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Intel, Sandisk, AWS, Binance. Shake it up. Add some Geopolitics. Why not?
Intel which is now down 29% this morning changed the story from "2027 is funded by operations" to that it's probably funded by debt and equity issuance that along with operational issues. The memory sector is forcing ppl into multi year contracts at extreme…
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One Last Midnight Opting Out of a Raw Deal: Long Coins Short Stocks
Cryptocurrency is running higher. Stocks are stalling. I think it's time for the big run in coins vs equities and the crypto market now has the infra…
Whiplash. DeepSeek, Inference is Over. SpaceX $1T Guide (We're Back)
Simply - near term after SpaceX and SMCI we see a sigh of relief on GPU economics and then are left with the Fable 5.5 launch to answer the question…
Is CoreWeave Going to Die
No. Coreweave I do not think is going to die. I think Anthropic roadshow will do better than expects due to Fable 5.5 lifting sentiment on Lab…
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