NVDA260116C220000.US

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $SharonAI(SHAZ.US) Sharon AI Signs $𝟯𝟳𝟯 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 AI Cloud Computing Agreement

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗦𝗵𝗮𝗿𝗼𝗻 𝗔𝗜 signed a 𝟱-𝘆𝗲𝗮𝗿 AI cloud computing agreement.

➤ Contract carries a total value of $𝟯𝟳𝟯 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Revenue under the agreement is expected to begin in 𝗤𝟭 𝟮𝟬𝟮𝟳.

➤ Sharon AI has now contracted 𝟭𝟮𝟬𝗠𝗪 of its 𝟭𝟯𝟮𝗠𝗪 AI Factory capacity.

➤ Company will expand from 𝟲𝟮,𝟬𝟬𝟬 to 𝟲𝟰,𝟬𝟬𝟬 𝗡𝗩𝗜𝗗𝗜𝗔 𝗚𝗣𝗨𝘀 by mid-2027.

➤ Initial deployment will utilize 𝟮,𝟬𝟰𝟴 𝗡𝗩𝗜𝗗𝗜𝗔 𝗕𝗹𝗮𝗰𝗸𝘄𝗲𝗹𝗹 𝗨𝗹𝘁𝗿𝗮 𝗕𝟯𝟬𝟬 𝗚𝗣𝗨𝘀.

➤ Additional GPU deployments may occur based on customer requirements.

➤ Agreement supports Australia's sovereign AI infrastructure expansion.

➤ Company says the deal strengthens Australia's position as a regional AI hub.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Provides Sharon AI with $𝟯𝟳𝟯 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in long-term contracted revenue visibility.

➤ Further validates strong enterprise demand for 𝗡𝗩𝗜𝗗𝗜𝗔 𝗕𝗹𝗮𝗰𝗸𝘄𝗲𝗹𝗹 AI infrastructure.

➤ Increases utilization of Sharon AI's existing AI Factory capacity.

➤ Reinforces Australia's emergence as a strategic AI infrastructure hub in Asia-Pacific.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗝𝗮𝗺𝗲𝘀 𝗠𝗮𝗻𝗻𝗶𝗻𝗴, Co-founder and Chief Executive Officer of Sharon AI:

"This agreement represents an important milestone in the continued expansion of Sharon AI's customer base and contracted AI infrastructure capacity. As organizations increasingly seek access to sovereign, high-performance AI compute, we remain focused on delivering scalable infrastructure that supports the evolving needs of AI platforms, enterprises and governments.We continue to see strong demand for AI infrastructure in Australia and across the Asia-Pacific region, and this agreement reflects our strategy of securing long-term customer commitments as we expand our AI Factory platform."

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $IREN(IREN.US) IREN Completes Mirantis Acquisition to Expand AI Cloud Software Platform

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗜𝗥𝗘𝗡 completes the acquisition of 𝗠𝗶𝗿𝗮𝗻𝘁𝗶𝘀.

➤ Transaction includes approximately 𝟭𝟮.𝟲 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 IREN ordinary shares.

➤ Cash, RSUs, and other consideration totaled approximately $𝟰𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 at closing.

➤ Acquisition adds AI workload orchestration, monitoring, and cloud software capabilities.

➤ 𝗠𝗶𝗿𝗮𝗻𝘁𝗶𝘀 serves more than 𝟭,𝟱𝟬𝟬 enterprise customers globally.

➤ Mirantis is an inaugural partner of the 𝗡𝗩𝗜𝗗𝗜𝗔 𝗔𝗜 𝗖𝗹𝗼𝘂𝗱 𝗥𝗲𝗮𝗱𝘆 𝗜𝗻𝗶𝘁𝗶𝗮𝘁𝗶𝘃𝗲.

➤ 𝗸𝟬𝗿𝗱𝗲𝗻𝘁 AI platform is integrated with 𝗡𝗩𝗜𝗗𝗜𝗔 𝗗𝗦𝗫 𝗢𝗦 components.

➤ IREN says the acquisition has already supported multiple AI Cloud contracts.

➤ IREN operates data centers across 𝗡𝗼𝗿𝘁𝗵 𝗔𝗺𝗲𝗿𝗶𝗰𝗮, 𝗘𝘂𝗿𝗼𝗽𝗲, and 𝗔𝘀𝗶𝗮-𝗣𝗮𝗰𝗶𝗳𝗶𝗰.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Expands IREN from AI infrastructure into higher-value 𝗔𝗜 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 and cloud services.

➤ Strengthens IREN's end-to-end AI cloud platform for enterprise customers.

➤ Enhances competitiveness in the rapidly growing 𝗔𝗜 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 market.

