AZ

usa_reddit

Hope Samsung and Intel get their EUV (Extreme Lithography Machines) for their chip plants in TX and AZ already or costs for chips are going to go even higher. Time to buy more Semis.

graps2

Weren’t we already supposed to have an AZ plant? Wasn’t it announced in like 2022? 

Eclipsed830

>TSMC fab in Arizona has been producing wafers at higher quality (lower defect rates) than even the fabs in Taiwan (node equivalent). Obviously. The TSMC fab in AZ is two generations behind what is current in Taiwan. They make mistakes in Taiwan, and then by the time it gets to AZ, it is a mature node. 

ViriditasBiologia

I know the feeling, shit was so rough, thank god I moved to shithole AZ, just kidding, I'd take all the chargers going to LA to live there again, fuck AZ.

zedk47

There are a lot of companies smaller than AZ in the Nasdaq 100

lurker512879

its on Intel to improve their fab output quality. if China takes Taiwan, companies that relied on TSMC are going to be looking stateside - their fab in AZ isnt finished yet.. Intel has to increase quality and output quick (if they did their stock would be higher and it shows) Samsung and Texas Instruments, Global Foundries, Micron could step up too

zedk47

Why AZ got kicked? Because they're not American?

Ok_Cry7572

Phoenix, AZ (JAN. 07. 2026)- Waymo has driven onto the Metro Rail tracks and trapped itself in the rail line. Passenger escaped and darted across roadway. But but but it's a tesla competitor lol

bearwithme23

are they still going for like 22k in AZ

Reasonable-Carrot-15

Go find out how their Fab is doing in AZ.

Pabloescobar619

I have oceanfront property in AZ if you think its only Right Now..... Corporate America had zero concern about anything earth or humanity related... their only goal is to increase profits so they can justify their jobs to shareholders... It would be awesome if I could tell you all we had to do is put our investment dollars into the few good companies in the world... Sadly Black Rock and Vanguard already own our asses.

Sharaku_US

Calls on INTC & GF. Also BTFD on TSMC. You didn't know the CIA has every single top engineering talents' name from TSMC on their list of evacuation plans when the PLA invades Taiwan? Who do you think TSMC has been sending to AZ in the thousands despite the local government complaining those jobs were supposed to be for Americans? Google the complaints that Arizona had against TSMC the past 12 months and the number of E1 visas granted to TSMC employees.

Moon-Monkey6969

Bruce Arians ( Former AZ Cardinals coach) would say, “No Risk it, No Biscuit!” It’s my philosophy too. Except I say, “ scared money doesn’t make money!”

versello

Does the AZ fab handle manufacturing and packaging?

idratherbgardening

TSMC has a giant chip fab in AZ now and getting bigger. And the machines all the best chips are made with are from a Dutch company fwiw.

studiotec

What got me bullish was how they are expanding hubs. Building up a record in Texas and expanding to AZ next. I see regulatory being the biggest hurdle, but I can see them spreading in the SW, eventually having routes stretching from FL to CA.

DopeBook

If you are looking for the largest established miners, NTR is the largest for potash with six mines in Saskatchewan. FCX is NA’s largest copper miner with its operations in east AZ. FCX will report earnings on Jan 22nd.

Prestigious_Suit_202

i live in Phoenix, AZ. bought in 2019 and refinanced in 2021 and got 3% interest rate

Ok-Range-3306

why does anything exist in arizona then? come on now, its not a big of deal as you want it to be. if AZ figured it out, so can the saudis

IllBuyYourCar

“DJT WON” on an American flag plate is perfect. Even better on the out of state AZ plate

drunklifter112

TSM they are supplying everything have 2 fab facilities being built in AZ

fe2sio4

Freaking iOS private relay keep putting my ip in AZ and now I can’t visit pornhub

pork_fried_christ

Are you in the north east? Every single mature cannabis market in the nation is seeing massive price compression. Like 20-30% declines YoY in every major category. MI, AZ, CO, CA, OR, WA…. And the progressions have been very similar. In some states, it’s not even just declining dollar sales, unit sales are also decline which shows deeper cracks in long term demand than just falling prices. This isn’t an opinion, this is what the data shows all over the country.

Consistent_Mood9238

I'm seeing more and more of these on the road in AZ.

OtisB

EVs don't have some of the commonly replaced parts like oil filters, air filters, serpentine belts, etc but your "nearly no need" statement is not accurate. People who own EVs can still replace wipers, brakes, cabin air filters, lightbulbs, etc. and many other things that AZ sells. Not to mention many of the car care products they sell like wax, tire polish, floor mats, headlight polishing kits, and a bunch of other things I'm not thinking of right now.

Opening_AIx

Probably chose AZ because of less regulations, tax breaks, cheap land, "clean energy" with solar, etc. Plus CA is getting too expensive and has more regulations. Azure is still a beast when it comes to the cloud despite MS AI being crap, or so I've heard. MS is too embedded with their office suites of products. It's still the 800 lb gorilla that the only contender is Google's office suite by a long shot.

