OpenCloud @OpenCloud_

$CEPT ticker changes to $SECZ on Thursday. As noted below, @Securitize now has tokenization partnerships with both the #1 and #3 transfer agents by market share, covering 40-50% of all US public companies and almost 70% of the S&P500.👇

Platypus @EggPlatypus

2 days ago

The @Securitize initial listing hitting this Thursday, July 2 as $SECZ. Just last week they announced @Securitize was selected as the preferred tokenization partner for Continental Stock Transfer... $SECZ now has partnerships with both the #1 and #3 transfer agents by market

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Tokenization's biggest issuer is about to trade on the NYSE. @Securitize goes public July 2 as SECZ. $400M raised, 71.5% of trust retained.

$NIXX data center competition with 1 GW has a $118 share price.

Yes!!! Big announcement for @Securitize with shareholders approval for the $CEPT merger and starting to trade as $SECZ. Literally the single most important tokenization platform tokenizing the world with the largest backers such as @BlackRock $BLK & partners such as $NDAQ

Securitize @Securitize

a day ago

Today, Cantor Equity Partners II shareholders approved the proposed business combination with Securitize, marking an important step toward the expected consummation of the transaction. As previously announced, the Business Combination is expected to close on July 1, 2026,

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"Your value is in architecting a system where [agents] are you, in many more rooms." - Ryan Fennerty, SVP of Financial Services, AlphaSense When AI agents have access to your internal context, external sources and investment thesis, they allow you to be in two (or more) places at once, handling the lower-value but necessary work so you can focus on sourcing high-quality assets, going deep on the 2️⃣ to 3️⃣ drivers behind a thesis and unlocking portfolio value. Ryan breaks down where alpha is actually coming from in private markets in 2026. Watch the full session: alpha-sense.com/resources/webi…

.@authologic has partnered with @Google and integrated Google Wallet credentials into its OmniID platform, allowing businesses to perform KYC/AML verification using Google ID Pass and other digital identity attributes. merchantseye.com/news/authologi… #fintech $GOOG

Nixxy $NIXX and Tachyon9 unveil $1 Billion carbon-conscious AI data center campus designed around Hydrogen power, low-water cooling and U.S. energy security. This is the next $NBIS $CRWV $BRUN $IREN. Very undervalued based on the comps should move to $10 trajectoryventures.vc/ai-innovation/…

TrueFoundry is the 2026 @AI_Breakthrough Awards LLM Platform of the Year. One control plane. 10T+ requests/month. 1,000+ clusters managed. AI infrastructure that governs, deploys, scales, and traces, so your team doesn't have to.

In the latest EE Times podcast "AI With Sally," our Founder and CEO Nick Harris spoke with Sally Ward-Foxton about photonics in the data center. In the episode, Harris explains why AI has shifted from a compute-bound problem to an interconnect- and memory-bound one, how Lightmatter evolved from pursuing photonic processors to building optical networking technology, and why the company's new integrated laser platform represents the next step toward scaling AI infrastructure beyond what copper can support. Watch the full episode: youtube.com/watch?v=q2Y3WP… @theanalognick @eetimes @sallywf

BREAKING AI NEWS - Next Generation of data centers is here -> Nixxy $NIXX and Tachyon9 unveil $1 Billion carbon-conscious AI data center campus designed around Hydrogen power, low-water cooling and U.S. energy security. trajectoryventures.vc/ai-innovation/… $NVDA $IREN $CRWV #AI #DataCenters

$MU Earnings: - Revenue of $41.46 billion versus $23.86 billion for the prior quarter and $9.30 billion for the same period last year - GAAP net income of $28.24 billion, or $24.67 per diluted share - Non-GAAP net income of $28.86 billion, or $25.11 per diluted share - Operating cash flow of $25.39 billion versus $11.90 billion for the prior quarter and $4.61 billion for the same period last year “Micron’s record fiscal Q3 financial results and even stronger outlook for Q4 reflect the strategic value of memory in the AI era,” said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology. “Micron is investing at record levels in technology, products and supply to address our customers’ rapidly growing demand. We believe our multi-year Strategic Customer Agreements will significantly enhance the durability and predictability of Micron’s strong financial performance.”

