The Losers List for today

Nebius Group NV

Nebius Group N.V., operates as a technology company that engages in building full-stack infrastructure to service the global AI industry. Its businesses include Nebius, an AI-centric cloud platform built for intensive AI workloads.

Bloom Energy Corp

Bloom Energy is an American public company headquartered in San Jose, California. It manufactures and markets solid oxide fuel cells that produce electricity on-site. Bloom Energy (BE) Gains “Buy” Rating as Data Centers Boost Power Demand

Vertiv Holdings Co

Vertiv is an American multinational provider of critical infrastructure and services for data centers, communication networks, and commercial and industrial environments.

Vistra Corp

Vistra Corp. is a Fortune 500 integrated retail electricity and power generation company based in Irving, Texas. The company is the largest competitive power generator in the U.S. with a capacity of approximately 39GW powered by a diverse portfolio, including natural gas, nuclear, solar, and battery energy storage facilities.

How Vistra Corp. (VST) is Positioning Itself for AI-Driven Electricity Demand with Nuclear Power

Nuscale Power Corp

NuScale Power Corporation is a publicly traded American company that designs and markets small modular reactors. It is headquartered in Tigard, Oregon. A 50 MWe version of the design was certified by the US Nuclear Regulatory Commission in January 2023.

Powering the Future of AI

Modine Manufacturing Co

Modine Manufacturing is a thermal management company established in 1916 in the United States. The company started as Modine Manufacturing Company by Arthur B Modine who patented the Spirex radiator for tractors. The Modine company manufactured the Turbotube radiator for Ford Model T cars.

Modine’s data center sales soared 102% year over year in fiscal 2025 Q2

We are currently focused on supporting trends like high-performance computing as the rapid expansion of AI and machine learning fuels demand for data center capacity and more advanced cooling solutions,” CEO Neil Brinker said on the call. “Although these trends can change over time, we believe that the need to meet ever increasing regulations and reduce the impact of fossil fuels on our environment [is] currently driving multi-year growth cycles.”

Credo Technology Group Holding Ltd

Credo’s mission is to deliver high-speed solutions to break bandwidth barriers on every wired connection in the data infrastructure market. We provide innovative, secure, high-speed connectivity solutions that deliver improved power efficiency as data rates and corresponding bandwidth requirements increase exponentially throughout the data infrastructure market.

Credo Technology Group Holding Ltd (CRDO) Gains Neutral Rating from Susquehanna Amid AI-Driven Data Center Growth and Valuation Concerns

Oklo Inc.

Oklo Inc. is an advanced nuclear technology company based in Santa Clara, California. Founded in 2013 by Jacob DeWitte and Caroline Cochran, both graduates of the Massachusetts Institute of Technology, the company designs compact fast reactors with the aim of providing clean, safe, and affordable energy. Its chairman is OpenAI co-founder Sam Altman.

Oklo Inc.’s (OKLO) Role in AI Infrastructure: A Buy Signal?

IREN Ltd

We are the responsible way to power Bitcoin, AI and beyond. We own and operate next-generation data centers powered by 100% renewable energy. We target regions where there are low-cost, abundant and attractive renewable energy sources, and where we can help solve energy market problems.

Iren CEO on powering Bitcoin and AI and scaling data centers

Coherent Corp

Coherent Corp. is an American manufacturer of optical materials and semiconductors. As of 2023, the company had 26,622 employees. Their stock is listed at the New York Stock Exchange under the ticker symbol COHR. In 2022, II-VI acquired laser manufacturer Coherent, Inc., and adopted its name.

DATACOM INNOVATION IN THE AI ERA How Coherent is powering innovation in artificial intelligence and machine learning for next-generation datacenters.

Talen Energy Corp

Talen Energy is an independent power producer founded in 2015. It was formed when the competitive power generation business of PPL Corporation was spun off and immediately combined with competitive generation businesses owned by private equity firm Riverstone Holdings. Following these transactions, PPL shareholders owned 65% of Talen's common stock and affiliates of Riverstone owned 35%. As a condition for FERC approval Talen agreed to divest approximately 1,300 megawatts of generating assets in the PJM Interconnection Region to mitigate FERC's competitiveness concerns. On December 6, 2016, Riverstone Holdings completed the purchase of the remaining 65% of Talen's common stock, making it a privately owned company.

Buy 5 Nuclear Energy Stocks to Tap Huge AI-Powered Data Center Growth

Semtech Corp

Semtech Corporation is an American supplier of analog and mixed-signal semiconductors and advanced algorithms for consumer, enterprise computing, communications and industrial end-markets. It is based in Camarillo, Ventura County, Southern California. It was founded in 1960 in Newbury Park, California. It has 32 locations in 15 countries in North America, Europe, and Asia. Semtech is the developer of LoRa, a long-range networking initiative for the Internet of Things. As of March 2021, over 178 million devices use LoRa worldwide. LoRa has been used in satellites, tracking of animals, UAV radio control, and natural disaster prediction, Semtech has been publicly traded since 1967. In 1995, Semtech ranked fifth on the Bloomberg 100 list of top-performing stocks of 1995 on the New York and American stock exchanges and the NASDAQ National Market.

Semtech’s Pioneering Role in AI-Driven Cloud Technology and Data Centers – Insights from Dr. Hong Hou Part 2

2 Trillion dollars in U.S. Stock market cap erased in a day by DeepSeek, which was released only a day after the US announced a 500 billion dollar investment in AI.

DeepSeek only invested 5.6 million dollars in computing power.

年年有余，岁岁平安 comrades

I am quite drunk and very well fed. Fireworks are banned in Wuhan proper and yet they're going off still.

Americans sour on some of Trump's early moves, Reuters/Ipsos poll finds | Reuters

appear to follow a fringe, self-described “vegan Sith” ideology that started in the Bay Area

https://subium.com/profile/kenklippenstein.bsky.social/post/3lgsynfiql22i

If you want to torture yourself it's a 1 hour podcast with Matty Yglesias and the third guest works at something called the American Immigration Council. Despite that name - he's another total turd worried about birth tourism.

https://archive.ph/KGE59

Back in the day, I used to do a policy podcast at Vox with Matthew Yglesias, who is now the author of the excellent Substack newsletter Slow Boring, and Dara Lind, who’s now a senior fellow at the American Immigration Council.

Admittedly anecdotal but I recall when my brother went on a school trip to Japan, him and his school mates were expected to do an embarrassing dance number akin to the Haruhi Suzumiya dance for the students of a Japanese school; I also recall folks who went to teach English in Japanese schools who were merely hired as aides to repeat what the teacher was saying but in a goofy manner. I was like "What a racist cult- oh wait we do that too".

I remembered Ken Jeong and hearing him speak in an interview and was shocked he didn't have that accent he puts on in his movies. I then remembered some Asian Americans who said you have to sell out deeply to be accepted in America, and if you say one thing that can be interpreted as pro-China (even calling out Japanese war crimes against China), you lose everything. We like our non-white Americans to be stereotypes and we get scared when we can't otherize them; we're also quick to distrust them.

https://xcancel.com/CitizenCohn/status/1884265317159035099

Lol. Lmao.

Or alternatively: wtf happened from 2002 to 2018?

Here is the leading opposition candidate saying, verbatim, during the genocide in Gaza: "as commander in chief, I will ensure America always has the strongest, MOST LETHAL fighting force in the world" To which the crowd responded by chanting "USA USA USA". The USA is a fascist and genocidal empire, no matter which of the two flavours of imperialism is in the White House.