in the range of $XXXX billion and $XXXX billion. It forecast annual core FFO in the range of $XXXX to $XXXX per share up from its earlier outlook of between $XXXX and $XXXX apiece. For the second quarter ended"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948708598122475925) 2025-07-25 11:35:09 UTC 1567 followers, XXX engagements


"$NOW ServiceNow Q2 2025 Earnings Call: Comprehensive AI Cloud Computing & NVIDIA Analysis Executive Summary ServiceNow's Q2 2025 earnings call revealed an aggressive AI-first strategy that positions the company as the central orchestration layer for enterprise AI deployments. The company has transformed from a workflow automation platform to what CEO Bill McDermott calls "the extensible AI operating system for the agentic enterprise." With AI Control Tower exceeding full-year targets in just XX days Now Assist usage growing 9x in three months and a deepening partnership with NVIDIA on custom"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948163096016494859) 2025-07-23 23:27:31 UTC 1565 followers, XXX engagements


"$GOOGL Sundar - I also want to mention Veo X our state-of-the-art video generation model. It''s been a viral hit with people sharing clips created in the Gemini app and with our new AI filmmaking tool Flow. Since May over XX million videos have been generated using Veo X. And we recently introduced a feature in the Gemini app to turn photos into videos which people absolutely love. It''s also rolling out to Google Photos users starting today. Third our products and platforms. We are bringing AI to all our users and partners through surfaces like Workspace Chrome and more. The growth and usage"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948122805700382928) 2025-07-23 20:47:25 UTC 1565 followers, XXX engagements


"$KD all time high. --- KD: Kyndryl Holdings price target raised to $XX from $XX at Oppenheimer Oppenheimer raised the firm's price target on Kyndryl Holdings to $XX from $XX and keeps an Outperform rating on the shares. The path to EPS of about $X has become clearer the firm says. The company continues to win new business at a healthy clip and low/no-margin business continues to reprice. Cloud and Consult should push topline growth into the mid-single digit by FY28 with pre-tax income margins of XXX% in FY28 Oppenheimer adds"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1942638143645106309) 2025-07-08 17:33:20 UTC 1568 followers, XXX engagements


"$SAP (Bloomberg) -- SAP reported non-IFRS cloud revenue for the second quarter that met the average analyst estimate. SECOND QUARTER RESULTS Non-IFRS revenue EU9.03 billion estimate EU9.07 billion (Bloomberg Consensus)Non-IFRS cloud and software revenue EU7.97 billion estimate EU7.99 billion Non-IFRS cloud revenue EU5.13 billion estimate EU5.17 billion Non-IFRS cloud revenue in constant currencies +28% estimate +25.4% Non-IFRS gross profit EU6.64 billion estimate EU6.66 billion Non-IFRS operating profit EU2.57 billion estimate EU2.43 billion Profit after tax EU1.75 billion estimate EU1.55"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1947750556711502095) 2025-07-22 20:08:14 UTC 1549 followers, XXX engagements


"$GOOGL $NOW (Bloomberg) -- Alphabet Inc.s Google inked a deal worth more than $X billion to provide cloud-computing services to software firm ServiceNow Inc. a win for Google Clouds efforts to get major enterprises onto its platform. ServiceNow committed to spending $XXX billion over five years according to a person familiar with the agreement who asked not to be identified discussing internal information. ServiceNow said it has deals with multiple cloud platforms to provide services and declined to disclose the value of individual contracts. Google declined to comment. In the past many big"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948688879449497968) 2025-07-25 10:16:48 UTC 1567 followers, XXX engagements


"*EU DIPLOMATS SEE PROGRESS TOWARD US TRADE DEAL WITH XX% TARIFFS"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948052535358398795) 2025-07-23 16:08:12 UTC 1564 followers, XXX engagements


"Merchant power names post-close are loving these PJM auction results. $CEG $VST $TLN $NRG"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1947752022599434560) 2025-07-22 20:14:04 UTC 1566 followers, XXX engagements


