🇺🇸 Screenwriter, Member Writers Guild of America West, M.F.A. USC Cinema, Juris Doctor, Tech Investor * Not a Financial Advisor (Always Do Your Own Research)
Texas, USA
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Iran War Update : China turning its back on Iran
JUST IN: Iran’s president reveals “all our money in China has been frozen.”
Community note
Iran's president in a Fox News interview described Iran's money in China as blocked, referring to longstanding oil revenues inaccessible due to U.S. sanctions since 2018, not a new Chinese freeze or revelation.
borna.news/en/news/6610/p…
avash.news/ansarullah-doe…
wsj.com/world/middle-e…
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Mark Hogan retweeted
No one had ever read the entire H-1B program. So I pointed AI at all of it.
4.2 million filings. Seven years. Line by line.
Entry-level H-1B software developers get offered $89,253 at the median. The job pays $130,160 nationally.
Now I know who's paying the difference.
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A 2026 study of nearly 250,000 physicians board-certified in internal medicine between 1990 and 2025 found that 47.2% were born outside the United States.
And now the American Medical Association and American Hospital Association want to cancel the proposed new $103k H1B Visa fee.
It seems that the major American health organizations don’t want American doctors.
Source on the 47.2% statistic:
eurekalert.org/news-releases…
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$CIFR JUST IN : Cipher Announces Deal to Extend Barber Lake Lease by Additional 10 Years Adding ~$5.2B in revenue 🔥🔥
CIFR CEO Tyler Page on the deal representing the quality of their sites and durability of Ai compute demand:
“Barber Lake was designed as a long-lived, mission-critical asset, and securing a firm commitment that extends well beyond the original lease term demonstrates the long-term utility and strategic relevance of the campus. We believe this transaction underscores the quality and enduring strength of our sites, as well as the durability of demand for hyperscale computing capacity.”
Cipher Digital Expands Barber Lake Lease Term to 20 Years, Increasing Revenue to Over $9 Billion
· Additional 10-year term adds ~$5.2 billion of contracted revenue at Barber Lake
· In connection with change orders and continued evolution of the tenant’s design, the lease amendment establishes a phased delivery schedule for the site, with individual data halls expected to be delivered between Q4 2026 and Q1 2027
· Cipher remains on track with the revised delivery schedule
“Extending Barber Lake’s contracted life reflects the enduring value of the infrastructure we're building,” said Tyler Page, CEO. “Barber Lake was designed as a long-lived, mission-critical asset, and securing a firm commitment that extends well beyond the original lease term demonstrates the long-term utility and strategic relevance of the campus, as well as the durability of demand for hyperscale computing capacity.”
Read the full press release here: investors.cipherdigital.com/…
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Smashing Pumpkins frontman Billy Corgan on being a Christian and God as the third rail of rock and roll
“God is the third rail of rock and roll.”
Reflecting on faith, honesty, and choosing to talk openly about God in music.
Full conversation on The Magnificent Others with this week’s guest Michael Sweet of Stryper.
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When will the Trump administration fully address this @VP and @marcorubio?
The H1B program has been severely abused for many years by corporations that have demonstrated a clear pattern of firing American workers and replacing them with cheaper foreign labor with almost no accountability…
#BREAKING: Over 700,000 U.S. tech jobs were cut and 670,000 H-1B visas were issued to Indians since 2022.
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$NBIS : Could Nebius generate $100M per MW per year? 🔥🔥
Per SemiAnalysis latest report this is the trajectory for open source models:
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$NBIS JUST IN: Exane BNP Paribas upgrades Nebius to OUTPERFORM and RAISES PRICE TARGET to $399 a share 🔥🔥
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$NBIS JUST IN : SemiAnalysis just gave Nebius a Platinum rating in the latest ClusterMAX 🔥
"Nebius is unquestionably an industry leader with strong offerings in every category and the ability to command a significant price premium.”
newsletter.semianalysis.com/…
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$NBIS : Quantryon Capital Bullish on Nebius After Latest Price Hikes 🔥
Key Comments:
•Nebius raised major GPU prices 17% to 21%, while short-duration capacity negotiations reach $40 million to $50 million per megawatt.
•Q2 revenue surged 454% to $582.3 million, while four major contracts generated $20 million to $25 million ACV per megawatt.
•Customers fund 50% to 60% of associated capex upfront, while expected project payback has compressed to roughly 22 months.
•At roughly a $67 billion valuation, $12 billion of 2027 revenue would imply approximately 5.6 times forward sales 🔥
seekingalpha.com/article/494…
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