To The Moon

Centrus Energy has become the nuclear market’s ultimate argument starter. The bulls see a strategically indispensable US fuel supplier sitting at the intersection of nuclear revival, energy security and AI’s insatiable appetite for electricity. The bears see an expensive stock whose current earnings barely justify the valuation, let alone the enormous future investors have already begun to price in. Then there is the share price. LEU closed at $173.89 on 4 September, down more than 62% from its 52-week high of $464.25. That is not a routine pullback. It is a full-scale demolition of the momentum trade. Yet the underlying strategic case has hardly been demolished with it. That disconnect is what makes Centrus so interesting now. The stock collapsed. The strategic bottleneck did not From nuc

$Docusign(DOCU)$ Docusign rise after reporting upbeat financial results and raised its fiscal 2027 revenue outlook.

$Docusign(DOCU)$ Docusign rise after reporting upbeat financial results and raised its fiscal 2027 revenue outlook.

@Optionspuppy @Ah_Meng @InverseCramer Story time: 🧵👇 An orangutan at the San Diego Zoo became an absolute legend for repeatedly breaking out of his enclosure. His name was Ken Allen. The wild part? He didn't go on a rampage or try to flee into the city. Once he got out, he mostly just wandered calmly around the zoo. He'd explore the grounds, check out the other animals, and just vibe. Total tourist mode. Except for one major detail. Ken had absolute beef with another orangutan named Otis. During one of his breakouts, he marched straight over to Otis’s enclosure and started throwing rocks at him. 💀 The zoo staff was so ba

Full story: https://grafa.com/en/news/australia/activeport-logs-revenue-growth-and-cost-cuts-in-q1-fy27 Activeport Group reported higher Q1 FY27 revenue across all divisions alongside $2 million in annualised savings. The company's underlying Q1 cash consumption dropped 34% compared to the FY26 quarterly average. Activeport is targeting accelerated revenue growth through FY27, driven by new software projects and international expansion. Activeport Group (ASX:ATV) reported revenue growth across its three divisions in Q1 FY27 alongside a $2 million annualised cost reduction following a management restructuring. The business noted that the Software, Network, and Services divisions were each tracking above their FY26 average quarterly revenue levels midway through Q1. Payroll reductions genera

Full story: https://grafa.com/en/news/united-states/oil-prices-rise-us-iran-strikes-hormuz-supply-risks Oil prices increased more than $1 per barrel on Monday as U.S.-Iran strikes on vessels raised concerns about longer supply disruptions in the Middle East. Brent crude rose 1.25% to $97.48 per barrel, while U.S. West Texas Intermediate crude gained 1.25% to $92.62 per barrel. Analysts said continued disruption around the Strait of Hormuz could restrict oil exports, with recovery potentially delayed into 2027. Brent crude futures and U.S. West Texas Intermediate crude prices rose more than $1 per barrel on Monday as renewed U.S.-Iran strikes involving vessels increased concerns about potential oil supply disruptions in the Middle East. Brent crude futures increased $1.20, or 1.25%, to $97.

GPT-6 Astra is another reminder that we’re still very early in the AI cycle. OpenAI says Astra was built using more than 100,000 GPUs at its Texas facility, making it one of the largest training runs the company has ever done. And the bigger story isn’t just how capable the model is. It’s what happens when models keep getting this much smarter. Astra is already pushing into work that would have sounded unrealistic just a few years ago — complex coding, computer use, scientific research, cybersecurity and multi-step professional workflows. OpenAI says it reaches state-of-the-art results across several of these areas. But intelligence at this level comes with a massive requirement: Compute. Every generation raises the amount of infrastructure needed to train and run these systems. GPUs, data