"$DLR Digital Realty Q2 2025 Earnings Call - AI Cloud Computing & Data Center Technology Analysis Executive Summary Digital Realtys Q2 2025 earnings call revealed significant insights about AI adoption patterns infrastructure requirements and the evolving data center landscape. While Nvidia was not specifically mentioned the company provided extensive commentary on AI workloads deployment patterns and infrastructure needs. The key takeaway is that AI adoption remains in early innings particularly for enterprise customers with deployment heavily concentrated in the U.S. but expected to"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948715617583784144) 2025-07-25 12:03:03 UTC 1565 followers, XXX engagements


"$CRWV (Bloomberg) -- Half of CoreWeave Inc.s $XXX billion initial public offering went to the three largest investors in the deal according to people familiar with the matter. The top XX investors in the IPO took XX% of the shares the people said asking not to be identified as the information isnt public The offering raised $XXX billion with XXXX million shares priced at $XX apiece; the deal was downsized from an initial plan of XX million shares A CoreWeave spokesperson declined to comment CoreWeave shares are indicated to open at $XX X% above the IPO price"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1905650512768213427) 2025-03-28 15:57:42 UTC 1565 followers, 1365 engagements


"Watch the pump in $RKT if JPow gets fired. Citron and other hyping it up"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1947348665900708263) 2025-07-21 17:31:16 UTC 1569 followers, XXX engagements


"$GS $MS $JPM The power of GAI - this might be my best earnings transcript analysis so far"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1946376297992634645) 2025-07-19 01:07:26 UTC 1566 followers, XXX engagements


"$AES (Bloomberg) -- AES Corp. which provides renewable power to tech giants such as Microsoft Corp. is exploring options including a potential sale amid takeover interest people with knowledge of the matter said.Infrastructure investors including Brookfield Asset Management Ltd. and BlackRock Inc.s Global Infrastructure Partners unit have been studying AES after the companys shares lost about half their value over the past two years the people said. With an enterprise value of about $XX billion a leveraged buyout of Arlington Virginia-based AES would still rank among the biggest of all"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1943010461244330119) 2025-07-09 18:12:48 UTC 1566 followers, XXX engagements


"$GOOGL $AVGO $NVDA 📷Edit Hot Headlines Alert *ALPHABET 2Q GOOGLE CLOUD REV. $13.62B EST. $13.14B"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948112742306423264) 2025-07-23 20:07:26 UTC 1564 followers, XXX engagements


"$MC LVMH S1 2025 Earnings Call - Analysis of AI/Technology Discussions Executive Summary No discussions of AI generative AI data centers cloud computing or Nvidia were found in the LVMH S1 2025 earnings call transcript. Detailed Analysis Search Results After a comprehensive review of the entire LVMH S1 2025 earnings call transcript dated July XX 2025 I found: Zero mentions of generative AI or artificial intelligence Zero mentions of data centers Zero mentions of cloud computing Zero mentions of Nvidia or any semiconductor/chip companies Zero mentions of any technology infrastructure topics"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948453274388222211) 2025-07-24 18:40:35 UTC 1565 followers, XXX engagements


"$CEG $VST $TLN $NRG (Bloomberg) -- Business and households supplied by the largest US grid will pay $XXXX billion to ensure there is enough electricity supply to meet soaring power demand including that from a massive buildout in AI data centers. The payouts to generators for the year starting June 2026 topped last years record $XXXX billion according to PJM Interconnection LLC which operates the grid stretching from the Midwest to the mid-Atlantic. That puts the capacity price per megawatt each day at $XXXXXX from $XXXXXX. This is the first auction that included both a price floor and cap."  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1947749819365154880) 2025-07-22 20:05:19 UTC 1570 followers, 5817 engagements


"$SMCI Super Micro Computer operates at the inflection point where the White House AI Action Plans pillars of infrastructure buildout semiconductor selfsufficiency and nationalsecurity compute converge and the documents repeated emphasis on vast AI infrastructure highsecurity data centers and commodity compute spot markets reshapes the companys attainable total addressable market margin structure and geopolitical risk profile over the next XX years.  Demand for SMCIs GPUdense liquidcooled rackscale systems is levered to the plans streamlined NEPA exclusions and FAST41 treatment for data"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948037252354826642) 2025-07-23 15:07:28 UTC 1563 followers, XXX engagements