IslandExact429

AZ is a vibe I still remember Bikini Beans Barista

JustSellitAll

70's in AZ they all crazy

FarrisAT

Freeways started in AZ, SF, and Austin.

peterpeer9

Fat FIRE - $7500/mo in expenses, $2.5M port, 3% safe withdrawal rate, living in a gated community in Flagstaff, AZ Lean FIRE - $100/mo in expenses, $32K net worth, living in a gated community in the dumpster area behind the local Wendy's # You Can Retire Today™!

Swearwolfofwallst

- We're now aggressively not vaccinating in the US. - Trillions in student loan and credit cards with high and rising default rates for consumers - Commercial real estate will never recover from remote/hybrid work, trillions and trillions there that has been patched, bandaged, drug out for the last 5 years. - US IT sec is a joke at a federal and corporate level and is being actively dismantled to allow russian and other actors further in; soft but absolutely critical infrastructure targets like utilities could pretty much stop the nation - The colorado river's two largest lakes that feed AZ, NV and CA are at 29 and 32% capacity and the pace of loss accelerates with each year as climate warms, populations grow and corporate exploitation continues unchecked. I'm hoping Canada invades.

Boris_The_Unbeliever

I'm well aware that TSMC is building in AZ - and that's fantastic. But Intel is the only choice if you want domestic leading-edge nodes at scale - not some 30k wafer per month of 4/3 nm.

Little-Appearance376

The one week I’m not looking at the markets because I’m on vacation in AZ and it’s a green market. BROTHA :(

_hiddenscout

Water thing really isn't true from what I've seen. Power is an issue, but water really isn't. [https://www.construction-physics.com/p/i-was-wrong-about-data-center-water](https://www.construction-physics.com/p/i-was-wrong-about-data-center-water) In most cases, water usage is pretty dumb anyways. For example, in AZ like 75% of the water goes to agriculture: [https://www.azwater.gov/conservation/agriculture](https://www.azwater.gov/conservation/agriculture) >Irrigated agriculture is the largest user of water in Arizona, consuming about 74 percent of the available water supply. In the past, this percentage was as high as 90 percent; reductions have been the result of both urbanization of agricultural lands and heavy investment by the irrigated agriculture industry in conservation measures both on-farm and in delivery systems. 

aew2019

Someone please press AZ-5.

ElmoLovesGrover


vmanAA738

Dillard's is an unusual stock. 1\] It's very closely held by insiders which as a mature company is unusual. To start with almost 40% of stock is controlled by Newport Trust Co. which is a provider that provides institutional fiduciary/trustee services and operates institutional retirement/benefit plans. In Dillard's case Newport operates the employee and associate stock ownership trust for Dillard's, so all of the shares in this bucket are controlled by Dillard's employees/management. Roughly 25% of stock is controlled by Dillard family members and senior executives who all work and run the business. So at minimum 65% of the company is owned by people associated with Dillard's, not investors, institutions, or external others. This makes it closer to a private family enterprise that happens to trade publicly than a true public stock. Dillard's people have great control over the stock and thus have operational/voting control. No real external governance or activist pressure/potential for activist engagement. They call the shots that move the stock, not the public or the analysts or institutions. The float of the stock is small and it's not a very liquid market. 2\] They have engaged in successful financial engineering to make the company a cash-harvesting control machine. A lot of capital and free cash flow is re-allocated to Dillard's stock holders. They have retired 25% of the entire Dillard's share count since 2020 with buybacks. In 2014 there were 60 million shares outstanding. Today it's 15.6 million shares outstanding. This mechanically drives up EPS and you see it in their quarterly/annual reports where they're always beating on EPS. They also pay humongous dividends, which rewards the Dillard family and the Dillard's employees/management who own the stock with either substantial cash or more shares. From 2020 to today, they've paid out a cumulative $98.70/share in regular and special dividends. (Largely through an annual year-end special dividend they declare: $15/share in 2021 and 2022, $20/share in 2023, $25/share in 2024, another will be declared this year following their pattern) 3\] On the operational side, their store business has flat to low single digit growth but with very high margins (38-39%) which generates the cash for their financial engineering. They also operate in many secondary markets, smaller-mid size towns, and rural areas where they have less competition and where online shopping still has some challenges. Some examples include their stores in Lake Havasu City, AZ; Farmington, NM; Longview, TX (where they just bought an entire mall in August); Victoria, TX; Marion, IL; Paducah, KY; Meridian, MS. They also own 93.5% of the real estate their 272 stores operate out of \[stores, land, and parking\]. This not only gives them control and hard assets but also helps them with their cost structure (no lease expiry or landlords raising rent on renewals or landlord taking cuts of sales, they have more predictable and lower operating costs given how long they've been in business and likely owned the real estate). All of these things combined with seemingly competent retailers in management has allowed Dillard's to succeed over the past few years.

Prestigious_Suit_202

you should move to AZ, its only 11am here

OptionsHuduga

the blade in AZ. what a warm place.

