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3 catalysts = 50X returns starting July 10th???

The Nasdaq Is Flashing a Warning Signal

Trading With Larry Benedict
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Managing Editor’s Note: Some experts are calling it the “silent surge.”

While the mainstream media is talking about the rest of the tech market… Biotech stocks have started soaring 25%… 108%… 256%… 453%… and even 850%… in a matter of hours.

Now, if you missed any of these gains, don’t worry. As long as you act now – before July 23 – our colleague Jeff Brown believes you could average $4,000 a month, for the next four years. He’s sharing all the details in The Biotech Moment on Wednesday, July 1, at 8 p.m. ET.

Click here to automatically register for free.

The Nasdaq Is Flashing a Warning Signal

By Larry Benedict, editor, Trading With Larry Benedict

Investor euphoria is being powered by the AI spending frenzy.

According to one estimate, earnings for S&P 500 companies linked to AI capital expenditures are expected to grow nearly 69% this year, followed by 34% next year.

Stocks like Micron Technology (MU) and Intel (INTC) have seen their share prices soar by 118% and 98%, respectively, in just the past eight weeks.

The rally in AI stocks has been so powerful that the S&P 500 would be down this year without them, instead of the S&P’s current 8% gain.

Indexes most exposed to the AI trade are faring even better, including the Nasdaq-100, which is now up 16% this year.

But as returns are soaring, so is volatility. That’s an unusual deviation from the historic relationship, where gains are associated with lower volatility.

That means something isn’t adding up with the AI trade…

Recommended Links


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Jeff Brown: “Get Ready for The Fourth Biotech Golden Period in 40 Years.”

On July 23, a historic convergence is set to usher in what some are calling “the golden age of biotech.” When this has happened before, biotech became the hottest sector in the market. Small plays doubled and tripled. Some went on to deliver generational wealth. Now it’s poised to happen again… and the mainstream media hasn’t picked up on it yet. You’ll get the details during The Biotech Moment on Wednesday, July 1, at 8 p.m. ETRegister instantly here.
(When you click the link, your email address will automatically be added to Jeff’s guest list) 


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While the Whole World Is Watching Elon, the Real Money Is Moving Somewhere Else

When Elon Musk ran a Twitter poll in 2021, Tesla lost $30 billion in a single day. When he changed the Twitter logo to Dogecoin, the coin surged 30% overnight. No one alive moves markets the way Elon does. Larry Benedict – the trader who delivered a 279% return on cash in 2025 – says Elon's next move is his biggest yet. And there's ONE ticker, overlooked by almost everyone, positioned to capture it. Click here to find out what it is before the “Final Phase” begins.


Why Nasdaq Volatility Is Rising Despite Record Highs

You’re probably familiar with the CBOE Volatility Index, also referred to as the VIX. It reports expected volatility in the S&P 500. Some call it Wall Street’s “fear gauge” because the VIX usually jumps higher when the S&P 500 pulls back.

In other words, daily price movements pick up when the stock market is selling off. Conversely, the VIX tends to be the lowest when stock prices are steadily grinding higher.

Just like the S&P 500, the Nasdaq-100 has its own measure of expected volatility. As you can imagine, volatility trends across the S&P 500 and Nasdaq-100 tend to mimic each other.

But lately, a divergence is opening up. Take a look at the chart below that plots implied volatility across both indexes.

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(Click here to expand image)

Volatility measures across the S&P and Nasdaq tracked closely to start the year. But starting in April, Nasdaq volatility started trending higher.

Even though the Nasdaq-100 has rallied to record highs, implied volatility is now trading at the same level as in late March, back when the Nasdaq fell into a correction.

That shows a major disconnect between the price action in the Nasdaq and expected measures of volatility. Remember, volatility tends to increase when stocks are selling off – and vice versa.

At the same time, another divergence on the Nasdaq’s chart is warning that the gains could be ready to reverse…

Tune in to Trading With Larry Live

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Each week, Market Wizard Larry Benedict goes live to share his thoughts on what’s impacting the markets. Whether you’re a novice or expert trader, you won’t want to miss Larry’s insights and analysis. Even better, it’s free to watch.

Simply visit us on YouTube at 8:30 a.m. ET, Monday through Thursday, to catch the latest.

RSI Divergence Signals Fading Momentum

The break in the Nasdaq’s historic relationship between price and volatility means either price has gotten ahead of itself or volatility needs to pull back. Based on the chart, I’m betting that the price needs to pull back:

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(Click here to expand image)

Following the high in late January, the Nasdaq fell by 12% into March (“1”). From there, a rally saw a strong move above the 50-day moving average (MA – blue line), and there was no looking back.