"$TSLA Tesla Q2 2025 Earnings Call: AI Data Centers and Computing Infrastructure Analysis Executive Summary Tesla's Q2 2025 earnings call revealed significant insights into the company's AI strategy computing infrastructure and positioning relative to major tech players. While Nvidia was not explicitly mentioned Tesla emphasized its differentiation in "real-world AI" versus data center AI claimed superiority over Google in practical AI applications and introduced a novel metric called "intelligence density" (intelligence per gigabyte). The company is pursuing a dual-path AI strategy through"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948166770629468451) 2025-07-23 23:42:07 UTC 1566 followers, XXX engagements


"The following are the pivot points for the Invesco $QQQ Trust. Pivot High: $XXXXXX Pivot Low: $XXXXXX. These were calculated using the DeMark method. It is generally believed to be bullish when price breaks out above the pivot high or bearish when price breaks down below the pivot low"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948480561846083782) 2025-07-24 20:29:01 UTC 1565 followers, XXX engagements


"$CEG $VST $TLN $NRG *BIGGEST US GRID SETS CAPACITY PRICE AT RECORD $XXXXXX A MW-DAY"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1947749562661106062) 2025-07-22 20:04:17 UTC 1566 followers, 9375 engagements


"$GS $NVDA Goldman Sachs staff now write a million gen AI prompts a month"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948924707161375227) 2025-07-26 01:53:54 UTC 1569 followers, XXX engagements


"$EQIX *ELLIOTT IS SAID TO BOOST STAKE IN DATA CENTER REIT EQUINIX"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1947310321669984613) 2025-07-21 14:58:54 UTC 1565 followers, XXX engagements


"To my previous post about these wrappers and IDEs being nothing more than simply traffic generation for the frontier LLMs. They are like SEO. There is a very low likelihood the number two guy in at Windsurf wouldn't have gotten screwed like this if there was real value in Windsurfs business. Still all great for the GAI infrastructure trade and $NVDA"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948436398102773896) 2025-07-24 17:33:32 UTC 1569 followers, XXX engagements


"$TLN Talen Energy Expands and Enhances Portfolio with Best-in-Class CCGT Acquisitions in PJM HOUSTON July XX 2025 (GLOBE NEWSWIRE) -- Talen Energy Corporation (Talen we or our) (NASDAQ: TLN) a leading independent power producer announced it has signed definitive agreements to acquire Caithness Energys Moxie Freedom Energy Center (Moxie) in Pennsylvania and Caithness Energy and BlackRocks Guernsey Power Station (Guernsey) in Ohio both combined-cycle gas-fired plants located within the PJM power market. The net acquisition price is $XXX billion after adjusting for estimated tax benefits or"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1945940540517728328) 2025-07-17 20:15:53 UTC 1566 followers, XXX engagements


"$GOOGL (Bloomberg) -- Alphabet reported earnings per share for the second quarter that beat the average analyst estimate. SECOND QUARTER RESULTS EPS $XXXX vs. $XXXX y/y estimate $XXXX (Bloomberg Consensus) Revenue ex-TAC $XXXXX billion +15% y/y estimate $XXXX billion Revenue $XXXXX billion +14% y/y estimate $XXXXX billionGoogle Services revenue $XXXXX billion +12% y/y estimate $XXXXX billion Google advertising revenue $XXXXX billion +10% y/y estimate $XXXXX billion Google Search & Other Revenue $XXXXX billion +12% y/y estimate $XXXXX billion YouTube ads revenue $XXXX billion +13% y/y estimate"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948111503803949379) 2025-07-23 20:02:31 UTC 1566 followers, 1121 engagements


"$PENG (Bloomberg) -- (Corrects year-ago net interest expense in the third bullet.) Penguin Solutions Inc. rises as much as XXX% the most intraday since May XX after the technology company raised its year adjusted EPS forecast and posted 3Q profit that topped estimates. Operating expenses as a percentage of net sales were down year-over-year driven by higher net sales volumes and stable spending levels CFO Nate Olmstead said on the earnings call Net interest expense declined to $573000 from $6.2m in the year-earlier period according to the slideshow (page 24)NOTE: June XX JPMorgan Leads $400"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1943027439946383417) 2025-07-09 19:20:16 UTC 1566 followers, XXX engagements


