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$GIGASCALE-HERON-POWER · Heron Power applies EV power electronics to grid for faster data center energization
now playing · $GIGASCALE-HERON-POWER
$SARCIbullish· high· posdaniel
Sarci raises $28.8M seed from a16z to automate bank back-office with AI agents
Sarci builds AI workflow agents for 8,000 US banks/credit unions. Early traction: customers cut loan doc processing from 4.5 hours/day to 1.3 hours, enabling staff to leave at 6:2…
$GIGASCALE-PANTHALASSAbullish· medium· posmike
Panthalassa building ocean data centers for AI inference
Gigascale portfolio company building underwater data centers for inference, leveraging ocean cooling and power proximity. Garth (founder) previously appeared on show.
$GIGASCALE-HERON-POWERbullish· high· posmike
Heron Power applies EV power electronics to grid for faster data center energization
Heron Power takes Model 3/Y power electronics and deploys them on the grid to deliver power to data centers faster, better, cheaper than 100-year-old transformer technology. Shipp…
$RADIANTbullish· high· posmike
Radiant Nuclear building container-sized 1.5MW microreactor for 5-year no-refuel operation
Radiant's microreactor fits in a container, delivers 1.5MW for 5 years without refueling, targeting data center and remote power needs. Part of Gigascale's energy infrastructure t…
$GIGASCALE-FORM-ENERGYbullish· high· posmike
Form Energy's iron-air battery lasts 100 days at cheapest possible chemistry
Form Energy's battery uses iron rusting/unrusting chemistry — the cheapest possible material — to provide 100-day duration storage for data centers dealing with renewable intermit…
$DEFAULTbullish· high· posnico
Default raises Series A to give B2B companies real-time data layer for AI agents
Default provides out-of-the-box real-time data warehouse plugging into Salesforce/HubSpot, plus semantic modeling layer translating CRM, meetings, forms, web visitors into agent-u…
$BRILLIANTbullish· medium· possue kim
Brilliant launches graphical AI tutor 'Koji' that sees student interactions and annotates live
Brilliant's AI tutor Koji watches how students interact with visual/interactive problems, points and sketches on screen like a human tutor sitting beside them. Designed for 'momen…
$ANTHROPICbullish· mediumjohn coogan
Anthropic confidentially files for IPO; early investor sitting on potential 100x
Anthropic submitted draft S-1 to SEC, joining SpaceX and OpenAI in IPO race. One investor (Mark) put $50M in 2023-24, now potentially a 100x return.
$CRM···bullish· highjohn coogan
Salesforce delivers AgentForce $1B ARR while freezing engineering hires
Salesforce grew revenue 13% YoY to $11.13B with $6.7B operating cash flow; AgentForce hit $1B ARR and combined AI data ARR reached $3.4B. Benioff revealed they hired zero net engi…
$NVDA···bullish· highjohn coogan
Nvidia hits $5.4T market cap after Computex keynote unveiling Vera Rubin and RTX Spark
Jensen Huang announced Vera Rubin CPU in full production, RTX Spark ARM-based PC chip for local AI (Microsoft's Apple Silicon moment), open-weight flagship model, and humanoid rob…
$MU···bullish· high· postyler cosgrove
Micron surges past $1,000/share, $1.2T market cap in 'Lambo candle' move
Micron extended gains to rise above $1,000/share for the first time in history, up 22% in a single day. Market cap grew from $60B to over $1.2T in 13 months, overpowering geopolit…
$SPCX···bullish· highjohn coogan
Index rule changes force $30T passive money to buy SpaceX at IPO
Index providers waived profitability requirements and cut seasoning windows from 90 days to 5, forcing S&P 500, Russell 1000, and Nasdaq 100 funds to absorb 19-24% of SpaceX's flo…