That rally brought the Nasdaq just above the 30,000 level in early June (“2”). A pullback from there brought the index back near the 50-day MA, and price then rallied back to the prior high.

But this is where a warning sign on momentum is appearing. As the Nasdaq tests the prior high, the Relative Strength Index (RSI) is making a lower high (dashed line).

The RSI measures underlying price momentum, and the divergence shows that upside momentum is fading. When a stock’s price makes a new high but the RSI doesn’t, it’s a sign that the buying pressure fueling the AI rally is weakening… and the odds of a reversal are growing.

Even by itself, the negative divergence is worth paying attention to.

But with implied volatility also jumping higher, it’s a signal you can’t afford to ignore.

Regards,

Larry Benedict
Editor, Trading With Larry Benedict

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(NYSE: GPUS) Hits Our Thursday Morning Watchlist On 20 Megawatt AI Compute Deal

Any content you receive is for information purposes only. Always conduct your own research.

*Sponsored

Paul Prescott Just Put Hyperscale Data, Inc. (NYSE: GPUS) On Today’s Early Watchlist—Thursday, June 25, 2026

Don’t Miss Our Next Update—Get Real-Time Alerts Sent Directly To Your Phone. Up To 10X Faster Than Email.

Check Out GPUS Before Tomorrow Morning…

June 25, 2026

Dear Reader,

There is a moment in every infrastructure buildout when the narrative shifts from speculation to execution.

For Hyperscale Data, Inc. (NYSE American: GPUS), that moment arrived this week.

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On June 24, 2026, Hyperscale Data announced that its subsidiary Alliance Cloud Services, LLC has signed a Master Services Agreement with a California-based neocloud provider to deliver 20 megawatts of critical AI compute capacity at its Michigan data center campus.

The agreement carries an initial 10-year term with two five-year extension options — and if fully exercised, is expected to generate in excess of $1.2B in revenue.

If the customer exercises an option to expand to 52 MW, total potential contract value climbs to over $3B.

The deal is not a letter of intent. It is not advanced negotiations. The MSA is signed.

Services are expected to begin generating material, high-margin revenue as soon as late September 2026 — and the company is already procuring key equipment and retrofitting approximately 60,000 square feet at its Michigan campus to support the initial deployment at an estimated cost of $100M–$120M.

The announcement adds urgency to Hyperscale Data’s broader transformation.

Management has stated the company will likely cease all B-T-C mining operations at the Michigan campus as AI services come online, redirecting available power to higher-margin colocation — and the newly signed MSA gives that transition a defined customer and a clear deployment timeline.

The broader market context matters here. Analysts have characterized the migration of B-T-C miners into AI data center operators as the “power landlords of AI” theme — pointing to the structural advantage that operators with existing power and cooling infrastructure hold as AI compute demand outpaces supply.

GPUS now fits squarely within that theme, backed by a signed customer agreement and a near-term service launch timeline.

The company also reported full-year 2026 revenue guidance of $180M to $200M — representing year-over-year growth of approximately 80% to 100% vs. preliminary 2025 revenue of around $100M.

Q1 2026 revenue came in at approximately $44M, up 76% year-over-year.

Additionally, the company holds approximately 726.9 B-T-C valued at approx. $45.9M, plus roughly $40.2M in cash — giving Hyperscale Data a sizable digital treasury alongside its AI infrastructure buildout.

About Hyperscale Data, Inc. (NYSE American: GPUS)

Hyperscale Data, Inc. is a Las Vegas-based diversified technology holding company executing a strategic shift toward AI infrastructure and high-performance computing.

The company’s most strategically important asset is its 617,000-square-foot Michigan data center campus in Dowagiac, Michigan — a facility that currently operates approximately 28 MW of B-T-C mining capacity and which management believes has the long-term potential to support more than 300 megawatts of total power capacity for AI compute and IT infrastructure.

The company’s wholly owned subsidiary Alliance Cloud Services, LLC serves as the entity through which Hyperscale Data delivers colocation and AI data center services.

The recently signed MSA with a California-based neocloud provider — covering 20 MW of AI-focused high-density GPU compute — marks the company’s formal entry into the commercial AI infrastructure leasing market.

AI Infrastructure at the Inflection Point

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The AI data center market is in a period of structural undersupply. Global demand for GPU-based compute is accelerating across model training, inference, and enterprise AI deployment — while the buildout of purpose-designed facilities lags significantly behind.

This demand-supply imbalance is expected to persist well into the latter part of this decade, creating durable economics for operators who can deliver capacity now.

Within this dynamic, operators with existing, fully permitted, grid-connected power infrastructure hold a material competitive advantage.