"$APH (Bloomberg) -- Amphenol forecast sales for the third quarter; the guidance beat the average analyst estimate. THIRD QUARTER FORECAST Sees sales $XXX billion to $XXX billion estimate $XXXX billion (Bloomberg Consensus) Sees adjusted EPS 77c to 79c estimate 70c SECOND QUARTER RESULTS Adjusted EPS 81c estimate 67c EPS 86c Net sales $XXXX billion +57% y/y estimate $XXXX billion Harsh EnvironmentSolutions net sales $XXXX billion +38% y/y estimate $XXXX billion Interconnectand Sensor Systems net sales $XXXX billion +16% y/y estimate $XXXX billion Communications Solutions net sales $2.91"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1947994149656859133) 2025-07-23 12:16:11 UTC 1568 followers, XXX engagements


"$ROG Roche Holding AG S1 2025 Earnings Call: AI & Technology Analysis Executive Summary The Roche S1 2025 earnings call contained limited but strategically important references to AI and cloud computing technologies. As a pharmaceutical and diagnostics company Roche's AI discussions focused primarily on operational efficiency and R&D productivity improvements rather than core product development. Notably absent were any mentions of generative AI data centers or Nvidia. Detailed AI Mentions X. R&D Process Automation and Efficiency Speaker: Thomas Schinecker (CEO) Context: Discussing resource"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948455891109364137) 2025-07-24 18:50:59 UTC 1570 followers, XXX engagements


"$GOOGL $AVGO $NVDA *ALPHABET SEES FY CAPEX ABOUT $85B SAW ABOUT $75B EST. $73.31B"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948112648475930692) 2025-07-23 20:07:04 UTC 1566 followers, 4735 engagements


"*AMD CEO SU SAYS CHIPS FROM US TSMC PLANT COST 5-20% MORE"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948094626138575330) 2025-07-23 18:55:27 UTC 1564 followers, XXX engagements


"$ENB $META (Bloomberg) -- (Updates with share price move.) Enbridge Inc. shares rose XXX% in premarket trading after the energy company announced that construction of its XXX MW Clear Fork solar facility near San Antonio is underway. Facility seen entering service during the summer of 2027 Meta signed a long-term contract for XXX% of the renewable output of the project Enbridges estimated project cost is about $XXX million Project seen accretive to cash flow and EPS starting in 2027"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1947623277154763041) 2025-07-22 11:42:29 UTC 1565 followers, XXX engagements


"The White House document outlines an aggressive wideranging policy framework that places artificial intelligence at the center of U.S. industrial strategy. The scale breadth and deregulatory bias of the initiative imply a multiyear capital expenditure cycle across semiconductors energy data centers and defense while simultaneously accelerating adoption of AI software throughout the economy. From an investment standpoint the proposal acts as a forcemultiplier for cash flows of infrastructure providers and select upstream technology vendors redistributes economic rents across the model stack"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948033865458557304) 2025-07-23 14:54:00 UTC 1563 followers, 1127 engagements


"If you are looking for defense names $XAR is a great place to start"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1943687962803245286) 2025-07-11 15:04:56 UTC 1565 followers, XXX engagements


"To my previous post about these wrappers and IDEs being nothing more than simply traffic generation for the frontier LLMs. They are like SEO. There is a very low likelihood the number two guy in at Windsurf would have gotten screwed like this if there was real value in Windsurfs business. Still all great for the GAI infrastructure trade and $NVDA"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948445442636726580) 2025-07-24 18:09:28 UTC 1569 followers, XXX engagements


"These ARR numbers are fantastic for OAI and Anthropic and $NVDA but don't let them fool you. I have heard from multiple sources that these IDEs (Cursor Devin etc.) are operating at razor-thin gross margins with some even incurring negative gross margins. They are simply traffic acquisition vehicles for the frontier models with the ability to be disintermediated by the likes of Claude Code when the frontier models deem it necessary. Don't forget the Windsurf $3bn deal that fell apart with $GOOGL hiring the key employees (CEO etc) leaving a shell of a company. All this is still beneficial for"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948026139600974077) 2025-07-23 14:23:18 UTC 1566 followers, XXX engagements