Joeness84

The released files were done by the GOP this was 20k pages of some 300k total. These were their hand picked , "looks it's a nothing hamburger" files, and it's full of this much bad stuff. The AZ rep voting to release the files is a different release that hasn't happened yet

Content_Advice190

[$ARRY](https://stocktwits.com/symbol/ARRY) ARRY Quick Update – UBS Upgrade + Upcoming Investor Meetings 🔥 UBS just raised its price target on ARRY from $9 → $15 and reiterated a Buy rating. UBS says ARRAY is well-positioned to benefit from the upcoming wave of U.S. utility-scale solar demand driven by AI data-center expansion, and they expect continued strength in the order book. 📅 Upcoming investor events to watch: • Jefferies Fireside Chat – Nov 19, 2025 (Virtual) Speaker: Kevin Hostetler (CEO) Usually a key sentiment driver — tone here can move the stock short-term. • UBS Global Technology & AI Conference – Dec 3–4, 2025 (Scottsdale, AZ) Speakers: CFO + Investor Relations team One-on-one meetings with institutions → often where real momentum shifts. These two events + the UBS upgrade could act as near-term catalysts if management stays bullish on backlog, APA integration, and 2026 margins

Content_Advice190

# ARRY Quick Update – UBS Upgrade + Upcoming Investor Meetings **🔥 UBS just raised its price target on ARRY from $9 → $15** and reiterated a **Buy** rating. UBS says ARRAY is *well-positioned* to benefit from the upcoming wave of U.S. utility-scale solar demand driven by AI data-center expansion, and they expect continued strength in the order book. **📅 Upcoming investor events to watch:** # • Jefferies Fireside Chat – Nov 19, 2025 (Virtual) Speaker: **Kevin Hostetler (CEO)** Usually a key sentiment driver — tone here can move the stock short-term. # • UBS Global Technology & AI Conference – Dec 3–4, 2025 (Scottsdale, AZ) Speakers: **CFO + Investor Relations team** One-on-one meetings with institutions → often where real momentum shifts. These two events + the UBS upgrade could act as near-term catalysts if management stays bullish on backlog, APA integration, and 2026 margins.

Opening-Witness1785

Exceedingly rare, but I can confirm. Both PACS and Ensign have at least one building each that pulls in $1MM+ in EBIT. One in CA, one in AZ.

ministryofchampagne

Johnson still would have to call the house back into session and swear the AZ rep in. That isn’t a maga priority

quell3245

There are 213 Dems and 217 Republicans in Congress. They currently got 217 total yes votes (both democrats and flipped Republicans) but failed by 1 vote a couple of weeks ago. You swear in the dem congresswoman from AZ the vote passes, you also swear in republican congressman as well from TN vote still fails; hence why they want to potentially wait until Dec 2nd to swear in both at the same time.

RegulusDeneb

The votes to release the Epstein files will be 218 as soon as the House reconvenes and the Speaker swears in the new democrat from AZ. That's why Republicans won't reopen the House.

gizamo

To clarify, Micron isn't on every house. Memory is, but Micron is one of the three main manufacturers, behind Korea's Samsung and SK Hynix. The important thing about that is, imo, it's only a matter of time until Trump threatens them with tariffs or threatens Samsung's new fab in AZ. This administration has been going foreign companies like crazy.

Logical-Contest-4448

me too man. AZ weed is great but damn my nose is always on edge and I quit coke hours ago

CannaVestments

Solid Q3 showing from Trulieve: revenue was in-line with expectations considering the seasonally weaker quarter in AZ/FL while margins came in nicely above expectations. The FL machine continues to operate at a high caliber despite price declines and increased competition in the state, as the company again leads the charge on spending ahead of another AU initiative in the state ($34M spent YTD). The cash flow profile and balance sheet continue to be dictated by their ongoing challenge of 280e with strong press release numbers and now an indication to pay down the majority of their debt in Q4, but alongside significant unpaid taxes that continue to accumulate under the UTP (now $616M). Looking ahead, few changes on the horizon for most of their core markets with potential for adult-use in FL/PA although certainty on those states remains murky. Full review: **Revenue:**  QoQ: $302.1M to $288.2M / YoY: $284.3M to $288.2M *Down 4.6% QoQ and up 1.3% YoY, in-line with analysts consensus of $288M during the seasonally weaker Q3 in FL/AZ. Trulieve opened 1 new store in OH during the quarter, and relocated 1 AZ store so largely working off the same base.* **Adjusted EBIDTA:**  QoQ: $110.6M to $102.7M / YoY: $96.1M to $102.7M *Down 7.1% sequentially but up 6.9% YoY, nicely ahead of expectations of $96M. Industry-leading margins remained strong at 36% in the quarter, down from 37% in Q2 but up from 34% last year. Note that 6.3M in campaign contributions (now $33.7M YTD), $8.8M in one-time costs, and $5.8M in SBC were removed from this figure.* **Gross Margins:**  QoQ: 61% to 59% / YoY: 61% to 59% *Down slightly QoQ and YoY but still at very strong levels.* **Operating Expenses:**  QoQ: $130.3M to $127.6M / YoY: $172.7M to $127.6M *Nice cost control sequentially and a big drop YoY (largely due to a $48M campaign expense last year). Removing the campaign expenses, OpEx was $121.3M here compared to $125.9M in Q2 and $124.3M last year.* **Operational Cash Flow:**  QoQ: $86.1M to $76.8M / YoY: $30.3M to $76.8M *Good headline number but always have to factor in unpaid taxes. Tax-adjusted OCF was +$20.2M in Q3 and now $+42.5M YTD ($76.2M if you factor out the campaign contributions). This compares to +$37M in the first 3 quarters of 2024 and +$99.7M if you factor out campaign contributions so actually down this year apples-to-apples. CapEx was $12.3M in the quarter and $40.8M YTD so just above break-even on FCF when factoring in unpaid taxes.* **Cash:**  QoQ: $392.6M to $449.2M / YoY: $238.8M to $449.2M *Cash rise continues driven by positive OCF, although the uncertain tax position along with it. Debt stands at $477.5M with Trulieve indicating they will pay off $368M of notes in December. The uncertain tax position now stands at $616.3M and will continue to rise*

