gAI
→ Trump plans an AI Force and a new AI czar
→ OpenAI reportedly in funding talks at a $1.2T valuation
→ NVIDIA-backed Crusoe announces a $3.9B funding round
→ Gartner forecasts $2.7T in AI spending this year, up 49.5%
great week to be bullish $AI
$NVDA $MU $SNDK $LITE Many of your favorite GAI infrastructure names are up decently today. Don't let overconfidence sway you if you are making short-term trades. The Citadel meat grinder sees you, and you can't outrun or outthink it. Your time horizon is your edge.
$NVDA $MU $SNDK $LITE There is so much sell the news chatter about the Anthropic IPO on the GAI infrastructure trade that it makes me want to do the exact opposite.