"$NET Cloudflares decision to block every verified AI crawler by default and to roll out a paypercrawl clearinghouse represents a phase change in the webs data supply curve. Roughly XX % of global websites route traffic through Cloudflares edge so the policy instantly shifts tens of trillions of monthly HTTP requests from freetoscrape into a permissionbased marketplace. The companys prior oneclick optout deployed in 92024 attracted more than X M domains; flipping the default multiplies the surface area to tens of millions overnight. The new platform returns HTTP XXX responses that quote"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1945868874542408045) 2025-07-17 15:31:06 UTC 1566 followers, XXX engagements


"$INTC Intel Q2 2025 Earnings Call - AI Data Center & Cloud Computing Deep Dive Analysis Executive Summary Intel's Q2 2025 earnings call revealed a company acknowledging its significant lag in AI while articulating a differentiated strategy focused on inference and agentic AI rather than competing head-on with Nvidia in training. The company is pivoting from a "silicon-centric" to a "full-stack" AI approach targeting edge inference and emerging agentic workloads. Data center performance showed mixed results with traditional server strength offset by hyperscale volatility while the company"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948522525178364348) 2025-07-24 23:15:46 UTC 1566 followers, 1358 engagements


"$VRSN VeriSign Q2 2025 Earnings Call: Comprehensive AI Cloud Computing & Technology Infrastructure Analysis Executive Summary VeriSign's Q2 2025 earnings call revealed a nuanced and strategically cautious approach to AI adoption with CEO Jim Bidzos providing extensive commentary on both the opportunities and risks AI presents to the domain name industry. Notably VeriSign maintains a deliberate strategy of avoiding public cloud infrastructure in favor of its proprietary physical infrastructure across 60+ countries. No mentions were made of Nvidia specific data center vendors or detailed AI"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948519367508963418) 2025-07-24 23:03:13 UTC 1565 followers, XXX engagements


"$GLW By OUYANG SHIJIA CHINA DAILY Updated: 2025-07-19 07:47 Corning Incorporated is deepening its presence in China as the country accelerates its transition toward high-quality innovation-driven growth a strategic shift the United States-based materials science company sees as closely aligned with its core strengths in advanced materials across optical communications display and automotive markets. "China has entered a stage of high-quality development. Going forward boosting technological innovation will be crucial" said Lin Chunmei president and general manager of Corning Greater China."  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1946359329642209301) 2025-07-19 00:00:00 UTC 1565 followers, XXX engagements


"$ORCL (Bloomberg) -- Guggenheim Securities raised the target on Oracle Corp. to $XXX from $XXX. Maintains buy rating. Guggenheim moved its target to the high end of the range implying a XX% increase from last price. Oracle reported earnings and sales that topped estimates for the quarter on June 11"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1935318487880061011) 2025-06-18 12:47:38 UTC 1566 followers, XXX engagements


"$CEG $VST *CONSTELLATION ENERGY SHARES JUMP X% POSTMARKET ON PJM RESULTS"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1947749351016509918) 2025-07-22 20:03:27 UTC 1568 followers, 3449 engagements


"$AVAV AVAV: AeroVironment files automatic mixed securities shelf AeroVironment files automatic mixed securities shelf"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1939778267247976530) 2025-06-30 20:09:12 UTC 1566 followers, XXX engagements


"These builds and conversions are nonstop. TVA on track building new Cumberland Natural Gas Power Plant southeast of Clarksville PHOTOS"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1947835237859311725) 2025-07-23 01:44:44 UTC 1549 followers, XXX engagements


"$GS bullish Goldman Sachs Group Inc: The bank has decided not to go ahead with a second round of broad performance-based job cuts from its 46000-strong workforce this year after a better-than-expected recovery in investment banking Financial Times reported. The bank's investment banking fees and client engagement have risen alongside continued strength in its trading division the FT report said citing people familiar with the matter. Goldman's move on the cuts is subject to change if economic conditions shift the newspaper said"  
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"$APH *AMPHENOL TURNS NEGATIVE DURING EARNINGS CONF CALL DOWN 1.5%"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948071874753077293) 2025-07-23 17:25:03 UTC 1566 followers, XXX engagements