Hashshinobi1

There’s one here in Prescott Valley, AZ

mambosok0427

Not true. I bought a house in Goodyear AZ in 2005 for $225k. Crash comes in 08 and the value dropped to $90k. I had it rented for $1300/mo. Then the whole neighborhood became rentals, each dropping the rent until it stabilized around $800/mo. Point being, that $225 house lost 60% in 1 year. It didn't recover it's original value until 2018. Happened in lots of places.

kegman83

Of all the tech companies out there, I think Oracle has the largest debt to income ratio of all of them [and its not even close.](https://scontent-lax3-1.xx.fbcdn.net/v/t39.30808-6/556445925_1126547099620705_5591861734746140029_n.jpg?stp=dst-jpg_p180x540_tt6&_nc_cat=108&ccb=1-7&_nc_sid=127cfc&_nc_ohc=S6oTP87KDN0Q7kNvwGwzi7p&_nc_oc=Adnrxyji64TFz1WCj78--JODBGgoM2AqJnG8Mfcmw2_Gt5EcBnrY8bDy8bhNkz-G4Wc&_nc_zt=23&_nc_ht=scontent-lax3-1.xx&_nc_gid=lClOMl1KxTrQMpkPGXWlIQ&oh=00_Afj6pjfnsCmNIORC5CGaO0AZ4NwejaW7vH-1pejpbryTiA&oe=690E8BEC)

luciusbentley7

The whole AI thing is so funny. I've made money off it but it's so funny. I went to a white castles that was using AI to order in PHX, AZ. (Also, a rally's had this too). At the white castle i was trying to order the most basic combo, just one with a soda, and it couldn't register and sent me to a real person anyways. Just imagine a relatively complex order for a whole family. I'm just sitting there like, really, this is what's going to replace us all? It's less funny now with all the layoffs but still ridiculous.

paradox34690

5 days ago I said it'll be $1.50 or lower by Friday... [https://www.reddit.com/r/smallstreetbets/s/231AZ65Bqc](https://www.reddit.com/r/smallstreetbets/s/231AZ65Bqc) Holy shit, am I going to be right???

Still_Loaded

The fact that there are so many in AZ is just disrespectful. I’ve tried it once and don’t understand how it even exists.

Beaverhuntr

A steak bowl in Phoenix, AZ comes out to 18.00

Sufficient-Storm-929

Sounds like AZ

Karl151

AZ-204

griiiiiii

Next Two heads. Zero hair. Infinite alpha. $AZ16BALD

Automatic-Unit-8307

Oh no, you should not have said that, now ICE will arrest all those Taiwanese workers in AZ

threeriversbikeguy

Jensen has been a master of hype speak.. the real gamers know. Critically focus on what he says exactly: there is full production at a facility. That does not mean full production of the line at that facility. They could make a handful of GPUs/chips for US Government clients at the AZ facility and that is it. In fact, that is probably exactly what is happening.

MirthandMystery

Blackwell GPUs are just starting to be made in AZ and will cost 10-50% more due to various costs including specialized labor. Taiwan still makes the remainder, leaving them at risk as China advances long term plans to invade and "reunify" it with the mainland. Currently they threaten and military exercises are now seen less as drills and more as rehearsals.

BoboSaintClaire

Taco only accepts snap in select markets according to their website. Those being CA, AZ, WI

BoboSaintClaire

Taco Bell only accepts snap in WI, CA & AZ according to their website

The_Fake_King

Owned beauty pageants. Boasted on Howard stern, "I sort of get away with things like that" referring to going backstage while the girls were changing. Oct 2005 on video talked about, "I don't even wait. And when you're a star, they let you do it. You can do anything, grab em by the pussy, etc. He was convicted of sexual abuse. And was convicted of defamation when claiming his victim was lying. Amoung many more events I can list this small sample size indicates a history of sexual abuse and a viewpoint in line with a sexual abuser/predator. His pastor from all the way back to 2002 who headed the White House faith office after being appointed in 2025, plead guilty to child sex abuse. Friends with Epstein since 1980. In 2002 his comments about knowing Epstein likes his women "young" Regularly visited each other's homes. Flew in his jet named the "Lolita express" The disgusting naked child drawing letter. Was president when Epstein was murdered. Secretly spoke to ghislaine and then she was promptly given a more pleasant jail experience. In 2024 pledged to release the Epstein files. Is having Mike Johnson claim he cannot swear in newly elected AZ Democrat who will vote yes and force the Epstein files to be fully released. You add together a history of sexual abuse, helping keep ghislaine quiet and decades of surrounding yourself with pedophiles and places where pedophiles raped children. You do the math 2+2=4 unless you're a guardian of pedophiles.