The lead time to develop a new data center campus from greenfield — including permitting, utility agreements, construction, and commissioning — typically spans three to five years.

Operators like Hyperscale Data that can redirect existing power capacity to AI workloads can collapse that timeline to months rather than years.

The neocloud market — which GPUS’s Michigan customer operates within — is a fast-expanding segment sitting between hyperscale cloud providers and bare-metal colocation.

Neocloud operators aggregate GPU capacity and deliver it to AI developers, research institutions, and enterprise customers at scale.

Their growth trajectory is directly correlated with AI model proliferation and the democratization of compute access across industries.

Hyperscale Data’s Michigan campus adds a forward-looking dimension beyond the initial MSA: management has indicated a long-term vision of up to approximately 590 MW across Michigan and Montana assets — encompassing both conventional power and potential Small Modular Reactor (SMR) nuclear power sources in Montana.

This positions the company not just as a colocation provider but potentially as a long-duration AI infrastructure platform.

Recent Milestones

MSA Signed — $1.2B+ AI Compute Deal (June 24, 2026)

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Hyperscale Data signed its first Master Services Agreement with a California-based neocloud provider through Alliance Cloud Services, LLC. The agreement covers 20 MW of AI compute capacity at the Michigan campus, with services expected to begin in Q4 2026. The initial 10-year term, plus two five-year extension options, is expected to generate over $1.2B in revenue. A 32 MW expansion option could lift the total contract value above $3.0B.

B-T-C Treasury Reaches 726 B-T-C (June 23, 2026)

The company reported holdings of approximately 726 B-T-C as of June 21, 2026, valued near $45.9M, along with roughly $40.2M in cash.

OPR-R2 Humanoid Robots Enter Production (June 11, 2026)

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Omnipresent Robotics, LLC began production of the first 30 OPR-R2 humanoid robots through its manufacturing partner. The robots are expected to be deployed at the Michigan campus in Q3 2026 as part of a planned 143-unit rollout.

2026 Revenue Guidance Issued (March 11, 2026)

The company provided full-year 2026 revenue guidance of $180M–$200M, compared with preliminary 2025 revenue of approximately $100M. Q1 2026 revenue was later reported at approximately $44M, up 76% year-over-year.

7 Factors Putting (GPUS) At The Top Of Our Radar This Morning

— Thursday, June 25, 2026

1. $1.2B+ Runway: GPUS recently announced a signed Master Services Agreement covering 20 MW of AI compute capacity, with an initial term that could generate more than $1.2B in revenue if fully exercised.

2. AI Transition: GPUS is shifting from B-T-C mining toward AI infrastructure services, with management indicating available power capacity will be redirected to AI-focused colocation as deployments come online.

3. Near-Term Launch: GPUS expects services under its newly announced AI compute agreement to begin as soon as late September 2026, providing a defined deployment timeline rather than a distant future target.

4. Revenue Growth: GPUS reported full-year 2026 revenue guidance of $180M–$200M following preliminary 2025 revenue of approximately $100M, while Q1 2026 revenue increased 76% year-over-year to approximately $44M.

5. Digital Treasury: GPUS holds approximately 726 B-T-C valued near $45.9M along with roughly $40.2M in cash, creating a sizable treasury alongside its infrastructure expansion plans.

6. Power Infrastructure: GPUS controls a 617,000-square-foot Michigan data center campus with approximately 28 MW currently operating and management outlining long-term potential exceeding 300 MW for AI compute and IT infrastructure.

7. Humanoid Robotics: GPUS recently entered the production phase for its first 30 OPR-R2 humanoid robots, with deployment at the Michigan campus expected during Q3 2026.

Take A Look At GPUS While It’s Still Early…

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Taken together, these developments paint a picture of a company in the midst of a significant transformation. From a signed AI compute agreement with potential value exceeding $1.2B, to a growing AI infrastructure footprint, accelerating revenue growth, a sizable digital treasury, existing power capacity, and the rollout of humanoid robotics, GPUS is executing across multiple initiatives that could shape its next phase of development.

Whether you're focused on AI infrastructure, data center capacity, digital assets, or emerging robotics applications, GPUS is a name that warrants a closer look as these milestones continue to unfold.

We will have all eyes on GPUS this morning.

Take a look at GPUS while it’s still early.

Also, keep a look out for my next update—it could be here any moment.