➤ Deepens strategic alignment with the 𝗡𝗩𝗜𝗗𝗜𝗔 AI ecosystem.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗗𝗮𝗻𝗶𝗲𝗹 𝗥𝗼𝗯𝗲𝗿𝘁𝘀, Co-Founder and Co-CEO of IREN:

"From the beginning our view has been simple: own the land and power, build the data centers, deliver the compute. Mirantis adds the software layer on top, turning infrastructure into a platform. That's what lets us serve everyone from hyperscalers running bare metal to enterprises who want fully managed AI cloud."

𝗔𝗹𝗲𝘅 𝗙𝗿𝗲𝗲𝗱𝗹𝗮𝗻𝗱, Founder and CEO of Mirantis:

"Becoming part of IREN gives us the opportunity to bring those capabilities to an even larger infrastructure platform, accelerating innovation while continuing to invest in the open and infrastructure-agnostic k0rdent AI platform."

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. Palantir $Palantir Tech(PLTR.US) reported Q2 2026 revenue of $1.94B, up 93% YoY, with U.S. revenue surging 115% to $1.57B. U.S. commercial revenue jumped 149% to $764M, U.S. government revenue rose 90% to $809M, GAAP net income climbed 324% to $1.06B with a 55% margin, and adjusted free cash flow reached $1.22B with a 63% margin. The company posted a Rule of 40 score of 155%, $3.4B in TCV, $2.1B in U.S. commercial TCV, $6.2B in U.S. commercial RDV, ended the quarter with $9.2B in cash, and raised FY guidance to $8.15B, implying 82% YoY growth. CEO Alex Karp: “Demand for AI sovereignty has now been unleashed. And Palantir is the only company that has demonstrated it can transform tokens into actual economic value. Our customers trust us to provide them with maximal control over their operations, data, and decisions. Their competitive advantage should never become the training data for future models. This quarter was otherworldly. The sovereign AI revolution makes us very optimistic about the future."

2. The stock market had one of its best days in 2026: semiconductors, software, and hyperscalers participated together. Throughout the year, one sector would go up in tech while the others go down, but with oil falling 7% and the market trying to move on from the deleveraging event of last week, markets seem to be more positively looking at the companies spending capex like $Microsoft(MSFT.US) $Alphabet(GOOGL.US) $Meta Platforms(META.US) and $Amazon(AMZN.US) which all had strong moves today, Microsoft had the largest single day increase in marketcap last week at $448B with $NVIDIA(NVDA.US) having the record of $441B in April 2025. The companies getting the capex (semis) did strongly and the companies making sense of the models in the enterprise, software companies, were also green. It's the first day in months that all 3 sectors $SPY $IGV $SMH participated together in a rally.

3. Trump said the U.S. will hold off on attacking Iran after Iran and other Middle Eastern countries asked Washington to pause once the outline of a potential deal was agreed. He said any agreement must include the full reopening of the Strait of Hormuz and the removal of Iran’s nuclear threat. The pause appears conditional on a deal being reached quickly, while Iranian officials quoted by state-linked media denied asking for a halt. Trump said Iranian leadership is “duplicitous,” adding that while they publicly deny talks, “they know we are” negotiating toward a solution.

4. The top 10 most active options today by contracts traded were $NVIDIA(NVDA.US) with 4.4M contracts, $Tesla(TSLA.US) with 2.9M contracts, $Apple(AAPL.US) with 1.7M contracts, $Amazon(AMZN.US) with 1.5M contracts, $Microsoft(MSFT.US) with 1.4M contracts, $Micron Tech(MU.US) with 1.3M contracts, $Meta Platforms(META.US) with 886K contracts, $Alphabet(GOOGL.US) with 792K contracts, $SpaceX(SPCX.US) with 786K contracts, and $Intel(INTC.US) with 759K contracts.

5. The semiconductor index $SOX saw intraday moves of at least 2% in all 22 trading days in July, matching the extreme volatility last seen in 2020. Before that, a stretch like this had not occurred since the 2008 Financial Crisis. The SOX fell 21% in July, its worst month since October 2008, wiping out $2.2T in market cap. The move pushed 60-day realized volatility to roughly 66%, the highest since the pandemic peak of about 85% in 2020 and not far from the 75% level seen during the 2008 crisis.

6. Jeff Bezos filed a Form 144 on August 3 to sell 15M Amazon $Amazon(AMZN.US) shares, with an aggregate market value of roughly $4.07B. The filing lists an approximate sale date of August 3, 2026, and the sale is tied to a 10b5-1 trading plan adopted on November 14, 2025. The shares were originally acquired as founder stock, and the filing also notes Bezos contributed 220,200 shares to nonprofit organizations on May 4.

7. Hedge funds are moving back into tech stocks aggressively. In the week ending Thursday, funds recorded their largest net purchase of U.S. technology stocks since December 2022, marking the 3rd-largest weekly buy in at least 5 years. The buying was mainly driven by new long positions, with some short covering as well. Software, semiconductors, and semiconductor equipment saw the strongest demand, followed by tech hardware. Hedge funds also bought Magnificent 7 stocks for 4 straight days through Thursday.