"$NDAQ Nasdaq Q2 2025 Earnings Call: Comprehensive Analysis of AI Data Centers and Cloud Computing Executive Summary Nasdaq's Q2 2025 earnings call revealed significant investments and strategic initiatives in artificial intelligence particularly in their Financial Technology division. The company is deploying AI across two main tracks: integrating AI into products for clients and using AI internally for operational efficiency. Data center expansion and cloud infrastructure play supporting roles in their technology transformation strategy. Notably Nvidia was not mentioned during the call. 1."  
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"Outstanding video by @FundamentEdge and explanation of how people won being long $GOOGL over the past XX years. This report synthesizes the valuation methodology outlined in the discussion expands it into an investable framework and then applies that framework to a fullscale assessment of a long position in Google. The target audience is a hedgefund investment committee that is proficient in financial theory and deeply familiar with technology equities. Begin with the central analytical premise: any enterprise value can be deconstructed into X components. The first is the steadystate value of"  
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"$CRWV (Bloomberg) -- CoreWeave Inc. a provider of AI computing power to companies includingOpenAIInc. and Microsoft Corp. said it plans to investas much as $6billion to set up adata center in Lancaster Pennsylvania as the firmexpands its capacity across the US. CoreWeave expectstodevelop an initial XXX megawatts of capacity and may expand to XXX megawatts in the future Chief Executive OfficerMichael Intratorsaid Monday in an interview. Intrator will announcethe project Tuesday at a CEO roundtable with President DonaldTrump in Pittsburgh. The facilitywill create XXX construction jobs and 175"  
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"This $INTC earnings call was a total dumpster fire. They are a melting ice cube. There is no way they can penetrate the $NVDA stranglehold on the GPU accelerator market and $AMD has completely caught up with them on the CPU side"  
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"$DAL - I had to fact check this. Delta Air Lines Q2 2025 Earnings Call - AI and Technology Analysis Executive Summary Delta Air Lines Q2 2025 earnings call revealed limited but strategic discussion of AI and technology initiatives. The company is implementing AI in three key areas: revenue management (Fetcherr) customer experience (Delta Concierge) and operational efficiency (predictive intelligence). Notably absent were discussions of generative AI data centers cloud computing infrastructure or Nvidia. The technology narrative focused on practical AI applications rather than infrastructure"  
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"$APH Amphenol Q2 2025 - AI & Data Center Deep Dive Analysis Executive Summary Amphenol's Q2 2025 earnings call revealed the company as a critical enabler of the AI infrastructure revolution with AI-related products driving approximately two-thirds of the company's explosive IT Datacom growth. The company is supplying essential high-speed interconnects power solutions and fiber-optic components to the entire AI ecosystemfrom chip makers to hyperscale cloud providers. Management emphasized they are in the "early innings" of AI adoption with strong visibility into continued growth based on"  
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"Sam Altmans extended conversation with Theo Von offers an unusually transparent window into the thinking of the person setting the cadence for the commercial frontier of advanced language models. X fundamental themes emerge. First Altman repeatedly describes artificial intelligence as an exponentialcompounding generalpurpose technology whose bottleneck has shifted from algorithms to physical infrastructurecompute energy and data center real estate. Second he frames the longrun social contract as unfinished: AI will unleash extraordinary productivity but also threatens dislocation surveillance"  
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"*SK HYNIX RISES X% IN PRE-MARKET AFTER 2Q OPER. PROFIT BEAT EST. (Bloomberg) -- SK Hynix Inc. outlined plans to quicken spending on advanced memory chip capacity after reporting record earnings reflecting surging AI demand and a drive to stay ahead of rivals. The South Korean company notched a bigger-than-expected XX% jump in operating income in the June quarter. It now aims to accelerate planned investments preemptively in areas including high-bandwidth memory (HBM) the company said. Demand for memory is expected to continue to grow with customers launching new products in the second half of"  
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"$BX Blackstone Q2 2025 Earnings Call: Comprehensive AI & Data Center Analysis Executive Summary Blackstone's Q2 2025 earnings call revealed significant exposure to and strategic focus on artificial intelligence infrastructure particularly through data center investments. While the firm did not mention generative AI cloud computing or Nvidia specifically the discussion highlighted how AI's infrastructure needs are creating "extremely positive dynamics" for their business across multiple investment platforms. Key AI-Related Themes X. AI Infrastructure as a Major Investment Driver CEO Stephen"  
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"$NVDA $AMD Jensen Huang and Lisa Su offer congruent but distinct perspectives that taken together sharpen the investment map for AI hardware compute infrastructure and supplychain localization over the next decade. Huangs remarks underscore that the GPU is no longer a point product but an indispensable node in an emerging global AI factory complex. He framed todays buildout as only a few hundred billion dollars into what will become a multitrilliondollar annual capex envelope driven by the need to manufacture tokens continuously rather than ship static software. That thesis extends Nvidias"  
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"$NOW (Bloomberg) -- ServiceNow boosted its subscription revenue guidance for the full year; the guidance beat the average analyst estimate. YEAR FORECAST Sees subscription revenue $XXXXX billion to $XXXXX billion saw $XXXXX billion to $XXXXX billion estimate $XXXXX billion (Bloomberg Consensus) Still sees Subscription adj. gross margin XXXX% estimate XXXX% THIRD QUARTER FORECAST Sees subscription revenue $XXXX billion to $XXXX billion estimate $XXXX billion Sees current remaining performance obligation +18.5% SECOND QUARTER RESULTS Adjusted EPS $XXXX vs. $XXXX y/y estimate $XXXX Revenue $3.22"  
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"Do people understand this is only one LLM provider They must be seeing astronomical demand. Still the first inning in GAI infrastructure buildout. $NVDA $TSM $ORCL $CEG $VST"  
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"$SAP Q2 2025 Earnings Call - AI Cloud Computing & Data Center Deep Dive Analysis Executive Summary SAP's Q2 2025 earnings call revealed a company at the forefront of enterprise AI adoption with over XX% of cloud deals including AI use cases and a comprehensive AI strategy spanning from infrastructure to applications. The company is leveraging AI both externally (customer solutions) and internally (productivity gains of 20-50% in various functions). Notably absent was any mention of Nvidia or specific AI infrastructure partnerships suggesting SAP's AI strategy focuses on application-layer"  
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"$GOOGL FCF getting destroyed by capex which is great for $NVDA $AVGO. Let's hope it is a positive ROI for GOOGL to keep the GAI infrastructure trade alive"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948117071294063023) 2025-07-23 20:24:38 UTC 1566 followers, 1179 engagements