Rough-Age6546

Dutch Bros + Brushfire breakfast combo blew my mind last year in AZ

Front_Spare_2131

Yeah but in the illustrious words of AZ, "Life's a bitch and then you die, that's why we get high, cause you never know when you gonna go" So I get the instant gratification part, not much hope on living a long fruitful life anymore because it even costs to get buried.

JackfruitCrazy51

When you say "multi-cloud", do you mean for each system? So for example, if I have a CRM should it use both Azure and AWS and how would that work? Multiple AZ's enough or in different regions (e.g. east/west)? Should it be active-active or active-passive?

Fasicaroots

Do you have the actual numbers that TSM is able to produce in AZ? Further more… do you really and honestly think that the United States of America is going to put possibly the most important tech in the history of man kind in the hands of TSM? A company based 80 miles off of Chinas shore? If you believe that, than man… my friend, you should loooadddd the boat on Intel PUTS. You should load the boat on puts for American mineral companies too! You’re going to be rich!

dntcarebouturfeelins

So because they source at TSMC (which has a facility known AZ to avoid tariffs) that makes them not better? government trying to get AMD to source through Intel, but they would only be able to provide the less advanced chips. Intel would also need to cut their cost per unit by 30% to be on par with TSMC... even with a tariff.

Any_Marketing_8828

Canaan Inc. (CAN.US): Stock Soars on Gas-to-Computing Pilot, Pivoting from Miner Maker to Energy-Driven Computing Service Provider Yesterday, the stock price of Canaan Inc. (Canaan, NASDAQ: CAN) surged by nearly 40% at one point. The driving force behind this sharp market rally was the company's launch of an innovative pilot project in Alberta, Canada — converting discarded natural gas into electricity to power high-performance computing (HPC) equipment, thereby providing energy for Bitcoin mining and AI computing power. This move has transformed Canaan from a "mining machine manufacturer" to an "energy-driven computing service provider," attracting renewed attention from the market. I. From Mining Machine Manufacturing to Energy Innovation: Canaan's "Second Growth Curve" Canaan Inc. has long been renowned for its Bitcoin mining machine brand, Avalon. For years, it was constrained by the volatility of the crypto market cycle and the prices of computing equipment. The pilot project in Calgary, Canada, developed in collaboration with the local energy company Aurora AZ Energy, marks the company's official entry into the new track of "energy-to-computing power" conversion. According to official disclosure, the project utilizes oil and gas resources that would otherwise be flared or discarded. On-site small-scale power generation facilities convert natural gas into electricity to supply 700 Avalon A15 Pro mining machines, with a total power capacity of approximately 2.5MW and a guaranteed 90% uptime. This "Gas-to-Computing" model not only improves energy utilization but also reduces the marginal cost of computing power operations. Industry insiders point out that this signifies Canaan Inc. is breaking free from its reliance on the cyclical nature of pure hardware sales and shifting towards an energy computing business with more stable cash flow and greater expansion potential. II. "Flared Gas-to-Computing" Model: A Key Path for Integration of Mining and AI The model of converting energy into computing power is not an innovation pioneered by Canaan, but the company has endowed it with clearer strategic significance. Over the past few years, a large amount of "flared gas" from oil fields in North America has long been wasted or directly flared, resulting in both energy waste and environmental problems. Canaan's approach is to directly convert these "marginal energy sources" into "marginal computing power," reshaping the distribution logic of computing infrastructure from the energy supply side. More notably, the company emphasized in its press release that this infrastructure will serve not only crypto mining but also AI and high-performance computing (HPC) tasks. This statement reflects a new industry trend — Bitcoin mining farms are being transformed into computing power nodes for AI and data centers. Galaxy Digital has already announced plans to convert its Helios mining farm in Texas into a large-scale AI data center and has secured over 400 million US dollars in financing. Canaan's entry into the "gas-to-electricity-to-computing" sector at this juncture is clearly in line with the global trend of reconstructing computing infrastructure. III. Capital Market Reaction: Resonance of AI and Energy Narrative Drives Bullish Sentiment Following the news release, Canaan Inc.'s stock price rose sharply in U.S. stock trading on Monday, with trading volume surging. The market generally believes that this rally is not only a positive response to the project itself but also reflects capital's enthusiasm for the "AI + Energy + Computing Power" narrative. From a valuation perspective, Canaan's current market capitalization is still far below its 2021 peak, but the market has begun to reprice its potential growth space. Analysts point out that if Canaan can replicate the model of this project and convert idle energy resources into computing power clusters, its energy utilization efficiency and unit computing power cost are expected to significantly outperform its peers. It is worth noting that against the backdrop of the continuous surge in demand for AI computing power, the cost of energy acquisition has become a key bottleneck. Canaan's approach of utilizing marginal energy from oil and gas fields provides a replicable model for "low-carbon, high-computing" operations. IV. Challenges and Prospects: From Bitcoin Mining to "Intelligent Energy Infrastructure" Despite the optimistic market sentiment, industry insiders have warned that this model faces multiple challenges. Firstly, the stability of gas-to-electricity conversion is related to fluctuations in gas supply, which may affect long-term operation and maintenance costs. Secondly, the scheduling architectures for AI computing power and mining computing power are different; to be compatible with both, more investment is needed in software and heat dissipation architectures. Nevertheless, Canaan's direction is undoubtedly forward-looking: against the backdrop of uneven energy supply and soaring data demand, the trend of "computing power moving closer to energy sources" is taking shape. Whether it is the cooperative project with Aurora or the potential North American expansion plan, Canaan is repositioning itself as a "next-generation distributed computing power and energy integration platform." This also explains the strong reaction from the capital market — investors are not only buying into Canaan's mining machine business but also betting on a future of energy digitalization and AI-driven computing power. Conclusion: A Narrative Reconstruction of Energy and Computing Power Canaan Inc.'s pilot project in Calgary may be just a small-scale starting point with 2.5MW, but the direction it represents is highly symbolic. Against the backdrop of global energy transformation and the AI computing power race, Bitcoin mining enterprises are evolving into "energy internet nodes" at an astonishing pace. If Canaan can achieve breakthroughs in technology implementation and commercial replication, the surge in its stock price may only be the prologue to this round of narrative reconstruction.