$NIXX research report claude.ai/public/artifac… $HUT $KEEL $CLSK $IREN $CIFR

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$MU CEO Sanjay Mehrotra says their large customers include data center and the large and medium customer agreements go across data center, consumer, and automotive markets. Large agreements generally have a price band with a floor and a ceiling established at CQ2 price levels, which are reflected in their FQ3 results and FQ4 guidance. Those price levels provide for unprecedented levels of profitability. "Our large customers include data center and the large and medium customers that you mentioned, of course, including our smaller customers, they do go across data center, consumer, and automotive markets. We have provided you color on the large agreements have, of course, generally have a ceiling price and have a price band which has a floor as well as a ceiling, and the ceiling is established at the CQ2 price levels. Of course, you know that CQ2 price levels are reflected in our FQ3 results as well as FQ4 guidance, and they provide for unprecedented levels of profitability. Those price bands also provide for floor prices, where the gross margins are well above the peaks at any past cycle in company's history. The large agreements that we mentioned, these are multi-year agreements, and they provide us tremendous visibility to demand customer commitments, and they, of course, come with the financial commitments, including cash deposits, that Mark elaborated on earlier."

Always amazing looking at $MU earnings: Revenue: $41.46B vs. $35.8B est. EPS: $25.11 vs. $20.78 est. Forecasts: Revenue: $49B to $51B, vs $43.24B est EPS: $30.00 to $32.00, vs. $25.31. “Micron said on Wednesday that it has signed 16 long-term agreements” "When completed, we expect approximately half or more of our company revenue to be under these" Looks like memory demand has become structural… But great earnings to show up the AI trade is continuing to ramp up.

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The worst advice for enterprise AI agents? Start small. "Start small" sounds safe. In reality, it often leaves enterprises with 100+ agent pilots and no scalable AI strategy. The winners do the opposite: → Start with a high-value problem → Build the foundation → Scale from there That's where the biggest AI outcomes come from. 🎙️ @nikunjbjj in conversation with @JonKrohnLearns for @superdatasci - link in comments👇

TrueFoundry’s Nikunj Bajaj speaks to @JonKrohnLearns about how enterprises like Nvidia and Siemens are realizing over $100 million in returns from single AI agent deployments, and why the conventional advice to “start small” is exactly the wrong way to roll out agents in a large organization. Watch the episode here: superdatascience.com/996

When a simulation campaign ends, the engineering work may be done, but turning raw results into a structured, presentation-ready report still takes time most engineers do not have. Rescale’s Report Generator Agent closes that gap by taking simulation results data and automatically generating a report aligned to a customer’s own reporting templates, including findings, relevant charts, and recommendations. The output is designed to be ready for stakeholders, without requiring engineering teams to manually assemble slides or summarize data after the fact. That fits naturally into digital engineering workflows, where simulation is one input into a broader product development decision. When program managers, systems engineers, or design leads need to understand what a set of simulations found, report generation can happen in minutes rather than hours, in a format that is already familiar to the people reading it. It’s a practical example of how Rescale applies agentic digital engineering on the Rescale platform to automate complex workflows while keeping the focus on higher-value engineering decisions. Learn more: rescale.com/platform/agent… #DigitalEngineering #AgenticAI #Simulation #EngineeringWorkflows #ProductDevelopment

We’re excited to share that our PassageⓇ silicon photonics platform has been selected as the winner of the “AI Semiconductor Innovation Award” in the 9th annual @AI_Breakthrough Awards program! For nearly a decade, the AI Breakthrough Awards have researched, analyzed and recognized the most important advances in artificial intelligence, and this year's field was the strongest yet. Learn more about our Passage platform: lightmatter.co/products/passa…

Plots of empty desert could soon be worth more than the most fertile farmland in human history. @CJHandmer ran through the back-of-the-envelope math. 10 acres of solar is enough for 1 MW of H100s. And the FLOPS done by those H100s is roughly equivalent to 1000 human brains. If we build models that match human performance per FLOP, we could produce 100 humans' worth of cognition per acre of solar. And that's just the floor. Today's chips are far less energy-efficient than the brain, so the actual number could be bigger still by >50x. The implied land value is insane. The clear incentive would be to use up almost all the world's land for solar.

This is the real AI doom scenario and, IMO, the only way to avoid it is to make space AI economically preferable.

Dwarkesh Patel @dwarkesh_sp

5 days ago

Plots of empty desert could soon be worth more than the most fertile farmland in human history. @CJHandmer ran through the back-of-the-envelope math. 10 acres of solar is enough for 1 MW of H100s. And the FLOPS done by those H100s is roughly equivalent to 1000 human brains. If

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