"$TSLA (Business Insider) Tesla told some workers it plans to launch its Robotaxi service in the Bay Area this weekend. Robotaxis will have a safety monitor in the driver's seat with full access to the brake and steering wheel. The California DMV said Tesla has not secured a permit for driverless testing. Tesla told staff on Thursday it plans to launch its Robotaxi service in San Francisco this weekend according to an internal memo viewed by Business Insider. The company said its timeline for the launch had been moved up and the service could launch as soon as Friday. Some Tesla owners will be"  
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"$CEG $VST $NRG $TLN $GEV The transcript makes clear that the accelerating deployment of generativeAI infrastructure is creating the largest structural inflection in United States electricity demand since postwar electrification. For X decades load growth had been effectively zero allowing policy regulatory practice and utility capital budgeting to converge on the assumption of a flat demand curve. That regime is over. Hyperscalers are now contracting for gigawatts of incremental baseload and their aggregate load projections point to a highsingledigit compound annual growth rate in U.S."  
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"$VRSN (Bloomberg) -- VeriSign reported revenue for the second quarter that met the average analyst estimate. SECOND QUARTER RESULTS Revenue $XXXXX million +5.9% y/y estimate $XXX million (Bloomberg Consensus) (2 estimates) New domain name registrations processed 660000 EPS $XXXX vs. $XXXX y/y COMMENTARY AND CONTEXT Approved additional authorization for share repurchases of about $XXX million of common stock which brings the total amount to $XXX billion authorized Cash flow from operations was $XXX million for the second quarter 2Q cash cash equivalents and marketable securities of $594"  
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"Given last night's $GOOGL earnings and capex build as well as data points from other earnings thus far I believe this $NVDA 12/17/27 c200/270 bull spread for $XXXXX is one of the best r/r GAI infrastructure opportunities in the market now. You must be willing to hold until expiration and let the story play out. Set it and forget it. IRRs at expiration of XX% for stock at $XXX and XX% for stock at $XXX. Breakeven of $XXXXXX so the downside is limited"  
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"$TSLA (Bloomberg) -- Tesla reported adjusted earnings per share for the second quarter that missed the average analyst estimate. SECOND QUARTER RESULTS Adjusted EPS 40c vs. 52c y/y estimate 42c (Bloomberg Consensus) EPS 33c vs. 42c y/y Revenue $XXXXX billion -XX% y/y estimate $XXXXX billion Gross margin XXXX% vs. XX% y/y estimate XXXX% NOTE For Bloomberg Consensus estimates used in this story see: TSLA Equity MODL XX buys XX holds XX sells"  
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"Somehow @coatuemgmt left off all the US merchant power names. $CEG $VST $TLN $NRG"  
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"After results from PJM's 2026/27 Base Residual Auction were released and prices cleared at the ceiling of $329.17/MW-day Morgan Stanley analyst David Arcaro contends that the price increase has "the most meaningful impact" on EBITDA for Talen Energy $TLN and "modest impacts" to Vistra $VST Constellation Energy $CEG PSEG (PEG) and NRG Energy $NRG. The auction results reflect tight market fundamentals says the analyst who expresses "increased conviction" in the 2027/28 auction in December also clearing at the ceiling"  
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"$CEG $VST $TLN $NRG - it will be a hot week"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1947870175090585886) 2025-07-23 04:03:34 UTC 1566 followers, XXX engagements