dPaul21

Well, what about September 21, 2025 at State Farm Stadium in Glendale, AZ?

Any_Marketing_8828

Canaan Inc. (CAN.US): Stock Soars on Gas-to-Computing Pilot, Pivoting from Miner Maker to Energy-Driven Computing Service Provider Yesterday, the stock price of Canaan Inc. (Canaan, NASDAQ: CAN) surged by nearly 40% at one point. The driving force behind this sharp market rally was the company's launch of an innovative pilot project in Alberta, Canada — converting discarded natural gas into electricity to power high-performance computing (HPC) equipment, thereby providing energy for Bitcoin mining and AI computing power. This move has transformed Canaan from a "mining machine manufacturer" to an "energy-driven computing service provider," attracting renewed attention from the market. I. From Mining Machine Manufacturing to Energy Innovation: Canaan's "Second Growth Curve" Canaan Inc. has long been renowned for its Bitcoin mining machine brand, Avalon. For years, it was constrained by the volatility of the crypto market cycle and the prices of computing equipment. The pilot project in Calgary, Canada, developed in collaboration with the local energy company Aurora AZ Energy, marks the company's official entry into the new track of "energy-to-computing power" conversion. According to official disclosure, the project utilizes oil and gas resources that would otherwise be flared or discarded. On-site small-scale power generation facilities convert natural gas into electricity to supply 700 Avalon A15 Pro mining machines, with a total power capacity of approximately 2.5MW and a guaranteed 90% uptime. This "Gas-to-Computing" model not only improves energy utilization but also reduces the marginal cost of computing power operations. Industry insiders point out that this signifies Canaan Inc. is breaking free from its reliance on the cyclical nature of pure hardware sales and shifting towards an energy computing business with more stable cash flow and greater expansion potential. II. "Flared Gas-to-Computing" Model: A Key Path for Integration of Mining and AI The model of converting energy into computing power is not an innovation pioneered by Canaan, but the company has endowed it with clearer strategic significance. Over the past few years, a large amount of "flared gas" from oil fields in North America has long been wasted or directly flared, resulting in both energy waste and environmental problems. Canaan's approach is to directly convert these "marginal energy sources" into "marginal computing power," reshaping the distribution logic of computing infrastructure from the energy supply side. More notably, the company emphasized in its press release that this infrastructure will serve not only crypto mining but also AI and high-performance computing (HPC) tasks. This statement reflects a new industry trend — Bitcoin mining farms are being transformed into computing power nodes for AI and data centers. Galaxy Digital has already announced plans to convert its Helios mining farm in Texas into a large-scale AI data center and has secured over 400 million US dollars in financing. Canaan's entry into the "gas-to-electricity-to-computing" sector at this juncture is clearly in line with the global trend of reconstructing computing infrastructure. III. Capital Market Reaction: Resonance of AI and Energy Narrative Drives Bullish Sentiment Following the news release, Canaan Inc.'s stock price rose sharply in U.S. stock trading on Monday, with trading volume surging. The market generally believes that this rally is not only a positive response to the project itself but also reflects capital's enthusiasm for the "AI + Energy + Computing Power" narrative. From a valuation perspective, Canaan's current market capitalization is still far below its 2021 peak, but the market has begun to reprice its potential growth space. Analysts point out that if Canaan can replicate the model of this project and convert idle energy resources into computing power clusters, its energy utilization efficiency and unit computing power cost are expected to significantly outperform its peers. It is worth noting that against the backdrop of the continuous surge in demand for AI computing power, the cost of energy acquisition has become a key bottleneck. Canaan's approach of utilizing marginal energy from oil and gas fields provides a replicable model for "low-carbon, high-computing" operations. IV. Challenges and Prospects: From Bitcoin Mining to "Intelligent Energy Infrastructure" Despite the optimistic market sentiment, industry insiders have warned that this model faces multiple challenges. Firstly, the stability of gas-to-electricity conversion is related to fluctuations in gas supply, which may affect long-term operation and maintenance costs. Secondly, the scheduling architectures for AI computing power and mining computing power are different; to be compatible with both, more investment is needed in software and heat dissipation architectures. Nevertheless, Canaan's direction is undoubtedly forward-looking: against the backdrop of uneven energy supply and soaring data demand, the trend of "computing power moving closer to energy sources" is taking shape. Whether it is the cooperative project with Aurora or the potential North American expansion plan, Canaan is repositioning itself as a "next-generation distributed computing power and energy integration platform." This also explains the strong reaction from the capital market — investors are not only buying into Canaan's mining machine business but also betting on a future of energy digitalization and AI-driven computing power. Conclusion: A Narrative Reconstruction of Energy and Computing Power Canaan Inc.'s pilot project in Calgary may be just a small-scale starting point with 2.5MW, but the direction it represents is highly symbolic. Against the backdrop of global energy transformation and the AI computing power race, Bitcoin mining enterprises are evolving into "energy internet nodes" at an astonishing pace. If Canaan can achieve breakthroughs in technology implementation and commercial replication, the surge in its stock price may only be the prologue to this round of narrative reconstruction. Canaan Inc. (CAN.US) Risk and Disclaimer: The above content represents only the author's personal views, not the position of Futu Holdings Limited, nor does it constitute any investment advice. Futu makes no guarantee or commitment in this regard. For more information...

