LeadScoope Daily

Moonshot AI jumped 41 points in a single day after nine days of nothing. Certs at 100, hiring at 89. Alex draws the parallel to Mistral's playbook from three months ago, and gives you a 10-day window to watch. Blog Post : https://leadscoope.com/blog/moonshot-ai-2026-06-25

Scale AI jumped 23 points with certs at 100 but no press release. Alex breaks down what an investor should actually make of infrastructure that moves before the news does, and why OpenAI's drop this week might be the most important context.

Cohere jumped 12 points with a perfect cert score of 100. But Alex argues this is not what a scaling company looks like. It is what a locked-in company looks like. We break down the Bell Canada $220M GPU deal, what it means for Cohere's thesis, and the one signal that would change everything.

Together AI jumped 14 points today as OpenAI committed 10 gigawatts in Ohio, Anthropic signed with Google, and Mistral launched 18,000 GB200s in France. The entire infrastructure market shifted in 48 hours and Together responded not with data centers or new services, but with a hiring spike. Jordan and Alex break down why the timing matters more than the numbers, and what to watch for in the next...

Inflection jumped 23 points overnight. Hiring exploded to 84 out of 100. But SSL certs are at 2 and GitHub is at zero. Jordan and Alex break down what that gap actually means — and what to watch over the next two weeks. Full data at leadscoope.com