Web3_btc 专业版

This unstoppable $9 billion BlackRock ETF has beaten the S&P 500 every year since 2001:
Here are the top 10 holdings of iShares Expanded Tech Sector ETF ($IGM):
1. 🇺🇸 Nvidia: 9.05%
2. 🇺🇸 Microsoft: 8.70%
3. 🇺🇸 Apple: 8.56%
4. 🇺🇸 Broadcom: 7.41%
5. 🇺🇸 Alphabet Class A: 4.81%
6. 🇺🇸 Meta Platforms: 4.66%
7. 🇺🇸 Alphabet Class C: 3.85%
8. 🇺🇸 Netflix: 2.37%
9. 🇺🇸 Palantir Technologies: 2.35%
10. 🇺🇸 Advanced Micro Devices: 2.23%
Source: iShares data
BlackRock is the world’s largest asset manager, with $13.5 trillion in AUM. Around $5 trillion of that total is spread across over 1,600 exchange-traded funds (ETFs) managed by the company’s iShares subsidiary.
iShares Expanded Tech Sector ETF ($IGM), has a concentrated portfolio of technology stocks that includes many of the giants leading the artificial intelligence (Al) race. It soared by 27.5% in 2025, comfortably outpacing the 16.4% return in the S&P 500.

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Applied Digital stock is up +18% in the last 48 hours, as it officially transitions from "crypto miner" to "AI backbone."
Here is the breakdown of why the market is repricing the stock right now:
✅ Earnings Smash: Revenue for fiscal Q2 2026 hit $126.6M—a 250% YoY increase—crushing Wall Street’s $89M estimate.
✅ The "AI Factory": Its Polaris Forge 1 campus is now fully energized and delivering 100 MW to major AI cloud provider CoreWeave.
✅ Hyperscaler Deals: The company recently signed a $5 billion, 15-year lease with a major U.S. hyperscaler. It’s also in advanced talks for an additional 900 MW of capacity.
✅ The Short Squeeze: With short interest previously sitting at ~27%, the massive revenue beat triggered a cascade of short covering, fueling the vertical move to near 52-week highs ($37.68).
✅ Strategic Spin-off: Investors are cheering the news that APLD will spin out its cloud compute segment into a new entity called ChronoScale.
The bottom line: Applied Digital isn't just building data centers anymore; it’s securing a $16B+ revenue backlog at the heart of the AI boom.