maxiderm

If you want 7% guaranteed returns, I have some oceanfront property in AZ I'd like to sell you.

ReggieLab

**TUCSON, AZ /** [**ACCESS Newswire**](https://www.accessnewswire.com/) **/ October 9, 2025 /** Applied Energetics, Inc. (OTCQB:AERG), a pioneer in ultrashort pulse laser (USPL) and advanced directed energy solutions, today announced that it has closed a private placement (the "Private Placement") of 5,995,674 million shares of its common stock (or pre-funded warrants in lieu thereof) to a group of existing accredited investors at a purchase price of $1.80 per share (or $1.799 per pre-funded warrant in lieu thereof).

Onebadosteopathswag

they should leave jerome powell stranded in Jerome, AZ

VegasBjorne1

Biggest issue with solar and land would be access to the grid. Plenty of good, available land near the CA-AZ-NV border but being close enough to high-tension power lines is almost always a problem as the cost of new lines being very expensive.

zonestarx

You guys make trades like AZ plays football…

PM_ME_FIRE_PICS

From 10-k: "We maintain our principal office at 5 Marine View Plaza, Suite 214, Hoboken, NJ 07030. The Company leases 7,503 square feet of laboratory and office space in a multistory, multi-tenant building in Hoboken, NJ under a five-year lease ending September 30, 2027. Additionally, the Company leases 9,261 square feet of manufacturing (semiconductor and photonic chip fabrication), laboratory, clean room, and office space in a multi-tenant building in Tempe, AZ for 51-months ending November 30, 2028. The Company also has a short-term agreement for approximately 300 square feet in a multi-tenant facility in Arlington, VA that provides 24/7 furnished co-working space, conference room space, and other services on an as-needed basis." Market cap of 4.6 BILLION DOLLARS

PossibilityBright703

You don't have to believe me. I've literally seen these buildings monthly net income. Struggling SNF's tend to be like 0-50K per month. Healthy SNF's are like 100-350K per month depending on bed size. These two comprise the bulk of SNF's but then there are outliers that make 500-1,000K/month. Typically they have some form of sub-acute with a large amount of skilled census. Medicare rates in CA and possibly AZ are like $900-1200/PPD. These monthly net income numbers also include Part B revenue from therapy so don't forget that. Ensign changed the game with Part B in house and PACS followed suit.

bbta102

The shutdown doesn’t stop that. Congress is not affected by the shutdown — how could they be, they are the ones who have to vote on stuff to resolve it. The house is not in session right now and Mike Johnson said they’d swear in the AZ rep next week I think.

martman006

Mild tin-foil hat time, but I think this one is gonna last a LONG time. The shutdown stalls the swearing in of the special election for the AZ rep who would be the final 218th signature needed to release the Epstein files in full.

Prethiraj

They don't require training in Taiwan anymore unless you volunteer at the AZ fab.

Peterd90

I am going with Portillos. They basically sell food that is addictive as Crack. They have bungled their expansion out of Chicago but the valuation metrics are far better than CAVA. Near 52 week low. Expanding to Texas, AZ, GA and Fla.

hologrammmm

I've been in the industry for over a decade and had one large exit. That commenter saying forget about investing in this space also knows what they're talking about. You're right. Don't invest in the biotech space exactly because you have no idea what you're doing or who is credible. That's exactly the point that was made. You think the person who works for the CRO is a c-suite/founder? That means you have no idea what you're talking about. You have no idea what that AZ reference I made was (a framework that nearly 4X'd AZ's LoA in their pipeline), you don't know what kind of science or trial design associates with an asset's likelihood of approval, and you don't know how to value a biotech company's assets. Forget about even trying.