8. Tesla $Tesla(TSLA.US) sales in Spain plunged 81.3% YoY in July to just 131 vehicles. Despite the sharp monthly decline, Tesla’s sales in Spain are still up 19.8% YoY through the first seven months of 2026, while the broader Spanish electrified vehicle market has grown 34.9% over the same period.

9. Grab $Grab(GRAB.US) reported record Q2 2026 results, raised full-year guidance, and announced an additional $750M share repurchase program. Revenue grew 22% YoY to $997M, On-Demand GMV rose 21% YoY to $6.5B, profit for the period reached $235M, and adjusted EBITDA increased 54% YoY to $168M. Grab also generated $450M of trailing 12-month adjusted free cash flow. The company raised FY26 guidance to $4.10B–$4.15B in revenue and $720M–$740M in adjusted EBITDA, while bringing cumulative buyback authorization to $1.75B since 2024. Grab has been buying back stock since March 2026, and management previously said it expects revenue to grow at a 20% CAGR from 2025 to 2028, with adjusted EBITDA tripling to $1.5B by 2028.

10. Leveraged and inverse ETFs tied to SK Hynix now hold roughly $5.5B in assets, the most of any single stock globally. Micron $Micron Tech(MU.US) follows at about $5.1B, while Nvidia $NVIDIA(NVDA.US) accounts for roughly $4.8B. Tesla $Tesla(TSLA.US) is the largest non-chip name on the list at around $3.7B. In total, semiconductor-related stocks now represent about $21B of leveraged and inverse ETF assets, while the 3x leveraged U.S. semiconductor ETF $SOXL took in $6.9B in July, its largest monthly inflow on record.

11. Bernstein sees the global server market reaching $1T by 2028, raising its forecasts for global server shipments and GPU AI server shipments to 15% and 22% CAGRs through 2028. The firm expects 8-GPU-equivalent server shipments to grow 48% in 2026, with rack shipments reaching 61,000 this year and 88,000 in 2027. Nvidia $NVIDIA(NVDA.US) Rubin and AMD $AMD(AMD.US) Helios racks are expected to start shipping in Q4. Bernstein also says planned and under-construction data center investment now totals roughly $1.2T, while major cloud providers’ 2026 capex estimates have risen nearly 15% since March, with combined spend projected around $1.1T by 2027. Custom ASICs are expected to represent roughly 45% of CoWoS-based AI chip shipments, with Google TPU shipments projected to grow about 90% in 2026.

12. Citadel’s Rubner says the early-summer excesses in the market have largely been unwound. Retail investors have reduced risk, leverage has normalized, concentration has eased, and many of the biggest technical headwinds have started to fade. As a result, he believes investors can shift more attention back to fundamentals rather than positioning. Position sizes and risk budgets are expected to rebuild gradually, supporting a lower-volatility grind higher instead of another sharp V-shaped recovery.

WALL STREET IS THE GREATEST SHOW ON EARTH.

Source: amit

NO $MAGS NO BAGS.....

Well, Here Comes Papa.....

The Old WallStreet Players are Fed UP with Korean High BETA NIGHTLY MEMORY SWINGS.

They want the Old Ghost Phantom Rolls Royce to take them to the Ball....

Peep The Action.....

1. Bottom Test

2. Spring

3. Jump Across the Creek (Today 8/3)

4. Follow Through Day (Larger Volume Candle) 1%+ Gain, More Volume then the Day Before

5. Now we wait for "Back Up to the Creek" to Reload and Test into Higher ATH's.

p.s. Money Flow is positive now....

$MAGS $NVIDIA(NVDA.US) $Microsoft(MSFT.US) $Amazon(AMZN.US) $Meta Platforms(META.US) $Apple(AAPL.US) $Alphabet(GOOGL.US) $QQQ

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: TSMC 3nm monthly 180,000‑wafer target likely to be met early - $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Intel(INTC.US) $Broadcom(AVGO.US) $AMD(AMD.US)

TSMC's 3nm process, originally slated to reach monthly production of 180,000 wafers by year-end, is now expected to hit the target in early Q4 as NVIDIA, AMD and Broadcom aggressively secure capacity.

Orders for TSMC's 2nm process are also accelerating; monthly wafer shipments are on track to approach 100,000 by year-end as planned.

TSMC clients like Nvidia, AMD, Broadcom are vying for advanced processes as TSMC ramps up capacity, media report:

-TSMC 3nm now seen at 180,000 wafer starts per month by early 4th quarter vs prior target end-26

-2nm seen at 100,000wpm by year-end. $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Broadcom(AVGO.US)

Source: Dan Nystedt