Sincerely,

Paul Prescott
Co-Founder & Managing Editor
Street Ideas Newsletter

 

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Pursuant to an agreement between 147 Media LLC and TD Media LLC, 147 Media LLC has been hired for a period beginning on 06/25/2026 and ending on 06/25/2026 to publicly disseminate information about (GPUS:US) via digital communications. Under this agreement, TD Media LLC has paid 147 Media LLC seven thousand five hundred USD (“Funds”). These Funds were part of the twenty thousand USD funds that TD Media LLC received from a third party named Meza Media LLC who did receive the Funds directly or indirectly from the Issuer and does not own stock in the Issuer but the reader should assume that the clients of the third party own shares in the Issuer, which they will liquidate at or near the time you receive this communication and has the potential to hurt share prices.

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A WWII Lesson on Power Dependence

The AI revolution requires more energy than we're capable of producing...
 
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A WWII Lesson on Power Dependence

By Joel Litman, chief investment officer, Altimetry


Europe was on fire... the clock was ticking... and a small group of Norwegian commandos had one mission...

Shut down the Nazi power plant – or die trying.

At first glance, Vemork looked like the sort of industrial site you'd expect to find near a river in a mountain valley.

But this chemical-and-power-plant combination was responsible for a crucial ingredient in the German war effort.

You see, Vemork produced something called heavy water... which can cool reactors better than normal water and facilitate nuclear fission more efficiently.

German scientists needed heavy water to create an atomic weapon. And the Allies knew that if Germany succeeded, they'd likely lose the war.

The Allies had already tried to invade Vemork once before...

British soldiers took gliders right to the front entrance. They rode in on bikes, armed with heavy weapons... aiming to punch straight through and destroy the facility.

But while the entrance offered the most obvious path in, it also offered the clearest point of resistance. The Nazis stopped them with ease. The heavy water kept flowing.

This time, the Allies were determined to succeed at any cost. Norwegian soldiers armed themselves with skis, bombs, and suicide pills. Instead of charging the front door, they treated the surrounding wilderness like the real access point...

Ten of their strongest skiers parachuted into the mountains and forests around the target area. There, they met up with a Norwegian spy and climbed the cliffs to Vemork completely undetected.

Once inside, the team used a map provided by resistance workers. They found the part of the plant responsible for heavy water... took two civilian workers hostage... and stuffed the plant full of timed explosives.

The guards stayed at their posts. None of the 30 Nazis on the premises realized anything was wrong until the team was already 20 meters out the door.

That's when the plant exploded.

Without Vemork, Germany fell months behind on its atomic research...

That delay gave the U.S. enough time to pull ahead with the Manhattan Project – turning the tide of the war.

"Operation Gunnerside," as it came to be known, was one of Germany's most devastating losses in World War II. And it offers a lesson that's just as applicable today...


Recommended Links:

President Trump's America 250 'Gift' – Position Yourself NOW

On July 10, President Donald Trump is poised to make a major announcement tied to the BIGGEST priority of his second term. To help you position yourself, veteran investors Joel Litman and Landon Swan have identified four stocks that could go up 10X, 20X, and even 50X following that announcement. Join their free briefing on Thursday, July 2 to get the details. Click here to RSVP – it's FREE.


'I Added AI to the Power Gauge for the First Time'

It's live. Wall Street veteran Marc Chaikin just unveiled a complete and never-before-seen AI optimization of one of the most beloved tools he has ever created. The result is a brand-new way to find stocks with 10X profit potential in the Power Gauge. Starting now, you can be among the first to access the first-ever AI-powered platform from MarketWise company Chaikin Analytics. Click here to see how.


Energy is everything.

We're in the middle of an entirely different power war these days with the AI revolution... It requires more energy than we're capable of producing.

Utilities and municipalities are facing a giant to-do list...

The real constraint often shows up before the first shovel hits the ground... in the engineering, permitting, and design.

It takes years to complete the planning and physical infrastructure needed to get a new power plant on line.

AI data centers and advanced factories (those which make semiconductors and batteries for the AI build-out) are all lining up for the same energy. And power companies are scrambling to expand the grid.

In today's power war, the energy bottleneck is a matter of national security.

Countries that can't power their AI infrastructure will fall behind... in economic output... in defense capability... and in the technologies that define the next decade.

The winners will be the ones that clear the path for energy sources before the demand for power surges.

Regards,

Joel Litman
June 25, 2026

P.S. For the first time ever, I'm joining forces with Landon Swan – co-founder of one of Fast Company's most innovative firms.

Landon really knows AI... and the best ways to profit from it. His proprietary AI system is so powerful that top hedge funds pay up to $750,000 per year to access it.

Together, we're revealing five under-the-radar stocks that could become the biggest winners of America's AI race. They're positioned for potential gains of 10X, 20X, or even 50X.

But you have to act now. Click here to lock in your seat for our exclusive July 2 presentation.