bellahamface

USG convo with TSMC earlier this year. USG -> help us ramp up. You owe us. 95% of chips? Remember who actually protects Taiwan. This isn’t fair. TSMC -> hmm. Why would we give up our dominance? If we do, what assurance do we have? And if we do that will only piss off China more. We like the status quo, so no. Why we will see massive tariffs as retribution and acceleration of companies to opt in to IFS. TSMC is not to be trusted. Remember how long they dragged out their AZ fab to produce advanced chips? They had to be pushed to do so. Retarded news and the markets are reacting the wrong way. Buy the dip.

bellahamface

Invited Media are in AZ this week for ITT (Intel Technology Tour). Also a big announcement after 10/9 (embargo). Likely why massive amounts of 10/17 40c

Beginning-Fig-9089

AZ, but dont no one take Marvin Harrison props

wittmamm123

Well the Federal govt literally bought a stake in Intel? So we all own it technically. Then NVDA deal comes out and big talks locally in AZ about Intel being able to replace/replicate the same FAB quality as TSMC. TSMC isn’t popular here with workers either, lawsuits , racism, different treatment of Taiwanese workers and Americans. Using temp agencies to fill roles instead of hiring and training a real workforce. Then shutting in the temp workers for not knowing the job no one trained them for. Now they are finally building a reclaimed water system after using 4.75 million gallons of water per day, in Phoenix, AZ where they tell us we are in a persistent drought, won’t have water for the new communities within 20 years etc. combined with the data centers everywhere and APS raising household rates per kWh , every water company has a jacked the prices as well while asking people to use less. Meanwhile govt lets fabs open using more water than a subburb per day without a reclaim system. While shutting on employees and paying temp wages. More and more Chinese show up daily as well. No temp agency for that.

WhyAreYallFascists

Could be that they don’t trust China not to attempt to take Taiwan. And maybe they don’t trust TSMC’s fab in AZ.

Beginning-Fig-9089

well…im in AZ and there is a huge TSMC factory that right next to guess what…an Intel factory

leeuwvanvlaanderen

TSMC punching air with that AZ plant lmfao 

1hipG33K

Many states start from medical, so they tend to pick up a lot of HIPAA regulations over the market, especially on the retail side. Once states go recreational, they tend to add in much stricter regulations around product testing, seed to sale tracking, and marketing. I've worked professionally in the California and Arizona industries, and each takes a completely different approach to regulation. Hell, here in AZ, they even cracked down on strain names that were "too accessible to children." So no more Star Wars or brand-name candy strains anymore in this state. For companies (like my current one) that are multi state operators, they have to meet a wide and diverse range of regulations in each state they do business in. I'm saying that because they are definitely used to meeting a ridiculous level of criteria that constantly changes, just to be open for business.

Spicyboi981

Where tf are the all time low gas prices, we’re almost equal to Cali in AZ now

RedTango68

Mormons (The Church of Jesus Christ of Ladder-day Saints) I believe are the largest US agricultural land owner. They have significant plots everywhere but I've seen huge places in ID,AZ and FL

femboyharmonie

Yeah. And apparently they've expanded to 170 sq. miles. They're also saying they've gotten clearance in a few others states (FL, AZ and one or two more I'm forgetting).

Bonus_Options

On Sept. 9th, Sharplink filed that it began its strategy of buying back shares when the stock price was trading below its net asset value (NAV). They repurchased 939,000 shares at an average cost of $15.98 per share for a total of $14.845M or just under 1% of their buyback authorization. According to an AI search, as of 8/31/25, SBET had $71.6 million in cash, so that would leave $56.754M of dry powder for further stock repurchases without incurring any debt. I have no issues with buying back the stock when prices are down and issuing stock when prices are up to purchase ETH when ETH prices are down. However, this is a long term strategy that should pay substantial dividends IF the price of ETH tokens continues to climb as ETH contract adoption and usage also grows. It is not clear to me if they also include balance sheet cash in their "ETH Concentration" metric number. If not, then the share buybacks will increase that number and as ETH climbs, the value of SBET theoretically should also go up to reflect the higher value of its ETH holdings. For me, I am holding for the longer term. AZ has done a good job of buying back its shares long term and driving the stock price materially higher (I wish that I had held onto my AZ shares long term when they were around $500).

Spicyboi981

In the desert/forests of Northern AZ. You aren’t supposed to say my name

ixnayhombre

I’d bet money this is for 2 main reasons: 1. Right now some of the only true leverage large blue states have over the federal government is their contributed revenue from income tax. This admin is probably well aware of how many donor blue states like NY, CA, IL, NJ, MN, MA are actually funding the welfare red states who get more money in funding and grants from the feds than they send back in tax revenue (AL, MS, AK, WV, AZ, MT, KY). There’s been chatter recently of the big blue economies discussing withholding such tax payments as protest. This move would effectively kill that leverage and shift to getting the funds in a more indirect way (thru the supply chain). 2. As others have said, this shifts the funding burden of the government almost completely to the bottom 80-90% of earners in the US. Very wealthy people simply do not consume enough per capita to have the tariffs they pay on goods cover even a small fraction of the taxes they currently pay today. People can rebel by not paying their taxes; they cannot as easily stop eating food or buying clothes and necessities. This is another forced tax cut for the wealthy and tax hike for the poor.

pwdbypenguins

Filberto's is overrated. Go to topo loco in gilbert AZ