"Heres how the implied earnings-day moves of these companies fared in past earnings: Overpriced: Amphenol (5/8) Boston Scientific (7/8) Freeport (6/8) GE Vernova (5/5) Hilton Worldwide (6/8) ServiceNow (5/8) Underpriced: Alphabet GOOGL (7/8) Alphabet GOOG (5/8) IBM (5/8) Lamb Weston (5/8) Tesla (6/8) No clear trend: Fiserv Las Vegas Sands Molina Thermo Fisher United Rentals"  
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"$CEG $VST $TLN $NRG The 2026/2027 PJM Base Residual Auction cleared 134311 MW UCAP at the FERCapproved cap of $329.17/MWday across every zone versus $269.92/MWday RTOwide in the prior auction and well below the prioryear zonal highs of $466.35/MWday and $444.26/MWday in BGE and Dominion. The uniform clearing at the cap implies that marginal supply is now systemwide rather than local confirming that the upward step change in the administrative cap implemented this cycle instantly became binding. Aggregate capacity revenues for the delivery year will rise approximately XX % for RTOwide"  
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"$NEE NextEra Energy AI & Data Center Deep Dive Analysis Q2 2025 Earnings Call - Technology Customer Focus Executive Summary NextEra Energy has emerged as a critical infrastructure provider for the AI revolution with over XXXX GW of power generation capacity dedicated to technology and data center customers. The company added over X GW of hyperscaler contracts in Q2 2025 alone demonstrating accelerating momentum in capturing AI-driven power demand. While Nvidia was not specifically mentioned the hyperscaler customers NEE serves are the primary consumers of Nvidia's AI chips making NEE a"  
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"$000660 $MU SK Hynix Q2 2025 Earnings Call - AI Data Center & Nvidia Deep Dive Analysis Executive Summary SK Hynix's Q2 2025 earnings call revealed the company's central positioning in the AI infrastructure revolution. Management painted a picture of explosive AI demand evolution - from basic training to advanced reasoning models and autonomous agents - driving unprecedented memory requirements. The company's HBM products have become critical bottlenecks in AI system performance with "major GPU customers" (clearly referencing Nvidia without naming them) driving aggressive procurement. The"  
![@TheValueist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1838186195508969472.png) [@TheValueist](/creator/x/TheValueist) on [X](/post/tweet/1948193539642347594) 2025-07-24 01:28:30 UTC 1566 followers, XXX engagements